Bates, Barksdale, Ickert & Company specializes in serving the needs of individuals and closely held companies. In addition to their accounting and tax expertise, this unique full service firm serves as a business consultant providing meaningful recommendations relative to a variety of business and financial matters.
The firm, founded in 1979, is a member of the Peer Review Section of the American Institute of Certified Public Accountants. As a member of the section, the firm must submit to an independent quality review of its accounting and auditing practice every three years to assess compliance with professional standards. The firm has received the highest rating on its peer reviews.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our ongoing investment of time and resources in professional education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
The wide variety of clients we serve has given our firm vast experience in the following industries:
*Contracting *Real Estate *Food Services *Health Care *Transportation *Professional Practices *Retailing *Not-For-Profit *Wholesaling *Service Providers *Manufacturing *Insurance *Metallurgical Industry *Developmental Companies
Profile of Firm Members:
E. Alan Bates, CPA- (1948 - 2016) An original founder of the firm, Alan began his career with Touche Ross & Company in 1970 upon graduation from Point Park College. Alan served as a consultant to his clients in a variety of business and financial matters, including strategic and technical planning, acquisitions, mergers, sales and dissolutions.
Jeffrey A. Barksdale, CPA- A 1972 graduate of the University of Virginia, Jeff began his career with Arthur Andersen & Company in the small business division and subsequently founded the firm in 1979. Jeff also has a Masters Degree in Taxation from Robert Morris College and is a Certified Financial Planner. Besides serving his clients in a variety of accounting, tax and financial planning matters, Jeff is also the firm's administrator.
Donald W. Ickert, CPA- Don joined the firm as a partner in 1981 after several years as a partner in the firm Gaus, Ickert & Company. Don has a Masters Degree in Taxation from Robert Morris College and is a Certified Financial Planner. He also is an accredited member with the ASA designation from the American Society of Appraisers, along with the Accreditation in Business Valuation (ABV) designation from the AICPA and specializes in business valuations.
John F. Marzo, CPA- John joined the firm in 1991 after working for Hill, Barth & King, CPAs for several years. John has both a Bachelors Degree in Accounting and a Masters Degree in Business Administration from Duquesne University. John has also earned the professional designation of Certified Specialist in Estate Planning (CSEP), as awarded by the National Institute for Excellence in Professional Education, LLC. John is the firm's Quality Control Director.
Richard A. Stewart, CPA - Rich joined the firm in 1989 after graduating from Indiana University of Pennsylvania. He is also a Certified QuickBooks Pro Advisor and assists clients with various other accounting software applications, accounting services, auditing, tax planning and preparation including multi-state taxation.
Douglas S. Dixon- Doug joined the firm in January 2007 as a staff accountant and has 10+ years experience in the profession. Doug services individuals and closely held businesses in the areas of accounting, auditing, tax planning and preparation.
Steven A. Stepanian III - Steven joined the firm in August 2017 as a staff accountant. A graduate of Mercyhurst College, Steven also has a Masters of Accountancy degree from Duquesne University. He previously worked at Bank of New York Mellon as an accounting analyst and Deloitte & Touche as an audit associate.
Benjamin A. Behanna - Ben joined the firm in June 2018 as a staff accountant after several years in the banking industry. A graduate of Hiram College, Ben also has a Masters of Accountancy degree from Case Western Reserve University.
Conner P. Forsythe - Conner joined the firm in June 2018 as a staff accountant. He is a recent graduate of La Roche College.
Cheryl Williams - Cheryl joined the firm in October 2015 as general office manager. She has been with our affiliate company BIB Financial Servies for many years and most currently as a part-time assistant. In addition to her office management skills, Cheryl has vast experience in customer relations, bookeeping, tax preparation and computer support from prior experience in the accounting and real estate closing industry.
Kelley Gloekler - Kelley joined the firm in January 2017 as an administrative assistant. Kelley graduated from the University of Delaware with a BA in History. She has experience in data entry, customer service and payroll organization.