As an accredited business valuator, Becky’s expertise spans many industries, with a specialized focus on architecture and engineering (AE). She understands that the most crucial element in any firm valuation is the employees. This lead-with-people approach can enhance a company’s value and position it for greater success.
In her previous roles as a Partner with TWO CPAs & Consultants, Inc., and a Consultant at PSMJ Resources, Becky developed highly focused and refined skills in valuations, ownership transitions, mergers and acquisitions, and fractional CFO consulting. For Becky, every project involves getting to know the client well and filling in the financial gaps. She views each assignment uniquely and includes industry commentary, as well as highly usable, relevant benchmarking data for the client.
Her love of numbers means Becky leaves no stone unturned in her pursuit of strengthening the big-picture strategies for growth and prosperity. If a financial model can be built to solve a financial question, she will design it.
Education
- BS degree in Finance from Michigan State University
- BS degree in Accounting from Franklin University
Professional & Community Highlights
- Accredited in Business Valuation (ABV)
- QuickBooks ProAdvisor
Ask Becky About
The time she served a root beer float to a rock star.
As Managing Director of SN’s State Advisory Practice Area, Karen applies her significant taxation expertise to guide clients through the increasingly complex SALT environment, including tax consulting, compliance, and resolution.
Over her 30+ years working in the accounting industry, Karen has developed a deep working knowledge of corporate taxation, including a specialized focus on state and local sales and use tax, state and local income tax, audit representation, tax planning, consulting, due diligence, and mergers and acquisitions.
Karen enjoys serving clients in a wide range of industries and is passionate about providing clients with solutions that help them achieve their goals.
Education
- BS degree in Accounting from State University of New York College at Fredonia
Professional & Community Highlights
- Alabama Society of Certified Public Accountants, Member, and State Taxation and Legislation Committee Chair
- American Institute of Certified Public Accountants, Member
- Pennsylvania Institute of Certified Public Accountants, State Tax Committee Member
- Recognized as one of Alabama’s Top Talent CPAs, Business Alabama Magazine
Ask Karen About
The coincidence that occurred regarding the World Series winners in 2016 and 2018.
As Managing Director of Project Management & Ajera Consulting, Val brings over 25 years of accounting, consulting, and business management experience in the industry. With specialized expertise in project management, Val works collaboratively with firms to apply best practices, maximize workflow processes and utilize enhanced reporting for increased efficiency and profitability.
Serving for several years as the Controller and Managing Vice President of an MPE engineering firm, Val possesses valuable “in the field” knowledge of the business nuances of a professional services firm. An accomplished speaker, she is a frequent presenter at national industry conferences.
Education
- BSA degree in Accounting from the University of Phoenix
Professional Highlights
- Certified Ajera Professional, Deltek University
What Motivates Val
The synergy created by marrying best practices, efficiencies with tools, and working within the creative culture each client brings to the equation.
Phil leads the Stambaugh Ness TechSolutions team, providing technology consulting and implementation to over 800 clients, including the architecture, engineering, manufacturing, governmental, and healthcare industries. Working closely with clients, Phil develops innovative solutions to contribute to the company’s growth and profitability.
Always thinking strategically, Phil frequently performs client technology process assessments to fully understand their current needs and where they want to be in the future.
Phil manages and deploys technology initiatives for clients via ERP, EDI, and CRM, as well as developing and managing all aspects of their technological infrastructure, technology inventory, and staff. His years of experience also include performing IT security audits, intrusion/penetration testing, and long-term strategic planning.
Education
- The Pennsylvania State University
- YTI Career Institute
Ask Phil About
The time gasoline was the drink of choice.