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Roth&Co Appoints Alice Lerman as Chief Growth Officer

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16 SEP 2024 / PEOPLE UPDATES

Roth&Co Appoints Alice Lerman as Chief Growth Officer

Roth&Co Appoints Alice Lerman as Chief Growth Officer
Summary
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New York-based accounting firm, Roth&Co, has appointed Alice Lerman as its Chief Growth Officer, marking a commitment to enhancing service and driving strategic growth objectives. Lerman, with vast experience from leadership roles in other top-tier accounting firms, will focus on boosting revenue, identifying new business opportunities, and cultivating strategic partnerships.

New York, NY – Roth&Co, a New York-based accounting firm with fiscal year 2023 net revenue of $38.1 million, has appointed Alice Lerman as its Chief Growth Officer (CGO). This newly created position underscores Roth&Co's commitment to advancing its strategic growth objectives, enhancing service delivery, and developing customized client solutions across the nation. 

With over two decades of experience, Lerman has a strong track record in driving industry-specific growth strategies. Her career includes leadership roles at two of the nation's top-10 accounting firms and managing client experience for two of the top-20 CPA firms. In her most recent role at Marcum, she was Chief of Industries, where she successfully led the development of eight industry practice groups and spearheaded growth initiatives that resulted in a 16% year-over-year organic revenue increase from 2018 to 2022. 

Zacharia Waxler, Managing Partner at Roth&Co, shared his enthusiasm about Lerman’s new role, stating, “Alice Lerman’s role as Chief Growth Officer is not only an inspiring choice in terms of the skill and expertise she offers; it is a crucial step towards driving and shaping the future of Roth&Co. It will lead to substantial growth and accomplish bold objectives. We are confident that Alice’s strategic vision will propel Roth&Co’s success to new levels.” 

In her position as CGO, Lerman will work closely with Roth&Co’s leadership to realize the firm’s vision for market positioning and growth. Her responsibilities include partnering with industry and service line leaders, the business development group, and the marketing team to boost revenue, identify new business opportunities, broaden market presence, cultivate strategic partnerships, and optimize client experiences. 

With the addition of this leadership role and Lerman's expertise, Roth&Co is poised to deliver an enhanced suite of specialized business solutions to clients across the U.S., marking a new phase in the firm’s evolution towards becoming a globally focused, innovation-driven accounting and advisory leader. 

Until next time…

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