Dick Kerkering and Allan Barberio initially met in 1970 while working at the same Sarasota CPA firm. As they grew to know each other, they found that they shared a client service model different from that of their current employer. After a couple years, they made the decision to go out on their own and put their vision into action. They began Kerkering, Barberio & Co. by offering outsourced CFO services, tax preparation and business consulting.
As the company grew, Dick and Allan enjoyed the competitive advantages that a larger firm with quality people and a dedication to client service could offer. They continually added the necessary resources to serve their clients and the local market. Growth presented both challenges and opportunities, but they never waivered from their long-term strategies.
For Dick and Allan, the biggest challenge of starting Kerkering, Barberio & Co. was trying to balance the demands of a growing business and growing families, both of which take significant time and dedication. For anyone starting a practice today, they would recommend:
Those values combined with a commitment to hard work and dedication created what today has grown to be the largest locally owned CPA firm serving many thousands of clients in not only Sarasota and Manatee Counties, but nationally as well as globally.
Today, Dick and Allan stay busy, but in very different ways. Dick left public accounting in 1987. He relocated to Portland, Oregon where he worked as the CFO for Harder Mechanical Contractors for eighteen years until his retirement in 2006. Dick now resides in Sarasota but spends the summers in central Oregon. Allan retired from public accounting in 2005. He has been active in a number of business ventures and is currently the general manager of Emcee Electronics, Inc.
Kerkering Barberio. Our Mission: Bringing together the best people, quality services and innovative products to assist our clients in achieving their personal, business and financial goals.
Kerkering Barberio has the expertise and long history in providing diversified accounting and financial services to individuals, businesses, and organizations that range from small non-profit to multi-million dollar manufacturing entities. Since our founding in 1972, we have grown to provide a broad spectrum of services including the creation of three independent companies: SouthTech Solutions (technology), Allegiant Private Advisors (wealth management), and KB Pension Services (pension administration).
Update as of 11.16.2020
Dear Clients and Friends of Kerkering, Barberio & Co.,
Kerkering, Barberio & Co. is taking a cautious and methodical return to our prior state. Our offices are open by appointment only. Please note that all staff and visitors in our office must wear a mask. If you do not have one, we will provide one.
To drop off documents, the following still apply:
Kerkering, Barberio & Co. is committed to our continued operations for the benefit of our clients and team members. If you would like to schedule an on-site appointment, please contact your Kerkering Barberio representative.
We appreciate your continued support. If you have any questions, please don’t hesitate to contact us at 941-365-4617.
Robert J. Lane, CPA
President and Managing Shareholder