Julie, a Certified Ajera Consultant, possesses a dynamic array of skills. Her collaborative approach, driven by an unwavering commitment to client success, consistently leads to remarkable outcomes and enhanced project profitability. Beyond her generalist proficiency, she leads a Cincinnati Ajera User Group and actively engages with AUA, showcasing her commitment to the field.
Lucas has many years of M&A advisory experience including lead roles in guiding transactions from engagement to closing, ensuring desirable outcomes for business owners and strategic investors. Prior to joining Stambaugh Ness, Lucas completed multiple pandemic-era deals and was known for his ability to successfully match buyers and sellers in niche or highly specialized industries.
As a Senior Manager, Patrick has an impressive depth of experience compiling, reviewing, and auditing financial statements in several industries. He has advanced expertise in auditing and accounting issues with privately held companies, working proactively with owners and their staff. Patrick also oversees the audits of employee benefit plans, such as 401k and ESOP plans.
The 26 international vacations he has taken in the last 4 years.
As an accounting and auditing Director at Stambaugh Ness, Julie works primarily with clients in the architecture, engineering, and construction industries. During her 20+ years of accounting experience, predominately in the areas of non-public accounting and retirement plan auditing, Julie has developed specific expertise in planning, supervising, and completing assurance engagements, including audits, reviews, compilations, and special projects. Julie is a Certified Public Accountant.
The whirlwind month she experienced after college graduation.
Dennis has over a decade of experience in private and public accounting. As a senior tax manager, he assists and facilitates international filings, planning, and research primarily for clients within the Architectural, Engineering & Construction (AEC), and Manufacturing & Distribution industries.
The time his dad didn’t meet Richard Karn (Al from Home Improvement), even though he was 10 feet away from him.
Nikki has over 20 years of experience in public accounting. Her areas of expertise are federal and multi-state business, including corporate and partnership taxation, consolidated tax returns, and individual tax. Working with a wide range of clients, Nikki also performs tax research and tax compliance services.
As SN’s Director of Information Technology, Rob oversees the firm’s internal information technology support team. He brings over 15 years of experience managing projects and leading technology teams. In his role, Rob provides support to our existing IT operations systems and serves as a champion in the development of new processes/systems.
Prior to joining SN, he served as the subject matter expert for technical projects specifically related to operations automation for a leading international shipping company.
Boris has 20+ years of experience in database design and development, a majority of which was spent within the environmental consulting industry. His strong analytical skills help firms to utilize their critical data as a strategic asset. Additionally, during his career as an information technology professional, Boris has gained specialized expertise in data migrations and SSRS reports for Deltek Ajera and Deltek Vantagepoint/Vision ERP systems.
Leveraging her breadth of accounting and bookkeeping experience, Tricia helps clients to be more successful in the areas of finance and accounting. Dedicated to delivering exceptional client service and meeting client needs, Tricia focuses on accounts payable, invoicing, and receipts entry.
Amy provides Ajera consulting services to project-based clients in the architecture and engineering industries. With a background as a business manager in the AE industry and extensive experience working with Deltek Ajera, Amy is an asset to firms looking to improve processes and profitability.
