Rosenfeld Zweig & Donenberg Ltd. to Merge Practice with Warady & Davis LLP, Certified Public Accountants & Consultants
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"For 65 years, together with our clients, W&D has grown from an entrepreneurial vision to a thriving enterprise. We have experienced a strong pattern of growth due in part to the successful strategic merger and acquisition of compatible firms. RZD represents our 18th such merger," commented
"Together with RZD, we look forward to upholding our combined traditions of excellence," Franklin added.
"Joining W&D provides a depth of additional resources and a comprehensive range of services which enhance our abilities to provide the best to our clients," said
"We believe the shared values between our organizations and the caliber and integrity of our combined professionals will enable us to continue to operate in the same successful manner we have for the last 38 years," said Zweig and Donenberg. "We at RZD are energized by this new relationship, appreciate the confidence our clients and friends have placed in us and look forward to the future," they concluded.
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Biographical information
In addition, he works with clients on wealth preservation and comprehensive financial planning issues, banking relations, mergers and acquisitions,
He also has frequently assisted organizations with Quickbooks software set-up and consulting, as well as with proprietary software systems.
In the not-for-profit space, Jim has implemented software solutions for tracking and budgeting restricted funds and has extensive experience advising on compliance issues unique to these entities.</p>
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