Lori Kaiser, CPA, Begins Offering Accounting Services
After an esteemed Big 4 career, Lori Kaiser embarks on a new journey offering project-based services as a sole proprietor
Firm Name Changed to
KAISER CONSULTING
Firm rebrands and introduces a new name to reflect company's evolution and anticipated future growth
WBENC Certification Awarded
Women's Business Enterprise National Council certifies Kaiser Consulting a Women's Business Enterprise (2006 - 2022)
Began Providing
Services in Canada
Firm provides services in Canada for the first time to meet needs of clients with global operations
Information Technology Services Introduced
Responding to marketplace demand, firm launches a new service line to help clients solve information technology challenges
Offices Moved to New Central Ohio Location
Firm relocates offices to a larger space to support growth of company
New Employment Opportunities
Firm hires first out-of-state employee as company's geographic footprint expands
Began Providing
Services in Mexico
Firm provides services in Mexico for the first time to meet needs of clients with global operations
Offices Moved To Larger Central Ohio Location
Firm moves offices to a new space to accommodate ongoing growth
Bilingual Services Introduced
Firm hires professionals with bilingual skills to better serve international clients
Offices Moved To New Central Ohio Location
Firm relocates offices to a larger space to support continued growth of company
New Professional Affiliation
Firm becomes a member of the Women for Economic and Leadership Development Columbus Ohio Chapter (2013 - 2023)
FINACA Launched By
Founding Firms
Founding firm Kaiser Consulting becomes an independent member of the Finance and Accounting Consultants Alliance
Outsourced Accounting Services Introduced
Firm launches new outsourced accounting service line aimed at helping small businesses and nonprofits
Offices Moved To Current Central Ohio Location
Firm moves offices to a larger space to accommodate growing client base and larger professional staff
New Professional Affiliation
Firm becomes a member of the National Association of Women Business Owners Columbus Ohio Chapter
Named 10th Largest Accounting Firm In Central Ohio
Inaugural firm ranking by Columbus Business First based on the number of Central Ohio CPAs
EOS Certificate of Graduation Awarded
Firm completes the Entrepreneurial Operating System process to position company for future sustainable growth
Named 9th Largest Accounting Firm In Central Ohio
Firm ranking by Columbus Business First based on the number of Central Ohio CPAs
OSCPA Executive Board Appointment
The Ohio Society of CPAs appoints Lori Kaiser, CPA, CGMA, MBA, to serve as a Director on the Executive Board
Silver Anniversary Celebrated
Kaiser Consulting celebrates 25 years of serving global and local clients
Named 9th Largest Accounting Firm In Central Ohio
Inaugural firm ranking by Columbus CEO Magazine based on the number of Central Ohio CPAs
Named 8th Largest Accounting Firm In Central Ohio
Firm ranking by Columbus Business First based on the number of Central Ohio CPAs
Key Management Members Promoted to Shareholders
Firm proudly announces the promotion of six Directors to Shareholders:
Hilary Dodson, CPA, CGMA
Michele Himes, CPA, CGMA, MAPS
Tracey Holecek, CPA
Jill Kerns, CISA
Michelle Martin, CPA, CGMA
Angela McDermott
Signed The Columbus Commitment Pledge
Kaiser Consulting voluntarily joins an employer-led initiative to close the gender wage gap in Columbus
Named 7th Largest Accounting Firm In Central Ohio
Firm ranking by Columbus CEO Magazine based on the number of Central Ohio CPAs
Commencement Speech Delivered
Lori Kaiser, founder and CEO, serves as keynote speaker at the Miami University Farmer School of Business Spring 2019 Divisional Recognition Ceremony
Project Management Services Introduced
Firm formalizes project management service line to help organizations achieve project goals within a specified time
AICPA Governing Council Appointment
The American Institute of CPAs appoints Lori Kaiser, CPA, CGMA, MBA, to serve three-volunteer year terms on the Governing Council as a representative for Ohio
Raised Public Awareness About Racial Injustice
Kaiser Consulting joins local business leaders to publicly acknowledge that persistent and systemic racism exists and commits to promoting solutions to eradicate inequities
Redesigned Website Launched
Visually pleasing, well-organized, and easy to navigate, our new website educates visitors about our services and shares how we partner with clients to positively impact their organizations
Named 10th Largest Accounting Firm In Central Ohio
Firm ranking by Columbus CEO Magazine based on the number of Columbus region professionals
Established Advocacy + Inclusion Committee
Firm formalizes its commitment to eliminate inequities within society and transform the status quo for underrepresented individuals into meaningful and sustainable change
Joined Ohio's Coalition to Stop The Spread of COVID-19
Kaiser Consulting joins other businesses, nonprofits, and education institutions in a statewide collaboration to educate, empower, and mobilize Ohioans to fight the spread of COVID-19
New Shareholder Announced
Firm proudly admits Melanie Gerosa, CPA, MBA, business development manager, as the firm's newest shareholder
Steering Committee Formed to Drive Business Forward
Firm announces formation of a Steering Committee led by Lori Kaiser, CPA, CGMA, MBA, founder and CEO, in conjunction with the promotion of six Directors to Managing Directors:
Hilary Dodson, CPA, CGMA
Michele Himes, CPA, CGMA, MAPS
Tracey Holecek, CPA
Jill Kerns, CISA
Michelle Martin, CPA, CGMA
Angela McDermott
Named 8th Largest Accounting Firm In Central Ohio
Firm ranking by Columbus CEO Magazine based on the number of Columbus region professionals
Firm Celebrates 30 Years
of Client Service Excellence
Founded in 1992, Kaiser Consulting celebrates three decades of serving as a trusted business advisor to clients throughout Ohio, the Midwest, and beyond.
New Leadership Team Promotions
Firm proudly announces the promotion of four new Directors:
Melanie Gerosa, CPA, MBA
Lisa Glass, CPA, MAcc
Jill Lukshin-Hoff, CPA, MSAc
Tiffany McGinnis, CPA, MPA
Firm Recognized for Helping to Grow the CPA Profession
The Ohio CPA Foundation recognizes Kaiser Consulting as a supporter of the Foundation’s work to recruit and develop the next generation of accounting professionals
AICPA Governing Council
Reappointment
The American Institute of CPAs reappoints Lori Kaiser, CPA, CGMA, MBA, to serve three-volunteer year terms on the Governing Council as a representative for Ohio
New Leadership Team Promotions
Firm proudly announces the promotion of two new Directors:
Michelle Lindsey, NP
Megan Staley, CPA, MAcc
AICPA National Pipeline Advisory Group Appointment
The American Institute of CPAs appoints Lori Kaiser, CPA, CGMA, MBA, to serve on the newly formed National Pipeline Advisory Group to work on a strategy to address the accounting profession’s talent shortage
Leadership Transition Announced
Firm proudly announces a leadership transition, appointing Tracey Holecek, CPA, to serve as Managing Partner, succeeding Lori Kaiser, CPA, CGMA, MBA, who now serves as Strategic Advisor
Joined Coalition To Resolve Ohio's Accounting Talent Shortage
Kaiser Consulting becomes a founding member of The Ohio Society of CPAs' Ohio Accounting Talent Coalition to help manage Ohio’s accounting workforce strategy
New Service Provider Role
Firm transitions to a Conway Center for Family Business Service Provider role to provide essential services to family business members
