Scheffel Boyle CPAs Announces Promotions

Congratulations and thank you for all your hard work!

Promoted in Jerseyville

Supervisor

Crystal Bock, CPA

Promoted in Highland

Supervisor

Michael Ulrich, CPA

Carrie Seiffert, CPA

Heather Wiesemeyer, CPA

Promoted in Alton

Supervisor

Jenna Andres, CPA

Julie Graham, CPA

Semi-Senior

Alicia Bianco

Promoted in Edwardsville

Supervisor

Jenny Zipprich, CPA

John Russell, CPA

Semi-Senior

Jason Grunlund

Promoted in Belleville

 Semi-Senior

Travis Cook

Promoted in Carollton

Semi-Senior

Jenni Flowers

Scheffel Boyle Introduces New Marketing Coordinator

Scheffel Boyle is excited to announce a new addition to their already outstanding team. Sarah Wells recently joined the firm as the new Marketing Coordinator.

Wells has over four years of experience in marketing and public relations and currently lives with her husband and son in Maryville, IL. She graduated from SIUE in 2008 from their Mass Communications department after living in the Edwardsville area since 2003. From there she worked in the non-profit sector and then ventured into the construction industry, where she has worked for the last three years. She has specialized in marketing, public relations, and business development for small and medium-sized businesses. She is very excited to join the amazing team at Scheffel and looks forward to broadening their reach in the communities they serve.

In early 2014, Scheffel & Company, PC merged with J.W. Boyle & Co., LTD to form Scheffel Boyle. This merger will help better serve all their clients with a new combination of exemplary knowledge in both the accounting and tax fields.

Scheffel Boyle has 8 locations across Southern Illinois and is recognized as one of the largest accounting firms in the St. Louis region. The firm was even named by St. Louis Small Business Monthly as “Most Reliable” in 2012 and one of the “Best Accounting Firms” in 2013. They are also an independent member of the BDO Alliance USA, a nationwide association of independently-owned accounting, consulting, and service firms with exemplary client service goals.

See this story on the Illinois Business Journal Website:

http://www.ibjonline.com/localheadlines/1066-scheffel-boyle-names-new-marketing-director

Scheffel Financial Services Announces Addition of New Financial Consultant

February 19, 2014, Edwardsville, IL- Scheffel Financial Services in Edwardsville is pleased to announce that Matt Gorton has joined the firm as Financial Consultant. Gorton has six years of financial services industry experience and an additional two years of banking experience.  Gorton has been an advisor to small business owners, private clients, and high net worth families.  In his role as Financial Consultant, Gorton will develop customized financial plans for new and existing Scheffel Financial Services clients.

“Scheffel Financial Services is eager to bring Matt on to our team of professional advisors. His knowledge base and experience compliments our team, “said Jeff Westerhold, Principal of Scheffel Financial Services. “ We work hard to not only offer exemplary client service as financial specialists but to develop relationships with our clients. Matt’s experience in financial planning, personality and local roots in the Belleville /O’Fallon area fit well with our mission and goals.”

Gorton was previously a Financial Advisor with Bank of America Merrill Lynch in St Louis and also a Financial Advisor with Edward Jones Investments in Smithton, IL.  Matt earned his bachelor’s degree in Economics from Southern Illinois University-Edwardsville.

Scheffel Financial Services, Inc. offers independent and unbiased wealth management strategies to clients for over ten years. From stocks and bonds to alternative investments, the financial consultants of Scheffel Financial Services, Inc. offer a comprehensive range of portfolio and investment management services. Their team approach enables them be a key advisor related to financial services. For more information about their services visit www.scheffelfinancial.com or contact one of the advisors at 618.656.1207.

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Merger of Scheffel & Company and J.W. Boyle Increase Client Service and Reach

Scheffel & Company, PC and J.W. Boyle & Co., LTD are pleased to announce their impending January 1, 2014 merger with the formation of Scheffel Boyle. Both premier accounting firms have long established metro St. Louis presences with commitment to client services, as well as, heavily niched service areas.

The full service accounting, audit, tax, business and financial consulting firm will now have approximately 90 professionals. The merger will solidify Scheffel Boyle as the largest locally owned accounting firm in Southwestern Illinois and one of the largest accounting firms in the St. Louis metropolitan area. Scheffel Boyle will continue to have locations in Alton, Edwardsville, Belleville, Highland, Columbia, Jerseyville and Carrollton, Illinois.

“Scheffel & Company collaborated with J.W. Boyle in the past and found their exemplary work and dedication to clients to be similar to our standards. As with our firm, Boyle provides tax, audit and consulting services to closely held businesses and individuals, particularly with construction, financial institutions, and governments.” said Dennis Ulrich, Managing Principal of Scheffel & Company. “Combining our reach, resources, and knowledge can only elevate the work we do for our clients.”

Mark Glueck, Principal of J.W. Boyle added, “Our firm has always prided itself as professionals who not only satisfy our client’s accounting and tax needs, but understands their business. We are able to provide valuable financial and operational ideas. By merging our practice with a firm with the strength and excellent reputation of Scheffel & Company, we will enhance our service with more depth of staff and greater resources while continuing to give our clients individual attention and fresh business insight.”

Established in 1955 and 1924 respectively, Scheffel & Company, PC and J.W. Boyle & CO., LTD will offer their clients 149 combined years of professional service acumen.

Scheffel Boyle will maintain its status as the only St. Louis area certified public accounting firm who is a member of the BDO Seidman Alliance, a nationwide association of independently owned local and regional accounting, tax, consulting and service firms with similar client service goals.

College Bowling with Scheffel

Do you know any bright and personable college students interested in working for a local accounting firm? If you do, pass this information along. We’d love to talk to them!

Scheffel Shares – Snack Proceeds Donated to 5A’s Animal Shelter

Over the last year and a half the staff of Scheffel & Company, PC’s Alton location has put their in-office snacking to use toward a good cause. Spearheaded by Manager Marsha Bunyan, the accounting firm has given nearly $700 in profits to 5A’s Animal Shelter in Alton. 

“Our employees often work long hours and so naturally we all get the urge to snack. Marsha came to us with the idea of setting up a snack station and giving the proceeds to a good cause. We all thought donating to 5A’s was a great idea; it fit with our firm’s push to give back to the community through our employee driven Scheffel Shares initiative,” said Principal Mike Fitzgerald. “The snacks have been a real hit, especially during tax season. Marsha even provides healthy snacks so we all can find something we like.”

5A’s Animal Shelter, short for Alton Area Animal Aid Association, is a non-profit no-kill shelter. The shelter mission is to provide care and shelter for the homeless and abandoned animals of the Riverbend area. 

Scheffel & Company, PC, an Independent Member of the BDO Seidman Alliance, is a regional Certified Public Accounting Firm with offices in Alton, Edwardsville, Highland, Jerseyville and Carrollton. The “St. Louis Business Journal” consistently ranks it as one of the largest accounting firm in the St. Louis area. Scheffel & Company, PC was established in 1955 with accounting and business services at its core. Today, The Scheffel Companies specialties also include business consulting and wealth management.  For additional information about Scheffel & Company, PC, visit us at www.scheffelpc.com.