Guide to Accounting Firms

MEET YOUR A-TEAM GUIDE TO ACCOUNTING FIRMS

FAIRFIELD COUNTY BUSINESS JOURNAL • WESTCHESTER COUNTY BUSINESS JOURNAL • SEPTEMBER 28, 2020

ACCOUNTING FIRMS | WESTCHESTER COUNTY Area code: 914 (unless otherwise noted)

Ranked by number of CPAs in county 1. PKF O’Connor Davies LLP 500 Mamaroneck Ave., Harrison 10528 381-8900 • pkfod.com kkeane@pkfod.com Managing partner(s): Kevin J. Keane Number of CPAs in county, nationwide: 98; 373 Services: auditing, business planning, computer consulting, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1913 2. Citrin Cooperman 709 Westchester Ave., White Plains 10604 949-2990 • citrincooperman.com abadey@citrincooperman.com Managing partner(s): Matthew Kuchinsky Number of CPAs in county, nationwide: 74; 434 Services: auditing, business planning, computer consulting, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1907 3. Goldstein Lieberman & Company LLC 1 International Blvd., Suite 700 Mahwah, N.J. 07495 201-512-5700 • glcpas.com mail@glcpas.com Managing partner(s): Phillip E. Goldstein Number of CPAs in county, nationwide: 67 (Hudson Valley); 67 Services: auditing, business planning, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1929 4. RBT CPAs, LLP 11 Racquet Road, Newburgh 12550 845-567-9000 • rbtcpas.com eblabac@vddw.com Managing partner(s): Thomas Weddell Number of CPAs in county, nationwide: 44; 44 Services: auditing, business planning, computer consulting, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1975

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5. Prager Metis CPAs, LLC/ D’Arcangelo & Company LLP 800 Westchester Ave., Suite N-400 Rye Brook 10573 694-4600 • pragermetis.com jcain@pragermetis.com Managing Partner: Joseph Cain Leadership: Glenn Friedman and David Neste Number of CPAs in county, nationwide: 26, 180 Services: business advisory, assurance and accounting, business management, client accounting services, international services, tax services, tax controversy, litigation support, estate planning, CFO advisory, crisis response, PPP Loan forgiveness services Year company established: 1920 6. CohnReznick LLP 10 Bank St., Suite 1190, White Plains 10606 684-2700 • cohnreznick.com Managing partner(s): Stephen J. Harrison CPA office managing partner, White Plains Number of CPAs in county, nationwide: 23; 950 Services: auditing, business planning, computer consulting, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1985 7. Marks Paneth LLP 4 Manhattanville Road, Suite 402 Purchase 10577 524-9000 • markspaneth.com ccacace@markspaneth.com Managing partner(s): Christopher Cacace, partner-in-charge, Westchester Number of CPAs in county, 20 firmwide 275 Services: auditing, business continuity, business planning, estate planning, government accounting, litigation support, management consulting, nonprofit, personal planning, small-business services, technology services, tax services Year company established: 1907 8. GKG CPAs 777 Chestnut Ridge Road, Suite 301 Chestnut Ridge 10977 845-356-6100 • gkgcpa.com Managing partner(s): Donald R. Karlewicz, Scott Goldstein, Wayne Martin, partners Number of CPAs in county, nationwide: 15 Services: auditing, business planning, computer consulting, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1990

9. Maier, Markey & Justic LLP 222 Bloomingdale Road, Suite 400 White Plains 10605 644-9200 • mgroupusa.com AJJ@mgroupusa.com Managing partner(s): Anthony J. Justic Number of CPAs in county, nationwide: 14; 14 Services: auditing, business planning, computer consulting, estate planning, management consulting, personal planning, small-business services, tax services Year company established: 1973 10. A. Uzzo & Company CPAs PC 287 Bowman Ave., Purchase 10577 694-8800 • auzzo.com auzzo@auzzo.com Managing partner(s): Anthony Uzzo, Blaise Fredella, Richard Vaccariello, Anthony Siniscalchi and Raymond Magi Number of CPAs in county, nationwide: 11; 11 Services: auditing, business planning, estate planning, management consulting, personal planning, small-business services, tax services Year company established: 1891 11. Judelson, Giordano & Siegel CPA PC 633 Route 211 East, Middletown 10941 845-692-9500 • jgspc.com info@jgspc.com Managing partner(s): Jason Giordano, managing partner; Brian Powers, vice president of marketing Number of CPAs in county, nationwide: 11 (Hudson Valley); 11 Services: auditing, business planning, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1974 12. Peretz, Resnick, Mitgang & Marcus LLP 303 S. Broadway, Suite 105, Tarrytown 10591 332-5393 • peretzcpas.com dperetz@peretzcpas.com Managing partner(s): David M. Peretz, Mark Hausner and Robert Mitgang Number of CPAs in county, nationwide: 9; 9 Services: business planning, estate planning, management consulting, personal planning, small-business services, tax services Year company established: 1992

Prager Metis is a Top 50 U.S. accounting firm and a Top 10 international firm, with over 100 partners and principals, more than 600 team members, and seventeen offices worldwide including New York, New Jersey, Washington D.C., Los Angeles, Miami, and London.

Our clients recognize us a trusted “go to” advisor for a full range of accounting, audit, tax, advisory and international services. We have a level of expertise and a global presence that is unique, and we serve a diverse domestic and international clientele in a wide range of industries. These industries include, but are not limited to:

Public Companies Real Estate Retail & Consumer Products Sports Technology Transportation & Logistics Our Prager Metis affiliates and alliances provide the highest level of service to our clients and help us offer support and solutions across a broad spectrum of business areas. Our affiliates include PM Business Advisors, PM Wealth Management, Acctrack Computer Consultants, PM Technology, PM Human Capital Solutions, PM Credit Manage-

ment, PM Internal Audit Services, and the PM Charitable Foundation. As a member of GGI, one of the top ten international accounting, consulting and law firm alliances, we are able to deliver the best possible advice on a global scale and enhance international partnerships.

Our Accolades include: • Accounting Today Top 40 Firm • Inside Public Accounting Top 40 Firms • Crain’s NY Business Top Accounting Firms in New York City • NJ Biz Top Accounting Firms in New Jersey

• Long Island Business News Top Accounting Firms on Long Island • Los Angeles Business Journal Top Accounting Firms in Los Angeles • South Florida Business Journal’s Top South Florida Accounting Firms • Inside Public Accounting’s Accounting All-Star Prager Metis offers the experience and expertise to protect and grow the value of your world—whether that world is local or extends across international markets.

Prager Metis helps make Your World.

Worth More.

Asset Management Broker Dealers Construction & Related Entities Co-op & Condominium Digital Assets Employee Benefit Plan Engagements Entertainment & Music Entrepreneurial Businesses Fashion & Apparel Fine Arts & Antiques Government Contractors Healthcare Manufacturing & Distribution Media & Advertising Not-for-Profit Private Wealth Professional Services

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ACCOUNTING FIRMS | WESTCHESTER COUNTY 13. Band, Rosenbaum & Martin PC 440 Mamaroneck Ave., Suite 508 Harrison 10528 636-7200 • brmcpa.com bchipelo@brmcpa.com Managing partner(s): Scott Martin, Larry Holzberg and Hal Martin Number of CPAs in county, nationwide: 8; 8 Services: auditing, business planning, computer consulting, estate planning, management consulting, personal planning, small-business services, tax services Year company established: 1919 14. Victor J. Cannistra CPA PC 43 Kensico Drive, Second floor Mount Kisco 10549 241-3605 • cannistracpa.com victorc@cannistracpa.com Managing partner(s): Victor J. Cannistra Number of CPAs in county, nationwide: 7; 7 Services: auditing, business planning, computer consulting, estate planning, management consulting, personal planning, small-business services, tax services Year company established: NA 15. Grassi & Co. 2 Westchester Park Drive, Suite 200 White Plains, 10604 849-0320 • grassicpas.com rbernstein@grassicpas.com Partner: Robert Bernstein rbernstein@grassicpas.com Managing partner(s): Louis C. Grassi Number of CPAs in county, nationwide: 6; 111 Services: business advisory, audit, tax, nonprofit services, outsourced CFO, HR consulting, forensic accounting, valuations, litigation support, M&A due diligence, trust and estate planning and administration, family office Year company established: 1980 16. ABD Associates LLP 50 Broadway, Hawthorne 10532 747-9000 • abdcpa.com rebeccad@abdcpa.com Managing partner(s): Rebecca Drechsel, managing partner Number of CPAs in county, nationwide: 5; 5 Services: auditing, business planning, computer consulting, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1979

16. Rosenberg & Chesnov CPAs LLP 555 Taxter Road, Suite 305, Elmsford 10523 722-6901 • rcmycpa.com alan@rcmycpa.com Managing partner(s): Alan D. Rosenberg and Jody H. Chesnov Number of CPAs in county, nationwide: 5; 7 Services: auditing, business planning, computer consulting, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1981 16. Sanossian, Sardis & Company LLP 700 White Plains Road, Scarsdale 10583 725-9800 • sscpa.co george.sanossian@sscpa.com Managing partner(s): George Sanossian Number of CPAs in county, nationwide: 5; 5 Services: auditing, business planning, computer consulting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1932 17. Blum & Bernstein LLP 220 White Plains Road, Tarrytown 10591 631-1010 ericb4@optonline.net Managing partner(s): Eric Blum Number of CPAs in county, nationwide: 4; 4 Services: business planning, computer consulting, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1950 18. Hymes & Associates CPA PC 55 Pondfield Road, Bronxville 10708 961-1200 • hymescpa.com michael@hymescpa.com Managing partner(s): Michael S. Hymes Number of CPAs in county, nationwide: 4; 4 Services: business planning, computer consulting, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1975

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19. Maxwell Shmerler & Company CPAs 11 Martine Ave., Suite 970, White Plains 10606 681-0400 • msco-cpa.com cybercpa3@aol.com Managing partner(s): Ford J. Levy Number of CPAs in county, nationwide: 4; 4 Services: auditing, business planning, computer consulting, estate planning, management consulting, small-business services, tax services Year company established: 1945 20. Reda, Romano & Company LLP 800 Westchester Ave., Suite N405 Rye Brook 10573 701-0170 • redacpa.com info@redacpa.com Managing partner(s): Al Reda, CPA Number of CPAs in county, nationwide: 4; 4 Services: business planning, computer consulting, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1980 21. Weinstein & Formanek PC CPAs & Family Office Advisor 141 E. Boston Post Road, Mamaroneck 10543 698-4123 • foadvisor.com Peter@foadvisor.com Managing partner(s): Peter Formanek Number of CPAs in county, nationwide: 4, 4 Services: auditing, business planning, computer consulting, estate planning, management consulting, personal planning, small-business services, tax services Year company established: 1926

VIRTUAL CFO: DON’T LET COVID-19 CUTBACKS COMPROMISE YOUR FINANCE FUNCTION

BY ZACH GORDON, GRASSI ADVISORS & ACCOUNTANTS

S

ince the onset of the COVID-19 outbreak, business owners have needed to revisit tried-and-true strategies and evolve their business models to reflect the “new normal.” For many, one of the harshest realities is a financial picture that looks nothing like they planned.

Budgetary changes and cash flow disruptions over the past few months have made a company’s financial function more important than ever. With businesses being forced to lay off employees, reduce hours and cut costs, many no longer have sufficient internal resources to make financial decisions that could make or break their recovery. Many others are unaware of new technologies or efficiencies that are available in the market, such as data analytics and process automation, to name a few.

2020 has certainly been the year of “going virtual.” Many of the activities and roles you never thought could be performed outside the office are succeeding online. Is it time for your CFO function to do the same?

THE VIRTUAL CFO TREND

CFO outsourcing, also called virtual, fractional or outsourced CFO, is becoming increasingly more popular with companies that do not have the budget to hire a full-time CFO or find it more cost-effective to outsource their accounting functions.

This tactic gives business owners access to seasoned CFOs and finance professionals who can help them streamline operations, increase efficiencies and mind the budget – at a fraction of the cost of a fulltime executive or staff.

Virtual CFOs are authorized to oversee key financial functions on behalf of a business. They can step in to meet a variety of needs, including filling in as interim CFO, overseeing the accounting staff and activities, liaising with third-party auditors, developing financial projections and more. The services are flexible and customized to provide just the right amount of support.

UPGRADE YOUR FINANCIAL FUNCTION

For those that rely on a bookkeeper alone, a virtual CFO’s role can expand far beyond this function, including financial and strategic planning, cash flow management, financial modeling, budgeting, investor relations, audit preparation, benchmarking, accounting software selection, process improvement, M&A support, contract review and more.

Given the uncertainties every business is facing today, budgeting and cash flow should be two of your greatest priorities right now. A virtual CFO can help you understand how capital and time are being used, determine if there is a better utilization of those resources, and recommend technologies and process automation that increase efficiencies and help you make confident data-driven decisions.

The value of a CFO is not reserved for businesses of a certain size, type or industry. If you do not have the resources, time or desire to maintain a substantive finance

function, consider the versatility, direction and cost-savings that a virtual CFO can provide.

Zach Gordon is a Senior Manager in Grassi’s Westchester office and can be reached at 914.849.0336 or zgordon@grassicpas.com. To learn more about Grassi’s CFO Advisory and Outsourcing Services, visit www.grassicpas.com/cfo.

Advisory | Tax | Audit

It’s more than our tagline.

It’s what we deliver every day.

Grassi advisors and accountants provide the insights you need to make confident business decisions.

Louis C. Grassi, CPA, CFE President & CEO 516.336.2450 | lgrassi@grassicpas.com

grassicpas.com

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ACCOUNTING FIRMS | FAIRFIELD COUNTY Area code: 203 (unless otherwise noted)

Ranked by number of CPAs in county 1. Deloitte LLP 695 E. Main St., Stamford 06901 708-4000 • deloitte.com usdeloitteeminence@deloitte.com Managing partner(s): Heather Ziegler Number of CPAs in county, nationwide: 290; 9,485 Services: auditing, business planning, computer consulting, government accounting, management consulting, small-business services, tax services Year company established: 1895 2. KPMG LLP 3001 Summer St., Stamford 06905 356-9800 • kpmg.com Managing partner(s): Manish Madhavani Number of CPAs in county, nationwide: 142; 10,920 Services: auditing, business planning, computer consulting, government accounting, litigation support, management consulting, small-business services, tax services Year company established: 1897 7. CohnReznick LLP 4 Landmark Square, Suite 410 Stamford 06901 399-1900 • cohnreznick.com jeffrey.rossi@cohnreznick.com Managing partner(s): Frank Longobardi, CEO; Thomas Fassett, chief growth officer; Philip Mandel, regional managing partner Northeast; Jeff Rossi, office managing partner, Connecticut offices Number of CPAs in county, nationwide: 65; 2,000 Services: auditing, business planning, computer consulting, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1919

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3. PricewaterhouseCoopers LLP 300 Atlantic St., Stamford 06901 539-3000 • pwc.com scott.w.davis@pwc.com Managing partner(s): Scott W. Davis, managing partner, Stamford market Number of CPAs in county, nationwide: 100; 12,995 Services: auditing, computer consulting, management consulting, small-business services, tax services Year company established: 1849

5. Marcum LLP 35 Mason St., Suite 1D, Greenwich 06830 781-9800 • marcumllp.com Managing partner(s): Anthony Scillia, regional managing partner; John Mezzanotte, office managing partner Number of CPAs in county, nationwide: 68; 575 Services: auditing, business planning, estate planning, litigation support, personal planning, small-business services, tax services Year company established: 1951

4. Ernst & Young LLP 300 First Stamford Place, Stamford 06902 674-3000 • ey.com Managing partner(s): Bud McDonald, Stamford office managing partner Number of CPAs in county, nationwide: 82; 11,071 Northeast region Services: auditing, business planning, government accounting, management consulting, tax services Year company established: 1989

6. RSM US LLP 200 Elm St., Suite 200, Stamford 06902 327-3112 • rsmus.com jena.rascoe@rsmus.com Managing partner(s): Greg Budnik, market managing partner, Connecticut and Westchester County, N.Y. Number of CPAs in county, nationwide: 68; 3,935 Services: auditing, business planning, computer consulting, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1926

8. PKF O’Connor Davies LLP 3001 Summer St., Stamford 06905 323-2400 • pkfod.com bblasnik@pkfod.com Managing partner(s): Kevin J. Keane; Kathleen O’Toole Number of CPAs in county, nationwide: 37; 373 Services: auditing, business planning, computer consulting, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1891 9. Citrin Cooperman 37 North Ave., Norwalk 06851 847-4068 • citrincooperman.com mfagan@citrincooperman.com Managing partner(s): Matthew Kuchinsky Number of CPAs in county, nationwide: 27; 434 Services: auditing, business planning, computer consulting, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1979

10. BlumShapiro 2 Enterprise Drive, Shelton 06484 944-2100 • blumshapiro.com tdevitto@blumshapiro.com Managing partner(s): Joseph A. Kask, CEO; Thomas A. DeVitto Number of CPAs in county, nationwide: 25; 209 Services: auditing, computer consulting, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1980 11. Capossela Cohen LLC 368 Center St., Southport 06890 254-7000 • capossela.com info@capossela.com Managing partner(s): David J. Fuchs Number of CPAs in county, nationwide: 19; 19 Services: auditing, business planning, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1946

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ACCOUNTING FIRMS | FAIRFIELD COUNTY 12. CironeFriedberg LLP 24 Stony Hill Road, Bethel 06801 798-2721 • cironefriedberg.com tcirone@cironefriedberg.com Managing partner(s): Anthony W. Cirone Jr. Number of CPAs in county, nationwide: 19; 19 Services: auditing, business planning, estate planning, government accounting, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1945 13. Dworken, Hillman, LaMorte & Sterczala PC 4 Corporate Drive, Suite 488, Shelton 06484 929-3535 • dhls.com erich@dhls.com Managing partner(s): Eric N. Hendlin Number of CPAs in county, nationwide: 18; 18 Services: auditing, business planning, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1990 14. Reynolds & Rowella LLP 90 Grove St., Suite 101, Ridgefield 06877 438-0161 • reynoldsrowella.com scottc@reynoldsrowella.com Managing partner(s): Scott D. Crane Number of CPAs in county, nationwide: 17; 17 Services: auditing, business planning, computer consulting, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1985 15. Beers, Hammerman, Cohen & Burger LLC 2228 Black Rock Turnpike, Suite 204 Fairfield 06825 333-2228 • bhcbcpa.com selias@bhcbcpa.com Managing partner(s): David Migani, managing partner, Shari Elias Number of CPAs in county, nationwide: 12; 30 Services: auditing, business planning, estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1959

16. Grant Thornton LLP 300 First Stamford Place, Stamford 06902 327-8302 • grantthornton.com Managing partner(s): Frank Kurre, managing partner, metro New York and New England Number of CPAs in county, nationwide: 12; 2,500 Services: auditing, management consulting, tax services Year company established: 1924 17. Kahan, Steiger & Company PC 1100 Summer St., Stamford 06905 327-5717 • kahansteiger.com bmcgeady@kahansteiger.com Managing partner(s): Brian McGeady Number of CPAs in county, nationwide: 12; 12 Services: auditing, business planning, computer consulting, estate planning, litigation support, personal planning, smallbusiness services, tax services Year company established: 1970 18 BDO 1055 Washington Blvd, Fifth floor Stamford 06901 905-6300 • bdo.com tegry@bdo.com Managing partner(s): Maria Karalis, Deneen Akture, Tricia Egry Number of CPAs in county, nationwide: 11; 2,520 Services: auditing, business planning, estate planning, government accounting, litigation support, management consulting, tax services Year company established: 1991 19 Martin, DeCruze & Company LLP 2777 Summer St., Suite 401, Stamford 06905 327-7151 • mdcocpa.com kdecruze@mdcocpa.com Managing partner(s): Kathleen DeCruze Number of CPAs in county, nationwide: 6; 6 Services: auditing, business planning, personal planning, small-business services, tax services Year company established: 2001

20 Grill & Partners LLC 30 Old Kings Highway South, Darien 06820 140 Sherman St., Fairfield 06824 203-254-3880 • 203-655-3205 • grill1.com n.grill@grill1.com Managing partner(s): Norman Grill Number of CPAs in county, nationwide: 4; 4 Services: auditing, business planning, computer consulting estate planning, litigation support, management consulting, personal planning, small-business services, tax services Year company established: 1984 21 McGoldrick & McGoldrick CPAs LLP 75 Holly Hill Lane, Suite 100 Greenwich 06830 845-878-7703 • mcgoldrickcpa.net mcgold@computer.net Managing partner(s): Thomas J. McGoldrick; Ruth J. McGoldrick Number of CPAs in county, nationwide: 2; 2 Services: auditing, business planning, management consulting, personal planning, small-business services, tax services Year company established: 1988 22 Roy A. Abramowitz and Co. 21 Locust Ave., New Canaan 06840 646-250-7238 • rafinancial.net rafinancial@optonline.net Managing partner(s): Roy A. Abramowitz Number of CPAs in county, nationwide: NA Services: business services, quickbooks services, services for individuals, tax services Year company established: 1987 23 Sladek & Witek 115 Technology Drive, Suite B207 Trumbull 06611 268-5988 • sladekwitek.com md@sladekwitek.com Managing partner(s): Joseph N. Sladek, partner; Jay S. Witek, partner Number of CPAs in county, nationwide: NA Services: accounting services, business consulting, business entity selection, business succession planning, estate and trust tax preparation, estate planning, financial planning, internet commerce, investment advisory, irs representation, management advisory services, retirement planning, sales tax services, tax planning, tax planning and preparation, tax preparation Year company established: NA

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