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Advisory

Our practice philosophy embraces not only a comprehensive range of accounting and business advisory services, but also a commitment to providing our services in the most professional manner possible. At every stage of client service, Lumsden McCormick and wholly owned subsidiaries Brisbane Consulting Group and Lumsden McCormick Financial Services are committed to personal service. Close personal contact with those we serve is the best way to add value to our services, and the only way to ensure that a service is matched with your unique needs and delivered in a way that meets those needs. 

Our practice is made up of highly skilled professionals who have multidisciplinary industry and accounting knowledge necessary to provide critical strategic advice. Leveraging global resources through our membership in the BDO Alliance USA uniquely qualifies us to deliver a variety of advisory services including:

For more information on our advisory services offerings, please contact a service leader or complete the form below.

Services Leaders

William Allen

William P. Allen, CPA/ABV, CFE

Partner
Timothy Bubar

Timothy J. Bubar, CPA

Partner
Jeffrey Budzinski

Jeffrey M. Budzinski, CFS®

Managing Director
Sherry DelleBovi

Sherry L. DelleBovi, CPA

Partner
Jennifer Maloney

Jennifer Maloney, CPA

Manager
Kathryn Mellon

Kathryn Mellon, CPA

Principal
Johnathon Miles

Johnathon Miles, CPA/ABV

Principal
Caitlin Root

Caitlin C. Root, CPA

Manager
Kevin Smeader

Kevin J. Smeader, CPA

Principal
Douglas Sosnowski

Douglas P. Sosnowski, CPA/ABV, ASA, CFF

Partner
Jonathan Urban

Jonathan M. Urban,

Director of Software Solutions

Upcoming Events

April 2025 Buffalo Sabres Tickets Raffle

April 2025 Buffalo Sabres Tickets Raffle

April 05, 2025

Enter to win two tickets to a Sabres home game for the 2024-2025 season!

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Navigating Expiring Tax Provisions and the Current Market Landscape

Navigating Expiring Tax Provisions and the Current Market Landscape

February 12, 2025

Discover the expiring provisions of the Tax Cut and Jobs Act (TCJA) and their impact on your financial planning and tax strategies for 2025 and beyond. Plus, gain insights from our Financial Market Update.

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