February 16, 2021

Beth Schulte Joins Anders as Principal and Director + Outsourced CFO

Anders welcomes Beth Schulte as Principal and Director + Outsourced CFO. With over 30 years of accounting and fractional CFO experience working for Big 4 and regional accounting firms and within large companies, Beth will expand and grow the Outsourced CFO service line as part of the strategic plan for the firm’s Advisory practice.

At Anders, Beth will help clients gain a deeper understanding of their current and projected financial condition and constructively apply those insights to their strategic planning. Beth believes that the base of all business decisions is in the numbers and uses this mentality with businesses of all sizes and stages, from early-stage startups to large, publicly-traded companies. Companies in numerous industries including real estate, construction, mortgage lending, manufacturing, health care, technology, e-commerce and not-for-profit have benefitted from her direction and strategic planning efforts.

Beth has an MBA with an emphasis in Accounting and a Bachelor of Science in Business Administration and Accounting from Saint Louis University, where she serves as an adjunct professor and Executive Advisory Board Member for the Richard A. Chaifetz School of Business. An active investor and mentor for early-stage startup companies, Beth is a Board Member and Advisor for Capital Innovators and an Investment Committee Board Member for Cultivation Capital. Beth also serves as an Advisor for Cure8 Ventures, a food, health and wellness venture capital fund.

By expanding the Outsourced CFO practice area at Anders, the firm will offer broader expertise in high-level financial advisory including acquisition strategies and negotiation, financing and capital procurement, compensation plan design, budgeting process enhancement, financial forecasting and financial modeling for prospective purchases.

“Beth’s fractional CFO experience and intel will be an immense asset to Anders clients,” explains David Hartley, Partner and Director + Advisory. “Expanding our Outsourced CFO capabilities within the Advisory practice supports our goal of being a comprehensive partner for businesses.” Anders currently advises clients in the areas of technology, talent, forensics and litigation, outsourced accounting and outsourced CFO and will continue to grow these areas and add new opportunities that fit into the firm’s commitment to strategic growth. 

Learn more about Beth Schulte or Anders Outsourced CFO offerings.

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February 5, 2021

Anders Ranks #4 on St. Louis’ Largest Accounting Firms

Moving up two spots from last year, Anders is ranked #4 on the St. Louis Business Journal’s largest accounting firms list by number of local CPAs. With 106 CPAs and 240 local employees as of January 2021, Anders is ranked #6 in St. Louis on total number of professionals.

View the largest St. Louis accounting firms ranked by CPAs.
View the largest St. Louis accounting firms ranked by local professionals.

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January 29, 2021

Anders Named a 2021 Top Workplace in the U.S.

Anders CPAs + Advisors has earned the 2021 Top Workplaces USA award, issued by Energage. This is the inaugural year for Top Workplaces USA, built on the program’s 14-year history surveying more than 20 million employees across 54 markets for the regional Top Workplaces awards.

On a local level, Anders has been named to the St. Louis Post-Dispatch’s list of Top Workplaces several times and we are honored to be recognized as a Top Workplace nationally.

Top Workplaces USA offers national recognition for large organizations, those with more than 150 employees, and those that may have operations in multiple markets. Several thousand organizations from across the country were invited, and more than 1,100 participated in the Top Workplaces USA survey. Winners of the Top Workplaces USA list are chosen based solely on employee feedback gathered through an employee engagement survey, issued by Energage. Results are calculated by comparing the survey’s research-based statements, including 15 Culture Drivers that are proven to predict high performance against industry benchmarks.

“During this very challenging time, Top Workplaces has proven to be a beacon of light for organizations, as well as a sign of resiliency and strong business performance,” said Eric Rubino, Energage CEO. “When you give your employees a voice, you come together to navigate challenges and shape your path forward. Top Workplaces draw on real-time insights into what works best for their organization, so they can make informed decisions that have a positive impact on their people and their business.”

Learn more about Energage or the Top Workplaces program.

Interested in working for a Top Workplace? Check out the current openings at Anders.

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December 7, 2020

Forbes Names Anders to America’s Best Tax and Accounting Firms List

For the second year in a row, Anders has been named to Forbes’ America’s Best Tax and Accounting Firms List for 2021. With firms recommended in tax and accounting, Anders is one of 172 firms in the country to be recommended for both lists. Anders is also one of only six firms in Missouri and one of three in St. Louis.

For the second year, Forbes has partnered with market research company Statista to create a list of the most recommended firms for tax and accounting services in the U.S. based on surveys of tax and accounting professionals and their clients. The firms that received the most recommendations were included on the list. The 278 firms identified include the biggest firms in the country and some of the smallest. According to Statista, they’re all tackling the complexities of the ever-changing tax laws head-on.

What should you look for in a firm? According to Forbes, a team dedicated to your industry, whether it’s cannabis or manufacturing, is a must. But make sure you also ask about what other value-added services are on offer, like a state and local tax practice, a wealth practice, or an IT advisory group.

Read the full list of Forbes’ Top Recommended Tax and Accounting Firms for 2021.

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October 1, 2020

Derek Barnard Named a Best Accountant by St. Louis Small Business Monthly

Derek A. Barnard, CPA, CEPA has been named to St. Louis Small Business Monthly’s Best Accountants list. Each month, St. Louis Small Business Monthly (SBM) asks readers to help identify the best in the area in a particular industry as part of the SBM Best in Business Awards. The 2020 SBM Best Accountants list features 26 local accountants voted the best in St. Louis.

About Derek Barnard

Derek is a tax partner at Anders and member of the firm’s Business Transition Planning practice. As a Certified Exit Planning Advisor (CEPA), he engages privately held companies with strategic planning, business transition and succession planning, and integrating value drivers. His ultimate goal for his clients is to significantly increase the value of the company for the owner, lenders, investors and successor ownership groups. Derek consults with business owners on tactical business transition planning to help them maximize business value and streamline business processes, minimizing transaction risk and maintaining control of the process. Derek is a frequent speaker at succession planning and business growth events. He works with clients in the manufacturing and distribution, real estate and professional services industries, as well as labor and not-for-profit organizations.

Derek is a member of the Missouri Society of Certified Public Accountants (MOCPA), American Institute of Certified Public Accountants (AICPA), the Missouri Venture Forum and the Turnaround Management Association. He serves on the Accounting and Business School Advisory Boards for his alma mater, Southern Illinois University – Edwardsville. Derek is also on the board and Manufacturing Steering Committee for the Leadership Council of Southwestern Illinois.

Read the full list of Best Accountants in the October 2020 edition of St. Louis Small Business Monthly.

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August 14, 2020

Robert Willeford Warns Dentists of Consumer Use Tax in the Dental Arch

Many dentists are aware that dental services are generally exempt from sales tax. But when dentists sell tangible personal property to customers, this can be taxable on the sale to the patient or insurance company. Anders Director + State and Local Tax Robert V. Willeford, Jr., CPA, Esq. discusses the consumer use tax and how it impacts dental practices in the Dental Arch.

In the article, Robert and Anders tax senior Claire E. Rogers, CPA go into detail about what items are taxable and how Missouri and Illinois handle sales and use tax for qualifying items.

Read Consumer Use Tax – The “Tax” That Can Bite Dentists Unaware or learn more about how we help with State and Local Tax.

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August 5, 2020

Anders Ranks #104 on IPA’s Top 200 Accounting Firms List for 2020

Anders jumped up two spots to #104 on the 2020 Top 200 Accounting Firms list by INSIDE Public Accounting (IPA). IPA 100, 200, 300 and 400 firms are ranked by U.S. net revenues and are compiled by analyzing the more than 540 responses received this year for IPA’s Survey and Analysis of Firms. This is IPA’s 30th annual ranking of the largest accounting firms in the nation.

In the 11th annual ranking of the IPA 200, this list picks up where the IPA 100 left off, identifying the largest firms in the country ranking from #101 to #200. For the most recent fiscal year, IPA 200 firms range in size from $20 million to $39.5 million.

INSIDE Public Accounting reports and analyzes the news, trends, strategies and politics that affect the nation’s public accounting firms and provides information and resources to compete and operate more profitably.

Download the full list of IPA Top 100, 200, 300 and 400 firms.

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July 29, 2020

Anders Named a 2020 Top Workplace by the St. Louis Post-Dispatch

The St. Louis Post-Dispatch has honored Anders as a 2020 Top Workplace. The Top Workplaces list is based solely on employee feedback gathered through a third-party survey administered by research partner Energage, LLC. The anonymous survey measures several aspects of workplace culture, including alignment, execution and connection. Anders has been on the Top Workplaces list several times, and was ranked at the top of the Midsize Employer Category in 2016 and 2017 and second place in 2018.

“Top Workplaces is more than just recognition,” said Doug Claffey, CEO of Energage. “Our research shows organizations that earn the award attract better talent, experience lower turnover, and are better equipped to deliver bottom-line results. Their leaders prioritize and carefully craft a healthy workplace culture that supports employee engagement.”

Attributes that make Anders a top workplace include the open, collaborative work space reflecting the culture of the firm, a generous PTO and benefits package, flexibility and extensive technical and professional training programs. Anders supports and encourages employees to follow their passions in the community, and provides development dollars to help them do so.

The complete list of Top Workplaces can be found in the August 2 issue of the Post-Dispatch. Meet the 2020 St. Louis Post-Dispatch Top Workplaces.

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July 23, 2020

Anders Named a 2020 Best Accounting Firm to Work for by Accounting Today

Anders has been named to Accounting Today’s 2020 Best Accounting Firms to Work for list. This is the seventh time Anders has been recognized on the Best Accounting Firms to Work For list of 100 top employers in the accounting industry.

Nearly 250 firms from across the United States entered the two-part survey process to determine Accounting Today’s Best Accounting Firms to Work for. The first part was worth 25% and consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. The second part, worth 75%, consisted of an employee survey to measure the employee experience. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.

“The firms on this list represent the best workplaces in the accounting profession,” said Accounting Today Editor-in-Chief Daniel Hood. “They are outstanding places to build a career.”

See the list of 2020 Best Accounting Firms to Work for.

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July 9, 2020

Dave Finklang Named 2020 Best Accountant in Best in Business Awards

Anders tax partner Dave M. Finklang, CPA/CGMA, MBA was named the winner in the Best Accountant category of St. Louis Small Business Monthly’s 2020 Best in Business Awards.

The St. Louis Small Business Monthly Best In Business Awards is based on an annual reader survey of the best businesses in the region. In 2020, more than 18,000 individuals voted and winners and finalists were chosen in 19 categories. The winning businesses and top finalists will be featured in the 2020-2021 Business Owners’ Guide, SBM’s Book of Lists.

Winners and finalists will also be honored at a special luncheon on October 14.

About Dave Finklang

Finklang has wide-ranging, specialized experience in tax planning and compliance, startup services and consulting, and accounting services. As the founder of the Anders Startup and Entrepreneurial Services Group, Finklang particularly enjoys working with entrepreneurs and emerging companies by helping them raise capital, structure their businesses, implement accounting systems, and minimize their tax burdens. He also advises individuals, family and closely-held businesses, as well as their owners, on tax-saving strategies and tax planning. Finklang works with technology and software companies, manufacturers, distributors, and commercial real estate companies. Before joining the CPA profession, Dave was a commercial airline pilot. This experience helped him build a professional skillset that has allowed him to better serve his clients and his community. Dave was named the youngest 2016 40 Under 40 by the St. Louis Business Journal.

View the full list of St. Louis Small Business Monthly’s Best Accountants.

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