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Announcement and Notices

 

Erica Diaz Joins Weinstein Spira as Tax Manager

HOUSTON – Weinstein Spira, one of the Houston Chronicle’s Top Workplaces, is pleased to announce that Erica Diaz has joined the firm as a tax manager.

“Erica’s experience and level of client service will be an excellent addition to our team,” said Dianne Peckham, President of Weinstein Spira. “Weinstein Spira’s organic growth prompted this hire, and we are delighted to welcome her to the firm.”

Diaz comes to Weinstein Spira with a unique background. Earlier in her career, she gained experience at an international, Big 4 accounting firm and then attained invaluable years on the client side as tax manager for a Fortune 400, publicly held company.

With an eye for detail, Diaz excels at corporate and individual taxation problem solving. In addition to her technical expertise, she has a passion for training team members and developing efficiencies for process improvement.

“Weinstein Spira is known for their experience and top-notch client service. I am excited to jump back into the public accounting field with such an outstanding firm,” stated Diaz.

Diaz has a Bachelor of Business Administration and Master of Science from Texas A&M University. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).

Founded in 1962, Weinstein Spira is a highly respected firm of experienced tax, audit, business management and estate planning advisors who proactively serve discerning privately held businesses and leaders in the Houston area and beyond.  More information about the firm, its shareholders and services can be found at www.weinsteinspira.com

 

Weinstein Spira Announces Manager Promotions

HOUSTON – Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, has announced three promotions to the firm’s management team.

Rachel Corneilus, former tax supervisor, is now a tax manager. She joined Weinstein Spira in 2012 after spending a few years gaining valuable experience with a mid-market national CPA firm. Sharp and precise, Rachel leverages her keen intellect and research abilities to craft innovative solutions for her clients. 

David Olson, former audit supervisor, is now an audit manager. He joined Weinstein Spira in 2012 having previous experience at a Big Four accounting firm and in various industry sectors. Always focused on the client relationship, David empathizes with his clients on difficult audit issues and collaborates with them to find an effective and efficient solution and to be part of the goal at hand.

Karl Wolpert, former tax supervisor, is now a tax manager. He joined Weinstein Spira in 2008 and has been with the firm his entire professional career. Karl’s ability to translate complex issues into workable solutions has contributed to his reputation as a trusted tax advisor to many.

“Rachel, David and Karl have made meaningful contributions to Weinstein Spira,” said President Dianne Peckham. “These promotions illustrate our dedication to recognition and retaining team members, as well as providing top-notch service to our clients.”

Founded in 1962, Weinstein Spira is a highly respected firm of experienced tax, audit, business management and estate planning advisors who proactively serve discerning privately held businesses and leaders in the Houston area and beyond.  More information about the firm, its shareholders and services can be found at www.weinsteinspira.com

 

Weinstein Spira Admits Three New Shareholders

HOUSTON – Weinstein Spira, the mid-market public accounting firm for Houston’s top high net worth individuals and privately held businesses, has admitted three shareholders.

Andy Dube, former senior audit manager, is now an audit shareholder. Andy joined Weinstein Spira in 2003 and has been with the firm his entire professional career. In addition to being well respected by staff and clients, his responsiveness and work ethic remain unmatched.

Kelly Murphy, former senior tax manager, is now a tax shareholder. Kelly joined Weinstein Spira in 2008 and has been dedicated to teaching and developing staff along the way. Loyal and hardworking, Kelly shines at process improvements and creating efficiencies.

Taylor Neese, former senior audit manager, is now an audit shareholder. The former Randy Rogers Band bass guitar player joined Weinstein Spira in 2002. Relatable and efficient, Taylor excels at utilizing technology to the fullest and builds strong bonds with his clients.

“Each of our new shareholders have been and will be instrumental in our firm’s future,” said President Dianne Peckham. “In executing our strategy for succession and growth, Andy, Kelly and Taylor’s individual talents are essential for a stronger Weinstein Spira.”

Founded in 1962, Weinstein Spira is a highly respected firm of experienced tax, audit, business management and estate planning advisors who proactively serve discerning privately held businesses and leaders in the Houston area and beyond.  More information about the firm, its shareholders and services can be found at www.weinsteinspira.com

 

Weinstein Spira and Katie Butler Awarded National Marketing Honors

HOUSTON – Katie Butler, Weinstein Spira’s Marketing Coordinator, was recently named Rookie of the Year by the Association for Accounting Marketing. This award is given to a marketer on the rise, showing creativity, initiative and ambition within their firm.

The Association for Accounting Marketing (AAM), the leading trade association focused exclusively on marketing and business development for the accounting industry, announced the recipients of its Marketing Achievement Awards (MAA) on May 5 at the AAM-MAA Gala. The event was held at the Roosevelt Hotel during the organization's 27th Annual Summit in New Orleans. Individual awards are presented annually in recognition of outstanding achievements in the accounting marketing profession, as well as contributions to AAM. 

Katie Butler earned the award by focusing on creating and fostering a marketing culture and leading a high-profile business development initiative. Due to her successful work, she has contributed to making record-breaking, upward-trending results a reality at Weinstein Spira.

“She goes the extra mile to promote Weinstein Spira, as well as the accounting industry as a whole. Quick with her work, she gets it done right with a can-do attitude and sparkling demeanor that makes her a true pleasure to work with,” shared Trina Painter, Audit Shareholder.

Weinstein Spira’s marketing team also won the Best Customized Sales Initiative at the AAM-MAA Gala. The project resulted in a substantial increase in new business revenue, employee engagement and devotion to the firm’s clients during 2015.

Founded in 1962, Weinstein Spira is a highly respected firm of experienced tax, audit, business management and estate planning advisors who proactively serve discerning privately held businesses and leaders in the Houston area and beyond.  More information about the firm, its shareholders and services can be found at www.weinsteinspira.com

 

Amy Oglesby Joins Weinstein Spira as Audit Manager

HOUSTON - Weinstein Spira, one of the Houston Chronicle’s Top Workplaces, is pleased to announce that Amy Oglesby has joined the firm as an audit manager.

“I am excited at the level of service and talent that Amy will bring to our clients,” said Dianne Peckham, President of Weinstein Spira. “Our firm’s steady growth allowed us to make the hire, and we are ecstatic to welcome her to the Weinstein Spira team.”

Oglesby began her career in the Houston office of Arthur Andersen, spent time abroad working in Zurich, Switzerland for PricewaterhouseCoopers, and later serving as the Director of External reporting for a large multinational public company.

During the course of her career, Oglesby has assisted with the implementation of accounting policies, developed and taught in-house training, and advised on acquisitions and other complex transactions.  She has served clients in the software, telecom, biotech, multimedia news, professional service, and distribution industries.

“I jumped on the opportunity to work with Weinstein Spira. The culture, professionalism and job flexibility appealed to me from the beginning,” said Oglesby. “I am elated to be back in the field of public accounting.”

Oglesby has a Bachelor of Business Administration and a Master in Professional Accounting  from the University of Texas at Austin. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).

Founded in 1962, Weinstein Spira is a highly respected firm of experienced tax, audit, business management and estate planning advisors who proactively serve discerning privately held businesses and leaders in the Houston area and beyond.  More information about the firm, its shareholders and services can be found at www.weinsteinspira.com

 

Weinstein Spira Named Top Workplace 2015

HOUSTON - Weinstein Spira announces that it has been named to the Houston Chronicle’s Top Workplaces list for 2015. This is the third time for the mid-market public accounting firm to receive this honor. The Top Workplaces lists are based solely on the results of an employee feedback survey administered by WorkplaceDynamics, LLC. Several aspects of workplace culture were measured, including alignment, execution, and connection.

“We are thrilled to be selected as a Houston Chronicle Top Workplace for the third year in a row,” said Dianne Peckham, President of Weinstein Spira.  “Attracting and retaining accounting’s best and brightest talent is one of the keys to our unique corporate culture. To know that our team enjoys what they do and are proud of our company inspires me. I believe we have a fabulous, smart and energetic team here at Weinstein Spira and this award is an honor.”

“The Top Workplaces award is not a popularity contest. And oftentimes, people assume it’s all about fancy perks and benefits.” says Doug Claffey, CEO of WorkplaceDynamics. “But to be a Top Workplace, organizations must meet our strict standards for organizational health. And who better to ask about work life than the people who live the culture every day—the employees. Time and time again, our research has proven that what’s most important to them is a strong belief in where the organization is headed, how it’s going to get there, and the feeling that everyone is in it together.” Claffey adds, “Without this sense of connection, an organization doesn’t have a shot at being named a Top Workplace.”

Founded in 1962, Weinstein Spira is a highly respected firm of experienced tax, audit, business management and estate planning advisors who proactively serve discerning privately held businesses and leaders in the Houston area and beyond.  More information about the firm, its shareholders and services can be found at www.weinsteinspira.com

 

New Shareholder Named at Weinstein Spira

HOUSTON – Weinstein Spira, one of the Houston Chronicle’s Top Workplaces, is pleased to announce that John Toth has been promoted to the position of shareholder.

Toth joined Weinstein Spira in 2003 as a staff accountant. He has more than 15 years of professional experience in accounting with private and public companies.

Dianne Peckham, managing shareholder of the firm, shares, “We believe the strength of our firm starts with our people. John has distinguished himself with the significant contributions he has made on behalf of the clients we serve and with his unrelenting dedication to our firm.”

Toth has experience in a wide range of industries, including manufacturing, distribution, professional services and restaurants. The concentration of his practice is on corporate tax.

“I am so thrilled and proud to become a shareholder at Weinstein Spira,” Toth said. “I look forward to being part of the team that continues to lead our firm toward a lasting and successful future.”

Toth has a Bachelor of Science in Business Administration from the University of Richmond in Virginia. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).

Founded in 1962, Weinstein Spira is a highly respected firm of experienced tax, audit, business management and estate planning advisors who proactively serve discerning privately held businesses and leaders in the Houston area and beyond.  More information about the firm, its shareholders and services can be found at www.weinsteinspira.com. 

 


Dianne Peckham's Article Featured by AICPA

Dianne Peckham, Managing Shareholder, had the honor of working with the AICPA on the December issue of The Practicing CPA. Their survey has provided valuable insight on important firm metrics for Weinstein Spira.

Read the article here.  

 

Trina Painter Featured in A Partner's Perspective

 "The most successful accountants are the ones who learn to relate to their clients in an authentic way." Trina Painter, Audit Shareholder, had the opportunity to share her partner's perspective with the Association of Accounting Marketing. 

 

Weinstein Spira Named Top Workplace 2014

HOUSTON -  Weinstein Spira is pleased to announce that it has been selected as one of The Houston Chronicle Top Workplaces.

“We are thrilled to be selected as a Houston Chronicle Top Workplaces finalist for the second year in a row,” said Dianne Peckham, Managing Shareholder of Weinstein Spira.  “This is exactly the kind of team effort that exemplifies the unique care and devotion that form the core of our corporate culture.  Our employees drive not only our own success but that of our clients.  We have an amazing team of highly-skilled professionals, and it is a great honor to be recognized for our excellence.”

The Top Workplaces are determined based solely on employee feedback.  The employee survey is conducted by WorkplaceDynamics, LLP, a leading research firm on organizational health and employee engagement.  WorkplaceDynamics conducts regional Top Workplaces programs with 40 major publishing partners across the United States.  Over the past year, more than 5,000 organizations and 1 in every 88 employees in the U.S. have turned to WorkplaceDynamics to better understand what’s on the minds of their employees.  Through its workplace improvement offerings, WorkplaceDynamics provides solutions, training and tools to help clients improve their workplace.

The Houston Chronicle published the complete list of Top Workplaces on November 9th.  For more information about the Top Workplaces lists and WorkplaceDynamics, please visit www.topworkplaces.com and www.workplacedynamics.com.

Founded in 1962, Weinstein Spira is a highly respected firm of experienced tax, audit, business management and estate planning advisors who proactively serve discerning privately held businesses and leaders in the Houston area and beyond.  More information about the firm, its shareholders and services can be found at www.weinsteinspira.com

 

New Senior Tax Managers Named People on the Move

Congratulations to John Toth and Kelly Murphy for being featured in the Houston Business Journal's People on the Move. To view their recognition, click here for John and click here for Kelly.

 

Weinstein Spira Website Receives Marketing Achievement Award

HOUSTON - On May 22, 2014, the Association of Accounting Marketing awarded Weinstein Spira the Top Website Marketing Achievement Award for overall branding and use of multimedia.

The result of a year-long collaboration with Minnessota-based Ingenuity Marketing, exudes the warmth and friendliness that is emblematic of the Weisntein Spira's reputation for forging and sustaining lasting relationships.  While the "classic modern" fonts and sixties graphics are a nod to the past, the slick bio pages and the original art by local photographer David Brown offer a definite tribute to the firm's continuous commitment to excellence. Everything on this site is deliberate, planned and well executed.  The people at Weinstein Spira know that quality and attention to details matter.

"Our rebranding efforts not only reflect our services, but our unique corporate culture," says Audit Shareholder Trina Painter.  "We are proud of being recognized for our innovative thinking and our excellence.  Most of all, we are looking forward to bringing the same level of enthusiasm to serving our clients."

Founded in 1962, Weinstein Spira is a highly respected mid-market CPA firm of experienced tax, audit, business management and estate planning advisors who proactively serve privately held businesses and leaders in the Houston area and beyond. More information about the firm, its shareholders and services can be found at www.weinsteinspira.com.

Contact: Katie Butler

Tel: 713-622-7000

Email: kmb(at)weinsteinspira.com