STAMBAUGH NESS - Key Persons
As Director, Alicia applies her significant tax expertise as she works with clients nationally to address complex taxation issues. During her career, which includes several years spent at Big 4 firms, Alicia has gained deep knowledge of both domestic and cross-border merger and acquisition taxation; specializing in private equity and strategic transactions.
Alicia earned bother her Juris Doctorate and LLM in Taxation from Boston University School of Law.
Job Titles:
- Director, AE Advisory Learn More
Amy provides Ajera consulting services to project-based clients in the architecture and engineering industries. With a background as a business manager in the AE industry and extensive experience working with Deltek Ajera, Amy is an asset to firms looking to improve processes and profitability.
Job Titles:
- Manager, Administrative Support
In her role with Stambaugh Ness, Andrea oversees the firm's office and administrative day-to-day operations including management of the firm's administrative support team.
Job Titles:
- Director, Research & Development
In her role, Angela provides leadership and direction for SN's team of R&D tax credit specialists. During her 25+ year career, including time with an Engineering Consulting firm, Angela has gained extensive tax knowledge with a specialized focus on identifying, substantiating, and defending R&D credits at both the federal and state levels. Her talent for uncovering tax savings opportunities is a significant benefit to our clients nationally.
Barbara's 20+ years of hands-on experience working with Deltek systems translates into high-level skills and knowledge for her clients. Areas of specialization include Resource Planning (Vision, iAccess, Vantagepoint); Project Management Training; Project Management Process Assessments and Development; Info Center Design; Security/System Administration; and Workflows.
Job Titles:
- ABV, CDA / Director, AE Consulting
As an accredited business valuator, Becky's career has focused solely on the architecture and engineering (AE) industry, She understands that the most crucial elements involved in an AE firm valuation are the employees. This lead with people approach can enhance the value of a firm and position it for greater success.
In her previous roles, as a Partner with TWO CPAs & Consultants, Inc. and a Consultant at PSMJ Resources, Becky developed highly focused and refined skills in the areas of valuations, ownership transitions, mergers and acquisitions, and fractional CFO consulting services. For Becky, every project involves getting to know the client well and filling in the financial gaps. She views each assignment uniquely and includes industry commentary, as well as benchmarking data that is highly usable and relevant to the client.
Her love of numbers means Becky leaves no stone unturned in her pursuit of helping to strengthen the big picture strategies for growth and prosperity. If a financial model can be built to solve a financial question, she will design it.
Education
BS degree in Finance from Michigan State University
BS degree in Accounting from Franklin University
Boris has 20+ years of experience in database design and development, a majority of which was spent within the environmental consulting industry. His strong analytical skills help firms to utilize their critical data as a strategic asset. Additionally, during his career as an information technology professional, Boris has gained specialized expertise in data migrations and SSRS reports for Deltek Ajera and Deltek Vantagepoint/Vision ERP systems.
Job Titles:
- CDA, MBA / Director, AE Consulting
Brad's 30+ year career spent working with architecture and engineering (AE) firms includes his most recent role as Partner with TWO CPAs & Consultants, Inc., as well as being a Consultant with PSMJ Resources for 17 years. Additionally, after serving as an outsourced CFO and controller for numerous firms, Brad has deep firsthand knowledge of how to develop and execute successful finance and accounting practices in the AE industry.
Highly skilled at translating accounting terms and best practices into a language his AE clients can easily understand and act on, Brad has a strong track record for helping firms improve profitability, transition ownership, and successfully execute mergers and acquisitions. With enthusiasm and passion, Brad approaches each client relationship holistically, with a focus on understanding overall operations, personal lifestyle goals, and the firm's future view.
Education
BS degree in Economics from The Ohio State University
MBA and Law degrees from Capital University
Job Titles:
- Director, Entrepreneurial Services Group
During his 20+ year career, Chad has worked with many types of businesses on a wide range of tax and accounting issues. Beyond the traditional compliance work, he assists clients with tax and general business consulting matters, such as succession. He particularly enjoys strategizing with clients on how to more efficiently conduct operations, improve cash flow, and minimize tax burdens. Chad played a vital role in SN's CARES Act-related initiatives, helping clients manage and maximize benefits including PPP loans and forgiveness.
Job Titles:
- Director of Account Relationships
Christine is a Tax Advisor with over 20 years of public accounting experience. She provides tax advice and services in the area of multi-state taxation for corporations and partnerships. Her areas of specialization include nexus planning, voluntary disclosure and amnesty filing. Additionally, she has extensive experience in the research of state tax issues including business tax, sales and use tax and restructuring of business entities. She is an expert at the resolution of state tax notices and has represented clients at state boards of appeals.
Job Titles:
- CDA / Manager, Government Contract Services
Chris is one of the top FAR experts nationwide, with a deep understanding of government contracting. Combined with his AE industry knowledge, he effectively performs FAR overhead and financial statement audits, bringing significant technical skills to every client engagement. As a former AE firm controller, Chris has an invaluable hands-on understanding of the financial challenges and opportunities you face.
Job Titles:
- Ajera OAS Staff Accountant
Cindy combines several years of Ajera experience in the AEC industry with a passion for teaming up with clients to understand and meet their unique needs. Collaborating with accounting and administrative staff, PMs, and leadership, Cindy helps firms accomplish accounting tasks while streamlining and automating workflows. She specializes in A/P, A/R, and invoicing.
Connie developed deep Ajera knowledge from her 20 years in the AEC industry and has specialized expertise in developing processes and coaching project manager's for optimal project performance. She enjoys helping firms achieve their goals by developing and implementing new operational processes and tools.
Job Titles:
- Disruption Innovation Expert, Futurist and Business Strategist
Daniel Burrus is considered one of the World's Leading Futurist Speakers on Global Trends and Disruptive Innovation. The New York Times has referred to him as one of the top three business gurus in the highest demand as a speaker.
He is a strategic advisor to executives from Fortune 500 companies helping them to develop game-changing strategies based on his proven methodologies for capitalizing on technology innovations and their future impact. He is the author of seven books, including The New York Times and Wall Street Journal best-seller Flash For esight, as well as the international best-seller Technotrends. His latest book, The Anticipatory Organization: Turn Disruption and Change Into Opportunity and Advantage , is an Amazon #1 Hot New Release for Business.
Job Titles:
- Managing Director, Manufacturing & Distribution Group
At the helm of our Manufacturing and Distribution Group, Darren provides solutions that extend beyond tax and accounting. Under his leadership, Darren's clients benefit from his specialized focus on strengthening operations for enhanced profitability.
Working in the industry for over 20 years, Darren has collaborated with clients at various phases of their growth from start-up through global expansion. Recognizing the unique and ever-changing landscape of manufacturing and distribution, Darren stays abreast of emerging trends and provides sound recommendations that allow clients to make more impactful decisions.
Education
BS degree in Business Administration from Millersville University, cum laude
Dennis has over a decade of experience in both the private and public accounting fields. As a senior tax manager, he assists and facilities international filings, planning, and research for Architectural, Engineering & Construction (AEC) and Manufacturing & Distribution clients at Stambaugh Ness.
Job Titles:
- Director, People Experience & Culture
Erin assists the tax group through federal, state, and international taxation with specific expertise in corporations and business taxes. She works closely with clients to meet their needs quickly and accurately and supporting them through tax research, consultation and overall compliance.
With 10 years of experience and previously working for BDO, our alliance partner, Erin takes great responsibility for the work she performs and enjoys collaborating with her team members to meet client deadlines.
Job Titles:
- Managing Director, Marketing
In her role, Heather is responsible for aligning our firm's business objectives with our marketing strategies through targeted campaigns, communications, content, and events designed to deliver the SN story in meaningful and creative ways.
With her glass always half full, Heather loves the challenge of turning possibility into reality. She works closely with our industry and service line leaders to develop and implement their strategic initiatives, with an emphasis on strengthening and elevating our position in the marketplace. In other words, she makes us shine!
Education
BA degree in English from Shippensburg University