Business Consulting

We bring the expertise and objective insight you need to gain an inclusive understanding of your challenges and opportunities.

After years of experience working closely with hundreds of companies in all business lifecycle phases, Hobe & Lucas knows what works and what doesn’t. More importantly, we know why. We bring the expertise and objective insight you need to gain an inclusive understanding of your challenges and opportunities.  Our team can help you achieve your goals and find that competitive advantage. We start with astute observations, analyze the particulars of your operations and ultimately distill our findings into an actionable strategy tailored to your needs.

SYNTHESIZING SOLID FINANCIAL GROWTH STRATEGIES

We are equipped to advise you from business startup through sale or succession. Whether franchising, operating a family business or leading a practice, our team of experienced business and financial management consultants will help you identify and choose the right options for you and your business. We can assist with:

Planning makes the difference between operating a business and operating a successful business.

Our Expert Business Consultants

Planning makes the difference between operating a business and operating a successful business.

JEROME J. LUCAS

Jerry has transitioned into a new role at Hobe & Lucas, relinquishing his responsibilities for the day-to-day financial management of the firm. He continues to be actively employed as an adviser to the firm and its clients. He serves both individual and business clients, providing advice and assistance with business, finance and operational needs. Jerry provides traditional tax and accounting services that include tax research and planning, audits, reviews and compilations. Special areas of concentration include strategic planning for contractors, non-profit organizations, emerging entities and publicly traded companies. Jerry also has extensive experience in mergers and acquisitions, succession planning and estate planning.

WILLIAM WILDENHEIM, CPA

Bill has more than 30 years of accounting and consulting experience. He specializes in several areas, including construction accounting, manufacturing accounting, and sales and use tax consulting.

JAMES P. GERO, CPA, CGMA

Jim oversees Hobe & Lucas’ accounting and audit practices. He also works in the accounting, tax and audit practices. In addition, he works with litigation support services, and performs due diligence for mergers and acquisitions. Jim offers specialized skills in auditing publicly held companies, governmental related entities and manufacturers. He is well-versed in financial statement presentation.

LISA M. MATUSZNY, CPA

Lisa joined Hobe & Lucas in 1992 and specializes in auditing, attestation, compliance, and accounting services; focusing on a number of industries including broker-dealers, investment companies (hedge funds, private equity, and venture capital), medical and dental groups, professional service firms, and not-for-profits. She has significant experience working with employee benefit plans, and clients within the construction and manufacturing industries. Lisa puts her top-notch multi-tasking skills to use as she also oversees the firm’s recruiting and HR functions. For over thirty years, Lisa’s genuine and dependable nature, comprehensive knowledge, and excellent communication skills have enabled her to provide timely and professional advice and assistance to a number of individuals, business owners, and organizations to help them in achieving business success.

During the early part of her career, Lisa noticed a lack of female leadership in the Accounting profession. She saw this as an opportunity and felt inspired to become a role model for other women in her field. Lisa’s career blossomed and she began to advance in the firm, eventually achieving her goal by becoming the first female Partner at Hobe & Lucas, an accomplishment that she is forever proud of and grateful for. As a Partner, Lisa takes an active role in the day-to-day operations of the firm. Her leadership style is one of collaboration. She brings a calm and patient demeanor to the room and enjoys listening, communicating, and sharing. Lisa promises to keep it real through a straightforward approach with each and every client while forming genuine relationships that she so deeply values.

One of Lisa’s main personal interests includes her deep passion for healthy living and healthy eating. She and her husband are avid CrossFitters and, as a breast cancer survivor, Lisa strongly supports Barbells for Boobs – a nonprofit organization striving to improve the quality of life and outcomes in individuals impacted by breast cancer. Lisa also stays active traveling and spending time outdoors where you can typically find her on her stand-up paddleboard or hiking on the amazing trail network that we are so fortunate to have in the area. Her passion for sustainability continues into her love of cooking with local ingredients and her community involvement where she is on the Board of Spice Field Kitchen, a nonprofit that connects people with the source of their food to help individuals learn how sustainable agriculture and mindful preparation nourish people and can change the world. Lisa would be remiss if she didn’t mention her cat, Francie, who is the sweetest Siberian cat that you will ever meet!

Education and Training: 
Bachelor of Science Degree in Business Administration, Accounting, University of Akron
Certified Public Accountant (CPA)

Associations:
American Institute of Certified Public Accountants (AICPA)
Ohio Society of CPA’s (OSCPA)

Community Involvement: 

Board Member, Spice Field Kitchen
Former Finance Committee Member, Conservancy for the Cuyahoga Valley National Park

Inspirational Quote: 

“There will always be someone who can’t see your worth. Don’t let it be you.” – Mel Robbins

LOUIS V. LOPARO, CPA, CITP

Louis joined Hobe & Lucas in 1998.  Through personalized service, he helps clients achieve their strategic, financial, and personal goals by first building effective relationships with clients through trust and dependability. He provides tax, audit, CFO for hire and consulting services to a variety of closely held businesses in the healthcare, construction and professional services industries.

In 2019 Louis became Managing Partner at Hobe & Lucas. As a trusted advisor and shareholder, he leads with integrity, compassion, respect, and togetherness.  Over the years, Louis has learned that success looks different for everyone, and the importance of building meaningful relationships with those around him. He takes immense pride in the family culture he has helped to build and strengthen at Hobe & Lucas, and that sense of family can be felt when interacting with colleagues and the clients he serves. Those moments of authentic connection drive him in his career at Hobe & Lucas.

Outside of work, Louis loves spending time with his wife and four children, as well as his extended family. In true Italian form, family gatherings bring everyone together and always involve a lot of food! He also enjoys volunteering in the community, discovering new restaurants, catching a performance at Playhouse Square, chasing around his 2 dogs, and singing wrong song lyrics – just to bug his kids.

LAWRENCE A. DEBALTZO, CPA, CGMA, CVA

Lawrence began his career as a utilities analyst more than 25 years ago, transitioning to public accounting in 1992. Lawrence lives by the philosophy that accountants are storytellers—accountants tell the story of where an individual, family or business has been. However, as trusted advisers, they are also uniquely positioned to tell the story of where that individual, family or business will go.

Lawrence works with professional service companies, trade associations, construction companies, retail stores, manufacturers, real estate companies, restaurant/caterers and individuals to assist with accounting and tax compliance and planning issues, and to provide proactive advice on a consulting basis. Additionally, Lawrence is able to assist clients with valuation issues such as: buy/sell agreements, merges and acquisitions, and exit planning to name just a few Over the years, he has written policy and procedures manuals, developed databases and modeling spreadsheets, and assisted clients with life and business transitions. Lawrence was a sole proprietor for five years, which gives him a unique perspective of the issues facing today’s business owners.

Barry Garvin, CPA

Barry has over 40 years of experience in management advisory services, tax and accounting. He had a successful accounting practice supporting small to mid-market companies before joining Hobe & Lucas in January of 2021.

Barry began with Hobe and Lucas in 2021 when he merged his practice into Hobe and Lucas. He specializes in working with closely held family businesses in all aspects of their business including tax and estate planning, financial and general business consulting, and all areas of compliance. He started working in accounting field when he was in high school working as a part time bookkeeper for a CPA firm. Then continued working at the firm through college. After graduation began working full time at a public accounting firm and eventually became a partner. Barry’s number one priority is client service.

Outside of the office, Barry volunteers and sits on several boards of not-for -profit organizations including The Cleveland Jewish Federation Commission on Cemetery Preservation and The Magnolia Clubhouse. He enjoys being with family, golf, reading and studying religion and history.

James Chase, CPA, MT

Jim has over 25 years of accounting knowledge and experience specializing in audits and tax services of small to medium sized businesses.

Jorge Suarez, CPA

Jorge handles accounting, tax and other services for clients of varying size and complexity, mostly in the manufacturing, construction and retail industries. He is the in-charge accountant on several audits reviews and compilations. Jorge also assists in new personnel training, mostly as it relates to tax preparation. He is part of the tax department and in that role he assists with the tax review process. He has been in public accounting since 1996.

Logan Hundley, CPA

Logan joined Hobe & Lucas in January of 2018. He works with a range of clients, providing tax, attest, and accounting services.

Malik Mohammad, CPA

Malik Joined Hobe & Lucas in January of 2019. He has worked with a wide range of clients providing tax and accounting services for individuals and businesses. When he’s not crunching numbers he enjoys working out, golfing, traveling, cooking, camping, anything that involves being in the water, and spending time with friends and family.

Pat Lysobey, CPA

Patrick is a senior tax executive with twenty-six years of tax and accounting experience, and strong technical and communication skills. He has extensive knowledge of current tax laws and is adept at recognizing and developing new planning strategies in response to changes in the law. Patrick provides federal, state, local, and international tax research and tax planning recommendations for clients. His past professional accomplishments include providing research and technical assistance in structuring complex corporate and partnership sale and merger transactions. Patrick’s tax background also includes special emphasis in the area of partnership taxation with specialization in real estate tax issues, as well as international taxation for individuals, including expatriates and non-resident aliens. Previously, Patrick was a senior tax executive with International Management Group, a worldwide sports management and marketing firm.

Thad Popchak

Thad has been working with an extensive range of clients since 1998, providing tax, attest and accounting services.

Thomas Kusak

Tom has been engaged in the practice of public accounting since 1980. He joined Hobe & Lucas in January 2019 when they acquired his firm, Flask, Kusak & Company. Tom provides accounting, tax preparation and planning services to business and individual taxpayers in a wide variety of industries.

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We pride ourselves on our unparalleled array of specialties, as well as the quality of work and value we provide across a number of business segments.

Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.

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Contact Info

4807 Rockside Rd Suite 510

Independence, OH 44131

216-524-8900 info@hobe.com