Glendora, California — June 1, 2017 — Vicenti, Lloyd & Stutzman LLP (Vicenti), a top 50 California CPA firm, has joined national professional services firm CliftonLarsonAllen LLP (CLA), effective June 1, 2017.
“We decided to join CLA so that we could offer our clients deeper knowledge and expanded capabilities when they need it, while retaining the personal service and approach we have today,” says Linda Saddlemire, Vicenti managing partner/CEO. “We believe this is the right next step for our clients, our employees, and our firm in general as we continue to grow and evolve.”
For nearly 64 years, Vicenti has served individuals and organizations both large and small. For the past several years, Vicenti has been highly focused on growth in order to better serve its clients. This opportunity to join and grow with CLA allows Vicenti to tap into greater resources while helping to expand CLA’s capabilities in the Southwest region of the United States.
“CLA’s breadth and depth of knowledge in a variety of industries as well as its unique wealth advisory and outsourcing services will be incredibly beneficial to our clients,” Saddlemire says. “And Vicenti’s more than 60 years of experience serving the education, government, nonprofit, and commercial business industries, as well as serving individuals with their tax preparation and planning needs, is a great complement to CLA’s existing capabilities. Together we will provide better, stronger service to our clients.”
As one of the nation’s leading professional services firms, CLA has retained the agility to serve clients of all sizes and in all locations, while at the same time bringing an unparalleled depth of capabilities, all in one place.
“We are confident that while we are joining a large national firm, our clients will continue to receive the same personal touch they always have from their Vicenti team. CLA professionals pride themselves on meaningful client experiences and that completely aligns with the high standards of service to which Vicenti has always aspired,” Saddlemire continues. “Likewise, CLA’s purpose mirrors Vicenti’s to ‘make a positive difference in our world.’ Together we will continue to advance that purpose.”
Under the terms of the agreement, Vicenti will assume the CLA name, and Saddlemire will continue to manage the Glendora office and assist Randy Wells, CLA managing principal of Los Angeles, in creating a presence for CLA in the region. The other eight Vicenti partners will also be joining CLA as principals or directors. Clients will continue to be served by their regular staff and Vicenti will continue to operate out of its Glendora office, located at 2210 East Route 66, and in Los Angeles at 555 West 5th Street, Floor 35.
“We are also thrilled to share that David Wall, JD, CPA, CFE, has been named principal in the CLA forensic services practice,” Saddlemire says.
Wall has more than 25 years of experience in litigation in Southern California, devoted exclusively to financial investigations and litigation forensics. He serves clients in financial investigations, litigation support, and expert witness services. The members of Vicenti’s strong forensic services practice will help expand CLA’s national forensic services offerings, and Wall will provide a key leadership role in this endeavor.
“David has been an exceptional addition to our firm and we are eager to see him lead and develop the forensic practice at CLA,” Saddlemire says.
“There is tremendous synergy between the Vicenti and CLA teams,” says Randy Wells. “Together, we remain committed to serving clients large and small, from individuals to the education, government, nonprofit, and commercial business sectors. We believe that when we offer deep industry knowledge and integrated capabilities, we can exceed our clients’ expectations. When we do this, we deliver on the CLA Promise — to know you and help you.”
Vicenti, Lloyd & Stutzman LLP is a full service accounting and business consulting firm with offices in Glendora and Los Angeles. With about 60 employees, Vicenti is considered by the California Society of CPAs as one of the top 50 firms in California and by the AICPA as one of the top 400 firms nationwide. For more than 60 years, Vicenti has worked with individuals and companies throughout California to provide tax, accounting, audit, fraud investigation and business consulting services. Business clients include manufacturing, distribution, escrow and title, construction contractors, and professional services. Governmental institutions served include community colleges, local education agencies, joint power authorities, and special districts. Vicenti also serves a wide range of nonprofit entities, including charter schools, foundations, private colleges and universities, private K-12 schools, continuing care retirement communities, social services, and trade associations.
CLA is a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax, and consulting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve and have deep knowledge of their operating and regulatory environments. With more than 5,000 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of services to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.