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Moss Adams adds leading Salesforce consultancy Yurgosky

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Top 25 Firm Moss Adams is entering the Salesforce.com consulting market by acquiring New York City-based consultancy Yurgosky Consulted Limited LLC.

Founded in 2012, Yurgosky offers a suite of technology services and products centered on Salesforce.com that aim to boost growth and efficiency at its clients, which are primarily nonprofits, higher education institutions and social enterprises.

The consultancy’s focus on the popular CRM system was a key attraction for Moss Adams.

“Our acquisition strategy is about strengthening or deepening areas and filling out areas, and Salesforce was certainly an area we needed to fill in,” Mark Steranka, Moss Adams’ consulting managing partner, told Accounting Today. “In our technology practice, in enterprise performance management, we work largely with Adaptive from Workday. In enterprise resource planning, we work largely with NetSuite, and Salesforce is obviously a natural in the CRM space, and that was an area that we weren’t focused on, and have been interested in adding, mainly because we get requests from our clients – ‘Can you help us with Salesforce?'”

Moss Adams' offices in Seattle
Moss Adams’ offices in Seattle

Sean Airhart

Financial terms of the deal were not disclosed, but Yurgosky Consulting president Patrick Yurgosky will join Moss Adams as a partner and is expected to lead the firm’s Salesforce practice, and the consultancy’s 30-40 employees are also expected to join the accounting firm.

While Moss Adams expects to continue to serve the sort of clients Yurgosky currently focuses on, Steranka anticipates an even greater opportunity in bringing the consultancy’s services and tools to a much broader clientele.

“We have nine industry groups … and many of our clients use Salesforce – for example, our tech and life science practice are very high users, as are manufacturing, consumer products, communications — many of our clients across the industries that we serve,” he explained. “And that was certainly one of the areas where we were intrigued by Yurgosky, because even though they’ve had a focus in [nonprofits, higher education and social enterprises], the applicability of their services and some of the products they’ve developed is pretty widespread.”

Those products include:

  • YES, a Salesforce-native enrollment accelerator focused on improving customer/student enrollment and retention;
  • Loom, a Salesforce-native app that uncovers and leverages an organization’s relationships; and,
  • Turnout, a Salesforce-native app for managing groups of people through a schedule, such as schools tracking attendance, training, event hosting, etc.

Steranka noted that the acquisition was opportunistic; it was brought to Moss Adams by the M&A advisory group of Citizens Bank, which represented Yurgosky.

Mark Steranka of Moss Adams

Mark Steranka

“They reached out to us back in June,” he explained. “We have relationships with variety of investment banks and when they’re representing someone, they’re out looking for good matches in the marketplace, and they were nice enough to reach out to us.”
He also pointed out that Moss Adams had to compete for Yurgosky with a field that included private equity firms, whose deep pockets can sometimes be intimidating.

“Businesses get concerned that they can’t compete with PE, and sometimes you can’t, but in essence it really all comes down to fit,” he said. “And for both parties, it’s a question of how to make 1+1=3. And I think for Yurgosky, they really saw that it was their opportunity to establish a Salesforce practice for us, which is what they’re doing, and then the client base that we have that allows them to continue to grow.”

“I think that’s a good thing for firms to be thinking about,” Steranka added. “You have to be demonstrating your value and why your value and their value are a really good fit, and ultimately that’s ideally what wins out when two organizations are coming together, because you can see those synergies. Sometimes dollars overtake, but sometimes fit overtakes and drives the results.”

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Accounting

Mauldin & Jenkins merges in Bradshaw, Gordon & Clinkscales

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Mauldin & Jenkins, a Top 75 Firm based in Atlanta, is expanding into Greenville, South Carolina by adding Bradshaw, Gordon & Clinkscales, LLC, effective June 1, 2025.

The merger adds seven new partners and 42 professionals to M&J, which already has 76 partners and 510 professionals. Financial terms of the deal were not disclosed. M&J ranked No. 65 on Accounting Today‘s 2025 list of the Top 100 Firms, with $11.7 million in annual revenue. 

“This strategic partnership aligns with our mission to offer comprehensive accounting and advisory solutions to clients while expanding our footprint in key markets,” said Mauldin & Jenkins managing partner Hanson Borders in a statement Thursday. “We are excited to welcome the professionals of BGC to our firm and look forward to building on their legacy of excellence in the Greenville community.”

BGC offers audit, tax and business advisory services to clients and dates back over 40 years. “We are thrilled to join forces with a firm that shares our commitment to client service, integrity and long-term relationships,” said BGC managing partner Peter Tiffany in a statement. “This merger represents a strong cultural fit and an exciting opportunity to expand our capabilities while continuing to put our clients’ needs at the forefront of everything we do.” 

Last year, M&J added CFO Navigator, a firm that offers financial guidance to businesses and nonprofit organizations in the Atlanta area. In 2021, M&J expanded in Alabama by adding CDPA PC, a firm with offices in Athens, Florence and Huntsville, effective July 1. In 2020, M&J expanded to Sarasota, Florida, by acquiring Plush Smith. It acquired another firm in Florida, Jon Campbell & Associates, in 2019.

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Accounting

Armanino expands into Utah with Cooper Savas merger

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Top 25 Firm Armanino has entered the Utah market for the first time by adding Cooper Savas LLC, a CPA firm based in Salt Lake City.

The merger is the second since Armanino took on a minority investment from a private equity firm last fall, in part to gain access to capital to fuel its aggressive M&A strategy, which has seen the firm finalize 20 combinations since 2019.

The terms of the deal were not disclosed, but Cooper Savas bring seven partners and 35 professionals to Armanino, which ranked No. 18 on Accounting Today‘s 2025 list of the Top 100 Firms, with $716 million in revenue, 262 partners and over 2,700 staff.

“Cooper Savas is an exemplary firm that shows how focusing on culture, talent development and quality service can build a highly successful practice,” said Matt Armanino, CEO of Armanino Advisory LLC, in a statement. “We want the best of the best to join Armanino, and Cooper Savas is a firm that exemplifies that. Their addition to the firm brings incredible talent and exciting opportunities to deliver more for their client base as we expand our national footprint.”​

Matt Armanino
Matt Armanino

Robert Mooring

Founded in 2011, Cooper Savas offers traditional tax, assurance and accounting services, and gives Armanino its first office in Salt Lake City and an entrée to the Utah market.

“Since our founding, we’ve prided ourselves on our ability to deliver a hands-on, thoughtful approach to clients, and we know that Armanino maintains that shared culture and commitment, making this a great opportunity for our firm,” said Phil Cooper, partner and founder of Cooper Savas, in a statement. “Now we have access to Armanino’s extensive resources and innovative solutions, ensuring that clients can receive end-to-end support for their needs. We’re truly excited for what this partnership unlocks for our firm, our people and our clients.”​

Following its October 2024 deal with PE firm Further Global Capital Management, Armanino adopted an alternative practice structure. As a result, Cooper Savas’ non-attest assets will be acquired by Armanino Advisory LLC, and the firm’s attest services will be acquired by Armanino LLP.

In February of this year, Armanino acquired Boca Raton, Florida-based ERP and technology consulting firm Complete Business Solutions. In 2023, it acquired New York-based Janover; Bemel, Ross & Avedon LLP, a Los Angeles-based business management firm; and two entertainment-oriented firms, Royalty Compliance Organization, a music rights and royalty auditing firm in St. Louis, and Blue Sky Group, a music business management team in Nashville. In 2022, it merged in Philadelphia-based Drucker & Scaccetti.

(Listen: Inside Armanino’s success.”)

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Accounting

IRS can only give tax data to ICE in deportation, criminal cases

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The IRS can share taxpayer data with federal immigration officials only in cases involving immigrants with final deportation orders or ongoing criminal investigations, according to a newly unsealed agreement between the Treasury and Homeland Security departments.

The 13-page memo, signed in April by Treasury Secretary Scott Bessent and Homeland Security Secretary Kristi Noem, was released Tuesday by order of a federal court in Washington. It permits Immigration and Customs Enforcement to request tax records under a section of the tax code that allows limited disclosures for non-tax criminal matters.

While the memo doesn’t specify what criminal cases may qualify, it does specify other rules. To obtain IRS data, ICE must provide a name, address, and deportation order date, and it’s required to safeguard any information received. 

By agreeing to share taxpayer data at all, the IRS is taking an unprecedented step that breaks with longstanding assurances that such information wouldn’t be used to aid in immigration enforcement. Melanie Krause resigned as the acting IRS commissioner last month as the data-sharing arrangement was finalized.

A federal judge on Monday ordered the mostly redacted IRS-ICE agreement to be “almost entirely unsealed” in response to a request from the watchdog group American Oversight. In the same ruling, the judge denied a request from two Chicago-based immigrant advocacy groups to block the data-sharing arrangement, saying they lacked standing to challenge it. 

Immigrants have for decades been encouraged to pay income taxes regardless of their status. In 1996, the IRS created an individual taxpayer identification number for foreigners who don’t qualify for a Social Security number, allowing them to file returns. 

The Trump administration, as part of a broader effort to kick start its promised mass deportation effort, has reinstituted a World War II-era immigrant-registration system and has vowed to fine and criminally charge those in the US without permission who fail to register.

The White House has argued that the data is necessary to help ICE agents confirm the ongoing presence of specific foreigners living in the US illegally. A DHS spokeswoman has repeatedly defended the arrangement, arguing that the administration is using all available tools to help find immigrants in the county without permission.

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