With its acquisition of HW&Co., an Ohio-based accounting and advisory firm, New York-based Citrin Cooperman not only strengthens its presence in the Midwest, it also enhances the services the firm offers not-for-profits in our area.
“We’re excited about the broadened capabilities our Not-For-Profit Industry Practice is now able to provide in Ohio and the Midwest,” says John Eusanio, a partner at Citrin Cooperman, who heads up the firm’s not-for-profit practice. “In addition to traditional audit and tax compliance services, we’re also able to offer strategic advisory services.”
With 14 partners and over 140 employees joining Citrin Cooperman, HW&Co. has built a solid business in various Ohio-based industries, including health care, real estate, manufacturing and distribution, agriculture and others. HW&Co. also brings a stellar reputation for service and an unparalleled relationship with not-for-profits throughout our region — something sure to be enhanced by the newly integrated Citrin Cooperman team, including additional resources to offer not-for-profit clients and a more comprehensive view of not-for-profit industry trends.
“Whether it’s audit and tax compliance, assessing information technology systems inclusive of cybersecurity risks or identifying best practices for governance and internal controls, our team is committed to delivering tailored solutions that meet the unique needs of the not-for-profit sector,” says Eusanio, who oversees not-for-profits operations across more than 30 offices of Citrin Cooperman. “We can identify how not-for-profits can blend in liquidity for the short and long term, while offering services that usually don’t reach smaller, independent not-for-profits.
“We are very involved with professional associations at the local, state and national levels, and we can leverage the information we receive from different areas and apply it to the geographies where we have clients. We may be seeing industry trends nationwide that may not have yet found their way to Ohio. That allows us to reach out to our clients and tell them what we see happening in the not-for-profit space from a national standpoint. We can help them prepare for coming trends — and be more forward thinking — so they are proactive rather than reactive.”
“Joining forces with Citrin Cooperman presents a tremendous opportunity for our clients and our team,” says Brandon Miller, former president and CEO of HW&Co. and new managing partner of Citrin Cooperman’s Ohio offices. “We share a common culture of excellence and a commitment to delivering exceptional value. Together, we will continue to provide the personalized service our clients expect, now with access to a broader range of resources and expertise.”