February 2025



BLS CPAs is pleased to present the new BLS Connect Newsletter. In this issue, we discuss:


  • Success Story
  • Top Blogs
  • Direct ImpACT Results
  • 2024 Firm Awards
  • Promotions
  • Client Support Center



BLS CPAs welcomes your questions and comments. Please contact us at info@belfint.com to discuss these topics further.


Sincerely,


Everyone at BLS CPAs

Message from our Executive Director - Jonathan Moll, CPA

Staying connected has never been more important whether in business or in life. As our firm’s professional network of clients and friends continues to grow, we know that distance doesn’t have to mean disconnection. I’m reminded of this every day as my son embarks on his freshman year of college over 1,000 miles away. Despite the physical distance, regular calls, messages, and updates help us stay close and engaged. Just as this newsletter is designed to keep us connected with you. With that, I’m excited to introduce something new from all of us here at BLS CPAS – our BLS Connect newsletter. Whether you're near or far, we’re committed to providing you with valuable insights, industry updates, and the same trusted guidance you’ve come to rely on.


Your trust and collaboration have been essential to our success as a firm, and we couldn’t be more grateful. As we grow, we want to make sure we stay close to what matters most, helping you navigate the ever-changing financial landscape while shaping a partnership that lasts.

 

Through this newsletter, we aim to bring value to your inbox and keep our communication strong. Whether it’s sharing tools, celebrating milestones, or offering strategies tailored to your goals, we’re here to stay connected and support you on your journey. Along with our Connect Newsletter, don’t forget about our existing blogs, BLS Insights and The Art of the Qualified Plan Audit, where information is posted as it comes in.

 

Here’s to shaping your future together and building even stronger connections along the way!

Success Story: Marcelo A. Morinigo, CPA promoted to Principal

We are thrilled to share some exciting news: Marcelo Morinigo, CPA has been promoted to Principal! Marcelo has been an integral part of our team, demonstrating exceptional leadership, dedication, and expertise that have earned him this well-deserved advancement. Since joining us in 2015 as a Senior Accountant, Marcelo consistently demonstrates his expertise and commitment to his clients. He is a proud graduate of Goldey-Beacom College with a Bachelor of Science degree in Accounting and a Masters in Taxation. 

Go Bolts! Originally from Argentina and being bilingual in Spanish and English, Marcelo is able to play a uniquely pivotal role in our international tax specialized services team.


As Marcelo steps into this new role, we invite you to get to know him better. His insights and vision will undoubtedly bring tremendous value to our clients and partners. Don't hesitate to reach out and connect with Marcelo, you'll be inspired by his passion and commitment to excellence! Congratulations Marcelo!

BLS Blogs

Discover the depth of knowledge in our BLS Insights blog, alongside the EBP Art of the Qualified Plan Audit blog, both tailored to enhance your understanding of benefits and compliance. Enjoy a few of our selected blogs below.



Subscribe to Our Blogs!

Direct ImpACT - 2024 Total Year Summary

Reflecting on the past year, we’re humbled by the BLS Family's dedication to our community — through volunteering, donations, and efforts to improve our industry. In 2024, we proudly supported 90 nonprofits, schools, and trade organizations. We’re grateful for the positive impact these organizations have made and look forward to continuing our commitment in the future.

Celebrating a Year of Recognition!

Looking back on a year of accomplishments and growth, we’re proud to share that our firm has been honored with three prestigious awards:

Best of Accounting – Awarded for providing exceptional service and client satisfaction, based on client feedback.

Top Workplace – Recognized for our outstanding workplace culture and commitment to employee satisfaction.

Top 300 Firm in IPA Rankings – Acknowledged as one of the top 300 firms in the nation, a testament to our growth and industry leadership.

These achievements are a direct result of our dedicated team and loyal clients like you. We couldn’t have done it without your trust and support, and we look forward to continuing to serve you with excellence in the year ahead!

Recent Promotions

Join us in celebrating our recent promotions — discover the achievements of our talented team members!

Quick Reminder: Your Go-To Resource for Support


Did you know we have a comprehensive Client Support Center on our website? It's your

one-stop hub for helpful resources, troubleshooting tips, and answers to frequently asked questions. Whether you need guidance on using our services, managing your account, or resolving an issue, it’s all just a click away. Visit Client Support Center to explore the support center and get the help you need, whenever you need it!

Belfint, Lyons & Shuman, CPAs | belfint.com

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