Gregory, Sharer & Stuart Merges in Hevia Beagles

The Florida firms of Gregory, Sharer & Stuart, P.A., and Hevia Beagles & Company, P.A., have combined forces.

Effective January 1, Dan Hevia became the newest shareholder in GSS and the combined firms will operate under the Gregory, Sharer & Stuart name with a staff of 60 employees.

“The addition of Dan Hevia and his staff will allow GSS to provide a broader range of services for clients, and we will be closer to achieving our vision of becoming the leading independent accounting and advisory firm in the Tampa Bay area,” said GSS president and managing shareholder Jim Newman in a statement. “Dan’s commitment to quality and client service is consistent with GSS’s core values, and we feel this merger will greatly benefit the clients we serve.”

Hevia chairs the American Institute of CPAs Peer Review Board and serves on the Florida Institute of CPAs Board of Governors and Audit Committee. He has also served as an expert witness and investigating officer for the Florida Board of Accountancy for over 20 years.

“The Hevia Beagles firm is well known and respected across the region and nationally for their excellence in client service, and we are enthusiastic about having them join our team,” said GSS COO Leslie Pelley.

“We have always been committed to providing personalized, quality service to our clients. GSS shares our passion for helping clients grow and succeed, and I am confident that this next step will deepen our relationships with current and future clients as we broaden our capacity to serve them,” said Hevia.

“HBC’s commitment to quality and client service is consistent with our core values, and the addition of Dan Hevia and his staff will strengthen our ability to help clients reach their goals,” said GS&S marketing director Janette Dean.  “This merger also moves us closer to achieving our vision of becoming the leading independent accounting and advisory firm in the Tampa Bay area.”

Hevia and his staff will be moving into GSS’s existing offices in downtown St. Petersburg. GSS plans to retain the entire staff of both HBC and GSS, according to Dean, as well as hire additional employees as the combined firm prepares for the New Year.

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