The accounting firm of Katz Ferraro McMurtry P.C. (KFMR) has joined the professional services firm CliftonLarsonAllen (CLA), effective November 1, 2015.
“CLA’s team-based, highly collaborative culture is the deal-maker,” says KFMR Managing Shareholder John McMurtry. “As CLA, we see a fantastic opportunity to provide a wider range of solutions to help clients reach their goals — one that allows us to retain the culture on which we were founded.”
Clients know the KFMR team for the responsiveness and care they demonstrate — not just the results they deliver. That’s why aligning with a firm that shares the same culture of impact and commitment to serving clients of all sizes is critical.
“KFMR and CLA share a simple, essential belief,” says CLA Chief Practice Officer Jeff Kvilhaug. “Our job is to stand beside our clients along the journey, and help at every step.”
Experience and capabilities alone don’t create outstanding client experiences. The most effective teams operate on trust and empowerment. When a person we serve has a need, he or she isn’t passed to another department to start over and explain history, goals, and experience. The CLA team is committed to bringing clients the capabilities they want and need, when they need them, drawing in others to deepen expertise as appropriate.
KFMR’s team of 30+ establishes a CLA Pittsburgh presence, and will remain in its current location to continue to serve clients locally and nationally.
“KFMR is a great Pittsburgh success story that started with a group of partners hanging up a shingle and growing to become one of the Top 500 CPA firms in the country,” said Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger.
“During their strategic planning process last November we developed a plan to double in size and simply felt being part of a larger firm with more resources would be a quicker way to achieve that goal. It gained a lot of momentum when KFMR’s younger group of partners and managers saw it as a tremendous way to advance their careers. Even though CLA is one of the ten largest CPA firms in the country, they have never left their roots which are all about servicing closely held businesses and high net worth individuals.”
“Their mentality is all about helping business owners with their business problems and they take a “whatever it takes approach” to solving their client’s challenges and problems. They are known in the industry for deep industry specialization and KFMR felt this would help them to take some of their existing areas of expertise (like construction) to the next level. KFMR was courted by three Top 25 firms nationally, all who wanted to enter the Pittsburgh market and felt KFMR would be the perfect platform to grow from because of their outstanding reputation as well as the young talent that existed at the firm.”
About CliftonLarsonAllen
CLA is a professional services firm delivering integrated advisory, outsourcing, and public accounting capabilities to help enhance our clients’ enterprise value — all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With nearly 4,000 people, 90 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com.
About KFMR Katz Ferraro McMurtry
KFMR is a full service accounting and consulting firm headquartered in Pittsburgh, PA. We are ranked as a top twenty CPA firm in Pittsburgh, PA by the Pittsburgh Business Times. Our services include assurance, tax planning and compliance, business consulting and valuation. We focus on privately held businesses and not-for-profits, and the diverse background and the skills of our professionals enable us to serve our clients throughout their business lifecycle — from startup to succession.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
