The owners and leaders of small and mid-sized businesses may think hiring a Top 10 accounting provider is beyond their reach, and individual taxpayers often believe the same. But such help is within reach. CBIZ, together with Mayer Hoffman McCann P.C., is among the largest accounting service providers in the United States and, with 160 offices throughout the country, it’s the leading professional support and service provider for small, mid-sized and corporate businesses. CBIZ Beatty Satchell prides itself on offering the resources of a national company with the personal service and competitive pricing of a local partner.
CBIZ Beatty Satchell opened its doors in 1971, when Lloyd Beatty and Lou Satchell started a small accounting practice in Easton. Over the years, their firm developed such a strong reputation for quality service that, in 1998, it was welcomed into the CBIZ organization. Today, CBIZ Beatty Satchell boasts a 40-person staff based in two Eastern Shore locations—Easton and Denton—and the firm works closely with the independent, licensed CPA firm of Mayer Hoffman McCann to provide clients with comprehensive business attest and financial reporting services.
As Bob Valliant, CBIZ Beatty Satchell’s managing director and a certified public accountant with Mayer Hoffman McCann P.C., explains, “Our primary focus is to serve clients on the Eastern Shore, although our service area is actually limitless.”
In addition to Mr. Valliant, the leadership of CBIZ Beatty Satchell and Mayer Hoffman McCann includes Henry T. Leonard III, a CPA and the company’s controller; Arthur W. Townsend, director of outsourced services and data processing; and certified public accountants Carville B. Leaf, director of the Denton office, Jo Anne Crowder, director of attest services, Martha G. Russell, director of tax practice, and Steven J. Ochse, director of business consulting. Complimenting its local expertise, CBIZ’s national tax office offers expertise in international as well as state and local taxes.
“Our staff is committed to delivering sound accounting services,” says Mr. Valliant. “And since we’re associated with a national firm, we have access to a wide range of expert resources.”
CBIZ Beatty Satchell’s many offerings for business clients include tax, advisory, compliance and valuation services; benefits consulting and administration; bookkeeping; outsourced accounts payables; payroll processing; retirement and wealth management; quarterly and annual reporting; and the installation, training and support of accounting software programs such as QuickBooks. The company’s clients also include high net-worth individuals with complex tax issues (such as multi-state or multi-country filings), estate planning, alternative dispute resolutions and divorce-related forensic accounting.
When not serving clients, CBIZ Beatty Satchell works in service to society. “The culture of our firm is deeply rooted in a sense of community service and civic pride,” says Mr. Valliant. “Our strong sense of giving back to the community leads to involvement with many local causes and organizations.”
But back at the office, CBIZ Beatty Satchell is focused on the job. “Our courteous, skilled professionals possess outstanding technical expertise,” says Mr. Valliant. “This translates into timely and efficient service driven by a dedication to helping clients achieve their goals.”
CBIZ Beatty Satchell, LLC
125 Bay Street
Easton, MD 21601
Pictured: (front row) Charlie Leaver, Jo Anne Crowder, Martha Russell and Carville Leaf; (second row) Henry Leonard, Bob Valliant, Jerry Newell, Steve Ochse, Joe Carrico and Debbie Walsworth
Photography: Steve Buchanan
Bridges Land Management
CBIZ Beatty Satchell, LLC
Chance and Associates, Inc.
Cory Place Communications
Easton Cycle and Sport
Ewing, Dietz, Fountain & Kehoe
Ferguson Bath, Kitchen & Lighting Gallery
Halo's Haven Horse Rescue
Herbert Paul Gorin, DDS
Inn at 202 Dover
John E. Schneider, Jr., DDS, LLC
John V. Louis, DMD, LLC
Joslin Diabetes Center Affiliate at Shore Health System
Midshore Surgical Eye Center
Mid-Shore Women’s Health, LLC
Oral Surgery Specialists
ORGANICS Unlimited, Inc.
RA Marketing & Creative Group-Designer of the Exclusively® Series
Rustico Restaurant & Wine Bar
Schauber-Van Schaik Insurance Group
Shore Health System
Shore Health System: Joint Replacement Center
Shore Health System: Shore Regional Cancer Program
Smith Barney of Easton
Swan Cove Day Spa & Salon
The Water’s Edge
Tuckahoe Hardwoods, LLC