Advisory icon

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

Principal
Timothy Bubar

Timothy J. Bubar, CPA

Principal
Jeffrey Budzinski

Jeffrey M. Budzinski, CFS®

Financial Advisor
Louis Cercone Jr.

Louis J. Cercone, Jr., CPA, CFE, CFF, ABV, ASA, CVA

Partner
Sherry DelleBovi

Sherry L. DelleBovi, CPA

Partner
Johnathon Miles

Johnathon E. Miles, CPA/ABV

Manager
David Schlein

David A. Schlein, CPA

Partner
Douglas Sosnowski

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

Partner
Bryan Staniszewski

Bryan J. Staniszewski, CFP®, CPA/PFS, AIF®, MBA

Director of Wealth Management and Planning
Jonathan Urban

Jonathan M. Urban,

Director of Software Solutions

Upcoming Events

AuditWatch University Level 6

AuditWatch University Level 6

December 01, 2020

AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.

Learn More
TaxWatch University Level 2

TaxWatch University Level 2

November 23, 2020

TaxWatch Level 2 provides learning opportunities on intermediate corporate, individual, and other entity type tax topics.

Learn More
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?