Ohio Pen - Kaiser Consulting Announces Leadership Transition

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Tracey Holecek has been named Managing Partner of Kaiser Consulting, succeeding Lori Kaiser, who has transitioned to Strategic Advisor.

COLUMBUS, Ohio - OhioPen -- Kaiser Consulting is pleased to announce a leadership transition, naming Tracey Holecek, CPA, to serve as Managing Partner of the firm effective October 1, 2023. Tracey succeeds Lori Kaiser, CPA, CGMA, MBA, founder + CEO of Kaiser Consulting, who has transitioned to a Strategic Advisor. The transition between two of the firm's shareholders reflects the culmination of a long-term succession plan.

Kaiser pioneered the company's award-winning, nationally recognized part-time, flexible business model. She led Kaiser Consulting to multimillion-dollar growth and a team of nearly 100 professional employees since its inception in 1992. Kaiser will actively support the transition and work closely with Holecek and the leadership team to ensure a seamless handover of knowledge, responsibilities and relationships.

Holecek has a wealth of business, accounting and finance expertise from her 20+ years of experience, including Big Four audit, public company and private industry. She has been with Kaiser Consulting for over ten years and steps into her new role as managing partner after serving on the management team since 2016 and as a managing director of client service. Before then, she served the company as an accounting consultant, project manager, and director of client service.

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In addition to managing multiple client engagements and relationships and overseeing employees in several practice areas, Holecek has been responsible for developing and implementing various strategic initiatives for Kaiser Consulting. She is passionate about educating future accounting professionals and has presented to business leaders in the community on several financial and leadership topics.

ABOUT KAISER CONSULTING
Kaiser Consulting offers a full suite of accounting, finance, and IT compliance and data security solutions delivered with industry-specific expertise to help organizations navigate the complexities of growth and change. Our accomplished professionals collaborate with executives and management teams to reduce business and operational risks, bridge resource gaps and optimize company-wide financial performance. A trusted advisor since 1992, we proudly serve enterprises of all sizes, including privately held and publicly traded businesses, multinational Fortune 100 and Fortune 500 companies, closely held entities, visionary start-ups, and mission-driven nonprofit organizations. Headquartered in Columbus, Ohio, we are a member of the Atlantix Partners family of companies – a nationwide network of seven premier finance and accounting consulting firms representing 400+ professionals that expands the breadth and depth of our selection of accounting, finance, compliance, data automation, and technology service offerings. We help clients throughout Ohio, the Midwest, the United States and beyond manage immediate needs, meet short-term targets and achieve long-range goals. Our commitment to experienced and knowledgeable professionals gives your enterprise a distinct advantage in identifying potential business issues, implementing solutions and eliminating obstacles before they are encountered. To learn more, visit https://kaiserconsulting.com.

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Source: Kaiser Consulting, LLC

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