16 Nov 2017

New member firm Hoberman & Lesser CPAs, LLP experience the value of MGI Worldwide membership

Hoberman & Lesser CPAs, LLP, received a UK-client referral from Rickard Luckin Limited.

Newly joined MGI North America member and New York City-based firm Hoberman & Lesser CPAs, LLP is already experiencing the value of belonging to the international accountancy network MGI Worldwide, thanks to a UK-client referral that has quickly taken off.

Being part of an international accountancy network can help many clients from a wide variety of business sectors to set up, grow and improve their businesses – wherever they operate, locally, nationally and internationally.

Whether a client is a multi-national group, small or medium sized entrepreneurial business or a start-up expanding overseas and entering a new market, an understanding of the local economy and business environment is essential and this is one of the many occasions where belonging to the MGI Worldwide network can prove to be extremely valuable.

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UK-client referral leads to extremely positive experience

Within the first few weeks of joining the worldwide network, New York City-based firm Hoberman & Lesser CPAs, LLP, a full-service firm that brings more than 80 years experience in supporting the tax, audit, accounting and management advisory needs of a broad cross section of businesses, received a UK-client referral from MGI UK & Ireland and long-standing member of almost 40 years, Rickard Luckin Limited.

The client, a UK-leader in catering display and serving solutions, required assistance with the expansion of their business into the United States and Director, Ian Plunkett from the UK-based firm sought the expertise of Managing Partner, Robert Hoberman at Hoberman & Lesser in New York City.

Ian says, “Our client set up a new venture in the United States and we were asked to find an accountant to act for them and recommended Robert Hoberman from Hoberman & Lesser. Ian continues, “We were extremely pleased with the quick response from Robert and the support the firm was able to give. It is also a great help to us, in our relationship with the client, that through MGI Worldwide we were able to give them access to good advice and support on this first venture in the United States.”

A successful transatlantic collaboration

Robert also reached out through the MGI Worldwide network for guidance on various international tax issues so they could be confident that they were passing on the best advice, consulting with Tom Neff of California-based member firm RINA accountancy corporation. This further demonstrates the value of belonging to a global accountancy network, as it provides firms with access to a wide range of expertise and resources both state-wide in the United States and globally.

Advice to fellow members

Robert offered some valuable advice to fellow MGI Worldwide member firms who are looking to get involved in international collaborations, emphasizing the importance of being attentive to the client.

“Make sure you’re discussing your client’s needs and objectives thoroughly to ensure you can provide them with the level of service that they require,” he advised.

MGI North America Regional Director, Joe Tarrasco was delighted to welcome Robert at the North America regional conference in Scottsdale, Arizona, USA and at the flagship Global AGM and 70-year anniversary celebratory event in Frankfurt, Germany where Robert had plenty of opportunity to meet and interact with his MGI colleagues from all over the world.

Download the full member case study HERE

For further information, contact Robert Hoberman [email protected] or Ian Plunkett [email protected]

MGI Worldwide is a top 20 ranked global accounting network with some 5,000 independent auditors, accountants and tax experts in over 260 locations around the world.