Kaiser Consulting Announces Leadership Transition

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

Kaiser, a graduate of Miami University’s Farmer School of Business and The University of Chicago Booth School of Business, 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.

“Building Kaiser Consulting into the thriving firm it is today has been my life’s work for the last 30+ years. While I have had the privilege of leading the firm, our sustained success is built upon the steadfast dedication of the entire Kaiser team, past and present, to exemplifying the core values that have served as the foundation of our firm since I began the business in the early 1990s,” said Kaiser. “Our management team and team members, now led by Tracey, share these values and are committed to ensuring they remain central to all interactions the team has with one another, our clients, and the communities where we live and work.”

“I am confident that Tracey will take our organization, clients and employees to even greater heights. She has earned her new leadership role as managing partner through her hard work, tenacity and dedication,” commented Kaiser. “Tracey believes in our firm’s mission, vision and values and has the talent, experience and skills to ensure the continued growth and prosperity of Kaiser Consulting, the professionals we employ and the clients we serve.”

Holecek is a John Carroll University graduate with 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.

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.

“I am highly honored to carry on the tradition of excellence that Lori created during her tenure as founder + CEO of Kaiser Consulting,” commented Holecek. “It has been an invaluable experience to be mentored by Lori as she built this fantastic company. I look forward to continuing her legacy of developing the talents of Team Kaiser and partnering with our clients to achieve success throughout their business journey.”

“As Kaiser Consulting celebrates recently being named a 2023 Best Place to Work in Central Ohio for the eighth year, our management team, team members, and I share a determined drive to enhance our firm’s culture of excellence and preserve our proven innovative scheduling model,” said Holecek. “As managing partner of Kaiser Consulting, I am excited about the opportunities for innovation, growth and success in a business environment full of possibilities.”

Please join us in wishing all the best to Tracey and Lori as they assume their new leadership roles.

ABOUT KAISER CONSULTING

Kaiser Consulting offers a full suite of accounting, finance, and information technology 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.