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March 22, 2017

Our Memphis blog is closing. We've enjoyed connecting with you here. Please follow our national CBIZ Solutions and Insights blog here.




March 8, 2017

At CBIZ, our #1 core value is “We do the right thing.” In addition to doing right by our clients and employees, we believe one of the best ways to fulfill this core value is by supporting our local communities.

Here in the Phoenix office, we take this call to action very seriously – but we also have fun doing it as a team! In February, we sponsored Southwest Human Development’s annual “Walk With Me” event, and they really outdid themselves! Not only was the Carnival theme a huge hit with adults and children alike, but they raised over $150,000! We’re honored to support such a vital organization.

For more information about Southwest Human Development, visit www.swhd.org.  

(Pictured: Our very own Tax Managing Director, and SWHD Board Member, Zandra O’Keefe (center) proudly representing CBIZ.)






March 2, 2017


Our Tampa Bay blog is closing. We've enjoyed connecting with you here. Please follow our national CBIZ Solutions and Insights blog here: https://www.cbiz.com/insights-resources/blog




March 2, 2017

It is with great pleasure that CBIZ MHM Memphis announces that three employees have been promoted.

Kayla Carr, Audit Manager, CPA (pictured above, right)

  • Specialty: Audit and Assurance Services for Corporations, Employee Benefit Plans, Non-Attest Services Related to Acquisition Accounting
  • Education: University of Wisconsin Oshkosh
  • Organizations: American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, Accounting Career Education Committee
  • Favorite Restaurant in Memphis: Central BBQ

Jennifer Elton, Audit Senior Manager, CPA (pictured above, left)

  • Specialty:: Attest Services for Large Corporations, Investment Companies, and Privately Held Businesses, GAAP Accounting Standards, Financial Statement Analysis and Reporting
  • Education: Christian Brothers University
  • Organizations: American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, Board Member and Treasurer
  • Favorite Restaurant in Memphis: Restaurant Iris

Sarah Murphy, Tax Senior Manager, CPA (pictured above, middle)

  • Specialty: Tax Compliance, Multifamily and Commercial Real Estate, IRS and State Notice Response and Resolution
  • Education: Christian Brothers University
  • Organizations: American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, Give365
  • Favorite Restaurant in Memphis: Sekisui Pacific Rim

For more information about our team in Memphis, click here..




February 27, 2017

It is with great pleasure that CBIZ MHM Tampa Bay announces that the following employees have been promoted.

Audit Department

Manager

Senior Manager

Corbyn Galloway

Linden Arakawa

Rob Gilbride

Liz VanBroekhoven

Christian Richardson

 

 

Tax Department

Senior Associate

Manager

Senior Manager

Alicia McEwan

Mike Adkins

Denise Baker

 

Alicia Brown

Brandon Salem

 

Nevena Gundy

Matt White

 

“These employees add depth to an already incredible team of managers in our Tampa Bay practice” said Bill Tapp, Senior Managing Director.  “They have been a fundamental part of our success and commitment to building a high-performance culture. Congratulations on behalf of everyone at CBIZ MHM.”

For more information about our team in Tampa Bay, click here.



February 8, 2017

It feels like the Holidays were just here, but we’re already in February. As with most people, we’re determined to make (and keep!) at least one New Years’ resolution – ours being blogging more frequently. We hope you enjoy hearing about what we’ll be up to this year, and learning more about our amazing team!


January went by quickly for us here at CBIZ. We ushered in the New Year with a busy schedule full of team activities, training, and other community events to help us set the tone for what’s sure to be a VERY busy tax season. Some of our January highlights...

Busy Season Kick-Off Meeting w/ our CEO Jerry Grisko

Each January, the Phoenix office comes together to prepare for the upcoming busy season and to review our plan for the coming months. We usually have snacks and swag to give away, but this year we had a special treat – a visit from our CEO, Jerry!

It was great to hear directly from our fearless leader, and to see what he has in store for CBIZ in 2017 and beyond. Special thanks to Jerry for making his way to Phoenix! 

Coyotes vs. Canucks with FEI

For those of you that enjoy hockey, you’ll like this one. We had the pleasure of hosting a mixer with FEI at a Coyotes vs. Canucks game, and we had a great time! Not only did the Coyotes win 3-0 (*proceeds to howl*) but we had a great time networking with 20+ local financial executives and their families.

 

CBIZ Super Bowl Potluck

During the week leading up to the Super Bowl, trash-talking was at an all-time high between our staunch Patriots fans and, well, everyone else. We figured there was no better way to gear up for the Super Bowl than to have a Super Bowl foods-inspired potluck. Who are we kidding - we'll use any excuse to have a team get together.

Even if some of our team wasn’t happy with the ultimate outcome, we can ALL agree that the Super Bowl has the best foods ever.


Stay tuned for more updates from the Phoenix office!




February 1, 2017

CBIZ MHM Tampa Bay will host a second annual half-day CFO & Controller Conference focused on the new CFO.  The responsibilities of the CFO have become more diverse than ever before. Today’s dynamic environment demands that the CFO play a strategic role in providing financial perspective, building partnerships, marketing strategies, technology decisions, and even employee engagement programs.

Hear the latest on these topics as well as perspectives from local CFOs who have expanded their roles throughout their career.

The event will take place May 23rd at USF Health, Center for Advanced Medical Learning and Simulation in downtown Tampa.  The conference will qualify for 4 hours of CPE credit.  Pre-registration is required, and attendees can register now online for a fee of $50, which includes the cost of the conference, breakfast, lunch, and parking. 

For more information and to register:
www.cbiz.com/newcfo

Stay tuned for future posts about our presenters and topics leading up to the event.



January 27, 2017

It is with great pleasure that CBIZ MHM Memphis announces that four employees have been promoted to Managing Director.

“On behalf of everyone at CBIZ MHM, I would like to congratulate each of our new managing directors in the Memphis office.  I am extremely proud of what this year’s class means to CBIZ MHM,” said Eustis Corrigan, Senior Managing Director, CBIZ MHM.

Brooke Balducci, CPA

  • Specialty: Corporate Tax Compliance and Consulting, State and Local Taxation, Passthrough Taxation, Accounting for Income Taxes
  • Organizations: AICPA, TSCPA, Mid-South Food Bank
  • Education: Mississippi State University
  • Best Advice Brooke Has Ever Been Given: "Do your best even when no one is watching."

Cherry Blanton, CPA

  • Specialty: Financial Statement Audits, Employee Benefit Plan Audits, Privately Held Companies
  • Organizations: AICPA, TSCPA, Memphis Institute for Leadership Education (MILE), Department of Management in Fogelman College of Business at University of Memphis
  • Education: Faulkner University
  • Best Advice Cherry Has Ever Been Given: "You can be anything you want to be."

Rhett Butler, CPA

  • Specialty: Financial Statement Audits, Transaction Advisory, Fraud and Anti-Corruption Services, Acquisition Due Diligence, Manufacturing
  • Organizations: AICPA, TSCPA, Association of Certified Fraud Examiners
  • Education: Rhodes College
  • Best Advice Rhett Has Ever Been Given: "Pursue perfection and accept excellence."

Josh Finfrock

  • Specialty: Transfer Pricing, Development of Planning and Documentation Strategies for Multinational Corporations
  • Education: Wheaton College
  • Best Advice Josh Has Ever Been Given: "You're a problem solver. You will be able to figure this out on your own."

“We are adding 4 strong managing directors with diverse voices and deep industry experience to our leadership team.  We are also promoting leaders we have developed ourselves and who represent the culmination of hard work, focus and passion,” Corrigan said.  “This accomplished group embodies the mission and values we live every day at CBIZ MHM and has exhibited an extraordinary ability to create value for our clients, firm, profession and communities.  The promotion of these new managing directors further ensures that we are prepared for the ever changing environment and highlights our commitment to building a high-performance culture.”

For more information about our team in Memphis, click here.




January 17, 2017

CBIZ MHM is pleased to announce that Dave Janosek has transferred to the Tampa Bay practice as Managing Director.

Prior to moving to Tampa Bay, Dave spent 13 years as the Tax Practice Leader for the CBIZ Northern Ohio business unit. Dave will provide additional expertise to the rapidly-growing tax practice in Tampa Bay.

Dave will be focusing on providing tax and business advisory services to closely held businesses in diverse industry groups, such as real estate, hospitality, wholesale trade, private equity, professional services, and manufacturing.

Janosek received his Bachelor’s degree in Accounting and Finance from The Ohio State University. He is a CPA and a member of the AICPA and OSCPA.



January 9, 2017

The 2017 CFO of the Year finalists were announced in the Tampa Bay Business Journal today. CBIZ MHM Tampa Bay is proud to sponsor the CFO awards, which are designed to honor financial professionals in the Tampa Bay area for outstanding performance in their roles as corporate financial stewards.

The 2017 class of CFOs of the Year include the following:

Small category

  • Gregg Haddad, Avalon Healthcare Solutions
  • Rita Maxwell, Visual Awareness Technologies & Consulting
  • Tayra Paul, Laser Locators LLC
  • Greg Rogers, NAC Group
  • Anthony Sanchez, Accusoft Corp.

Medium category

  • David Bradford, Environmental Pest Service
  • Ashby Green, Gazelle FP&A
  • Jack Laskowitz, Paradise Inc.
  • John McGovern, Star2Star Communications LLC
  • Kris Wiebeck, Baldwin Risk Partners

Large category

  • Brad Baker, GTE Financial
  • Tom Baumlin, Triad Retail Media
  • Tina Dumar, myMatrixx
  • David Fairey, Revcontent
  • Rob Gagliardi, Tampa Bay Rays
  • Patrick Gramling, IRONMAN
  • Nirmal Patel, Benzer Pharmacy

Nonprofit

  • John Donohoe, Academy of the Holy Names
  • Michelle Furan-Sullivan, Directions for Living
  • Larry Gilley, Agency for Community Treatment Services Inc.
  • Lori Glover, Ruth Eckerd Hall Inc.
  • Gloria Manzenberger, Southeastern Guide Dogs
  • Steve Welch, Gracepoint
This year’s CFO of the Year finalists will be honored at an awards luncheon at The Bryan Glazer Family JCC on February 2. To meet this year’s CFO honorees, register for the awards event by clicking here. For more coverage on the 2017 CFO of the Year event, search #TBBJCFO on Twitter.