Home Posts tagged Julie Quink
Class of 2026

Managing Principal, Burkhart Pizzanelli, P.C.

She’s a Role Model, Tone Setter … and Great Listener

Julie Quink says it’s easy for accountants to get involved in community.

Indeed, she said, there’s no shortage of small nonprofits who need CPAs on their boards to help handle the books, and over the years, she’s done some of that, as almost everyone in the profession has.

And she encourages all members of the team at Burkhart Pizzanelli, P.C., the firm she serves as managing principal, to get involved as well — and, when possible, to go much further than crunching numbers for nonprofits and regional institutions, although that’s important, too. And here, she sets the tone.

She’s affiliated with several professional groups, such as the Massachusetts Society of CPAs and the Assoc. of Certified Fraud Examiners; sits on some boards — those at Baystate Health, Greater Springfield Senior Services, Monson Savings Bank, and Square One, among others — and serves as treasurer for the Quaboag Hills Chamber of Commerce, I Found Light Against All Odds, and the Estate Planning Council of Hampden County.

“One of the things that Square One does is allow us, when the coats come in, to help the kids choose their coat, and some of our team members take part. It’s a completely amazing event for us, and over the years, it has helped the team share my commitment to that organization because we can see that the little work we do for this fundraising really has an impact on these kids.”

But she does, indeed, go further, such as with Square One’s Operation Warm, a program that provides winter coats for kids; she has made the firm the sponsor of that initiative and inspired team members and clients alike to support those efforts.

“One of the things that Square One does is allow us, when the coats come in, to help the kids choose their coat, and some of our team members take part,” she noted. “It’s a completely amazing event for us, and over the years, it has helped the team share my commitment to that organization because we can see that the little work we do for this fundraising really has an impact on these kids.”

Julie Quink with Burkhart Pizzanelli co-owner Deborah Penzias

Julie Quink with Burkhart Pizzanelli co-owner Deborah Penzias.
Photo by Bob Zemba, Simple Truth Imaging

With that, she tells the story of a now-retired staff member at Burkhart Pizzanelli who had a sign outside his office that read ‘Grumpy Old Man.’

“He was self-proclaimed,” Quink said. “He went one year when the team met with the kids to hand out coats, and he was on his knees with these little people, and he had the biggest smile on his face. And I just thought, ‘if there was nothing else worth it in this whole entire thing, just seeing the look on his face and the joy that doing what he was doing brought … that’s what it’s really about for me.’”

Quink’s success with creating such moments is one of many reasons why she will be among those honored as Difference Makers in 2026. Others include the way she serves as a mentor and role model to those on her staff, creating an atmosphere that is more like a family than a business.

“Julie believes that we live and work in a community, and everyone has a very important role to play,” said Rebecca Connolly, director of the Auditing Department, who nominated Quink for this award. “She takes her role as a business owner and as a role model — not only for her staff, but her family and clients — seriously.

“At work, we joke that we don’t think Julie sleeps because she is so busy with helping small business owners with their businesses, helping them to grow their businesses, navigating tough financial times, while coming out on the other side feeling more supported and in better financial position,” Connolly added, noting that she does all this while serving on several boards, supporting the initiatives of several nonprofits, and serving as adjunct faculty in the MBA accounting program at Elms College.

Quink says she enjoys all aspects of this balancing act and finds the time for all of it, even during tax season — which isn’t really a season anymore, she noted, saying, “it never ends.”

“I can tell you personally that I take away much more than I give when it comes to organizations I belong to and work with, as a board member or even as a volunteer,” she told BusinessWest. “It makes everything worthwhile when you see the impact that you have on someone else’s life.”

Julie Quink spends a moment with a Square One student as winter coats are distributed as part of Operation Warm.

Julie Quink spends a moment with a Square One student as winter coats are distributed as part of Operation Warm.

Overall, Quink excels at listening, responding, and being there for people — in all aspects of her life and every corner of the community.

 

It All Adds Up

Quink told BusinessWest that, while in high school, she developed an affinity for numbers and accounting.

“My accounting professor recognized that I had a talent in that area — I wasn’t even focused on it, really — and urged me to explore it,” she recalled. “It was interesting to me, and I understood it; I’m not a scientist, and I could never be a medical professional — I don’t have the stomach for that sort of thing — so accounting was it.”

She considered UMass Amherst and Elms College, and chose the much smaller, much more intimate setting, and never regretted that decision, becoming the first in her family to graduate from college.

“I’m a firm believer that you end up where you’re supposed to be,” she said, adding that she enjoyed the small class sizes there. “In hindsight, had I gone to a large institution, I probably would have gotten lost in the system. It was a benefit to me, and that’s one of the reasons I teach at Elms.”

She started in the field as senior accountant at what was then KPMG Peat Marwick in Springfield and later worked for 17 years at J.M. O’Brien & Co., P.C. in Springfield as director of Audits and Business Issues.

She came to West Springfield-based Burkhart Pizzanelli, now celebrating its 40th anniversary, in 2011 as part of a succession plan, serving first as senior manager of Audit/Consulting before becoming a principal in 2013 and then managing principal in 2015. She’s now spent 35 years in the profession and has seen a good amount of change, especially when it comes to culture.

“When I came on, you were expected to work long hours, you were expected to travel … it was just something you knew was part of the job; it was expected of you, and you did it,” she explained. “Now, it’s a lot different in terms of culture; we’re really focused on our team members here, their wellness, their well-being, their career trajectory. It’s really come a long way.

“Quality of life is really important to the younger generations, understandably, and the meaningfulness of what they do is important,” she went on. “We’ve had to adapt to all that.”

Elaborating, she said Burkhart Pizzanelli was at what she called the “front end of that curve,” which is one of the things that attracted her to the firm. And as managing principal, she is determined to stay ahead of that curve.

“What’s really important for us is balance,” she told BusinessWest, noting that there is now a staff of 25. “I think we, as a leadership group here, are really in tune with what’s impacting our team, and we can make changes and adapt workloads quickly if we see that someone’s overwhelmed.”

Beyond balance, she and others on the leadership team are focused on mentoring and being positive role models for younger staff members.

“All the leaders here have a strong desire to make sure our team is happy, growing in their positions, exposed to new opportunities … so we all take mentoring very seriously,” she said. “If I were to look at where I spend my time during the day, I’d say maybe an hour or two a day is spent in conversation about ‘how can we do this better? Where are we at? And how can I be a resource for you?’ We want to be hearing what’s going on, and we want to be adapting where we need to make change, and that takes a lot of listening. So I like to think I spend a lot of time listening.

From left: Julie Quink with team members Sarah Lapolice, Rebecca Connolly, and Deborah Penzias

From left: Julie Quink with team members Sarah Lapolice, Rebecca Connolly, and Deborah Penzias.
Photo by Bob Zemba, Simple Truth Imaging

“If I want people to come to me as a leader with a problem, an issue, something I can solve, my advice … I must be authentic, and they need to feel like they’re being heard,” she went on. “I’m really focused on what’s important to them because, if it’s important for them, then it becomes important for me.”

 

Warm Thoughts

This ability to listen and act on what she’s hearing is one of the many reasons why Connolly considers Quink, the tone-setter for the company, a Difference Maker.

“She really believes in family — she remembers everything about you,” she said. “No matter if it’s April 15 and a client needs her or something has happened to a staff member health-wise, her first response is, ‘do what you need to do; we’ll cover you.’ That’s what we do — we’re a team, and we support one another.”

Indeed, Connolly said, if there is one word that perhaps best sums up Quink and all aspects of her life, it would be ‘supportive.’ That’s true when it comes to the team at work, clients, her students at Elms, and the community.

“I can tell you personally that I take away much more than I give when it comes to organizations I belong to and work with, as a board member or even as a volunteer. It makes everything worthwhile when you see the impact that you have on someone else’s life.”

With that last realm, she stressed that she gets involved with agencies and causes that she’s passionate about, and she encourages others at the firm to take that same approach. “I tell them, ‘don’t just volunteer and not feel like you’re getting meaning out of your volunteering.’”

This sentiment explains why she became involved with healthcare organizations such as Baystate Health — which is going through a challenging time, as all hospitals and healthcare systems are — as well as Greater Springfield Senior Services and Square One.

“I’m on the board of Greater Springfield Senior Services because of the really great work they do with seniors in the catchment area and folks that really need the services we can provide and connect them to,” she said, explaining that she has chaired this board for several years now. “Especially as our population ages, we want people to be able to age at home if they like.”

Julie Quink, left, and other Burkhart Pizzanelli team members take part in a program run by the Parish Cupboard, which provides meals and groceries to individuals and families in need.

Julie Quink, left, and other Burkhart Pizzanelli team members take part in a program run by the Parish Cupboard, which provides meals and groceries to individuals and families in need.

She was also drawn to I Found Light Against All Odds, an organization that helps secure housing for homeless young women — efforts that made it a Difference Maker in 2022.

“The need exists, probably more than we recognize or are aware of,” Quink said. “Homelessness is a real issue among young women, and that’s what drew me to that organization; we’re actively working toward increasing programming and creating more supports for women in that age group and in those insecure situations. Our goal is to get them off the streets or out of the situation that is harmful for them.”

With Square One, she was approached by now-retired president and CEO Joan Kagan to join the board, and almost immediately started looking for ways to get involved on a deeper level.

She recalled a conversation with Kris Allard, the agency’s vice president of Development and Communication, about the coats program.

“They had someone who worked with them prior who was backing out of the coat campaign, and she approached us about sponsoring that effort,” Quink noted. “We sat across this conference room table, and both had tears in our eyes as we talked about the conditions these kids are dealing with.

“I said, ‘sure, we’ll do what we can — we’ll be a sponsor,’” she went on, adding that it soon became a firm-wide initiative, with fundraising and then and distributing the coats.

The fundraising goal this year was $5,000, she said, noting that more than $10,000 was raised, enough to buy more than 400 coats.

“Over the years, the campaign has evolved to where our clients have gotten involved, and they remind us to send them information on the coat campaign because they want to donate,” she continued. “It’s really become important to us, but also our clients.”

And it’s just one example of how Quink and members of the firm get involved beyond handling the books for nonprofits. And another example of why this role model is also a Difference Maker.

Accounting and Tax Planning Special Coverage

Firm Resolve

Julie Quink (left) and Deborah Penzias

Julie Quink (left) and Deborah Penzias, partners at Burkhart Pizzanelli.

 

Julie Quink says she’s often asked about the name of the company she now leads with her partner, Deborah Penzias.

And that’s understandable, given that neither one is named Burkhart or Pizzanelli.

Those were the names of the founders, Quink explained, adding that the firm’s name has become a respected brand over the past 37 years, so she and Penzias saw, and continue to see, value in maintaining it, just as many other accounting and law firms have kept the names of their founders over the door.

“It’s such a brand, one that people across the region know,” she told BusinessWest, adding that modern technology has added an intriguing and sometimes fun twist to the equation.

Indeed, when those from the firm call, what shows up on many of today’s phone systems and their caller-ID programs is ‘Burkhart Pizza.’

“There isn’t enough room for the full name — it cuts off the ‘nelli’ part,” said Quink with a laugh, adding that some surprised call recipients will respond with, “but I didn’t order a pizza.”

“We had decades worth of tax legislation in just a few years.”

While pepperoni with extra cheese isn’t on the menu, a full menu of accounting, auditing, and business-consulting services are, said Quink, noting that, in recent years, those consulting services have become an ever-more important part of what an accounting firm, and especially this one, can provide to its clients, whether it involves strategic planning, succession planning, or maybe just a survival strategy (more on that later).

Speaking of the past few years … they have been a long and very difficult time for all those in business, but especially those in accounting, said both partners, noting both a raft of changes to tax codes and a mountain of work that falls in the category of non-traditional — everything from help with PPP loans to assistance with applying for the Employee Tax Credit.

The phrase ‘never-ending tax season’ came into vogue to describe the past three years, and both partners put it, and similar phrases that say essentially the same thing, to use.

“We had decades worth of tax legislation in just a few years,” Penzias said. “The only constant is change; the need has been pretty heavy from the client side, and rightfully so.”

Quink agreed, noting that, starting early in the pandemic and then continuing for the next few years, those in the accounting realm, and this firm especially, have been “running on adrenaline,” as she put it.

“That’s what we’ve been doing these past few years to help clients get though, help clients with various crises and whatever needs they had during that timeframe,” she said. “Clients continue to have needs, but it seems like we’re coming off that adrenaline rush now. I’m tired, and other practitioners I talk to are tired, and our team is tired, and I think this is a result of the emotional and physical toll of what’s happened over the past few years.”

Elaborating, she mentioned challenges ranging from the additional work, constantly moving deadlines, and pressures facing clients to workforce issues and simply “finding people willing to do the work.”

Actually, the adrenaline rush wore off some time ago, she said, adding quickly that the additional work and responsibilities haven’t stopped coming.

“We’re tired,” said Quink, adding that this is one of the reasons the Burkhart Pizzanelli office will be closed on Fridays for the summer, continuing a tradition started several years ago.

Some will come to the office and take advantage of the quiet to get caught up, but many will take a three-day weekend every week from Memorial Day to Labor Day, a benefit that is much appreciated, especially after tax season and all the additional work of the past several years.

“Many of us take the time and recharge,” she said, adding quickly that, while the adrenaline rush has worn off, the firm is pushing ahead on many different fronts out of necessity — everything from strategic and succession planning to coping with a challenging workforce front.

The team at Burkhart Pizzanelli

The team at Burkhart Pizzanelli has been “running on adrenaline” over the past few unusual years, Julie Quink says.

For this issue and its focus on accounting and tax planning, BusinessWest talked at length with Quink and Penzias about everything from the past few years and what they’ve meant for the firm to what’s in the business plan for ‘Burkhart Pizza.’

 

A Bigger Piece of the Pie

Tracing the history of the firm, Quink said it was founded in 1986 by Richard Burkhart and Salvatore Pizzanelli. In 1987, Tom Pratt joined the firm, and for the next several years, the three operated the firm under various names before settling on Burkhart Pizzanelli, a name that has stuck for all the reasons noted above.

“They developed a nice practice in the area working with many different types of industries and types of clients,” she said, adding that firm has continued to grow and evolve over the years, building on that solid foundation laid by the partners.

“It’s a really exciting time for us; we’re growing by leaps and bounds,” said Penzias. “We would love to expand our team — providing quality services for our clientele and managing the client load is one of our biggest challenges. It’s a growth time; it’s an exciting period. The younger folks are learning rapidly, and there’s a really positive atmosphere here.”

Today, the firm serves clients of all sizes and sectors, including nonprofits, healthcare, manufacturing, retail, construction, distribution, real estate, and others.

Penzias joined the firm in 1998, and Quink came aboard in 2011. The two became principals in 2013, negotiating a buyout with their first partner in 2014 and the second one in 2015. Quink became managing principal in 2015, and the last partner was bought out in 2019.

“I’m tired, and other practitioners I talk to are tired, and our team is tired, and I think this is a result of the emotional and physical toll of what’s happened over the past few years.”

Along the way, the firm bought out the Palmer practice of Steve Chiacchia, giving it two locations, including one in the eastern part of the region, Quink said, adding that most of the retired partners are still active with the firm to one degree or another.

As noted earlier, Quink, Penzias, and other members of the leadership are working on a number of fronts simultaneously.

One is strategic planning, Quink said, adding that the firm’s broad goal is to remain independent and grow, mostly in an organic fashion, although she said will explore mergers and acquisitions, to acquire talent as much as anything else.

“There are certain ways to get people to join you team, and one of them is to acquire a firm that has good, talented staff and that’s attractive,” she explained, adding that this was part of the mindset with the Chiacchia firm, which also offered a base in the Quaboag area, one she said provides ample growth opportunities.

“There’s a lot of great businesses and opportunities for us in that market,” she noted. “That office and that practice has been growing nicely since we acquired it.”

Another priority moving forward is to maintain and build upon what the partners describe as a fairly unique corporate culture, one that probably wouldn’t fit smoothly with a larger, regional firm, she said, adding that this is one reason why the founders, and now Quink and Penzias, have entertained offers to be acquired, but ultimately rejected them.

“We want to preserve this for the team,” Quink said. “We want to keep the Burkhart legacy going as long as it makes sense to do so.”

When asked to describe that culture, she said the firm is structured in many ways like a family. To emphasize the closeness of the team and how well it works together, she went back in time to the early days of the pandemic, when working remotely became the norm, even at essential businesses like banks and, yes, accounting firms.

“We’ve had the ability to work remotely for 15 years because of the software we use and how it’s cloud-based, but during the pandemic, most of our people chose to work here, and I think that’s telling,” she said, adding that firm took the necessary precautions to make sure people were safe. “I think it’s a place where people feel comfortable and where they feel they’re not just a number.

“We’re very in tune with what’s going on with our team members, with their vision, what they want, where they want to go with their careers,” Quink went on. “We’re businesslike, but we’re very much a team, and we like to be with each other.”

 

Topping It All

The team has been together quite a bit over the past three years and three months, said Penzias, noting that the pandemic and its aftermath have produced not only longer tax seasons, or one never-ending season, but many additional types of work that clients want and need.

Increasingly, she noted, clients are looking to their accounting firm for assistance not only with taxes and auditing, but with strategic planning and navigating the many challenges facing businesses of all sizes today, from supply-chain issues to how to navigate the recession that many prognosticators say is coming.

Quink agreed, noting that the pandemic has been a long and trying time on many levels, professionally but also emotionally. Indeed, she said the firm saw several of its clients die from COVID, including one of the patients in the Soldiers’ Home in Holyoke.

Meanwhile, this trying period generated additional work on many different levels, she said, listing everything from individuals inheriting large sums of money due to deaths from COVID to small-business owners deciding that it was time to sell their venture or perhaps merge with another.

“Our industry is rigorous, as are many others. It’s difficult to find people who want to live this lifestyle, so to speak, and work really, really hard.”

“We had commercial clients that closed because of the world turning on its end; we helped them wind down a legacy business, a family business, or transition it to someone else because they didn’t have the capacity to handle it anymore,” she recalled. “We did see an uptick in merger-and-acquisition work over the past three years, with clients deciding, as a result of the strains being put upon them by the new world, that they were done, and either we helped them find a buyer, or they found their own buyer through a broker, and we helped them negotiate the specifics of the deal.”

Things have slowed somewhat, but the firm is still seeing some activity in that realm, Quink said, adding that, overall, many clients are still struggling to fully recover and get back to where they were pre-pandemic.

Another priority for the firm is succession planning, she told BusinessWest, adding that the firm is committed to ensuring that the next generation of leaders is in place.

“We’re developing our next succession team, so when Debbie and I retire, we have our team in place to continue moving the Burkhart legacy forward,” she said, adding that this is an important assignment for any company, and one she and her term consult with many of their clients on.

Another challenging assignment is finding and retaining talent, and this is another issue to which the firm is advising clients to take a proactive approach — while practicing what it preaches.

“We’re trying to be as creative as we possibly can to recruit,” she said, adding that, while people at this firm like to be in the office, the trend in the industry — and across the workforce, for that matter — is toward remote work and hybrid models.

As a result, the firm is willing to be flexible with work arrangements, with a mix of remote work and at least one day in the office.

“We’re seeing a lot more firms requiring people to go in one or two days a week,” she said. “So what worked for someone living in Western Mass. and working for a Boston-based firm might not fit now with these changes that we’re seeing, so that might benefit us. Overall, we’re all competing for the same talent.”

Quink cited statistics suggesting fewer people are getting into the accounting field, and there are discussions ongoing within the Massachusetts Society of CPAs about how to reverse that trend.

One obvious strategy, she said, is for people like her to get into high schools and even middle schools and talk about accounting and how this business is not just about filing tax returns. Still, it is a difficult business, and its long hours and difficult tax seasons are not easy sells.

“Our industry is rigorous, as are many others,” said Quink as she talked about the workforce challenges facing this firm and all players in this industry. “It’s difficult to find people who want to live this lifestyle, so to speak, and work really, really hard.”

 

The Crust of the Story

Looking ahead, Quink and Penzias said that, overall, the names on the company’s door are more important than their own.

Those names speak to a long track record of excellence when it comes to serving clients not just by adding up numbers, but by helping them cope with change and challenge and seize opportunities when they are appropriate.

The caller ID on the office phone may identify them as ‘Burkhart Pizza,’ but clients certainly know and appreciate who’s on the other end of the line.

Business Talk Podcast Special Coverage

We are excited to announce that BusinessWest, in partnership with Living Local, has launched a new podcast series, BusinessTalk. Each episode will feature in-depth interviews and discussions with local industry leaders, providing thoughtful perspectives on the Western Massachuetts economy and the many business ventures that keep it running during these challenging times.

Go HERE to view all episodes

Episode 106: March 28, 2022

George Interviews Julie Quink, managing partner of the West Springfield-based accounting firm Burkhart Pizzanelli, P.C.

On the next installment of BusinessTalk, BusinessWest Editor George O’Brien has a lively, wide-ranging discussion with Julie Quink, managing partner of the West Springfield-based accounting firm Burkhart Pizzanelli, P.C. It’s tax season, so the two talk about new tax laws and what they mean to businesses and individuals, but they also discuss what has been called the ‘never-ending tax season’ and the many challenges facing accounting firms today. It’s all must listening, so join us on BusinessTalk, a podcast presented by BusinessWest in partnership with Living Local and sponsored by PeoplesBank.

 

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