Consulting practice grows with Jason Soman, CPA/ABV, ASA, CFE, CDFA® and Karl Schwabauer, CPA, CFF, CVA.
April 22, 2021– Accounting firm Rosenfield and Company, PLLC continues to develop its Consulting practice, now including their latest credentialed members Jason Soman and Karl Schwabauer. The expansion has been much needed as the influx of consulting projects has been rapidly surging. As of April 2021, Jason Soman, CPA/ABV, ASA, CFE, CDFA® has joined the Business Advisory Services team in their Orlando office. Karl Schwabauer, CPA, CFF, CVA also officially began in April 2021 and will be working out of the Texas and California offices.
“I am thrilled to be joining an ambitious team on an impressive growth trajectory. Rosenfield & Co. has a stellar reputation in the marketplace for its deep expertise in various industries and its dedication to client service. I look forward to building upon this reputation by providing defensible business valuations and forensic accounting for clients across the country.”
Jason Soman earned his bachelor’s degrees from Indiana University’s Kelley School of Business and from Queens College and has completed a certificate program in Advanced Valuation with NYU’s Stern School of Business. He is a Certified Public Accountant licensed in the State of New York, accredited in Business Valuations (ABV), and is an Accredited Senior Appraiser (ASA), Certified Fraud Examiner (CFE) and a Certified Divorce Financial Analyst® (CDFA®) professional. Currently, Jason is also pursuing the CFA designation as a Level III candidate.
On his decision to join Rosenfield, Jason was attracted to the firm’s focus on continuous improvement, cutting edge technology, and unique culture.
“I am thrilled to bring my 20-plus years of experience and join an already exceptional Business Advisory Services team that has many more decades of combined experience. And I am especially excited to help such a great firm expand its physical presence into Texas and California.”
Karl earned his bachelor’s degree in Accounting from University of Louisiana at Lafayette and his master’s in business administration from the California State University Dominguez Hills. He is a Certified Public Accountant in the State of Texas, certified in Financial Forensics by the AICPA, and is a nationally certified Valuation Analyst.
Karl decided to join Rosenfield and Company because the firm culture aligns perfectly with the way he enjoys living and doing business.
“We are delighted to have Karl and Jason join the Rosenfield team. In addition to the seasoned technical skills they bring, they also share a client-centric view of our profession and fit right in with our firm culture. We are very fortunate to have found them and look forward to their contributions.”
Led by Partner and Firm Leader of Business Advisory Services, Robert B. Morrison, the growth of Rosenfield’s Business Advisory Services Team has taken off since its merger with Morrison Valuation and Forensic Services in January 2020. This merger continues Rosenfield’s expansion of their Consulting practice, primarily specializing in the services of Forensic Accounting, Business Valuations and Litigation Support. This segment of the firm includes a stellar team, including Robert B. Morrison, ASA, BV/IA, Paul M. Dumm, CPA, ABV, CFF, CFE, ASA, Alexander Dokuchaev, CPA, CFE, MSA, Kevin McElroy, MBA, CPA/ABV, ASA, and Daniel Jamnik.
“I am delighted with our integration with Morrison Valuation Services. In the short year that we have had them as an integral part of our firm, we have been able to more than double the size of the practice and have such renowned leadership in this element of our firm’s service menu.”
Since 1996 Rosenfield & Company, PLLC (one of the first accounting firms to specialize in the automotive industry), has continually strengthened its skill set in several niche accounting industries. Their unique expertise and deep bench strength set them apart from other CPA firms, making them one of the leading CPA firms serving Automobile Dealerships, Manufacturers and Distributors, Publishing Companies, Broker/Dealers, Cruise Lines and other businesses and high net worth individuals. In addition, they have staff certified in Business Valuations and in assisting in Complex Litigation and Bank Workout matters. They take pride in providing precise and efficient work to clients while still offering access to the same resources provided by large international firms. Their dedication and expert abilities keep them agile and attuned to meeting your company’s business needs. As a CPA firm, their services are offered globally to clients, with offices located in Florida, New York, New Jersey, California, and Texas.
If you would like more information, please contact Tara Nesseralla at 407-985-2597 or email at tara@rosenfieldandco.com.
