Gregory, Sharer & Stuart Announces New Shareholders
ST. PETERSBURG, Fla. (July 15, 2015) - Gregory, Sharer & Stuart (GSS) is proud to announce and congratulate three new shareholders, effective July 1, 2015: Victoria (Toria) R. Bartlett, Bo S. Brault and Scott C. Pearce.
Founded over 30 years ago, GSS remains a strong, local public accounting firm, focused on delivering unrivaled client service and professional expertise to companies in the Tampa Bay area. In an environment where many local CPA firms have made the decision to sell their practices to larger regional and national firms as a succession plan, GSS traveled a different path by self-funding their own retirement plans, ensuring that their shareholders have a viable exit strategy while also enabling them to add new shareholders to continue the success and growth of the firm. Toria, Bo and Scott join the leadership group that will keep the firm independently run and operated in the decades to come.
GSS shareholders have implemented many growth and development opportunities for employees interested in becoming part of the GSS leadership team. With three core values: seeking out clients and personnel who exhibit professionalism, integrity and good judgement; dedication to improving the quality of life of personnel and the clients they serve; and dedication to improving the quality of life in the communities in which they live and work; GSS has built a community-first mindset that starts at the top and is taught at every level throughout the firm. The firm has received multiple Tampa Bay Times Top Workplace, Florida Trend Best Companies to Work For, and Tampa Bay Business Journal Best Places to Work awards, the product of building an attractive work environment for their staff. As a result of their continued efforts, GSS has successfully recruited, retained and grown a talented workforce dedicated to helping their clients reach their goals.
“The background story behind each of our new shareholders is unique, and illustrates that the path to leadership positions at GSS varies greatly from one individual to another,” said Jim Newman, Managing Shareholder.
“Toria Bartlett began her career without an accounting degree, returning to school a little later than most CPAs as a non-traditional student. She earned her degree and CPA license, all while raising her family. She worked for years in the United Kingdom and Pennsylvania before deciding to move to the Tampa Bay area. Toria then sought out a firm to join with a workplace culture focused on the success and development of employees, finding a match in GSS in 2009.”
“Bo Brault joined GSS straight out of college, choosing GSS for the work-life balance advantages we offered that were unavailable at larger CPA firms. Bo rose rapidly through the ranks, mastering her profession and honing her leadership skills. She earned her CPA license, obtained an MBA degree and started a family, all while working full-time at GSS. Bo has demonstrated that hard work, dedication and a singular mindset of success will lead to great opportunities.”
“Scott Pearce was recruited to the firm from the northeast and already had the background and leadership skills we seek in a shareholder. From our initial conversations with Scott, it was apparent that his philosophies in regard to client service and staff development matched the mindset and culture we have cultivated here at GSS. He and his family are thrilled with his decision to join the firm, appreciating the family-oriented environment we enjoy.”
Newman concludes, “My partners and I are honored to have these three join us as part of our leadership team and we are excited for the future we will build together.”
GSS New Shareholder Backgrounds
Victoria (Toria) R. Bartlett, CPA, ABV joined GSS in 2009 with a focus on Estate & Trust Services and Business Valuation Services. With Toria’s guidance and dedication, the GSS Wealth Strategies & Services Team grew into a dynamic group providing clients with business succession planning, exit strategies for business owners and evaluations of proposed business purchases, tax and estate planning. She has an Accredited in Business Valuation (ABV) Credential from the AICPA and is an ABV Champion for the AICPA. In this role, she mentors new valuation professionals and promotes the industry. Toria is a board member of the Suncoast Estate Planning Council. She is active in the community as a member of the Lakewood Ranch Business Alliance and as a frequent volunteer for the St. Petersburg Area Chamber of Commerce.
Bo S. Brault, CPA, MBA joined the Assurance Services department of GSS in 2005 and is as a valued member of both the Not-for-Profit and Insurance Industry Service Teams. She has experience with a wide range of public and private clients in industries including not-for-profit organizations, insurance underwriters, financial service providers, professional employer organizations, real estate mortgage banking investment companies and other service providers. Bo brings an exuberance and positive attitude to clients and her community alike. She is active in the community and currently serves on the Finance Committee of The Edible Peace Patch Project and is an ambassador representative for Goodwill Industries-Suncoast, Inc. Bo is a recent graduate of the Leadership St. Pete Class of 2015. She is also an active member of the Lakewood Ranch Business Alliance.
Scott C. Pearce, CPA joined the Assurance Services department of GSS in 2014, bringing with him fifteen years of public accounting experience. Scott brings new resources and perspectives to GSS. He provides audit, review and consulting services for manufacturing, distribution, real estate, technology and health related entities, as well as other services companies. His areas of focus also include audits of portfolio companies of private equity firms; including providing due diligence review services in relation to mergers and acquisitions, as well as privately-owned companies. Since moving to Tampa Bay, he quickly created a community presence, and serves as a board member and Chairman of the Finance Committee for the Warehouse Arts District Association.
About Gregory, Sharer & Stuart Gregory, Sharer & Stuart is a full service accounting and business consulting firm based in St. Petersburg, Florida. The firm provides an array of services including audit and assurance, tax and accounting, business valuation, litigation support, management consulting, healthcare consulting, peer review and wealth accumulation and preservation. GSS is well positioned to help companies of all sizes, from small entrepreneurial start-ups to more sophisticated privately or publicly held companies.