CANFIELD – As a result of a major cloud-based software investment in 2019, Bodine Perry was able to quickly adapt to changing business conditions in 2020 brought on by the pandemic.
Founded in 2002 by Matthew Bodine and Daniel Perry, the Canfield-based certified public accounting firm employs just over 100 professionals and serves more than 11,000 clients through its six offices in Ohio and Florida. The firm offers accounting, auditing, tax and management advisory services to business and individual clients.
When the country began to shut down in March, Bodine Perry was able to safely continue operations, says Laura Van Ness, director of marketing. Clients were offered contactless drop-off and pick-up options as well as electronic options to transfer information, she says.
The firm’s previous investment in cloud-based software paid off as team members were able to work remotely, follow project workflow, and file reporting documents electronically. Staff quickly became well-versed in COVID-19 relief legislation, Van Ness says, to help business-owners navigate through challenging times.
In 2020, Bodine Perry implemented an updated brand identity that includes a new logo, colors and font. In addition to new building signage facing U.S. Route 224 and Starrs Centre Drive, the office interior received an update to reflect the new teal color scheme.
Six professional team members were added to the Canfield office last year, including Clarissa Sinchak, director of human resources at the Canfield office. Another notable addition was Debbie Liggett, a CPA. Liggett owned a consulting business before taking a position with Packer Thomas in 2014. She joined Bodine Perry in December as a tax director.
During the fourth quarter, Bodine Perry entered into negotiations to acquire Michael R. Rubenstein & Associates of Fort Meyers, Fla., and announced the merger in early January.