Valley of the Sun, Phoenix, AZ

Hello,

We are in need of an external CPA that specializes in construction for our income tax preparation and reviewed financials.  We do not feel our current CPA (being a "generalist") has the necessary experience to advise and assist as we continue to grow.

Any recommendations would be appreciated.

Thanks.

------------------------------
Daniel Kesen
Controller
Septon Development Group, Inc
Scottsdale AZ
(480) 391-8383
------------------------------

Hi Daniel,

I would recommend reaching out to Conover Asay CPAs. They specialize in construction accounting and the partners of the firm are directly involved on both the financial and tax sides of the business. The financial partner, Jared Asay, is heavily involved in CFMA so you'll see him around.

https://www.conoverasay.com/


------------------------------
Brandon Hubbard, CCIFP
Controller
M. Greenberg Construction, Inc.
Gilbert, AZ
------------------------------

Original Message:
Sent: 06-01-2020 14:05
From: Daniel Kesen
Subject: Construction Tax CPA

Hello,

We are in need of an external CPA that specializes in construction for our income tax preparation and reviewed financials.  We do not feel our current CPA (being a "generalist") has the necessary experience to advise and assist as we continue to grow.

Any recommendations would be appreciated.

Thanks.

------------------------------
Daniel Kesen
Controller
Septon Development Group, Inc
Scottsdale AZ
(480) 391-8383
------------------------------

​I would concur with Daniel's recommendation.

We have been very pleased with the support and advocacy from Conover Asay CPAs. Jared Asay is the presenter for our June 18th CFMAVoS virtual meeting.

------------------------------
[Rita] [Kelly]
[CFO]
[TeamMulticom, Inc.]
[Phoenix] [AZ]
[602-244-1100]
------------------------------

Original Message:
Sent: 06-02-2020 07:36
From: Brandon Hubbard
Subject: Construction Tax CPA

Hi Daniel,

I would recommend reaching out to Conover Asay CPAs. They specialize in construction accounting and the partners of the firm are directly involved on both the financial and tax sides of the business. The financial partner, Jared Asay, is heavily involved in CFMA so you'll see him around.

https://www.conoverasay.com/


------------------------------
Brandon Hubbard, CCIFP
Controller
M. Greenberg Construction, Inc.
Gilbert, AZ

Original Message:
Sent: 06-01-2020 14:05
From: Daniel Kesen
Subject: Construction Tax CPA

Hello,

We are in need of an external CPA that specializes in construction for our income tax preparation and reviewed financials.  We do not feel our current CPA (being a "generalist") has the necessary experience to advise and assist as we continue to grow.

Any recommendations would be appreciated.

Thanks.

------------------------------
Daniel Kesen
Controller
Septon Development Group, Inc
Scottsdale AZ
(480) 391-8383
------------------------------

I would suggest David Humphreys at Beach Fleishman (and Tracy Hughes, Audit partner, is also active in the chapter.) They are very knowledgeable in real estate and construction.

------------------------------
Lisa Pavelka MBA
Principal
ExecHQ
Phoenix AZ
------------------------------

Original Message:
Sent: 06-03-2020 10:56
From: Rita Kelly
Subject: Construction Tax CPA

​I would concur with Daniel's recommendation.

We have been very pleased with the support and advocacy from Conover Asay CPAs. Jared Asay is the presenter for our June 18th CFMAVoS virtual meeting.

------------------------------
[Rita] [Kelly]
[CFO]
[TeamMulticom, Inc.]
[Phoenix] [AZ]
[602-244-1100]

Original Message:
Sent: 06-02-2020 07:36
From: Brandon Hubbard
Subject: Construction Tax CPA

Hi Daniel,

I would recommend reaching out to Conover Asay CPAs. They specialize in construction accounting and the partners of the firm are directly involved on both the financial and tax sides of the business. The financial partner, Jared Asay, is heavily involved in CFMA so you'll see him around.

https://www.conoverasay.com/


------------------------------
Brandon Hubbard, CCIFP
Controller
M. Greenberg Construction, Inc.
Gilbert, AZ

Original Message:
Sent: 06-01-2020 14:05
From: Daniel Kesen
Subject: Construction Tax CPA

Hello,

We are in need of an external CPA that specializes in construction for our income tax preparation and reviewed financials.  We do not feel our current CPA (being a "generalist") has the necessary experience to advise and assist as we continue to grow.

Any recommendations would be appreciated.

Thanks.

------------------------------
Daniel Kesen
Controller
Septon Development Group, Inc
Scottsdale AZ
(480) 391-8383
------------------------------

Original Message:
Sent: 6/3/2020 10:57:00 AM
From: Rita Kelly
Subject: RE: Construction Tax CPA

​I would concur with Daniel's recommendation.

We have been very pleased with the support and advocacy from Conover Asay CPAs. Jared Asay is the presenter for our June 18th CFMAVoS virtual meeting.

------------------------------
[Rita] [Kelly]
[CFO]
[TeamMulticom, Inc.]
[Phoenix] [AZ]
[602-244-1100]
------------------------------

Original Message:
Sent: 06-02-2020 07:36
From: Brandon Hubbard
Subject: Construction Tax CPA

Hi Daniel,

I would recommend reaching out to Conover Asay CPAs. They specialize in construction accounting and the partners of the firm are directly involved on both the financial and tax sides of the business. The financial partner, Jared Asay, is heavily involved in CFMA so you'll see him around.

https://www.conoverasay.com/


------------------------------
Brandon Hubbard, CCIFP
Controller
M. Greenberg Construction, Inc.
Gilbert, AZ

Original Message:
Sent: 06-01-2020 14:05
From: Daniel Kesen
Subject: Construction Tax CPA

Hello,

We are in need of an external CPA that specializes in construction for our income tax preparation and reviewed financials.  We do not feel our current CPA (being a "generalist") has the necessary experience to advise and assist as we continue to grow.

Any recommendations would be appreciated.

Thanks.

------------------------------
Daniel Kesen
Controller
Septon Development Group, Inc
Scottsdale AZ
(480) 391-8383
------------------------------

We found ourselves in your same situation last year and switched to Morrison, Clark & Company on the advice of our banker and surety.  The entire firm specializes in construction, and I have been very happy with their level of service.

------------------------------
Brandon Porter
CFO
Overley's Services
Gilbert AZ
(480) 650-5552
------------------------------

Original Message:
Sent: 06-01-2020 14:05
From: Daniel Kesen
Subject: Construction Tax CPA

Hello,

We are in need of an external CPA that specializes in construction for our income tax preparation and reviewed financials.  We do not feel our current CPA (being a "generalist") has the necessary experience to advise and assist as we continue to grow.

Any recommendations would be appreciated.

Thanks.

------------------------------
Daniel Kesen
Controller
Septon Development Group, Inc
Scottsdale AZ
(480) 391-8383
------------------------------

I would recommend Beach Fleishman as well.  Been using them for years.  Bryn Eto is our review partner and is knowledgeable in tax matters as well.

------------------------------
Paul Zapf
Controller
Mirage Plastering Inc
Tucson AZ
(520) 622-9299
------------------------------

Original Message:
Sent: 06-01-2020 14:05
From: Daniel Kesen
Subject: Construction Tax CPA

Hello,

We are in need of an external CPA that specializes in construction for our income tax preparation and reviewed financials.  We do not feel our current CPA (being a "generalist") has the necessary experience to advise and assist as we continue to grow.

Any recommendations would be appreciated.

Thanks.

------------------------------
Daniel Kesen
Controller
Septon Development Group, Inc
Scottsdale AZ
(480) 391-8383
------------------------------