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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

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
Jonathan Urban

Jonathan M. Urban,

Director of Software Solutions

Upcoming Events

Webinar Series Part IV: IRS Audit - Coming Soon Near You

Webinar Series Part IV: IRS Audit - Coming Soon Near You

July 14, 2021

The executive branch is looking to increase revenue for the IRS. Translation: expect to see an increase in the number of IRS audits being performed, including industries not traditionally targeted.

Learn More
Webinar Series Part V: Changes to Lease Accounting and How it Impacts Your Business

Webinar Series Part V: Changes to Lease Accounting and How it Impacts Your Business

July 27, 2021

The accounting for leases is changing significantly. The required implementation of FASB ASC 842 will mandate that most leases are included on the balance sheet as a right-of-use asset, with a corresponding lease liability. The new standard will impact nearly all commercial businesses and nonprofit organizations and is effective for annual reporting periods beginning after December 15, 2021.

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