Hobe & Lucas CPAs Adds Industry Veteran as New Director of Construction Practice Area

CLEVELAND, OH – August 28th, 2019

Hobe & Lucas CPAs, a full-service accounting and business consulting firm serving clients since 1978, adds Aaron Cook, CPA as Director of their construction practice area. This addition follows their most recent acquisition of Flask, Kusak and Company earlier this year and prepares them for new growth initiatives moving into 2020.

Aaron Cook has 20 years of experience in the construction and engineering industry providing a wide array of accounting, assurance and advisory services while representing construction contractors, engineering firms, project owners, sureties, and other stakeholders. Mr. Cook is well versed in the Northeast Ohio construction market and is seen as an expert through speaking engagements and published articles. Mr. Cook graduated from Butler University with a B.S. in Accounting.

“We are thrilled to bring on Aaron Cook as Director of our construction practice area. Aaron’s reputation in this industry is well-known and we are excited to see his results.” said William Wildenheim, Partner and Shareholder, “This move signifies our commitment to overall firm growth as we look to ramp up our client acquisition initiatives over the next 12-18 months.”

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About Hobe & Lucas CPAs

Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value. As one of the largest independent accounting firms in Northeast Ohio, we offer a broad portfolio of services and possess extensive expertise in a wide range of industries and specialty practices. We pride ourselves on delivering the personal attention, responsive communication and collaborative relationships our customers need to succeed. We listen. We learn. We lead you through the intricacies of your financial challenges and past potential pitfalls to keep you on a strong path forward.

For Media Inquiries, please contact:
Patty Austin, Office Manager
pattya@hobe.com 
216-524-8900

Hobe & Lucas CPAs Kicks Off 2019 with the Acquisition of Flask, Kusak and Company

CLEVELAND, OH – February 9, 2019

Hobe & Lucas CPAs, a full-service certified public accounting and business consulting firm located in Independence, Ohio has acquired Flask, Kusak and Company, located in Parma, Ohio. The acquisition strengthens Hobe & Lucas’ overall service offerings and provides additional resources to increase its current levels of customer and client service.  This acquisition takes their total employee count to 43.

“Throughout the process of the acquisition it was apparent that the Flask team not only offered great technical expertise, but they also shared Hobe & Lucas’ number one core value, People First”,  said Louis Loparo, Shareholder, “We felt that Flask, Kusak and Company was a perfect addition to our firm given their commitment to exceptional customer service and dedication to truly being a partner to their clients.”

This transaction marks the first major growth move of Hobe & Lucas’ new leadership team. Flask, Kusak and Company team members will relocate their offices to the Hobe & Lucas CPAs office in Independence.

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About Hobe & Lucas CPAs

Hobe & Lucas Certified Public Accountants, Inc. is a full-service public accounting and business consulting firm dedicated to providing clients with exceptional value. Hobe & Lucas CPAs has been serving clients since their founding in 1978. As one of the largest independent accounting firms in Northeast Ohio, they offer a broad portfolio of services and possess extensive expertise in a wide range of industries and specialty practices. Hobe & Lucas CPAs pride themselves on delivering the personal attention, responsive communication and collaborative relationships their customers need to succeed.

For Media Inquiries:

Patty Austin

pattya@hobe.com

216-524-8900

Why our culture makes us a Top Workplace in Northeast Ohio

Last month, we celebrated a momentous achievement in our firm’s history…we were named a 2018 Top Workplace by the Plain Dealer and Advance Ohio…for the first time!

This was certainly a great honor for our business, but it’s also a celebration of our culture. We’ve always lived by our founder’s motto of “Full service. Full value.” throughout the forty years we have been in business, but this wouldn’t have been possible without the guidance of our leadership team and the employee culture we have all created together.

Whether you’re a potential employee or current client, our goal is to exceed your expectations both in a business aspect, but also by building a real relationship with you. We can only do that if we all work together to create a fun, positive environment filled with the best talent in Northeast Ohio! Being a Top Workplace was only our first step.

But instead of us telling you, we’ve summed it all up by asking our awesome team what they like best about working here and why our culture ranks high against other area companies:

What do you like most about working at Hobe & Lucas?
“Work-life balance. Hobe & Lucas provides employees with the opportunity to earn as much paid time off as possible, while also compensating them for overtime hours worked.”
“The partners all really care, not only about your success at the firm, but about your success as an individual as well. The ability for work-life balance and being included as part of the Hobe & Lucas team is sensational.”
“The variety of work and the opportunity to learn about so many different facets of accounting and tax as it pertains to businesses and individuals.”

How would you describe the work environment?
“The diversity of work that I do based on my experience and skills along with unique projects or challenges allowing me to step outside my comfort zone in a positive direction.”
“Supportive and helpful, with everyone willing to kick in and help each other when needed.”

How would you describe the culture?
“Fosters a culture of learning.”
“This firm provides a very unique office environment where everyone you come in contact with is exceptionally humble and kind.”
“A positive work-life balance, which keeps me engaged and motivated.”
“A team oriented environment where everyone is given appropriate responsibilities.”

And the best answer to the final question is something one of our team member’s said, but we all believe: We’re here to help our clients, first and foremost.

So what’s next for us (and you)?
We’re excited to continue to grow our team, our capabilities and our leadership in this region to ensure we can provide the best tools and knowledge to run your business. Whether you’re an existing client or thinking about partnering with us, we’re working hard to create even more value for your business. The first forty years have been built on working with the best clients who need a CPA firm with national level services, but with a small firm mentality. We’re excited for this honor and the next forty years ahead!

Ready to work with us? Schedule some time with us here to go over our full suite of business solutions

Hobe & Lucas CPAs Completes a Successful Year of Growth with the Addition of 10 New Employees

CLEVELAND, OH – January 25, 2018

Hobe & Lucas CPAs, a full-service accounting and business consulting firm located in Independence, Ohio continues to grow with the hiring 10 new employees. The new team members were hired over the last six months and range from management level to audit and tax associates.  These recent additions follows the promotion of three new Partners and continues to build upon their growth-centered culture.  Hobe & Lucas has been serving clients since their founding in 1978.

“Last year was an extremely successful year both in terms of our firm’s growth as well as a successful transition to our newest group of Partners.” said Jim Gero, Partner and Shareholder, “We know competition for great accountants in this area is intense and we’re excited to have brought in such a high caliber of talent. We are confident that they will serve our clients well and increase brand awareness among our targeted industries.”

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About Hobe & Lucas CPAs

Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value. As one of the largest independent accounting firms in Northeast Ohio, we offer a broad portfolio of services and possess extensive expertise in a wide range of industries and specialty practices. We pride ourselves on delivering the personal attention, responsive communication and collaborative relationships our customers need to succeed. We listen. We learn. We lead you through the intricacies of your financial challenges and past potential pitfalls to keep you on a strong path forward.

For Media Inquiries, please contact:

Joanna Gero

216-524-8900

Lawrence DeBaltzo: A Journey from Prodigal Public Accountant to Proud Partner

It’s not often that an incredibly talented, driven professional walks through your office doors in the hopes of being hired.

It’s even less likely that such a person comes around twice.

Such was the case, however, with Lawrence DeBaltzo, CPA, CGMA, CVA. Lawrence first came to Hobe and Lucas in search of an accounting position in 1992, and we soon learned we were lucky to have him, as he expertly provided accounting, consulting and tax services to many pleased clients. When Lawrence announced he would be leaving the firm after eight years to take a partner position at another firm (and eventually to start his own consulting business), it was disappointing, but we were all the more pleased when he returned to the firm in 2010 with more energy and valuable experience than ever.

Lawrence’s story is not only a special one because he came back; it is special because he came back and thrived to the point that today we proudly announce his appointment to partner in the firm.

Lawrence has drawn upon his varied professional experience to become an even more trusted advisor to clients in the construction, hospitality, retail, professional services, not-for-profit and other markets. That experience, combined with Lawrence’s Certified Valuation Analyst (CVA) certification, have been especially valuable given his recent focus on providing business valuation services for our clients. He is fond of saying that accountants are historians writing the story of a business, and he now has a special ability to help business owners write the next chapter for their businesses—whether it be through assisting with the sale of a business, buy-sell agreements, gift and estate tax issues, or succession planning.

Lawrence graduated with honors from John Carroll University in 1991 with a Bachelor of Science in Business Administration, a major in accounting and a minor in economics.  He is currently a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the National Association of Certified Valuators and Analysts, and Beta Gamma Sigma. He also serves as an adjunct instructor of tax and accounting education at Cuyahoga Community College.

“I am proud to be a partner in Hobe & Lucas—a keeper of the legacy of success of the firm’s founders, Dave and Jerry,” Lawrence explains. “It’s funny—I was here for nearly eight years, took a different path and somehow ended up back where I started… I guess you eventually just know when you’re home. I am excited about the possibilities this new appointment allows, and I look forward to working toward growing the firm and delivering all the more value to our clients.”

You can connect with Lawrence anytime at LawrenceD@Hobe.Com, or by calling 216-524-8900 x250.

Louis Loparo Becomes Newest Hobe & Lucas Firm Partner

Hobe and Lucas is pleased to announce the appointment of Louis Loparo, CPA.CITP to Partner.  Louis, who has been with the firm since 1998, handles traditional CPA services for his clients and has a focus in accounting systems consulting.  Internally Louis oversees the technology operations of the firm.  He has experience in many different industries, but primarily focuses in the healthcare, professional services, not-for-profit and construction industries.  Louis is a problem solver, and has made a positive impact on the business due to his ability to listen and identify client issues, resolving them in an efficient, cost-effective manner.

Louis is also our accounting systems expert.  As a Certified Information Technology Professional (CITP), a technology certification only available to CPAs, he is able to leverage current and emerging technologies to help clients improve their business by refining existing systems, implementing new systems or otherwise finding solutions to client challenges.

“I am proud to be a part of an organization that is full of hard working, extremely intelligent professionals, and I attribute the success of the firm to the staff we have been fortunate to retain,” Louis explains. “My goal is to focus on obtaining and retaining high quality employees as we have in the past to ensure our future growth and success.”

Louis graduated from Kent State in 1998 with a Bachelor of Business Administration in accounting.  He enjoys helping his parish, SS Robert and William, as a finance consultant, and he is a member of the American Institute of Certified Public Accountants, Ohio Society of Certified Public Accountants and The Northern Ohio Italian American Foundation—where he sits on the membership retention committee.