Firm History and Facts

History and Background

  • Founded in 1985
  • 100+ associates, including 55 CPAs, 12 partners and 6 principals

Licenses / Memberships

  • Registered, New York State Department of State
  • Licensed by the New York State Department of Education
  • American Institute of Certified Public Accountants (AICPA) Private Companies Practice Section
  • AICPA Employee Benefit Plan Audit Quality Center
  • AICPA Governmental Audit Quality Center
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • International Foundation of Employee Benefit Plans
  • Most recent peer review - September 2014; "Pass," the highest level of peer review awarded (formerly referred to as an "unqualified report with no letter of comment")
  • U.S. General Services Administration (GSA) contract - Professional Services Schedule (Formerly Financial and Business Solustions 520)

Awards and Honors

  • 2013 - Bank of America Small Business of the Year Award
  • 2006 to 2010 - Business First "Best Places to Work in Western New York" finalist
  • 2008 - American Business Awards finalist, "Best Overall Company Under 100 Employees"
  • 2008 - American Business Awards winner, "Best Newspaper Ad Campaign"
  • 2007 - Buffalo Niagara Partnership Small Business of the Year Award
  • 2007 - KeyBank Small Business of the Year "Best Poised for Growth" Award