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 15 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, Seattle

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

George Metzger, 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 15 years with this landscape design firm

 

- Trained current business manager in all areas of financial reporting,

  forecasting and tax planning

 

- Meet with business manager weekly and with business owner quarterly to

  review financial health of firm



​Perry Dean Rogers & Partners - Boston

Mark Freeman, President
 

- Over 12 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 Architects - Boston
Douglas Reed, Gary Hilderbrand - Principals
 

- Hired 10 years ago by this landscape design firm to evaluate and mentor new 

 accounting manager

 

- Involved in the evaluation and selection of a new accounting software

  package

​

- Facilitated a successful ownership transition 



​Tappe Architects - Boston

Charles Hay, President



- Over 10 years with this architecture firm

 

- Oversee a 2 person accounting department

 

- Meet with business owners weekly to review cash flow and forecasts of

  revenue and expenses

 

- Recently negotiated terms on a new lease for office space and line of credit 

 

​Wilson Butler Architects - Boston

Scott Butler, President
 

- Over 12 years with this design firm

 

- Correspond regularly with business manager

 

- Meet with business owners once per month to review financial health of firm



​Bargmann Hendrie Archetype - Boston

Joel Bargmann, Carolyn Hendrie Owners
 

- Over 8 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

 

​William Rawn Associates, Architects - Boston

Douglas Johnston, Managing Principal
 

- Meeting monthly with project managers

 

- Responsible for year-end tax planning strategies

 

Mathew Nielsen Landscape Architects - New York

Robert DeMarco, Managing Principal
 

- Involved in the evaluation and selection of 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

​