Kaiser History

We honor our past as we celebrate the present and plan for the future.

1992

Lori Kaiser, CPA, Begins Offering Accounting Services

After an esteemed Big 4 career, Lori Kaiser embarks on a new journey offering project-based services as a sole proprietor

 
 
1992
 
 
 
 
2004
 
 
2004

Firm Name Changed to
KAISER CONSULTING

Firm rebrands and introduces a new name to reflect company's evolution and anticipated future growth

2004

1st Employee Hired

Company Milestone

 
 
 
 
 
 
2006
 
 
2006

WBENC Certification Awarded

Women's Business Enterprise National Council certifies Kaiser Consulting a Women's Business Enterprise (2006 - 2022)

2007

10th Employee Hired

Company Milestone

 
 
2007
 
 
 
 
2008
 
 
2008

Began Providing
Services in Canada

Firm provides services in Canada for the first time to meet needs of clients with global operations

2008

Information Technology Services Introduced

Responding to marketplace demand, firm launches a new service line to help clients solve information technology challenges

 
 
 
 
 
 
2009
 
 
2009

20th Employee Hired

Company Milestone

2009

New Professional Affiliation

Firm becomes a member of the Columbus Chamber of Commerce

 
 
 
 
 
 
2010
 
 
2010

Offices Moved to New Central Ohio Location

Firm relocates offices to a larger space to support growth of company

2010

New Employment Opportunities

Firm hires first out-of-state employee as company's geographic footprint expands

 
 
 
 
 
 
2011
 
 
2011

Began Providing
Services in Mexico

Firm provides services in Mexico for the first time to meet needs of clients with global operations

2011

Offices Moved To Larger Central Ohio Location

Firm moves offices to a new space to accommodate ongoing growth

 
 
 
 
 
 
 
 
2011

Bilingual Services Introduced

Firm hires professionals with bilingual skills to better serve international clients

2012

Offices Moved To New Central Ohio Location

Firm relocates offices to a larger space to support continued growth of company

 
 
2012
 
 
 
 
2013
 
 
2013

30th Employee Hired

Company Milestone

2013

New Professional Affiliation

Firm becomes a member of the Women for Economic and Leadership Development Columbus Ohio Chapter (2013 - 2023)

 
 
 
 
 
 
2014
 
 
2014

FINACA Launched By
Founding Firms

Founding firm Kaiser Consulting becomes an independent member of the Finance and Accounting Consultants Alliance

2014

Outsourced Accounting Services Introduced

Firm launches new outsourced accounting service line aimed at helping small businesses and nonprofits

 
 
 
 
 
 
 
 
2014

40th Employee Hired

Company Milestone

2014

Offices Moved To Current Central Ohio Location

Firm moves offices to a larger space to accommodate growing client base and larger professional staff

 
 
 
 
 
 
 
 
2014

New Professional Affiliation

Firm becomes a member of the National Association of Women Business Owners Columbus Ohio Chapter

2015

Named 10th Largest Accounting Firm In Central Ohio

Inaugural firm ranking by Columbus Business First based on the number of Central Ohio CPAs

 
 
2015
 
 
 
 
 
 
2015

50th Employee Hired

Company Milestone

2015

New Professional Affiliation

Firm becomes a member of the Conway Center for Family Business

 
 
 
 
 
 
2016
 
 
2016

EOS Certificate of Graduation Awarded

Firm completes the Entrepreneurial Operating System process to position company for future sustainable growth

2017

Named 9th Largest Accounting Firm In Central Ohio

Firm ranking by Columbus Business First based on the number of Central Ohio CPAs

 
 
2017
 
 
 
 
 
 
2017

OSCPA Executive Board Appointment

The Ohio Society of CPAs appoints Lori Kaiser, CPA, CGMA, MBA, to serve as a Director on the Executive Board

2017

Silver Anniversary Celebrated

Kaiser Consulting celebrates 25 years of serving global and local clients

 
 
 
 
 
 
 
 
2017

Named 9th Largest Accounting Firm In Central Ohio

Inaugural firm ranking by Columbus CEO Magazine based on the number of Central Ohio CPAs

2018

Named 8th Largest Accounting Firm In Central Ohio

Firm ranking by Columbus Business First based on the number of Central Ohio CPAs

 
 
2018
 
 
 
 
 
 
2018

Key Management Members Promoted to Shareholders

Firm proudly announces the promotion of six Directors to Shareholders:

Hilary Dodson, CPA, CGMA
Michele Himes, CPA, CGMA, MAPS
Tracey Holecek, CPA
Jill Kerns, CISA
Michelle Martin, CPA, CGMA
Angela McDermott

2018

60th Employee Hired

Company Milestone

 
 
 
 
 
 
 
 
2018

Signed The Columbus Commitment Pledge

Kaiser Consulting voluntarily joins an employer-led initiative to close the gender wage gap in Columbus

2018

Named 7th Largest Accounting Firm In Central Ohio

Firm ranking by Columbus CEO Magazine based on the number of Central Ohio CPAs

 
 
 
 
 
 
2019
 
 
2019

70th Employee Hired

Company Milestone

2019

Commencement Speech Delivered

Lori Kaiser, founder and CEO, serves as keynote speaker at the Miami University Farmer School of Business Spring 2019 Divisional Recognition Ceremony

 
 
 
 
 
 
2020
 
 
2020

80th Employee Hired

Company Milestone

2020

Project Management Services Introduced

Firm formalizes project management service line to help organizations achieve project goals within a specified time

 
 
 
 
 
 
 
 
2020

AICPA Governing Council Appointment

The American Institute of CPAs appoints Lori Kaiser, CPA, CGMA, MBA, to serve three-volunteer year terms on the Governing Council as a representative for Ohio

2020

Raised Public Awareness About Racial Injustice

Kaiser Consulting joins local business leaders to publicly acknowledge that persistent and systemic racism exists and commits to promoting solutions to eradicate inequities

 
 
 
 
 
 
 
 
2020

Redesigned Website Launched

Visually pleasing, well-organized, and easy to navigate, our new website educates visitors about our services and shares how we partner with clients to positively impact their organizations

2020

Named 10th Largest Accounting Firm In Central Ohio

Firm ranking by Columbus CEO Magazine based on the number of Columbus region professionals

 
 
 
 
 
 
 
 
2020

Established Advocacy + Inclusion Committee

Firm formalizes its commitment to eliminate inequities within society and transform the status quo for underrepresented individuals into meaningful and sustainable change 

2020

Joined Ohio's Coalition to Stop The Spread of COVID-19

Kaiser Consulting joins other businesses, nonprofits, and education institutions in a statewide collaboration to educate, empower, and mobilize Ohioans to fight the spread of COVID-19

 
 
 
 
 
 
2021
 
 
2021

New Shareholder Announced

Firm proudly admits Melanie Gerosa, CPA, MBA, business development manager, as the firm's newest shareholder  

2021

Steering Committee Formed to Drive Business Forward

Firm announces formation of a Steering Committee led by Lori Kaiser, CPA, CGMA, MBA, founder and CEO, in conjunction with the promotion of six Directors to Managing Directors:

Hilary Dodson, CPA, CGMA
Michele Himes, CPA, CGMA, MAPS
Tracey Holecek, CPA
Jill Kerns, CISA
Michelle Martin, CPA, CGMA
Angela McDermott

 
 
 
 
 
 
 
 
2021

Named 8th Largest Accounting Firm In Central Ohio

Firm ranking by Columbus CEO Magazine based on the number of Columbus region professionals

2022

Firm Celebrates 30 Years
of Client Service Excellence

Founded in 1992, Kaiser Consulting celebrates three decades of serving as a trusted business advisor to clients throughout Ohio, the Midwest, and beyond. 

 
 
2022
 
 
 
 
 
 
2022

New Leadership Team Promotions

Firm proudly announces the promotion of four new Directors:

Melanie Gerosa, CPA, MBA
Lisa Glass, CPA, MAcc
Jill Lukshin-Hoff, CPA, MSAc
Tiffany McGinnis, CPA, MPA

2022

90th Employee Hired

Company Milestone

 
 
 
 
 
 
2023
 
 
2023

Firm Recognized for Helping to Grow the CPA Profession

The Ohio CPA Foundation recognizes Kaiser Consulting as a supporter of the Foundation’s work to recruit and develop the next generation of accounting professionals

2023

AICPA Governing Council
Reappointment

The American Institute of CPAs reappoints Lori Kaiser, CPA, CGMA, MBA, to serve three-volunteer year terms on the Governing Council as a representative for Ohio

 
 
 
 
 
 
 
 
2023

New Leadership Team Promotions

Firm proudly announces the promotion of two new Directors:

Michelle Lindsey, NP
Megan Staley, CPA, MAcc

2023

AICPA National Pipeline Advisory Group Appointment

The American Institute of CPAs appoints Lori Kaiser, CPA, CGMA, MBA, to serve on the newly formed National Pipeline Advisory Group to work on a strategy to address the accounting profession’s talent shortage

 
 
 
 
 
 
 
 
2023

Leadership Transition Announced

Firm proudly announces a leadership transition, appointing Tracey Holecek, CPA, to serve as Managing Partner, succeeding Lori Kaiser, CPA, CGMA, MBA, who now serves as Strategic Advisor

2024

Joined Coalition To Resolve Ohio's Accounting Talent Shortage

Kaiser Consulting becomes a founding member of The Ohio Society of CPAs' Ohio Accounting Talent Coalition to help manage Ohio’s accounting workforce strategy

 
 
2024
 
 
 
 
 
 
2024

New Service Provider Role

Firm transitions to a Conway Center for Family Business Service Provider role to provide essential services to family business members