CLIENTS
Architecture Research Office
NEW YORK
Stephen Cassel, Adam Yarinsky,
Kim Yao, Principals
- Review project management reporting system
- Enhance financial reporting
- Review personnel policies & procedures and best practices
AnnBeha Architects
BOSTON
Philip Chen, President
- Over 20 years with this design firm
- Develop financial models for forecasting and tax planning
- Meet weekly with bookkeeper to monitor progress
- Meet monthly with senior management to review financial condition of firm
- Meet monthly with project managers to review project budget status
DiMella Shaffer Architects
BOSTON
Randy Kreie,
President
- Over 25 years with this design firm
- Develop financial models for project reporting and financial reporting
- Oversee internal accounting staff on a weekly basis
- Meet with project managers monthly to review their project’s progress
- Meet with business owners weekly to review financial health of firm
HMFH Architects and Planners
BOSTON
Lori Cowles,
President
- Over 20 years with this design firm
- Meet with business owners on a monthly basis to review financial health of firm, including forecasting and tax planning
- Oversee a two-person Accounting Department
Michael Van Valkenburgh and Associates
BOSTON
NEW YORK
Michael Van Valkenburgh,
President
- Over 20 years with this landscape design firm
- Trained current business manager in all areas of financial reporting, forecasting and tax planning
- Meet with management quarterly to review financial health of firm
Perry Dean Rogers & Partners
BOSTON
Mark Freeman,
President
- Over 20 years with this architecture firm
- Recruited, hired and trained new business manager
- Recently negotiated new terms on a line of credit with the firm's bank and new lease terms for office space
Reed Hilderbrand Landscape Architects
BOSTON
John Kett,
Managing Principal
- Involved in the evaluation and selection of a new accounting software package
- Facilitated a successful ownership transition
Bargmann Hendrie Archetype
BOSTON
Joel Bargmann, Carolyn Hendrie, Owners
- Over 15 years with this architecture firm
- Hired to evaluate accounting staff and to recruit a new accounting manager
- Meet weekly with accounting manager and periodically with business owners to review financial health of firm
- Recently conducted search for new office space
Wilson Butler Architects
BOSTON
FLORIDA
Scott Butler,
President
- Over 20 years with this design firm
- Correspond regularly with business manager
- Meet with business owners once per month to review financial health of firm
Matthew Nielsen Landscape Architects
NEW YORK
Robert DeMarco, Managing Principal
- Involved in the evaluation and selection of a new accounting software package
- Completed an assessment of the firm's operations as compared to industry best practices
- Meet regularly with business owners to review financial performance of the firm
- Facilitated a successful ownership transition
OTHER CURRENT CLIENTS
Crosby | Schlessinger | Smallridge
Leroy Street Studio Architecture
Mikyoung Kim Design
Crowley Cottrell Landscape Architects
SPAN Architecture
Stephen Stimson Associates Landscape Architects
Agency Landscape + Planning