The Power Book 2023

TOP AREA ACCOUNT ING/CONSULT ING F IRMS

Ranked by Number of CPAs in KC’s 22-County Area

% of business Accounting/ Consulting/ Tax

Number of Partners/ Professional Staff in KC

Number of Firmwide CPAs in 2021/2020

Number of Kansas City CPAs in 2021/2020

Top Area Executive(s) Year Established Locally Headquarters Rachel Dwiggins 1923 Springfield, Mo. Stephen Penn 1908 New York, N.Y. Kimberly Rock 1904 New York, N.Y. Jeff Carlstedt 1954 Cleveland, Oh. Craig Kuckelman 1920 New York, N.Y. Josh Beck 1968 Kansas City, Mo. Tim Goodger & Bret Curtis 1956 Topeka, Kan. Todd Pleimann 2005 St. Louis, Mo. Candace Verner 2013 Leawood, Kan. Ed Bartak 2000 Chicago, Ill.

No. of Offices Local/U.S/ Firmwide

Company Name Address Phone, Fax, Website

Rank 2022 2021

Areas of Practice

201 190

1 41 41

Accounting services, risk management, tech nology, wealth mgmt, forensic & valuation services, tax, audit, consulting services

1,430 1,400

28 319

2% 9% 34%

1. 1.

FORVIS (formerly BKD CPAs & Advisors) 1201 Walnut St., Ste. 1700, Kansas City, MO 64106 816.221.6300, Fax: 816.221.6380, www.bkd.com KPMG 1000 Walnut St., Ste. 1100, Kansas City, MO 64106 816.802.5200, www.kpmg.com E&Y (Ernst & Young) 1200 Main St., Kansas City, MO 64105 816.474.5200, Fax: 816.480.5369, www.ey.com CBIZ and Mayer Hoffman McCann P.C. & Myers & Stauffer 700 W. 47th St., Ste. 1100, Kansas City, MO 64112 816.945.5500, cbiz.com/mhmcpa.com/myersandstauffer.com Deloitte 1100 Walnut St., Ste. 3300, Kansas City, MO 64106 816.474.6180, www.deloitte.com MarksNelson LLC 1310 E. 104th St., Ste. 300, Kansas City, MO 64131 816.743.7700, Fax: 816.743.7701, www.marksnelsoncpa.com RSM US 4622 Pennsylvania Ave., Ste. 1100, Kansas City, MO 64112 816.753.3000, www.rsmus.com Mize CPAs 7101 College Blvd., Ste 900, Overland Park, KS 66210 913.451.1882, www.mizecpas.com

195 189

1 100+ 650+ 1 90+ 700+

Tax, audit & advisory (consulting)

8,130 8,380

40 368

DD DD DD DD DD DD

2. 2.

130 144

Assurance, tax, strategy, transaction & consult ing services

16,703 17,443

22 240

3. 3.

128 101

2 125 125 1 120 150

CBIZ (tax planning, business advisory, retirement services) / MHM (attest services) / (Myers & Stauffer (government healthcare auditing and consulting) Audit & assurance, tax, consulting & financial advisory Assurance, business advisory, accounting ser vices, business valuation, consulting, litigation support, forensic accounting, tax, international tax Tax services, business consulting, technology consulting, assurance, international business services Audit, tax, consulting, accounting services, payroll

1,259 965

40 247

30% 15% 55% 30% 50% 20% 36% 13% 51%

4. 4.

78 81

10,390 10,190

39 336

5. 5.

54 65

1 1 1

59 69

17 87

6. 6.

53 51

1 DD

DD DD

DD 199

DD DD DD

7. 9.

51 52

2 2 2 1 6 6 1 3 3

51 52

20 157

72% 7% 21%

8. 8.

49 50

Audit, tax consulting, business advisory ser vices, wealth management

370 385

11 94

DD DD DD

9. 10.

RubinBrown 1200 Main St., Ste. 1000, Kansas City, MO 64105 816.472.1122, www.rubinbrown.com

41 39

Tax advisory & consulting, accounting services, family office

45 39

2 73

10% 10% 80%

10. 11.

Creative Planning 5454 W. 110th St., Overland Park, KS 66211 913.338.2727, Fax: 913.955.3895, www.creativeplanningtax.com Grant Thornton 1201 Walnut St., Ste. 1000, Kansas City, MO 64106 816.412.2400, Fax: 816.412.2404, www.grantthornton.com

40 58

1 51 768

Audit, tax, advisory

Brett Lewis 1968 Chicago, Ill.

2,238 2,300

12 145

DD DD DD

11. 7.

36 28

1 23 23 2 25 25

Accounting & auditing, tax & compliance reporting, consulting, mergers & acquisitions, HR services, managed accounting services Business planning and wealth accumulation, tax planning and compliance, collaborative inter net-based business acctg solutions, assurance

Marc Johnson 2013 Salina, Kan.

125 128

5 52

42% 31% 27% 30% 10% 60% 46% 15% 39% 33% 2% 46% 63% 6% 28% 9% 15% 46% 64% 2% 34% 28% 16% 54% 50% 25% 25% 50% 0% 50% 14% 42% 44% 40% 20% 40% 0% 0% 100% DD DD DD

12. 14.

K Coe Isom 8801 Renner Blvd., Ste. 100, Lenexa, KS 66219 913.643.5000, Fax: 913.654.5100, www.kcoe.com

30 17

Scott McRuer 1987 Sterling Heights, Mich.

DD DD

9 43

13. 20.

UHY LLP 1251 N.W. Briarcliff Pkwy., Ste. 100, Kansas City, MO 64116 816.741.7882, Fax: 816.741.2330, www.uhy-us.com SSC CPAs + Advisors 5825 S.W. 29th St., Ste. 101, Topeka, KS 66614 913.491.4484, Fax: 913.696.0457, www.SSCcpas.com CLA (CliftonLarsonAllen) 12721 Metcalf Ave., Ste. 201, Overland Park, KS 66209 913.491.0429, Fax: 913.491.0429, claconnect.com JMW & Associates 6400 Glenwood St., Ste. 100, Overland Park, KS 66202 913.499.4920, Fax: 913.499.4921, http://www.jmwkc.com/ B T & Co., P.A. 4301 S.W. Huntoon St., Topeka, KS 66604 785.234.3427, Fax: 785.233.1768, www.btandcocpa.com BerganKDV 3550 N.E. Ralph Powell Rd., Lee’s Summit, MO 64064 816.525.9699, Fax: 816.525.2590, bergankdv.com Keller & Owens 10955 Lowell Ave., Ste. 800, Overland Park, KS 66210 913.338.3500, Fax: 913.338.0416, www.kellerowens.com Moss Adams LLP 7285 West 132nd St., Ste. 220, Overland Park, KS 66213 913.599.3236, Fax: 913.599.3737, www.mossadams.com TPP Certified Public Accountants 4300 College Blvd., Ste. 400, Overland Park, KS 66210 913.498.2200, Fax: 913.498.0950, www.tppkc.com Wendling Noe Nelson & Johnson 623 S.W. 10th Ave., Ste. 300, Topeka, KS 66612 785.233.4226, Fax: 785.233.6830, wnnjcpa.com Emerick & Co. 4520 Madison Ave., Ste. G, Kansas City, MO 64111 816.531.2822, Fax: 816.531.8539, www.emerickcpa.com Meara Welch Browne 4121 W. 83rd St., Ste. 260, Prairie Village, KS 66208 816.561.1400, Fax: 816.561.6296, www.mwbpc.com Wilson Toellner & Associates 2700 Matthew Dr., Sedalia, MO 65301 660.827.4990, Fax: 660.826.3325, www.wtcpa.com

28 26

4 5 5

Accounting services, tax, assurance, consulting Brian Lang 1984 Topeka, Kan.

32 30

8 64

14. 15.

26 35

3 122 122

Audit, assurance, consulting, outsourcing, digi tal services, tax, wealth advisory

2,895 2,976

12 63

Phil Hayes 1962 Minneapolis, Minn. Anne Walker 2005 Overland Park, Kan.

15. 12.

26 32

1 1 1 1 2 2

Family tax & business tax services

26 32

5 36

15. 13.

21 21

Employee benefit plans, construction, govern ment, nonprofit, corporate and individual tax

24 21

8 43

Karen Linn 1913 Topeka, Kan.

17. 17.

20 12

2 10 10

Tax, audit, accounting, technology, human capital mgmt, wealth mgmt, turnaround mgmt services, business advisory, NetSuite & ERP

Isaac Swick & Gary Hawkins, 1994 St. Cloud, Minn. Greg Owens 1985 Overland Park, Kan.

163 155

10 26

18. 24.

19 19

1 1 1

Audit, tax, accounting services, payroll

19 19

3 35

19. 19.

17 17

1 34 34

Accounting, audit, assurance, tax, consulting

Jarret Rea 2011 Seattle, Wash.

1,304 1,273

2 32

20. 20.

16 16

1 1 1 1 1 1 1 2 2 1 1 1 2 3 3

Accounting, business & tax consulting, retire ment plan consulting & administration

16 16

6 33

Robert Parker, David Workmon, C. RoyMessick, 1981, Overland Park, Kan.

21. 22.

13 12

Assurance & tax services with a specialty in healthcare

Eric Otting 1946 Topeka, Kan.

13 12

3 20

22. —

12 12

Audit & tax

David Emerick 1999 Kansas City, Mo. Julie Welch 1977 Leawood, Kan.

13 13

4 20

23. —

11 13

Audit & accounting, tax planning & compliance, forensic services, valuation, litigation support

11 13

4 22

24. —

11 12

Business acquisition and sale, accounting, busi ness valuation, litigation support, outsourced accounting services, outsourced cfo services

15 16

3 20

Alaina Gump, Ashley Watson, Adam Wolfe 1988, Sedalia, Mo.

25. 24.

List was compiled from data provided through questionnaires and interviews with firm personnel. Some firms deserving mention may have been omitted due to lack of information. DD—Declined to Disclose. * = Includes Auditing. **=Tie-breaker using Firm-wide CPAs; others with 12 CPAs were Emerick & Co., Wendling Noe Nelson Johnson, and Miller Haviland Ketter.

40 I n g r a m ’ s

THE POWER BOOK

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