Advisory
Accounting Firms BeachFleischman and Cervantes CPA Merge in Phoenix
The merger increases BeachFleischman's Phoenix employee count to 29 and its firm-wide employee count to 148 client service and administrative professionals, including 22 shareholders and 70 CPAs.
Jan. 13, 2016
BeachFleischman PC, one of Arizona’s largest locally-owned CPA firms, merged with Scottsdale, Arizona-based Cervantes CPA Firm, P.C., effective January 1, 2016. The combined firms are practicing as BeachFleischman PC, and Cervantes CPA Firm’s employees, including 1 shareholder and 4 staff, have relocated to BeachFleischman’s office in Phoenix.
The merger increases BeachFleischman’s Phoenix employee count to 29 and its firm-wide employee count to 148 client service and administrative professionals, including 22 shareholders and 70 CPAs.
The merger enhances BeachFleischman’s ability to provide high-value, professional accounting and consulting services delivered through the firm’s Strategic Operations & Advisory Resources (SOAR) practice, which was launched in 2015. SOAR offers full-service 360-degree operations consulting and outsourcing options for business owners who need assistance with internal accounting, CFO, human resources, strategic & succession planning and other management consulting services.
“We are pleased to announce this merger. Our firms complement each other well. From client service philosophy to our commitment to technology, we share many attributes and core values. The merger also brings depth to BeachFleischman’s ability to serve financial and professional practices, which is one of the firm’s core industry segments,” said Marc Fleischman, CEO of BeachFleischman. “From a practice perspective, the merger enables us to provide our clients with the depth of expanded services and expertise of a large regional firm, while keeping the service-minded approach our clients have come to expect from a local firm. It’s really the best of both worlds,” said Joy Cervantes, managing shareholder of Cervantes CPA Firm.