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, CPA

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

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

In her 25 plus years at Hobe & Lucas, Lisa has developed many long-term client relationships. She specializes in auditing, attestation, compliance and accounting services; focusing on a number of industries including broker dealers, investment companies and other financial service companies, not-for-profits; medical and dental groups; and professional service firms. She also has significant experience working with employee benefit plans, and clients within the construction and manufacturing industries. Lisa is also in charge of recruiting and human resources functions at the firm.

LOUIS V. LOPARO, CPA, CITP

Louis joined Hobe & Lucas in 1998. He holds both a CPA and CITP (Certified Information Technology Professional) certification. Along with providing auditing, attestation, accounting, tax and CFO for hire services for Hobe & Lucas’ clients, he also specializes in assisting companies with implementing and streamlining their accounting systems, policies and procedures. With his specialized IT skills, Louis has been very successful in helping client management teams implement policies and processes to achieve their goals.

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.

Chris Duncan, CPA

Chris joined Hobe and Lucas in January of 2022. He has over twenty years of public accounting experience working at the national, regional, and local firm level. Chris provides tax planning and compliance services for a number of businesses, individuals, and non-profits. Chris has vast experience working with various state tax compliance and planning issues. In addition, Chris has worked with many clients looking to sale and acquire their businesses.

David Baldoza

Dave joined Hobe & Lucas in 2019 and brings over twenty-five years of experience to his small-business, non-profit, and individual clients. He advises his clients on issues that are important to them, from start-up to exit strategies, bookkeeping to owner tax and estate planning. Dave leverages technology and Hobe & Lucas’s extensive resources to serve clients nationwide

Graham Blackburn

Graham joined Hobe & Lucas in January 2010. He has worked on a variety of projects and served clients in multiple industries.

James Chase, CPA, MT

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

Jorge Suarez

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.

Kelly Anzevino, CPA, MT

Kelly has over 20 years of experience in the accounting and tax field working with multinational companies at the Big 4 level to entrepreneurial start-up businesses with local public accounting firms. She provides extensive tax knowledge and a passion for assisting clients with complex and emerging tax issues. Additionally, Kelly provides day to day tax compliance and consulting for high net worth individuals and closely held businesses in various industries including professional services, financial services, real estate investments, non-profit organizations, manufacturing as well as the arts, entertainment & recreation industry. Her mission is to deliver consistent, first-class service that focuses on each client’s needs with a personalized approach.

Logan Hundley

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

Malik Mohammad

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

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