Founded in 1972 in a small office located on St. Armand’s Circle, Kerkering Barberio has grown in the Sarasota, Lakewood Ranch and Tampa communities to become one of the leading Certified Public Accounting firms in Southwest Florida.
From its simple beginnings, Kerkering Barberio has expanded its services in tax and accounting services to a multifaceted business and financial organization. As one of the area’s largest full-service independent accounting firms, KB’s wide array of services include audit, estate and trust planning, financial services, individual and business tax consulting, healthcare consulting, nonprofit organization services, outsourced accounting, retirement planning and administration, and succession (exit) planning. In addition, the Kerkering Barberio international tax team attracts not only local clients but serves individuals and businesses all over the world.
Kerkering Barberio’ s mission is bringing together the best people, quality services, and innovative products to assist clients in achieving their personal, business and financial goals. As client needs change and grow, so does KB. Kerkering, Barberio & Co. is poised for the future.
Learn more about the Kerkering Barberio team at KBGRP.com.
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Since the early 1970s, Kerkering Barberio & Co., CPAs has served the Sarasota community and beyond with the highest quality accounting and business consulting services. From the firm’s earliest days, founding members Dick Kerkering and Allan Barberio knew the importance of serving clients differently, and through their leadership and the guidance of firm leaders following in their footsteps, Kerkering Barberio has grown to be one of the largest locally owned CPA firms in Southwest Florida.
Beyond guiding clients in the development of their business succession plans, KB Managing Shareholder, Rob Lane, also helps to guide Kerkering Barberio’s next generation of firm leadership. Following extensive “Firm of the Future” studies in 2015, Lane hosts monthly Managing Shareholder luncheons for KB’s up and coming leaders to have an opportunity to weigh-in on the firm’s growth and influence future direction of the Sarasota accounting firm.
Three leaders embracing Kerkering Barberio’s future focus are Patricia Entsminger, Brian Leidel and Heather Williams. Entsminger, a ten-year shareholder, stepped outside of her traditional audit role in 2016 to create a new position, providing an all-inclusive experience for clients looking for guidance in tax, audit, internal controls and CFO outsourcing.
Admitted as shareholders in 2016, Heather Williams and Brian Leidel are also making an impact in their community and respective areas of expertise. Heather, a recipient of the Chamber’s Young Professional of the Year Award for 2016, offers expertise in individual and business tax consulting with a focus on estate and trust planning, while Brian specializes in individual and business tax consulting with a special concentration in developing new client relationships in the firm’s expanded Tampa office. Heather, Brian, and Patricia are very active in the community and are embracing the opportunity to become Kerkering Barberio’s next generation of leaders.
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Better Together – The Power of Collaboration in the Community
As managing shareholder of Kerkering, Barberio & Co., one of the largest independent CPA firms in Southwest Florida, it’s easy to understand how Rob Lane might have a lot on his plate, but this doesn’t keep him from being actively involved in several different community organizations as a board member and volunteer. Kerkering Barberio has a long history of volunteerism in the Sarasota community, and it’s through the example and leadership of Rob and those who came before him that the organization holds over a 50% volunteer rate among employees, who are involved in everything from participating in community events to serving on boards.
Rob learned early in his career the value of giving back, thanks to two early mentors at Kerkering Barberio, Dieter Gebhard, and Charles Baumann. Gebhard was very active with The Chamber, and quickly encouraged Rob to become involved. Rob discovered his passion for connecting economic development and social initiatives, recognizing that the two go hand in hand in making a community great. Through his involvement with the Economic Development Corporation Sarasota County and United Way Suncoast, Rob found outlets to share his expertise and make a difference in fostering a strong economic base in the community that, in turn, provided opportunities for employment and advancement.
“I think the biggest takeaway for me in all of my years of community involvement has been the power of collaboration to reach a common goal,” Lane said. “Bringing together government, non-profits, business and even media to address a single issue, it’s amazing how effective that cohesive unit can be. You don’t have to do this on your own; that’s been a valuable insight for me.”
Heeding those words, Rob has maximized KB’s impact in the community by becoming a connector in his own organization, mentoring the next generation of KB leaders in getting involved. While not mandatory, community involvement is a big part of the Kerkering Barberio culture, beginning in the interview process, where prospective employees are made aware of different opportunities to give their time and talents. Employees are offered paid time off to be involved in organizations that are meaningful to them, which Lane says is key to being successful as a volunteer, to find something they personally enjoy doing.
One recent group volunteer effort was the construction of a house from the ground up as part of a Habitat for Humanity initiative. More than ten employees shoveled, hammered and worked the day away to create a home for a young family in need. KB team members have also raised Southeastern Guide Dog puppies, cleaned shorelines for Sarasota Bay Watch and almost everything in between that inspires their passion to serve.
“Volunteers are such an important part of the success of this community,” Rob concluded. “And while my involvement has helped fulfill a need in the community, personally, I’ve had the opportunity to work side-by-side with a diverse group of professionals to see their viewpoints and how they handle different situations. It’s made me a stronger leader.”
For more information on Rob Lane, please click here.
Give us a brief history of your business/organization. Kerkering, Barberio & Co. was founded by Dick Kerkering and Allan Barberio in 1972. Initially in a small office located on St. Armand’s Circle, the firm has grown in the Sarasota, Lakewood Ranch and Tampa communities to become one of the leading Certified Public Accounting firms in Southwest Florida. Through the years, Kerkering Barberio has expanded its offerings from its simple beginnings in tax and accounting services to a multifaceted business and financial organization.
Past Chair Chris Gallagher makes a touching tribute to the 2015 Chair’s Cup Award winner, Rod Warner:
One year ago as I accepted the Chair’s gavel at the 2014 Annual Meeting, I watched former chair Lisl Liang announce the 2014 Kerkering Barberio & Co.’s Chair’s Cup Recipient, Lisa Krouse. Even then I began wondering who the worthy recipient for the 2015 Chair’s Cup might be.