ROCHESTER — An accounting and advisory firm that operates in Watervliet, northeast of Albany, is set to combine with The Bonadio Group in early September. The deal involving DALLE Accounting and Cash Management, Inc. is expected to close on Sept. 8. That’s when all employees of the Watervliet firm will join the Bonadio Group and […]
ROCHESTER — An accounting and advisory firm that operates in Watervliet, northeast of Albany, is set to combine with The Bonadio Group in early September.
The deal involving DALLE Accounting and Cash Management, Inc. is expected to close on Sept. 8. That’s when all employees of the Watervliet firm will join the Bonadio Group and DALLE will begin to operate under the Bonadio Group name.
The Bonadio Group is headquartered in Rochester and operates an office in at 432 N. Franklin St. in Syracuse’s Franklin Square area. The firm also describes itself as the largest independent provider of accounting, assurance, tax, and consulting and advisory services in upstate New York.
This strategic partnership will enhance the Bonadio Group’s presence in the Capital Region, adding about 20 new employees, including one partner, and more than 500 client relationships, per the Bonadio announcement. DALLE’s clients will continue to work with the same DALLE representatives, but they’ll have access to Bonadio’s expanded service offerings, resources, and industry expertise, Bonadio said.
“This is an exciting step for our firm that enables us to offer more services to more clients in the Capital Region,” Bruce Zicari, CEO and managing partner of the Bonadio Group, said. “DALLE’s strong track record of success, specialized expertise and deep roots in the Albany market align perfectly with Bonadio’s values and commitment ‘To Be Growing.’ We’re thrilled to welcome their talented team to our firm.”
Founded in 2006 in Watervliet in Albany County, DALLE works to provide small businesses and nonprofit organizations with financial leadership. Over the past two decades, the firm has grown a client roster of more than 500, “delivering everything from day-to-day accounting support to complex financial transactions and regulatory compliance through a unique team-based model,” per the Bonadio announcement.
“Our decision to join Bonadio reflects our shared commitment to people-first values, forward-looking client service, and continuous improvement,” Dan Lortie, managing director at DALLE, said. “Together, we can offer our clients more resources and our team greater opportunities, all while preserving the personalized service that has defined our approach.”
