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ARCHIVED  July 2, 1999

Anderson & Whitney loses two shareholders

GREELEY — Chuck Anderson, a certified public accountant and shareholder with Anderson & Whitney P.C. of Greeley, will end his 25-year stay with the firm.

Anderson, who is no relation of the firm’s co-founder David Anderson, has not had a falling out with the firm; he is acting in the best interests of his particular talents, which have evolved over the years as he’s worked on unusual projects for a small number of Anderson & Whitney’s elite clients, co-founder E. Kenneth Whitney said.

“He’s been a person who’s worked on some large accounts that required a lot of non-CPA management work — a lot of negotiations,” Whitney said. “There’s been pressure on him from these clients seeking his services for a long time; he came to us last winter. We encouraged him to continue negotiations, but by no means did we want to see him leave.”

“I’ve been here 25 years,” Anderson said. “I had not envisioned this happening. The opportunity surfaced that allows me to focus on a small group of clients — and allows me to focus solely on them. One primary client encouraged me to do something, and that’s what I’m doing.”

Anderson & Whitney was founded in 1968 by Whitney and David Anderson, with a focus on auditing and accounting services. The firm employs a staff of 25 (30 during the tax season) and grossed more than $2 million in 1998.

Another shareholder and CPA, Mary Schweers, will partner with Anderson as he forms Anderson CPA and Financial Services P.C., which will have offices in Fort Collins and Greeley. Anderson and Schweers will continue to work on the accounts they serviced while working at Anderson & Whitney.

Anderson & Whitney is left with six remaining shareholders. The firm will hire an administrative person to take over for some of Schweers’ duties but will not seek a replacement for Anderson, Whitney said.

“The fortunate thing about this is that the tough stuff Chuck was doing doesn’t fall on anyone else,” he said. “It’s not a big adjustment for us because the stuff I don’t know who could replace him on he’s taking with him.”

Whitney added: “There’s a couple of clients he wants to work for. He’s not going to do complete audit work, and so he may be hiring us in the future. It’s not that we’re separating. He’s just going in a different direction. We may still retain him for some things that he has expertise in. We’ll retain him for a fee, and he’ll retain us for a fee. It’s a very amicable parting.”

Anderson agreed.

“I’ll still use their conference rooms — they’re allowing me to continue using their conference rooms,” he said, emphasizing the ongoing relationship he and his former partners will continue to share. “I’ll do certain services and they’ll do certain services. I will not do audits, and all of my clients who require auditing services will work with Anderson & Whitney. It’s very amicable.”

GREELEY — Chuck Anderson, a certified public accountant and shareholder with Anderson & Whitney P.C. of Greeley, will end his 25-year stay with the firm.

Anderson, who is no relation of the firm’s co-founder David Anderson, has not had a falling out with the firm; he is acting in the best interests of his particular talents, which have evolved over the years as he’s worked on unusual projects for a small number of Anderson & Whitney’s elite clients, co-founder E. Kenneth Whitney said.

“He’s been a person who’s worked on some large accounts that required a lot of non-CPA management work —…

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