Maria Alejandra Arnold Joins T&C Family Office Group as Principal, Private Wealth Strategist

West Palm Beach, Fla., – June 1, 2015 – Maria Alejandra Arnold (Ale’) joins T&C Family Office Group as Principal, Private Wealth Strategist. Ale’ brings more than 18 years of experience managing the portfolios of high net worth families and providing them with comprehensive financial planning advice.

Prior to joining T&C Family Office Group, Ale’ worked as a Wealth Management and Financial Advisor for some of the nation’s largest financial services companies. Her multi-dimensional background includes the delivery of investment management, risk and insurance management, and trust services to clients. Ale’ supported client needs through oversight and advice on asset allocation, financial and estate planning.

“We are pleased to have someone of Ale’s caliber and experience join the T&C Family Office Group. She is a natural complement to our other tax and accounting professionals – helping our family office clients reach their goals,” said Pat McKay, Managing Director, T&C Family Office Group.

Ale’ received her Bachelor of Science degree from University of South Carolina; she is based in Templeton’s Fort Lauderdale office and can be reached at (954) 333-0001 or marnold@templetonco.com

About T&C Family Office Group

For more than 25 years Templeton & Company has provided accounting, tax and advisory services to many of the largest family-run businesses in the United States, including those in real estate and construction, sports franchises, manufacturing and distribution, retail companies and technology industries. The T&C Family Office Group is a natural complement to that suite of services. Our team is highly skilled and devoted to providing elite, personal and responsive family office services tailored to an individual’s or family’s needs. For more information, visit www.templetonwealth.com.

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Templeton & Company, LLP, Celebrates 25 Years of Service

West Palm Beach, Fla., – March 5, 2015 – Founded in 1990, Templeton & Company is pleased to celebrate 25 years of providing high level accounting and consulting services.

Steven Templeton founded Templeton & Company in Royal Palm Beach, Fla. out of a desire to create an accounting firm that provides premier client service and focused attention. He grew the firm based on his relationships and earned additional work from key clients based on unwavering dedication to quality deliverables.

“We are blessed with outstanding clients and a caring professional staff. It’s truly a joy to grow real friendships with clients while helping them meet their goals. Time passes quickly when you love what you do,” said Steven Templeton, Founder and Managing Partner.

During the past 25 years, Templeton & Company has grown to 50-plus professionals, has moved its headquarters to downtown West Palm Beach and opened an office in downtown Fort Lauderdale. Originally, the firm provided clients with audit, tax preparation and business consulting services. Today, the firm has eleven defined industries and multiple service lines. It also launched Templeton Solutions, LLC, an innovative technology publisher, implementer, and integration services firm and, last year, established its multi-family office division.

Templeton & Company consistently ranks as one of the top CPA firms in South Florida, has been ranked among the top philanthropic companies in South Florida by the South Florida Business Journal and has been named a Fastest Growing Firm by INSIDE Public Accounting.

About Templeton & Company
Founded in 1990, Templeton & Company, LLP, is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in West Palm Beach and Fort Lauderdale, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, accounting, business valuations, and tax. Templeton & Company is also an independent member of the BDO Alliance USA, a nationwide network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

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Templeton & Company Ranks as One of South Florida’s Top Charitable Giving Firms

West Palm Beach, Fla. – January 8, 2015 – Templeton & Company, a leading accounting and business consulting firm in South Florida was ranked among the top charitable giving corporations in South Florida by The South Florida Business Journal for the second year in a row.

The firm supports a variety of nonprofit organizations throughout South Florida and encourages all staff members and partners to contribute to the communities in which they live and work. Templeton believes giving back to the community has a powerful impact with lasting benefits for everyone.

“We’ve found that giving of yourself is a sure way to success and happiness, for ‘where your treasure is, there will your heart be also.’” said Steven Templeton, managing partner, Templeton & Company.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in West Palm Beach and Fort Lauderdale, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, accounting, business valuations, and tax. Templeton & Company is also an independent member of the BDO Alliance USA, a nationwide network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

Templeton & Company Ranks as a Top 15 Accounting Firm in South Florida

West Palm Beach, Fla. – August 27, 2014 – For the third year in a row Templeton & Company has been ranked as one of the top 15 accounting firms in South Florida by The South Florida Business Journal. These rankings were based on the firm’s 2013 billings.

Templeton & Company continues to be one of the leading accounting and management advisory firms in South Florida providing a wide range of services to clients in a variety of industries including nonprofits, construction, high net worth individuals and real estate. With offices in West Palm Beach and Ft. Lauderdale, Fla., their team of professionals has provided clients with the highest level of service for more than 20 years.

“We are pleased to once again be counted among the largest accounting firms in South Florida,” said Steven Templeton, managing partner, Templeton & Company. “We are proud of our clients’ success and perseverance over many years and are pleased to help them continue to grow and prosper by providing thoughtful and proactive services.”

About Templeton & Company

Founded in 1990, Templeton & Company is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in West Palm Beach, and Fort Lauderdale, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, accounting, business valuations, tax, general business consulting and technology. Templeton & Company is also an independent alliance member with the BDO Alliance USA, a global network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

T&C Family Office Group Launches Website

June 27, 2014 – T&C Family Office Group, a division of CPA firm Templeton & Company, LLP, launched its website this week to make information more readily available to its clients and prospects. T&C Family Office Group provides accounting and advisory services for private clients and family businesses. The Family Office Group site can be found by visiting www.templetonwealth.com.

The website provides a thorough explanation of the Group as well as its leaders. Some of the website features include services provided; the clientele; the distinguished process; and a resource center providing relevant articles and industry news.

“Templeton & Company’s team of dedicated and talented professionals has long provided services to meet the special needs of our high net worth clients and their families. Driven by an increasing demand for these services, the T&C Family Office Group website is significant as it marks the official launch of our separate practice group.” said Pat McKay, Managing Director, T&C Family Office Group.

T&C’s Family Office Group tailors its services to fit the demands of high net worth individuals and their families. The Group’s leadership team possesses a broad range of industry experience and is devoted to serving all personal and business affairs of its clients.

About T&C Family Office Group

For more than 20 years Templeton & Company has provided accounting, tax and advisory services to many of the largest family-run businesses in the United States, including those in real estate and construction, sports franchises, manufacturing and distribution, retail companies and technology industries. The T&C Family Office Group is a natural complement to that suite of services. Our team is highly skilled and devoted to providing elite, personal and responsive family office services tailored to an individual’s or family’s needs. For more information, visit www.templetonwealth.com.

Steven Templeton Named a 2014 Power Leader in Law & Accounting by the South Florida Business Journal

West Palm Beach, Fla., – May 27, 2014 – Steven Templeton, Managing Partner of Templeton & Company, was named a 2014 Power Leader in Law & Accounting by the South Florida Business Journal.  The list highlights industry leaders in our community in the fields of Law & Accounting. 

Steve founded Templeton & Company in 1990 to create an accounting firm that provides premier client service and focused attention.  Originally providing clients with audits and tax preparations and business consulting services, today, the firm has six defined industries and dozens of service lines. In 2008, Steve founded a technology division, Templeton Solutions, LLC. Templeton Solutions has developed two programs, CRM for Professionals™ and Practice Management for Professionals™, built on Microsoft Dynamics® CRM for professional services firms.

“It is a distinct honor to receive this recognition on behalf of our wonderful clients, friends of the firm and dedicated team members,” said Steven Templeton.

Steve is involved in multiple organizations within the South Florida community including serving as the Advisory Board Chairman of Palm Beach Atlantic University’s Rinker School of Business; Economic Council of Palm Beach County; Board Member and Treasurer for the Community Foundation for Palm Beach and Martin Counties; and a Trustee of the Chamber of Commerce of the Palm Beaches.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in West Palm Beach and Fort Lauderdale, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, accounting, business valuations, and tax. Templeton & Company is also an independent alliance member with the BDO Seidman Alliance, a global network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.       

Templeton & Company Consistently Ranks as One of South Florida’s Top Accounting Firms

West Palm Beach, Fla. – March 27, 2014 – Templeton & Company, a leading accounting and business consulting firm in South Florida recently ranked among the top accounting firms in South Florida firms by The South Florida Business Journal. Templeton has been selected for the Top 25 Accounting Firms in South Florida by Number of CPAs list for more than five years in a row.

With more than 45 employees and two South Florida office locations in West Palm Beach and Fort Lauderdale, Templeton provides trusted advice to its clients in a variety of industries including nonprofit organizations, construction, real estate, healthcare and high net worth individuals throughout the United States.

“It is an honor to consistently rank as one of South Florida’s top accounting firms,” said Steven Templeton, managing partner, Templeton & Company. “It is our top priority to provide our clients with the highest level of service.”

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in West Palm Beach and Fort Lauderdale, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, accounting, business valuations, and tax. Templeton & Company is also an independent alliance member with the BDO Seidman Alliance, a global network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.     

Templeton & Company Named All-Star Firm by Leading Industry Publication

West Palm Beach, Fla., – September 30, 2013 – Templeton & Company, LLP, is an All-Star, according to INSIDE Public Accounting (IPA), a national publication serving the accounting profession.

Templeton was selected for being the fifth Fastest Growing firm in the Southeast U.S. as well as ranking in the Top Five in IT/Computer Consulting.  

Firms were selected solely on their performance in specific areas, and are compared with more than 500 participating firms in the IPA Annual Survey and Analysis of Firms.

“We explore profitability from several perspectives to provide a view of how firms at the top of the profession are performing,” says Kelly Platt, principal of the Platt Group and managing editor of INSIDE Public Accounting. “The IPA All-Star Firms are the best at what they do, be it health care consulting, litigation support, employee benefits or another specialty niche.”

“We are honored to be selected this year as an All-Star Firm by INSIDE Public Accounting. We strive to provide our clients with the highest level of service as not only their CPA but their trusted adviser,” said Steven Templeton, CPA, CVA, Founder and Managing Partner of Templeton & Company.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in West Palm Beach and Fort Lauderdale, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, accounting, business valuations, and tax. Templeton & Company is also an independent alliance member with the BDO Seidman Alliance, a national association of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

 

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Templeton & Company Receives Peer Review PASS Rating

West Palm Beach, Fla., – June 28, 2013 – Templeton & Company, LLP announced today its successful completion of a rigorous peer review of its accounting and auditing practice. The reviewer concluded the firm complies with the stringent quality control standards set by the American Institute of Certified Public Accountants (AICPA), the national professional organization of CPAs.

Templeton & Company participates in the AICPA Peer Review Program, one of the AICPA-approved practice-monitoring programs. A firm participating in any of these programs must have an independent review of its accounting and auditing practice every three years.

The peer review of Templeton & Company was performed by a team of licensed, independent CPAs who qualified under the program’s requirements for service as a reviewer. The objective of the peer review is to determine whether a CPA firm has suitable quality control policies and procedures and is complying with them.

Its unmodified report indicates Templeton & Company measures up to the accounting profession’s high standards of quality and professionalism.

Templeton & Company, LLP is a South Florida-based accounting and business consulting firm providing services to solve complex accounting, tax, consulting and technology matters for corporations and individuals.

The AICPA is the national professional organization of CPAs with more than 330,000 members in public practice industry, government and education. AICPA members are committed to the highest standards of quality, independence, and ethics in their practice. In its continuing efforts to serve the public interest, the organization sets audit standards, upholds the profession’s code of conduct, provides continuing professional education, administers peer review programs, and prepares and grades the Uniform CPA Examination.

PEER REVIEW FACT SHEET

How Clients Benefit

Participation in the AICPA Peer Review Program provides CPAs with the opportunity to learn new or improved ways to run their firms and improve client services. This may be as simple as identifying possible inefficiencies, or as broad as determining opportunities to better serve clients. Whatever the case, clients benefit because CPA services become more appropriate for their needs and responsive to the changing business environment. What’s more, clients can be sure their CPA firm measures up to the profession’s high standards of quality and professionalism.

Peer review also keeps CPAs current on the latest standards and trends in accounting and auditing. This translates into more knowledgeable advice for those who rely on CPA services. Peer review offers the assurance your certified public accounting firm is committed to performing at the very highest level.

A Brief History

In 1988, the members of the American Institute of Certified Public Accountants (AICPA) overwhelmingly approved a proposal that requires AICPA members in public practice to participate in a practice-monitoring program. With the adoption of this proposal, the AICPA implemented a peer review program of unprecedented scope in the CPA profession or any other. Peer review helps assure users of CPA services that their CPA firm measures up to the profession’s high standards of professionalism and is committed to improving the quality of its practice.

What is Peer Review?

Carried out in conjunction with participating state CPA societies and overseen by the AICPA, the AICPA Peer Review Program requires CPAs to have a rigorous, outside review of their accounting and auditing practices once every three years. These reviews determine whether a firm has suitable quality control policies and procedures and is complying with them. Specifically, the reviews focus on the following:

* How the firm implements independence requirements
    * How personnel are assigned
    * Provisions for consultation when technical assistance is required
    * How accounting and auditing engagements are performed and supervised
* Hiring practices
* Continuing professional education programs
    * Promotion of personnel
* Obtaining and retaining clients
* Internal inspection of the firm’s work

The reviewers are licensed CPAs who are selected from among the members of the AICPA and who have demonstrated they possess current knowledge of applicable professional standards. During a review, an outside team independently selects a sample of a firm’s engagements and assesses its work on those engagements. The team then reports back to the firm on its findings, making suggestions where improvements may be necessary, and provides the outcome of the review to the state CPA society administering the firm’s review. If a review uncovers deficiencies, the state CPA society prescribes various corrective actions a firm must take or monitoring procedures to ensure a firm adheres to the profession’s standards. In this way, the AICPA consistently receives updates on the quality of its members’ work and the performance of CPA firms. Firms with AICPA members who issue engagements under the Statements on Auditing Standards or examinations of prospective financial statements under the Statements on Standards for Attestation Engagements must have a system review.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in West Palm Beach and Fort Lauderdale, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, accounting, business valuations, and tax. Templeton & Company is also an independent alliance member with the BDO Seidman Alliance, a national association of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

About the AICPA

With over 330,000 members, the American Institute of Certified Public Accountants is the national professional organization of CPAs in public practice, business, industry, government, and education. AICPA members are committed to the highest standards of quality, independence and ethics in their practice. In its continuing effort to serve the public interest, the organization sets audit standards, upholds the profession’s code of ethics, provides continuing professional education, administers peer review programs, and prepares and grades the Uniform CPA Examination. The AICPA is the first national professional organization to be ISO9001-certified, in recognition of its quality management and assurance practices. 

 

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