As of January 1, 2017, Grassi & Co. is pleased to announce that they have merged with James Bohl, CPA, PC, resulting in James Bohl, CPA, PC now being known as Grassi Franchise Services, LLC. The merger of the two firms will bring an additional 25 professionals to Grassi & Co.’s team, including one new Partner, James Bohl, CPA.
A CPA for more than 20 years, James Bohl has provided his clients high-quality personalized accounting and financial services. Their history in the franchise market, combined with an extraordinary level of client service, is what has kept clients continuously seeking their guidance from year to year.
“We have always taken great pride in providing our clients with high quality personal service, which has been the foundation of our practice,” said James Bohl, CPA, Partner. “Grassi & Co. shares this same culture and mission and will help us maintain a high level of service to our clients nationwide. The same team that built James Bohl, CPA, PC is staying in place and remains committed to our core mission of providing the best possible service to our clients.”
“We are very excited to have James Bohl and his team join the Grassi & Co. family as Grassi Franchise Services,” states Louis C. Grassi, CPA, CFE, Grassi & Co. Managing Partner and CEO. “Enhancing our services to include franchising enables us to expand our breadth of services and attract a new and exciting pool of clients. James Bohl and his team have a rich history of providing high quality services and we are looking forward to leveraging their years of experience in order to continue to meet and exceed the expectations of James’ current client base and any prospective clients.”
Grassi & Co. are also pleased to announce that they have also acquired Bernstein & Seidman in Westchester County.
Robert M. Bernstein brings decades of experience in the field of Accounting. Over the past 30 years, the firm has accrued over 250 clients in various industries including retail sales, import/export, food, pharmaceuticals, real estate, and, most notably, the automotive industry.
“As the automotive industry faces never-ending challenges on standards of leasing and revenue recognition, we look forward to partnering with a firm like Bernstein and Seidman whose commitment to those in the automotive industry is unparalleled,” said Louis C. Grassi, CPA, CFE, Grassi & Co. Managing Partner and CEO. “Merging Bernstein into our company allows us to grow our accounting services practice and expand our geographical footprint.”
“We pride ourselves on our hands-on approach with clients and ensure that when we are engaged on a transaction, our client’s business needs are structured to take advantage of the various tax incentives available,” said Robert Bernstein, a new Partner at Grassi & Co. “Partnering with a firm like Grassi & Co. will aid us in being able to offer our clients the products and services needed to help them grow their business and compete in today’s changing landscape.”
Grassi & Co. was founded in 1980 by CEO and Managing Partner, Louis C. Grassi whose goal was to build a firm that would add true value and provide clients with tools for success. As a firm, Lou believes its success relies on a focus on entrepreneurialism, both in how the firm is run and in how its professionals approach clients’ needs and challenges. That is why Grassi & Co. professionals consider themselves “Success Consultants”.