1/25/21 – Executives at Bastian Solutions and VonLehman CPA & Advisory Firm sat down for Indianapolis Business Journal's Thought Leadership Roundtable to discuss how the pandemic has made manufacturers stronger as they anticipate a post-pandemic world.
1/14/21 – VonLehman is pleased to announce six firm-wide promotions effective January 1, 2021. Additionally, the firm initiated several strategic moves in 2020 including the introduction of a new advisory service to the firm’s portfolio.
1/12/21 – With 2021 providing opportunities to overcome many of the challenges currently facing nonprofits, Charitable Advisors has launched a new podcast series, 3 Tips for 2021, that features insights from VonLehman's leaders in the industry for its inaugural episode. Check it out here!
1/11/21 – VonLehman CPA & Advisory Firm has named Stephanie Allgeyer as the firm’s new Director of Assurance Services. Allgeyer takes over for Adam Davey, who will assume the role of the firm’s Managing Partner on January 1, 2022. A career-long member of the firm, Allgeyer also leads VonLehman’s Nonprofit and Governmental Industry Groups.
12/15/20 – Now that 2020 is in the rearview mirror, we wanted to to shine the brightest of lights on the good that was overshadowed by a year of tremendous adversity. Let's take a look back at the year through VonLehman's eyes...click below to watch the video!
11/19/20 – As we approach the New Year, it's important to consider responsibly reopening. Our offices will continue to be closed to outside visitors and we will continue to adhere to the recommendations made at both the federal and state levels.
10/27/20 – VonLehman CPA & Advisory Firm announced Victor Evans as the new leader of the firm’s Tax Services Group. Evans takes over for Curt Wenzler, who has held the position since 2003. Evans, who joined the firm in 2019 from one of the largest 100 accounting firms in the U.S., will oversee a team of more than 40 tax advisors.
7/27/20 – Like many lower-middle-market companies with multiple owners, differences can, and often do, emerge in regards to timing liquidity events. These can stem from contrasts in perspective, personal matters (age, health, etc.), or even just differences in business philosophy. Such was the case with Field Aerospace, an international company headquartered in Cincinnati.
7/16/20 – Changes from COVID-19 have impacted every facet of business, and social distancing will still be in effect to prevent virus spread for the foreseeable future. Here’s a primer on how to reimagine your space when workers begin to return to offices.
6/23/20 – VonLehman CPA & Advisory Firm announced Nick Ciaccio as the new leader of the firm’s Client Accounting & Advisory Services (CAAS) Group. A native of Cincinnati, Ciaccio joins VonLehman with over 20 years of experience, largely senior management roles, in accounting and finance departments for small S-corps and private LLCs to highly complex private equity-owned companies.
6/4/20 – VonLehman CPA & Advisory Firm is pleased to announce that Adam Davey has been elected the next Managing Partner and CEO, effective January 1, 2022. Adam’s tenure will begin following the expiration of current Managing Partner, Brian Malthouse’s, term.
12/9/19 – VonLehman is pleased to announce 16 firm-wide promotions effective January 1, 2020. The promotions include Keith Carlson and Dan Kraft, who were named Shareholders at the firm.
10/24/19 – Cincinnati based ophthalmology group, APEX Eye, has announced the sale of their physician practice to CEI Vision Partners (CVP), a management services organization created by Cincinnati Eye Institute (CEI). CVP, backed by Private Equity firm, Revelstoke Capital Partners, employs nearly 1,110 employees, including 750 in Greater Cincinnati.
8/26/19 – VonLehman CPA & Advisory Firm is excited to announce that Larry Brown has joined the firm as an audit senior manager. Brown brings 15 years of public accounting experience, having built his career with a specialization in the financial services industry. Brown will leverage his regional network and specialized expertise to lead VonLehman’s Financial Institutions Group.
8/5/19 – Congratulations are in order! VonLehman has again earned the recognition of being named an INSIDE Public Accounting (IPA) Top 200 Firm.
6/17/19 – VonLehman is honored to have been selected for The Enquirer and Cincinnati.com’s 2019 Top Workplaces award. For this year’s winners list, 125 employers earned recognition as Top Workplaces based on employee feedback.
4/19/19 – The Cincinnati chapter of the Association for Corporate Growth has named 22 Greater Cincinnati businesses and people as finalists for this year’s prestigious Deal Maker Awards. VonLehman is proud to announce that Keith Carlson, Director of M&A Advisory Services, has been named a finalist in the Financier or Service Provider category.
3/13/19 – Accounting Today recently released their regional leaders report, including a breakdown of high-growth firms in each region. VonLehman CPA & Advisory Firm saw over 9% revenue growth in 2018.
3/12/19 – With the changes from the new tax law, many people are questioning the possible wild swing in their tax bill. Some people who went from getting small refunds or owing just a little in 2018 now could owe a whopping amount to the IRS, even though little to nothing changed about their tax situation.
12/13/18 – VonLehman is pleased to announce 13 firm-wide promotions effective January 1, 2019. The promotions include Lisa Riccardi, who was named a Shareholder at the firm.
11/27/18 – How does VonLehman CPA & Advisory Firm remain the firm of choice for its employees? In addition to the typical incentives such as flexible schedules, the ability to work remotely and generous paid time off, the company’s new headquarters in Ft. Wright, Kentucky, provides an inviting and collaborative work environment for its employees.
11/19/18 – VonLehman CPA & Advisory Firm is pleased to announce that we’ve moved our Indianapolis office effective Monday, December 10th. Our new address is listed below; however, our phone numbers and email addresses will remain the same: 5975 Castle Creek Parkway North Drive, Suite 400, Indianapolis, IN 46250
8/10/18 – CPAmerica International is celebrating their 40th anniversary, and have highlighted five different long-term members in each of five regions. Our President, Brian Malthouse, was chosen to represent Region 3 (Midwest).
7/24/18 – We are pleased to share that VonLehman has earned the recognition of being named a 2018 IPA 200 Firm from INSIDE Public Accounting, based on the 2018 annual INSIDE Public Accounting Survey and Analysis of Firms.
6/14/18 – VonLehman CPA & Advisory Firm is excited to announce Ely Friedman as Vice President of the firm’s Mergers & Acquisitions (M&A) Advisory Services group. Ely joins VonLehman with nearly a decade of experience dealing with the sale and acquisition of private businesses. As Vice President of the firm’s M&A Advisory group, he will be directly responsible for consultation and advisory services relating to founder-owned private businesses.
6/11/18 – VonLehman is honored to have been selected for The Enquirer and Cincinnati.com’s 2018 Top Workplaces award. The award, conducted by national research and consulting firm, Energage, surveyed 184 Cincinnati area organizations.
5/4/18 – VonLehman CPA & Advisory Firm announced the promotion of Deirdre Bird to Director of Human Resources Consulting. As Director, she leads a team of four consultants specialized in providing HR management and consulting solutions for clients, including talent acquisition and retention strategies, HR strategic planning and succession services, compensation design, and transformation and organizational design consulting.
3/12/18 – Accounting Today recently released their Top 100 Firms list, including regional categories. VonLehman CPA & Advisory Firm made the Top Firms: The Southeast list, which represents firms from Arkansas, Georgia, Kentucky, North Carolina, South Carolina and Tennessee.
3/3/18 – VonLehman CPA & Advisory Firm partnered with Xavier University for their #XCares campaign, which highlighted volunteers doing work for various charities in their community.
1/18/18 – Keith Carlson, Director of VonLehman's Mergers and Acquisitions Advisory practice, recently spoke with the Cincinnati Business Courier, offering guidance to sell soon while markets are hot.
1/17/18 – Aaron Haid, former president and owner of Queen City Transportation, has sold his business to National Express. Haid purchased Queen City Transportation in 2014. National Express, which already owned locally based Petermann Bus, approached Haid (unsolicited) about acquiring his business. Keith Carlson, Director of M&A Advisory Services at VonLehman, was the company’s exclusive M&A advisor during the selling process.
12/14/17 – VonLehman is pleased to announce the firm has promoted 16 people effective January 1, 2018. The promotions include Emir Hodzic who was named the 19th Shareholder at the firm.
12/12/17 – CPAmerica International, an accounting association of independent certified public accounting firms, recently announced its 2018 board of directors. Brian Malthouse, president and shareholder at VonLehman, was elected to serve as the new chair of the board.
8/25/17 – Continuing this important community outreach initiative, VL Cares Make a Difference Day saw 130 employees volunteering time to six nonprofits.
8/4/17 – VonLehman is proud to announce its ranking as a Top 200 Firm on INSIDE Public Accounting’s Annual Ranking Report.
7/21/17 – VonLehman is thrilled to announce that Deirdre Bird has been promoted to Consulting Manager within the firm’s Human Resources Consulting group.
7/19/17 – Family and privately owned businesses account for more than half the nation’s total employment, new job creation and Gross Domestic Product. The Goering Center presents the Family and Private Business Awards to honor these enormous contributions.
6/29/17 – In their third year, Cincinnati Business Courier's C-Suite Awards recognize CEO, CFO, COO, and CTO leaders in the Greater Cincinnati community.
6/14/17 – Dan Owens, one of our shareholders and leader in our Construction & Real Estate Service Group, was recently asked by Construction Business Owner magazine to describe his role in company growth. Dan is a CPA, MBA, CCIFP, and is a frequent speaker on construction financial, accounting, and tax issues, including best practices for contractors.
6/13/17 – Keith Carlson, a former Director with Silverstone Capital Advisors, joins the firm as the Director of M&A Advisory Services. The offering and capabilities provided to existing and non-existing VonLehman clients will be broad and range the entire spectrum of traditional M&A related services starting with the initial formulation of a M&A related strategy, all the way through to the closing of a transaction.
5/30/17 – On Monday, May 22, 2017, LEGACY, Northern Kentucky and Greater Cincinnati’s Young Professional Organization, announced the 2017 Next Generation Leader Award Finalists. Stephanie is one of 28 finalists, representing 10 distinct categories.
5/23/17 – With the continued uptick in the mergers and acquisitions (M&A) market, VonLehman CPA & Advisory Firm has launched an M&A Advisory Group. Keith Carlson, a former Director with Silverstone Capital Advisors, joins the firm as the Director of M&A Advisory Services.
5/4/17 – On May 2, more than 50 participants joined Charitable Advisors as they hosted their first nonprofit leadership event focused on two trending topics - Cybercrime and Fund Development Staffing.
4/20/17 – VonLehman is proud to add yet another benchmark of success with HORAN's Best in Class Wellness Award.
4/6/17 – VonLehman recently partnered with LEAD Cincinnati on a special supplement recognizing the top 50 nonprofit organizations throughout Greater Cincinnati and Northern Kentucky.
3/30/17 – VonLehman was recently honored as the Large Business of the Year at the NKY Chamber of Commerce Business IMPACT Awards event.
3/13/17 – Accounting Today, the premier publication of the accounting industry, recently named VonLehman as a regional leader in their March 2017 listing of Top 100 firms.
2/14/17 – Brian Malthouse doesn’t see himself as your typical CPA. He’s right. Not many certified public accountants have run marathons in 2:33 and at one point were ranked in the nation’s top 200. Malthouse has.
1/30/17 – VonLehman is pleased to announce that Ted Funk has been appointed by Governor Matt Bevin to serve on the Kentucky State Board of Accountancy.
1/15/17 – Another of our stellar CPAs has passed the CCIFP exam, and is VL’s newest Certified Construction Industry Financial Professional!
1/6/17 – Take one peek at VonLehman & Co.’s new digs and you’ll see why one of Greater Cincinnati’s largest accounting firms decided to move its headquarters.
12/12/16 – VonLehman & Company, one of the largest accounting firms in the Greater Cincinnati area, recently moved into its new headquarters at Wright's Summit Office Complex. Relocating from Ft Mitchell to Ft. Wright, Kentucky, the firm moves 106 of its employees into 30,000 square feet of office space on the second and third floors of the building.
12/5/16 – It's with great anticipation and pleasure to inform you that VonLehman has opened our new Ohio office at The Tower at the Kenwood Collection. Although our address has changed, our phone numbers and email addresses will remain the same.
11/28/16 – LiveWell NKY, as part of its efforts to improve health in local businesses, is proud to announce the inaugural recipients of the LiveWell Worksite Award. This free, voluntary certification is designed to acknowledge Northern Kentucky worksites that place a high value on employee health and overall well-being, while taking steps to plan and implement evidence-based and cost-effective strategies to create a healthier workforce.
8/19/16 – Friday, August 19, 2016 is the first annual VL Cares Make A Difference Day, sponsored by VonLehman. The VL Cares Make A Difference Day initiatives are planned by our VL Cares Committee, a group within our company who plan our philanthropic and charitable activities.
8/9/16 – We are proud to announce the recognition as a Semi-Finalist for the 17th Annual 2016 Goering Center Family & Private Business Awards.
2/22/16 – A leading regional CPA and business advisory firm with offices in Northern Kentucky, Cincinnati, and Indianapolis – was presented with the prestigious “Thoroughbred Award” by the Northern Kentucky Tri-County Economic Development Corporation (Northern Kentucky Tri-ED). Northern Kentucky Tri-ED honored 22 companies that located, expanded or were launched in the region in 2015 at its annual recognition event at the Drees Pavilion on February 17th, 2016.