Articles from Baker Tilly

Building on its collaboration with MediSpend, leading advisory, tax and assurance firm Baker Tilly announces the expansion of its healthcare compliance platform, complianceNOW, with the launch of stewardshipNOW, a comprehensive compliance solution that streamlines external funding management for life sciences organizations.

Leading advisory, tax and assurance firm Baker Tilly admits 34 new principals effective June 1.

Just in time for government contractors preparing year-end incurred cost submissions, Baker Tilly introduces ICPro, first-of-its-kind application designed to simplify incurred cost proposal (ICP) preparation for Deltek Costpoint users. ICPro automates the ICP process, reducing time, effort and errors while automatically checking for Defense Contract Audit Agency (DCAA) adequacy criteria compliance.

Leading advisory, tax and assurance firm Baker Tilly announces the acquisition of Invoke Tax Partners (Invoke), a nationally recognized state and local tax specialty firm based in Dallas. This acquisition enhances Baker Tilly’s capabilities in real estate and business personal property tax, sales and use tax and severance tax.

Leading advisory, tax and assurance firm Baker Tilly announces its intent to acquire Hayflich CPAs PLLC, a well-established firm serving West Virginia. This acquisition strengthens Baker Tilly’s presence in the Mid-Atlantic region and enhances its ability to deliver tailored solutions to businesses and individuals.

Leading advisory, tax and assurance firm Baker Tilly announces the appointment of Monica Modi Dalwadi as managing principal – Eastern U.S. Dalwadi succeeds Fred Massanova, now the firm’s chief growth officer. Frank Walker, a national practice leader for Baker Tilly’s transaction and financial advisory practice, will step into Dalwadi’s former role as managing principal for the D.C. Metro region.

Leading advisory, tax and assurance firm Baker Tilly today announces its intent to acquire CironeFriedberg, a highly respected CPA and advisory firm in Connecticut. This strategic acquisition strengthens Baker Tilly’s presence in the Northeast, creating essential connections between New York and Boston.

Baker Tilly (U.S.), a leading advisory, tax and assurance firm, together with Baker Tilly International, a global network of independent accounting and advisory firms, proudly announces the appointment of Barry Melancon, CPA, CGMA, to two influential roles: advisor to Baker Tilly (U.S.) and non-executive director and chair-elect of the Baker Tilly International board of directors, effective January 29.

Leading advisory, tax and assurance firm Baker Tilly today announces its intent to acquire Hancock Askew & Co., LLP, a well-established accounting and advisory firm with deep roots in Georgia and Florida. This strategic acquisition strengthens Baker Tilly’s presence in the Southeast, enhancing its ability to provide clients with expanded resources, innovative solutions, and a seamless service experience.

Leading advisory, tax and assurance firm Baker Tilly announces the appointment of Mary Jo (MJ) Anderson as head of learning. In this role, Anderson will lead the firm’s learning and development approach, driving initiatives that align with Baker Tilly’s strategy and the firm’s purpose of unleashing and amplifying talent.

Leading advisory, tax and assurance firm Baker Tilly has launched BT Renewable Energy Tax Credit Fund I, LLC, designed to facilitate the transfer of renewable energy tax credits between buyers and sellers. This fund provides businesses and high-net-worth individuals with efficient options to offset tax liabilities while helping renewable energy developers monetize tax credits to fund future projects.

The Baker Tilly Foundation announces the 15 recipients of its eighth annual Baker Tilly Wishes – a program driven by team member nominations, empowers not-for-profit organizations with $10,000 donations.

Leading advisory, tax and assurance firm Baker Tilly announces the appointment of Amy Bogac as Chief Information Security Officer (CISO), effective Jan. 13, 2025. In this role, Bogac will oversee Baker Tilly’s information security strategy and operations, safeguarding the firm’s systems and data in an increasingly complex digital environment.

Leading advisory, tax and assurance firm Baker Tilly announces the appointment of Carmelo Bueti as head of corporate development, effective Nov. 4.

Leading advisory, tax and assurance firm Baker Tilly announces the promotion of Fred Massanova to chief growth officer. In this role, Massanova will lead the firm’s growth strategy, focusing on driving organic expansion and strategic acquisitions.

Leading advisory, tax and assurance firm Baker Tilly is expanding its advanced technology capabilities with the acquisition of Alirrium, a fast-growing leader in Robotic Process Automation (RPA) advisory and implementation services. Effective Nov. 1, the move strengthens Baker Tilly’s capabilities in RPA, artificial intelligence (AI) and machine learning to better support businesses in modernizing their operations and improving their competitive edge.

Leading advisory, tax and assurance firm Baker Tilly announces the addition of Daniel Greenstein to its higher education advisory practice, effective Nov. 1. A respected national leader with a distinguished career in higher education, Greenstein brings his vision and expertise to Baker Tilly at a pivotal moment in U.S. higher education, reinforcing the firm’s ability to help institutions meet today’s complex challenges.

Baker Tilly, a leading advisory, tax and assurance firm, announces the appointment of two dynamic individuals to its senior leadership team: Sonia Webb as chief financial officer and Amy Ward as chief people officer. As the firm continues its growth trajectory, these strategic hires reinforce Baker Tilly’s commitment to operational excellence and a purpose-driven culture.

Leading advisory, tax and assurance firm Baker Tilly announces the promotion of Chris Johnson to managing principal of tax operations, effective June 1.

Leading advisory, tax and assurance firm Baker Tilly announces its collaboration with Definitive Healthcare to streamline fair market value (FMV) and key opinion leader (KOL) compliance procedures for life sciences companies. Leveraging Baker Tilly’s decades of life sciences industry expertise and Definitive Healthcare’s Monocl ExpertData, which facilitates the integration of expert data into internal systems and applications, this collaboration aims to set a new standard for compliance in the life sciences industry.

Leading advisory, tax and assurance firm Baker Tilly announces Prescribed, an implementation solution for Oracle Cloud. Designed to streamline the deployment of enterprise resource planning (ERP) and human capital management (HCM) solutions, Prescribed aims to support mid-sized businesses in leveraging advanced Oracle Cloud functionalities.

Leading advisory, tax, and assurance firm Baker Tilly announces a significant enhancement to its enterprise risk management (ERM) capabilities. This expansion brings a team of six experienced professionals with diverse ERM skills, industry experience and advanced AI-enabled tools, positioning Baker Tilly to deliver unmatched ERM solutions that bridge strategy, risk and compliance.

Leading advisory, tax and assurance firm Baker Tilly admits 41 new principals effective June 1.

Baker Tilly International is delighted to announce the appointment of Francesca Lagerberg as Chief Executive Officer of the global network.

Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) enters the Pacific Northwest with the acquisition of accounting firm Bader Martin, P.S. (Bader Martin) effective June 1.