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phone    856.722.5300
email      firm@hfco.com

PRESS RELEASES

Contact:

Bridget K. Fee
Assistant Business Manager
Haefele Flanagan
1000 S. Lenola Road, Building 2, Suite 200
Maple Shade, NJ 08052
856-533-3092
www.hfco.com

 

Haefele Flanagan Promotes David J. Gill, Jr., CPA/PFS™, CFP® to Partner

Maple Shade, New Jersey, January 1, 2018 – Haefele Flanagan is pleased to announce that David J. Gill, Jr., CPA/PFS™, CFP® has been promoted to partner.

Dave has over twenty years of public accounting experience. He is a licensed Certified Public Accountant (CPA), a Personal Financial Specialist (PFS™), and a CERTIFIED FINANCIAL PLANNER™(CFP®). Dave is a member of the Greater Philadelphia Federal Tax Committee, State & Local Government Committee, and Personal Financial Planning Committee for the Pennsylvania Institute of Certified Public Accountants (PICPA). He also serves as a board member for the Philadelphia Rotary Club.

Dave represents the highest standards of dedication and professionalism that we strive to achieve. Haefele Flanagan congratulates Dave and looks forward to many successful years together.

“I am both honored and proud to become a shareholder in Haefele Flanagan,” Dave said. “It is a privilege having my name associated with such a highly respected accounting firm. I am excited to help lead the firm into the next 50 years of excellence. I attribute my professional growth to my partners, my colleagues, and to the many clients I have worked with throughout my career. I am also grateful for my family who has supported me in my endeavors.”

Dave has been with the firm since 2011. He is a graduate of La Salle University with a Bachelor of Science in Business Administration. He also holds a Masters in Taxation and Financial Planning from Widener University. Dave resides in Bucks County, PA with his wife and two children.

Haefele Flanagan, founded in 1967, is a full service consulting, accounting, auditing, and tax service firm. In addition to being a member of the AICPA, the NJSCPA, and PICPA, the firm is a member of the PCAOB and CPA Associates International Inc. – a consortium of select independent CPA firms with members in major cities in the United States, as well as international associates in 60 countries around the world.


Haefele Flanagan CPA Firm in New Jersey Acquires Philadelphia-Area Ratner & Associates
Strategic Move Creates Stronger Opportunities to Serve Clients Across the Delaware Valley

Maple Shade, New Jersey (January 19, 2017) – One of South Jersey’s top accounting firms, Haefele Flanagan Certified Public Accountants and Consultants, has just announced the acquisition of Ratner & Associates, a CPA firm based in Bala Cynwyd, Pennsylvania.

This new partnership will create a larger geographic footprint for both firms, and expand services to more clients across the Delaware Valley. They will operate under the Haefele Flanagan name effective January 12, 2017. Haefele Flanagan has been in operation since 1967. Earlier this month they announced a merger with Fisher, Van Sciver & Company, an accounting firm in Cherry Hill, New Jersey.

“In addition to our strong presence in New Jersey, we have a substantial number of clients in Philadelphia and the surrounding counties, and we wanted to create a partnership that would continue to build on that practice,” said James Rogers, Jr., CPA, CFF, MAFF, Managing Partner, Haefele Flanagan. “The team at Ratner & Associates has a solid reputation and a business emphasis that is very compatible with our own. We are looking forward to shared success as one team.”

“Haefele Flanagan’s approach and attention to excellent client service mirrors our own,” said Stephen B. Ratner, CPA, Owner, Ratner & Associates. “We can now offer a wider array of services to clients, especially to those outside of our traditional service area.” Ratner will continue to serve as a senior client services director in the combined firm.

This acquisition comes at a time when more and more accounting firms understand the potential impact and importance of joining together for future growth and service to customers. To ensure a successful transition, Haefele Flanagan and Ratner & Associates relied on the help of a third party, Optimum Strategies, to advise both firms through the acquisition process.

“Many accounting firms are learning of the benefits of sharing resources, geographies, and cross-selling skills,” said Ira Rosenbloom, CEO, Optimum Strategies. “Haefele Flanagan and Ratner & Associates are both trusted names in their markets. They are now even better positioned for strategic growth.”

About Haefele Flanagan
Haefele Flanagan, founded in 1967, is a full service consulting, accounting, auditing, and tax service firm.  In addition to being a member of the AICPA, the NJSCPA, and PICPA, the firm is an independent member of the PCAOB and CPA Associates International Inc. – a consortium of 144 select independent CPA firms with members in major cities in the United States as well as international associates in 58 countries around the world. For more information, visit www.hfco.com.

About Optimum Strategies
Optimum Strategies improves the performance, profitability and succession options of small- to mid-sized accounting practices across the Mid-Atlantic region. With targeted expertise in accounting practice management and firm mergers and acquisitions, Optimum Strategies is a trusted leader and consultant focused on providing marketplace advantages, next generation leadership development, and other operational advantages to create improved performance, successful and appropriate transition assistance, and stronger bottom line results. For more information, visit www.optimumstrategies.com.

 


Haefele Flanagan Announces Merger with Fisher, Van Sciver & Co.

Maple Shade, New Jersey, January 10, 2017 – Haefele, Flanagan & Co. p.c. is pleased to announce that Fisher, Van Sciver & Co. of Cherry Hill, NJ has merged with the firm.

Fisher, Van Sciver & Co. employees, Albert Van Sciver, CPA and Robert Dale, CPA will be joining Haefele Flanagan as a consultant and as a supervisor respectively. They represent the highest standards of dedication and professionalism that we at Haefele Flanagan strive to achieve.

Haefele Flanagan, founded in 1967, is a full service consulting, accounting, auditing, and tax service firm.  In addition to being a member of the AICPA, the NJSCPA, and PICPA, the firm is an independent member of the PCAOB and CPA Associates International Inc. – a consortium of 144 select independent CPA firms with members in major cities in the United States as well as international associates in 58 countries around the world.