The Bonadio Group Elevates 11 Partners Across Multiple Regions

Strategic Leadership Enhancements to Support Firm Growth 

The Bonadio Group, a nationally ranked Top 50 CPA firm, has announced the promotion of 11 professionals to partner positions across its offices in New York, Vermont, and Texas. This strategic move aims to bolster the firm's leadership team and enhance its service offerings to clients. 

Background and Rationale for the Promotions 

These promotions reflect The Bonadio Group's commitment to recognizing and nurturing talent within the firm. By elevating these individuals, the firm seeks to strengthen its leadership across various regions, ensuring continued growth and the delivery of high-quality services to clients. 

Profiles of the Newly Promoted Partners 

• Capital Region (New York): 
  •   Mallory Conway: Formerly a director, Mallory has over 15 years of experience providing internal audit and regulatory compliance services to financial institutions. 
• Central New York: 

• Jay Jerose: Jay joined The Bonadio Group in 2015 and most recently served as a principal in the Syracuse office. 
• Tim Hammond: Tim oversees audits and other attest services for organizations primarily in the health care and human services industries. 

• Rochester (New York): 

• Heidi Bresler: Heidi has been with the firm for over 17 years, most recently serving as a principal in the excellence and quality division. 
• Michael Vollmer: Michael specializes in audits and tax reporting of tax-exempt organizations and most recently served as a principal for The Bonadio Group’s assurance division. 
• Terry Burns: Terry specializes in overall coordination and management of financial statement audits and other attest services. 
• Matt Jensen: Matt has over 15 years of audit and assurance experience across various industries, specializing in providing advisory support on technical accounting matters. 
• Chelsea Murray: With more than 14 years of expertise, Chelsea most recently served as an advisory and consulting director focusing on clients in the health care sector. 
• Theresa Raponi: A 10-year veteran of the firm, Theresa most recently served as a principal of the financial services team, with expertise in corporate tax compliance and mergers. 

• Western New York: 

• Scott Donnelly: Scott most recently served as a principal in the firm’s assurance practice and is responsible for oversight of financial statement audits and other attest services. 
• Joe Wutz: Joe has over 15 years of experience in public accounting, providing tax compliance and consulting services to businesses and individuals, with a specific focus on the construction and real estate industries. 

Impact on the Firm and Industry 

These promotions are expected to enhance The Bonadio Group's leadership capabilities, enabling the firm to better serve its clients and adapt to the evolving demands of the accounting industry. The strategic elevation of these professionals underscores the firm's commitment to growth and excellence. 

Key Highlights of the Announcement 

• Promotions: Eleven professionals have been promoted to partner positions across various regions. 
• Expertise: The new partners bring specialized knowledge in areas such as audit, tax, advisory, and consulting services. 
• Firm Growth: These promotions reflect the firm's ongoing expansion and dedication to enhancing client service. 

Looking Ahead: A Vision for the Future

The Bonadio Group's commitment to promoting internal talent reflects a strategic vision focused on growth, leadership development, and enhanced client service. The firm aims to leverage the expertise of its new partners to drive innovation and maintain its competitive edge in the accounting industry.