BGBC Partners, LLP

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BGBC Partners, LLP Employees

Employee
Years
Job
Industry
Christi Nash Christi Nash Indianapolis, Indiana Area Details
Christi Nash's BGBC Partners, LLP Experience July 1995 - October 2004
Job CPA at Shaub CPA Group
Industry Accounting
Experience
QuickBooks Cafe (division of Shaub CPA Group)   October 2004 - Present
BGBC Partners, LLP   July 1995 - October 2004

Skills
QuickBooks, Tax Preparation, GAAP, CPA, S Corporations, Small Business, Income Tax, Accounting, General Ledger, Tax, Partnership Taxation, Payroll, Payroll Taxes, Financial Accounting

Education
Ball State University   1991 — 1995
Bachelors, Accounting

Cristina T. Martinez Cristina T. Martinez Indianapolis, Indiana Details
Cristina T. Martinez's BGBC Partners, LLP Experience July 2015 - Present
Job Assurance Senior
Industry Accounting
Experience
BGBC Partners, LLP   July 2015 - Present
BGBC Partners, LLP   October 2013 - June 2015
Banco Mare Nostrum   October 2011 - August 2013
Deloitte S.L   September 2008 - October 2011

Skills
Auditing, Accounting, Banking, Financial Reporting, External Audit, IFRS, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Analysis, US GAAP, Financial Statements, Consolidation, Spanish

Education
Universidad de Navarra   2004 — 2008
BA, Business Administration (Bilingual Program)

Shelley Mattaliano Shelley Mattaliano Indianapolis, Indiana Area Details
Shelley Mattaliano's BGBC Partners, LLP Experience January 2002 - Present
Job Senior Manager at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   January 2002 - Present
Espirit Miami   2000 - 2001
BDO USA, LLP  1997 - 2000

Skills
GAAP, Auditing, Accounting, Internal Controls, Tax, Sarbanes-Oxley Act, US GAAP

Education
Syracuse University - Martin J. Whitman School of Management   1990 — 1995
BS, Accounting, CPA

Mandi Clossey Mandi Clossey Indianapolis, Indiana Details
Mandi Clossey's BGBC Partners, LLP Experience 1999 - 2001
Job Senior Manager at Somerset CPAs, P.C.
Industry Accounting
Experience
Somerset CPAs, P.C.   October 2005 - Present
Team Beachbody  June 2010 - Present
Ernst & Young  June 2001 - October 2005
BGBC Partners, LLP   1999 - 2001

Skills
Healthcare, Strategic Planning, Benchmarking, Orthopedic, Compensation Structure..., Mergers, Physicians, Buy-sell Agreements, Mergers & Acquisitions, Leadership, Business Development, Compensation Structures, Employee Benefits, Change Management, Customer Service, Entrepreneurship, Training, Management Consulting, Process Improvement, Accounting, Coaching, Leadership Development, Team Building, Budgets, Recruiting, Management, Organizational..., Financial Reporting

Education
University of Indianapolis   1997 — 2001
BS, Accounting/Computer Information Systems

Annie Hagan Annie Hagan Indianapolis, Indiana Area Details
Annie Hagan's BGBC Partners, LLP Experience July 2012 - Present
Job Assurance Senior at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   July 2012 - Present
Telamon Corporation  June 2011 - October 2011
A-Advantage Bookkeeping and tax services   May 2009 - May 2011

Skills
GAAP, Tax, Accounting, Tax Preparation, Income Tax, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Tax Returns, QuickBooks, US GAAP

Education
Indiana University-Purdue University at Indianapolis   2009 — 2011
Masters, Accounting

Brent Holman, CPA Brent Holman, CPA Indianapolis, Indiana Area Details
Brent Holman, CPA's BGBC Partners, LLP Experience July 2014 - Present
Job Tax Manager at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   July 2014 - Present
BGBC Partners, LLP   December 2010 - June 2014
BKD, LLP  June 2008 - November 2010
BKD, LLP  January 2008 - April 2008

Skills
Tax, CPA, Tax Research, GAAP, Tax Accounting, Tax Preparation, Partnership Taxation, Income Tax, Accounting, Corporate Tax, Financial Reporting, Tax Returns

Education
Indiana University - Kelley School of Business   2004 — 2008
BS, Accounting, Finance, Economics

University of Southern Indiana   2003 — 2004
Accounting, Finance

Roncalli

Roncalli

Nathan Romer, CPA Nathan Romer, CPA Indianapolis, Indiana Area Details
Nathan Romer, CPA's BGBC Partners, LLP Experience September 2010 - June 2014
Job Team Lead, Stanley Black & Decker
Industry Accounting
Experience
Stanley Black & Decker, Inc.   June 2014 - Present
BGBC Partners, LLP   September 2010 - June 2014
Crowe Horwath LLP  September 2006 - September 2010

Skills
GAAP, Auditing, US GAAP, Accounting, Internal Controls, CPA, Financial Reporting, Tax, Tax Research, Financial Accounting, Partnership Taxation, Income Tax, Sarbanes-Oxley Act, Tax Accounting, Financial Analysis, External Audit, Assurance, General Ledger, Tax Returns, QuickBooks, Sarbanes-Oxley, Corporate Tax, IFRS, Forecasting, Fixed Assets, Employee Benefits, Broker-Dealer, Strategic Consulting, Fraud Detection, Internal Audit, Tax Preparation, SEC filings, Financial Audits, Business Valuation, Financial Statements, Forensic Accounting, Consolidation, S Corporations

Education
Purdue University - Krannert School of Management   2001 — 2006
BA w/ Minor, Accounting and MIS

Samuel M. Pollom, JD, CPA Samuel M. Pollom, JD, CPA Indianapolis, Indiana Area Details
Samuel M. Pollom, JD, CPA's BGBC Partners, LLP Experience August 2007 - Present
Job Senior Case Advisor at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   August 2007 - Present
Ernst & Young LLP  2001 - 2006
Katz Sapper & Miller  1997 - 2001

Skills
Accounting, Income Tax, Tax Returns, Tax, Property Tax, Financial Planners, Small Business

Education
Indiana University Robert H. McKinney School of Law   2005 — 2009
Doctor of Jurisprudence, Area of concentration: Tax Law

Indiana University-Purdue University at Indianapolis   1992 — 1997
Bachelor of Science, Accounting

Rebecca Hite Rebecca Hite Fishers, Indiana Details
Rebecca Hite's BGBC Partners, LLP Experience January 2015 - April 2015
Job Accounting Student, Kelley School of Business
Industry Accounting
Experience
BGBC Partners, LLP   January 2015 - April 2015
Regions Financial Corporation  May 2010 - July 2011
Michaels Arts and Crafts  April 2008 - August 2009
Michaels Arts and Crafts  February 2008 - April 2008
Home Federal Bank  March 2005 - August 2007
Home Federal Bank  October 2004 - March 2005
Home Federal Bank  May 2004 - October 2004
Citi  July 2003 - April 2004
Citi  March 2001 - July 2003
Citi  October 2000 - March 2001

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Customer Service, Interviews, Management, Public Speaking, Research, Event Planning, Social Networking

Education
Indiana University-Purdue University at Indianapolis   2012 — 2015
Bachelor's of Science in Business, Accounting, Senior

Boise State University

Shannon Atwell, CPA Shannon Atwell, CPA Indianapolis, Indiana Details
Shannon Atwell, CPA's BGBC Partners, LLP Experience October 2010 - August 2014
Job Sr. Analyst, Corporate Audit Services
Industry Pharmaceuticals
Experience
Eli Lilly and Company  September 2014 - Present
BGBC Partners, LLP   October 2010 - August 2014

Skills
CPA, Tax Preparation, GAAP, Auditing, US GAAP, Tax, IFRS, Financial Reporting, Tax Returns, Assurance, Due Diligence, Audits of Employee..., Financial Statements, ProSystem fx Tax, Internal Controls, Tax Accounting, External Audit

Education
Indiana University - Kelley School of Business   2009 — 2010
Master of Science, Accounting

Indiana University - Kelley School of Business   2005 — 2009
Bachelor of Science, Accounting, Finance

Kaleb Kelham Kaleb Kelham Indianapolis, Indiana Details
Kaleb Kelham's BGBC Partners, LLP Experience January 2015 - April 2015
Job Accountant at DFAS
Industry Accounting
Experience
DFAS  June 2015 - Present
BGBC Partners, LLP   January 2015 - April 2015
Garrett High School Athletic Department   August 2013 - December 2014
DFAS  May 2012 - August 2012
Garrett State Bank  May 2011 - May 2012
Garrett Pool   May 2005 - August 2010

Skills
Accounting, Customer Service, Social Media, Accounts Payable, Analysis, General Ledger, Marketing, Banking, Financial Statements, Microsoft Word, Microsoft Excel, Financial Accounting, PowerPoint, Microsoft Office, Access

Education
Ball State University - College of Business   2008 — 2013
Bachelor of Science, Accounting and Sports Administration

Scott Baumer, CPA Scott Baumer, CPA Indianapolis, Indiana Area Details
Scott Baumer, CPA's BGBC Partners, LLP Experience July 2014 - Present
Job Manager Assurance at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   July 2014 - Present
BGBC Partners, LLP   June 2010 - July 2014
BGBC Partners, LLP   September 2008 - June 2010

Skills
Tax Returns, Accounting, Tax Preparation, CPA, GAAP, Assurance, Financial Audits, US GAAP, Tax

Education
Indiana University-Purdue University at Indianapolis   2005 — 2008
Bachelor's, Accounting, Finance, International Studies

Nathan Schwieterman Nathan Schwieterman Lima, Ohio Area Details
Nathan Schwieterman's BGBC Partners, LLP Experience September 2005 - March 2009
Job Controller at Coldwater Machine Company, LLC
Industry Accounting
Experience
Coldwater Machine Company, LLC   November 2011 - Present
Red Gold  March 2009 - November 2011
BGBC Partners, LLP   September 2005 - March 2009

Education
Ball State University - College of Business   2004 — 2005
Master, Accountancy

Genevieve Green Genevieve Green Indianapolis, Indiana Area Details
Genevieve Green's BGBC Partners, LLP Experience November 2011 - March 2012
Job Accountant II at First Advantage
Industry Accounting
Experience
First Advantage  March 2012 - Present
BGBC Partners, LLP   November 2011 - March 2012
First Advantage  December 2009 - October 2011
JC Penney  May 2007 - July 2010
First Advantage  September 2007 - December 2009
Purdue University  March 2005 - May 2007
David Becker Builders   February 2005 - July 2005
Farm Journal Electronic Media   June 2003 - March 2005

Skills
sales and use tax, Account Reconciliation, Accounts Receivable, Accounts Payable, Financial Analysis, Financial Reporting, Financial Audits, Payroll Cards, Payroll Services, Department Budgeting, Managing Project Budgets, Multi-million Dollar..., Fund Accounting, Budgets, Sarbanes-Oxley Act, Auditing, Payroll, Accounting, Access, GAAP, Variance Analysis, Invoicing, General Ledger, Process Improvement, Analysis

Education
BDO Training - Houston, TX   2011 — 2011
Audit Training

Indiana University - Kelley School of Business
BS, Accounting & Finance, 3.8

Ivy Tech Community College
Associate of Applied Science, Accounting, 4.0

Josh Flaumenhaft Josh Flaumenhaft Greater Denver Area Details
Josh Flaumenhaft's BGBC Partners, LLP Experience March 2007 - March 2007
Job
Industry Computer & Network Security
Experience
IntelliDyne, LLC  October 2014 - Present
Lockheed Martin  January 2013 - October 2014
SeeGee Technologies  June 2011 - January 2013
LABS-Inc  September 2010 - May 2011
up2speed computer solutions   July 2008 - September 2010
Geek Squad  September 2007 - November 2008
Clingman Technology   November 2007 - April 2008
Jewish Community Center  1996 - 2008
BGBC Partners, LLP   March 2007 - March 2007

Skills
Active Directory, Windows Server, Servers, Networking, Microsoft Exchange, Troubleshooting, Hardware, System Administration, Technical Support, VMware, Help Desk Support, Network Security, Information Technology, DHCP, Windows, Microsoft Office, Firewalls, Network Administration, Windows Server 2003, Windows Server 2008, Smartphones, DNS, Windows XP, Group Policy, Computer Hardware, SharePoint, Microsoft Certified..., Security, HBSS, McAfee, WSUS, Windows Server 2012, Virtualization

Education
New Horizons Computer Learning Center   2006 — 2007

Indiana University Bloomington   2002 — 2006
B.S, informatics

North Central High School   1998 — 2002

Jennifer McNett Jennifer McNett Indianapolis, Indiana Area Details
Jennifer McNett's BGBC Partners, LLP Experience September 2003 - July 2011
Job Tax Manager
Industry Accounting
Experience
Sponsel CPA Group  August 2011 - Present
BGBC Partners, LLP   September 2003 - July 2011
Katz, Sapper & Miller   September 1999 - September 2003
Charles Meeder & Associates   January 1999 - July 1999
Mark Vukusich & Co   December 1997 - November 1998

Skills
Partnership Taxation, Tax, Quickbooks, Accounting, Tax Returns, Income Tax, Tax Services, Tax Preparation, Tax Research, Tax Accounting, Individual Taxation, Tax Return Preparation, Federal Tax, Tax Audits, QuickBooks, Payroll, S Corporations

Education
Lewis University   1995 — 1998
BA, Accounting

Rachel Sinders, CPA Rachel Sinders, CPA Carmel, Indiana Details
Rachel Sinders, CPA's BGBC Partners, LLP Experience September 2008 - August 2010
Job Contract Administrator at Delta Faucet Company
Industry Accounting
Experience
Delta Faucet Company  February 2012 - Present
Delta Faucet Company  August 2010 - February 2012
BGBC Partners, LLP   September 2008 - August 2010
Indiana University School of Medicine  June 2005 - September 2008

Skills
Accounting, Tax, Financial Reporting, Auditing, Financial Analysis, Budget, Forecasting, Analysis, Microsoft Excel, Process Improvement, PowerPoint, Inventory Management, JD Edwards, Data Analysis, Cost Accounting, Internal Controls, Budgets

Education
Indiana University - Kelley School of Business   2006 — 2008
Master of Science in Accounting, Accounting

DePauw University   2001 — 2005
Bachelor of Arts, Biochemistry

Seema Parikshak Verma Seema Parikshak Verma Indianapolis, Indiana Area Details
Seema Parikshak Verma's BGBC Partners, LLP Experience November 2004 - Present
Job Partner at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   November 2004 - Present
Deloitte  February 2003 - October 2004
BKD CPAs & Advisors  October 1993 - February 2003
Curry & Associates   1991 - 1992
PwC  1988 - 1991

Education
Indiana University Bloomington   1984 — 1988
BS, Accounting and Finance

Maureen (Altherr) Lenahan Maureen (Altherr) Lenahan Indianapolis, Indiana Area Details
Maureen (Altherr) Lenahan's BGBC Partners, LLP Experience June 2000 - Present
Job Firm Administrator at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   June 2000 - Present
Meiners & Company/Advocate Consulting   November 1998 - June 2000
Blue & Co., LLC   April 1995 - November 1998
Buck Berry Landau & Breunig   April 1994 - March 1995
Blue & Co., LLC   January 1987 - March 1994

Skills
Accounting, Tax Preparation, Financial Reporting, Tax, QuickBooks, CPA, Financial Analysis, Income Tax, GAAP, Internal Controls

Education
Indiana University-Purdue University at Indianapolis   1995 — 2003
Education/TCEM/Accounting

Indiana University Bloomington   1984 — 1985
Elem Education

Cathedral High School   1980 — 1984

Megan Wolf Megan Wolf West Lafayette, Indiana Details
Megan Wolf's BGBC Partners, LLP Experience September 2015 - Present
Job Staff Accountant at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   September 2015 - Present
Girardot, Strauch & Co.   January 2014 - April 2015
University Bookstore  May 2012 - November 2013
Novotel Sydney Central   May 2013 - July 2013
McCutcheon Residence Hall   August 2011 - May 2012

Education
Purdue University - Krannert School of Management   2011 — 2015
Bachelor of Science (B.S.), Accounting and Management with concentrations in Finance and International Business

Jacob Faust Jacob Faust Indianapolis, Indiana Details
Jacob Faust's BGBC Partners, LLP Experience October 2013 - Present
Job Assurance Staff at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   October 2013 - Present
Cal-Comp USA  February 2011 - December 2011

Skills
Microsoft Office, Windows & Mac operating..., Budgets, Time Management, Access, US GAAP, Income Tax, Trust Taxation, Financial Audits, Internal Controls, Financial Reporting, Financial Accounting, Microsoft Excel, Auditing

Education
Indiana University Kokomo   2010 — 2013
Bachelor of Science (B.S.), Accounting

Tara Leck, CPP Tara Leck, CPP Indianapolis, Indiana Details
Tara Leck, CPP's BGBC Partners, LLP Experience March 1999 - May 2004
Job Application Consultant
Industry Accounting
Experience
Kronos  September 2014 - Present
AccuPay, Inc   July 2006 - July 2014
Cox Beckman Goss and Company   August 2005 - June 2006
BGBC Partners, LLP   March 1999 - May 2004

Skills
QuickBooks ProAdvisor, Certified Payroll..., QuickBooks, Certified Payroll, Payroll, ADP Payroll, Journal Entries, Payroll Taxes, Accounts Payable, Customer Service, General Ledger, Bookkeeping, Tax Preparation, Garnishments, Payroll Services, Financial Accounting, Accounting, Benefits Administration, Employee Benefits, Tax, Microsoft Excel, Budgets, Microsoft Office

Education
Indiana Business College

Kyle Simmerman Kyle Simmerman Indianapolis, Indiana Area Details
Kyle Simmerman's BGBC Partners, LLP Experience May 2009 - Present
Job Partner at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   May 2009 - Present
Ernst & Young  January 2002 - January 2009
BKD, LLP  August 2000 - January 2002

Skills
Tax, Income Tax, GAAP, State Tax, CPA, Tax Research, Financial Reporting, Tax Accounting, Accounting

Education
Butler University - College of Business Administration   1997 — 1999
Bachelor of Science, Accounting

Vincennes University   1995 — 1997
A.D. Business, Accounting

Partner Institue

Tara Snell, CPA Tara Snell, CPA Indianapolis, Indiana Details
Tara Snell, CPA's BGBC Partners, LLP Experience July 2013 - Present
Job Senior Accountant at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   July 2013 - Present
BGBC Partners, LLP   October 2011 - June 2013
Marlin Capital Corp   May 2010 - June 2010

Skills
Tax Preparation, Tax, Income Tax, Accounting, Partnership Taxation, QuickBooks, Financial Reporting, Tax Research, Tax Accounting, Tax Returns, Fixed Assets, Bookkeeping, Financial Accounting, Financial Analysis, Payroll, Strategic Financial..., Microsoft Excel, Corporate Tax, S Corporations, GAAP, Process Improvement

Education
Indiana University - Kelley School of Business   2007 — 2011
Bachelor of Science, Business; Finance and Accounting

Lisa Pinegar Lisa Pinegar Indianapolis, Indiana Area Details
Lisa Pinegar's BGBC Partners, LLP Experience November 1999 - December 2005
Job CPA at Shaub CPA Group
Industry Accounting
Experience
Shaub CPA Group   January 2006 - Present
BGBC Partners, LLP   November 1999 - December 2005

Skills
Income Tax, CPA, Accounting, Tax, S Corporations, Financial Reporting, Corporate Tax, Tax Preparation, Partnership Taxation, Tax Research, US GAAP, Payroll Taxes, Payroll, Tax Returns, Tax Accounting

Education
Indiana State University   1983 — 1987
BS, Accounting

Peter Kopelman Peter Kopelman Indianapolis, Indiana Details
Peter Kopelman's BGBC Partners, LLP Experience January 2014 - April 2014
Job Intern, Eli Lilly and Company
Industry Accounting
Experience
Butler University  August 2015 - Present
Eli Lilly and Company  May 2015 - Present
BKD LLP  January 2015 - Present
BGBC Partners, LLP   January 2014 - April 2014

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Financial Reporting, Auditing, Tax, English, Time Management, Income Tax, Public Speaking, Windows

Education
Butler University   2015 — 2016
Master's of Public Accounting, Accounting

Butler University   2011 — 2015
Bachelor's degree, Accounting

Whitney Hall Whitney Hall Indianapolis, Indiana Details
Whitney Hall's BGBC Partners, LLP Experience August 2013 - Present
Job Staff Accountant at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   August 2013 - Present
BGBC Partners, LLP   September 2003 - July 2011
HealthNet Community Health Centers  May 2002 - September 2003
Simon Property Group  September 1998 - May 2002
Ehlen Heldman & Company   May 1996 - September 1998

Skills
Accounting, Financial Reporting, Financial Accounting, Microsoft Excel, General Ledger, Payroll Processing, Payroll Taxes

Education
Indiana University-Purdue University at Indianapolis   1992 — 1996
BS, Business-Accounting

Aimee Foley, CPA Aimee Foley, CPA Saint Louis, Missouri Details
Aimee Foley, CPA's BGBC Partners, LLP Experience September 2011 - July 2014
Job Senior Account Administrator, The Commerce Family Office
Industry Accounting
Experience
The Commerce Trust Company - Commerce Family Office   July 2014 - Present
BGBC Partners, LLP   September 2011 - July 2014
FGMK, LLC  September 2009 - August 2011
CBIZ  May 2008 - August 2008
Triax Development, LLC   July 2007 - August 2007

Skills
Auditing, GAAP, Bookkeeping, Payroll, Microsoft Excel, Tax Preparation, Financial Reporting, QuickBooks, Accounting, Tax, Sales Tax, Analysis, CPA, Partnership Taxation, Tax Returns, Corporate Tax, Tax Accounting, Tax Research

Education
Indiana University - Kelley School of Business   2005 — 2009
Bachelor of Science in Business, Accounting, Finance

Indiana University Bloomington   2005 — 2009
Minor, English

Ladue Horton Watkins High School   2001 — 2005

Lisa Alberico, CPA Lisa Alberico, CPA Indianapolis, Indiana Area Details
Lisa Alberico, CPA's BGBC Partners, LLP Experience June 1998 - Present
Job Partner at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   June 1998 - Present
American National Bank And Trust Company  July 1983 - July 1989

Skills
Accounting, Tax Accounting, Payroll, Bookkeeping, Payroll Taxes, QuickBooks, Income Tax, CPA, Tax, Tax Preparation, Financial Reporting, Partnership Taxation, Corporate Tax, Tax Research, Tax Returns

Education
Indiana University - Kelley School of Business   1979 — 1983
Bachelor of Science, Finance/Accounting

Central Catholic High School   1975 — 1979

Amy Hlavacek Amy Hlavacek Indianapolis, Indiana Area Details
Amy Hlavacek's BGBC Partners, LLP Experience August 2009 - August 2013
Job Senior Financial Planner at BMO Private Banking
Industry Accounting
Experience
BMO Private Banking  May 2015 - Present
PNC Wealth Management  August 2013 - April 2015
BGBC Partners, LLP   August 2009 - August 2013
BKD CPAs & Advisors  September 2002 - April 2009

Skills
Tax, Tax Compliance, Income Tax, Accounting, Partnership Taxation, S Corporations, Tax Research, Tax Accounting, Tax Returns, Federal Tax, Tax Preparation, Estate Planning, Tax Services, High Net Worth..., Tax Credits, Gift Tax, Depreciation, Fixed Assets, LLC, Succession Planning, General Ledger, Estate Tax Planning, Wealth Management, Wealth Preservation..., Trusts, CPA

Education
Ball State University - College of Business   1997 — 2002
BA, MS, Accounting

Woodlan Jr./Sr. High School   1991 — 1997

Brigitte Hackler Brigitte Hackler Huntington, Indiana Details
Brigitte Hackler's BGBC Partners, LLP Experience TutorIndiana University Athletics DepartmentJanuary 2013 - December 2014
Job Incoming Staff Accountant at BGBC Partners
Industry Accounting
Experience
BGBC Partners, LLP   TutorIndiana University Athletics DepartmentJanuary 2013 - December 2014
BKD CPAs & Advisors  June 2014 - August 2014
Canterbury School - Fort Wayne  June 2012 - June 2013
The Party Shop   February 2010 - August 2011

Skills
French, Photography, Photoshop, Editing, Public Speaking, Fundraising, Time Management, Leadership, Microsoft Excel, Cooking, Management

Education
Indiana University - Kelley School of Business   2011 — 2015
Bachelor of Science (BS), Accounting, Technology Management

Canterbury High School   2007 — 2011

Steven Lizarme Steven Lizarme Indianapolis, Indiana Area Details
Steven Lizarme's BGBC Partners, LLP Experience November 2014 - Present
Job Senior Accountant at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   November 2014 - Present
Larry E. Nunn & Associates   July 2014 - November 2014
Larry E. Nunn & Associates   January 2013 - June 2014
Larry E. Nunn & Associates   January 2012 - May 2012

Skills
Accounting, Compilation Of..., Tax Preparation, Microsoft Excel, Microsoft Word, Fixed Assets, ProSystem fx Tax, QuickBooks, Payroll, GAAP, Peachtree, Microsoft Office, General Ledger, PowerPoint, Corporate Tax, Tax, Tax Research, Tax Returns, Financial Reporting, Data Entry, Profit Sharing, Property Tax, Composites, Financial Analysis

Education
Ball State University   2007 — 2012
BS, Accounting

Ball State University - College of Business   2007 — 2012
Bachelor of Science (B.S.), Accounting

Samantha Vail Samantha Vail United States Details
Samantha Vail's BGBC Partners, LLP Experience September 2013 - Present
Job Staff Accountant at BGBC Partners, LLP
Industry
Experience
BGBC Partners, LLP   September 2013 - Present
BGBC Partners, LLP   January 2012 - April 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Accounting, Financial Analysis, Tax Returns, Auditing, Tax, CPA, PowerPoint

Education
Ball State University - College of Business   2009 — 2013
Bachelor of Science (BS), Accounting and Finance, Senior

Elizabeth McGraw Elizabeth McGraw Indianapolis, Indiana Area Details
Elizabeth McGraw's BGBC Partners, LLP Experience November 2008 - November 2011
Job Entrepreneurial Services Accountant at Sponsel CPA Group
Industry Accounting
Experience
Sponsel CPA Group  December 2011 - Present
BGBC Partners, LLP   November 2008 - November 2011
Thompson Myers & Associates, P.C.   October 2006 - November 2008
National City Bank  2004 - 2006

Skills
QuickBooks, Financial Reporting, Payroll, Sales Tax, Accounting, Tax Preparation, Tax, Income Tax, Bookkeeping, Small Business, Tax Accounting, Account Reconciliation, GAAP

Education
Indiana University-Purdue University at Indianapolis   2003 — 2007
Bachelor, Finance, Economics

University of Indianapolis   2001 — 2003
Secondary Education and Teaching

Perry Meridian High School   1997 — 2001

Taylor Koplow Taylor Koplow Chicago, Illinois Details
Taylor Koplow's BGBC Partners, LLP Experience September 2012 - 2014
Job Senior Accountant at HarleyDavidson Financial Services
Industry Financial Services
Experience
Harley-Davidson Financial Services  September 2014 - Present
BGBC Partners, LLP   September 2012 - 2014
Raleigh Limited, Inc.   July 2011 - August 2012
CNO Financial Group  May 2010 - August 2010
Raleigh Limited Menswear   May 2008 - August 2008

Education
Miami University   2007 — 2011
Bachelor of Science in Business, Accounting

Katie Adkins Katie Adkins Avon, Indiana Details
Katie Adkins's BGBC Partners, LLP Experience February 2002 - January 2015
Job Executive Administration and Coordination
Industry Accounting
Experience
Recently with Donovan PC - Accounting Firm in Avon, Indiana   January 2015 - April 2015
BGBC Partners, LLP   February 2002 - January 2015

Skills
Microsoft Excel, QuickBooks, PowerPoint, Microsoft Word, Budgets, Event Planning, Microsoft Office, Account Reconciliation, Analysis, General Ledger, Marketing, Writing and Editing, Customer Service, Financial Accounting

Education
Indiana University-Purdue University at Indianapolis   1987 — 1992
Bachelor of Arts (B.A.), Journalism

IUPUI   1985 — 1992
Bachelors, Journalism/Graphics Communications

Rachael Hutton Rachael Hutton Indianapolis, Indiana Area Details
Rachael Hutton's BGBC Partners, LLP Experience
Job Administrative assistant at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP  

Skills
Accounting, QuickBooks, Microsoft Excel

Education
Indiana Wesleyan University   2006 — 2008
Associate of Science (AS), Business/Commerce, General

Bennett Vaught, CPA Bennett Vaught, CPA Indianapolis, Indiana Area Details
Bennett Vaught, CPA's BGBC Partners, LLP Experience October 2004 - April 2006
Job Divisional Controller
Industry Accounting
Experience
Calumet Specialty  January 2013 - Present
Calumet Specialty  May 2012 - December 2012
Stanley Black & Decker , Inc.   November 2011 - May 2012
Calumet Specialty  December 2007 - November 2011
Calumet Specialty  April 2006 - December 2007
BGBC Partners, LLP   October 2004 - April 2006
Deloitte  September 2003 - September 2004

Skills
Accounting, Financial Analysis, Financial Reporting, Forecasting, Auditing, Sarbanes-Oxley Act, Internal Controls, GAAP, Financial Accounting, Management

Education
Butler University - College of Business Administration   2008 — 2011
Master of Business Administration, Finance

Ball State University - College of Business   2002 — 2003
Master of Science, Accounting

Ball State University - College of Business   1998 — 2002
Bachelor of Science, Accounting

Jennifer Dalton Jennifer Dalton Indianapolis, Indiana Area Details
Jennifer Dalton's BGBC Partners, LLP Experience January 2003 - October 2014
Job Director of Finance at Axia Technology Partners, LLC
Industry Accounting
Experience
Axia Technology Partners, LLC  October 2014 - Present
BGBC Partners, LLP   January 2003 - October 2014
Brown & Co., LLC   May 2000 - December 2002
Bastin, Dorrell & Synder, LLC   January 2000 - April 2000

Skills
Tax, QuickBooks, Tax Returns, Financial Statements, Sales Tax, Multistate tax, International Tax, Accounting Software..., Business Consulting, Auditing, Tax Preparation, Management

Education
Indiana University - Kelley School of Business   2000 — 2002
BS in Business, with Distinction, Triple major: Accounting, Finance, Computer Information Systems

University of Dayton   1998 — 1999
Seeking Business:, Accounting, Management Information Systems

Lawrence North High School

William R Owen Jr William R Owen Jr Indianapolis, Indiana Area Details
William R Owen Jr's BGBC Partners, LLP Experience December 2006 - Present
Job Managing Director at Denali Wealth Management Advisors, LLC
Industry Financial Services
Experience
Denali Wealth Management Advisors, LLC   November 2014 - Present
BGBC Partners LLP  December 2006 - Present
BKD, LLP  September 1992 - November 2006

Skills
Income Tax, Tax, Financial Planning, Estate Planning, Partnership Taxation, Tax Compliance, Accounting, Corporate Tax, Small Business Tax, Tax Services, Tax Preparation

Education
Indiana University - Kelley School of Business   1985 — 1992

Howard Gross Howard Gross Indianapolis, Indiana Area Details
Howard Gross's BGBC Partners, LLP Experience February 1985 - Present
Job Owner, bgbc partners
Industry Accounting
Experience
BGBC Partners, LLP   February 1985 - Present

Skills
Financial Planning, Accounting, Estate Planning, Audit, Valuation, Small Business, Management Consulting, Litigation Support, Tax, Succession Planning, Compliance, Financial Analysis, Insurance, Mergers, Asset, Real Estate, Business Planning, Investments, Analysis, Strategic Planning, Due Diligence, Mergers & Acquisitions, Forensic Accounting, Partnership Taxation, Auditing, Strategic Financial..., CPA, Finance, Business Valuation, Financial Reporting

Education
Indiana University Bloomington   1970 — 1973
Bachelor of Science, Accounting and Finance

Indiana University Bloomington   1969 — 1973
Bachelor's degree, Accounting and Business/Management

Cindy McCullough Cindy McCullough Indianapolis, Indiana Area Details
Cindy McCullough's BGBC Partners, LLP Experience July 2014 - Present
Job Tax Manager at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   July 2014 - Present
BGBC Partners, LLP   November 2004 - July 2014
Huth Thompson LLP, CPAs  1998 - 2004
Blue & Co., LLC   1996 - 1997

Skills
Tax, Tax Preparation, Property Tax, Individual Taxation, Tax Accounting, Tax Research, Income Tax, Partnership Taxation

Education
Ball State University   1990 — 1995

Aaron Caperton Aaron Caperton Indianapolis, Indiana Area Details
Aaron Caperton's BGBC Partners, LLP Experience February 1999 - May 2002
Job Controller at CBRE Global Investment Administration
Industry Accounting
Experience
CBRE Global Investors  February 2013 - Present
HDG Mansur  February 2007 - February 2013
HDG Mansur  September 2006 - February 2007
Thomson  March 2005 - September 2006
Central Indiana Community Foundation  May 2002 - March 2005
BGBC Partners, LLP   February 1999 - May 2002
Simon Property Group  May 1998 - February 1999

Skills
Financial Analysis, Accounting, Financial Reporting, CPA, Finance, Cash Flow, Due Diligence, Cost Accounting, Financial Accounting, Financial Modeling, GAAP, SEC filings, International Tax, SEC Filings, Tax, US GAAP, Budgets, Real Estate

Education
University of Indianapolis - School of Business   1993 — 1998
Bachelors, Accounting

Tony Hesch Tony Hesch Indianapolis, Indiana Area Details
Tony Hesch's BGBC Partners, LLP Experience September 2008 - April 2015
Job Controller at Knowledge Services
Industry Accounting
Experience
Knowledge Services  April 2015 - Present
BGBC Partners, LLP   September 2008 - April 2015
Noble Consulting Services, Inc.   August 2004 - August 2008

Skills
US GAAP, IFRS, Statutory Accounting, Nonprofits, Audits of Employee..., Employee Benefits, Consulting, Compliance, CPA, Accounting, Research, Auditing, GAAP, Internal Controls, Due Diligence, Staff Management, Financial Analysis, Financial Reporting, Income Tax, Risk Assessment, Sarbanes-Oxley, Insurance, QuickBooks, Peachtree, Revenue Recognition, Fraud Detection, Tax Preparation, Tax, Tax Returns

Education
Ball State University - College of Business   1999 — 2004
MS, Accounting

Angela Boler Angela Boler Indianapolis, Indiana Details
Angela Boler's BGBC Partners, LLP Experience November 2010 - Present
Job Accountant
Industry Accounting
Experience
BGBC Partners, LLP   November 2010 - Present
Doherty Design Group, LLC   March 2008 - November 2010
Katz, Sapper & Miller   2002 - 2007
Katz, Sapper & Miller   2002 - 2007
Electrochemical Coatings, Inc   June 1997 - July 2002
Indiana Hand Center  July 1996 - June 1997

Education
Indiana Wesleyan University
Bachelor of Science, Accounting

Ivy Tech State College
Associate of Applied Science, Accounting

Marian University
Business Administration

Risha Huff, CPA Risha Huff, CPA Indianapolis, Indiana Area Details
Risha Huff, CPA's BGBC Partners, LLP Experience January 2003 - September 2006
Job Senior Internal Auditor at ADESA
Industry Accounting
Experience
ADESA  September 2006 - Present
BGBC Partners, LLP   January 2003 - September 2006

Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Accounting, Analysis, Process Improvement, Financial Reporting, Financial Accounting, Internal Audit, Sarbanes-Oxley

Education
Ball State University - College of Business   1997 — 2002
BS, Finance/Accounting

Shenandoah High School

Jason Twomey, CPA Jason Twomey, CPA Indianapolis, Indiana Area Details
Jason Twomey, CPA's BGBC Partners, LLP Experience 2000 - Present
Job Senior Manager at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   2000 - Present

Education
Indiana University-Purdue University at Indianapolis   1996 — 1999
BS, Business and Finance

Pike

Beau Isley, CPA Beau Isley, CPA Indianapolis, Indiana Area Details
Beau Isley, CPA's BGBC Partners, LLP Experience September 2003 - December 2005
Job Corporate Controller at Corya Pork Farms
Industry Accounting
Experience
Corya Pork Farms   February 2013 - Present
21st Amendment  November 2011 - February 2013
Indiana Live! Casino  January 2010 - November 2011
Indiana Live! Casino  March 2008 - January 2010
St. Francis Hospital & Health Centers   December 2005 - March 2008
BGBC Partners, LLP   September 2003 - December 2005

Skills
Accounting, P&L Management, Budgeting, Financial Reporting, Analysis, Audit, Auditing, General Ledger, Excel, Word, Team Building, Accounts Payable, Financial Accounting, GAAP, Restructuring, Payroll, Inventory, Cash Flow, Month End Close, Journal Entries, Internal Controls, Bank Reconciliation, Bankruptcy, Casino, Cognos, Infinium, AS400 system, Budgets, Gaming Industry, Leadership, Supervisory Skills, Microsoft Excel, CPA, Microsoft Word, Forecasting, Financial Analysis, QuickBooks, US GAAP, Tax, Executive Management, Mergers & Acquisitions, Managerial Finance, Variance Analysis, Spreadsheets, Monthly Close, Year-end Close, Consolidated Financial..., Cash Flow Forecasting, Bookkeeping, Financial Statements

Education
Ball State University - College of Business   2002 — 2003
MS, Accounting

Ball State University - College of Business   1998 — 2002
BS, Accounting

David Richardt, CPA David Richardt, CPA Indianapolis, Indiana Area Details
David Richardt, CPA's BGBC Partners, LLP Experience November 2014 - Present
Job Senior Accountant at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   November 2014 - Present
Simon Property Group  December 2013 - November 2014
BGBC Partners, LLP   June 2011 - November 2013
BGBC Partners, LLP   January 2011 - June 2011
BGBC Partners, LLP   September 2010 - January 2011
AOTMP  May 2010 - August 2010
BGBC Partners, LLP   January 2010 - April 2010
Ball State University  January 2008 - December 2009

Skills
Accounting, QuickBooks, Tax, Bookkeeping, Financial Analysis, Microsoft Excel, Financial Reporting, General Ledger, Account Reconciliation, Auditing, Financial Statements, CPA, Tax Preparation, Financial Accounting, Microsoft Office

Education
Ball State University - College of Business   2006 — 2010
Bachelor of Science (B.S.), Accounting

Weijun Lannan Weijun Lannan Irvine, California Details
Weijun Lannan's BGBC Partners, LLP Experience 2007 - 2012
Job Chief Executive Officer at Fovitec (USA) International, Inc.
Industry Internet
Experience
Fovitec (USA) International, Inc. (dba fovitec.com)   December 2014 - Present
Fovitec (USA) International Inc.   March 2012 - November 2014
BGBC Partners, LLP   2007 - 2012
BGBC Partners, LLP   2004 - 2007
BGBC Partners, LLP   2002 - 2004

Skills
GAAP, Auditing, Accounting, CPA, Financial Reporting, US GAAP, Internal Controls, Income Tax, Financial Analysis, IFRS, Due Diligence, Assurance, Financial Accounting, Finance, Financial Audits, Management

Education
University of Indianapolis
Master of Business Administration (MBA)

University of Indianapolis
Bachelor of Science (BS), Accounting

Yuyao High School

Amy Ostrom Amy Ostrom Indianapolis, Indiana Area Details
Amy Ostrom's BGBC Partners, LLP Experience 2001 - 2004
Job CPA at Shaub CPA Group
Industry Accounting
Experience
Shaub CPA Group   January 2009 - Present
KPMG  2004 - 2008
BGBC Partners, LLP   2001 - 2004

Skills
Tax, Quickbooks, Tax Compliance, Accounting, Income Tax, Financial Reporting, General Ledger, Tax Preparation, Corporate Tax, QuickBooks, Financial Accounting

Education
Indiana University-Purdue University at Indianapolis   1993 — 1998
BS, Business

Josie Dillon, CPA Josie Dillon, CPA Indianapolis, Indiana Area Details
Josie Dillon, CPA's BGBC Partners, LLP Experience January 2007 - August 2012
Job Senior, Tax Services
Industry Accounting
Experience
Sponsel CPA Group  August 2012 - Present
BGBC Partners, LLP   January 2007 - August 2012
L.M. Henderson & Company, LLP   October 2006 - December 2006
Zurface, Sanders, & Rasor   January 2006 - October 2006

Skills
Tax, Quickbooks, Non-profits, Payroll Taxes, QuickBooks, Tax Preparation, Accounting, Payroll, Trusts, Tax Accounting, Nonprofits, CPA

Education
University of Indianapolis   2002 — 2006
Bachelor of Science, Accounting

Samantha Smogor, CPA Samantha Smogor, CPA Houston, Texas Area Details
Samantha Smogor, CPA's BGBC Partners, LLP Experience October 2010 - December 2012
Job Project Accountant at Fairfield Nodal
Industry Accounting
Experience
Fairfield Nodal  June 2013 - Present
Quantum Resources Management, LLC  May 2012 - June 2013
BGBC Partners, LLP   October 2010 - December 2012

Education
Saint Mary's College   2007 — 2010
Accounting

Kathy Brunson Kathy Brunson Indianapolis, Indiana Area Details
Kathy Brunson's BGBC Partners, LLP Experience February 2011 - September 2011
Job Accountant at Indianapolis Bar Association
Industry Accounting
Experience
Gilday & Associates, P.C.   April 2013 - Present
Indianapolis Bar Association  September 2011 - March 2013
BGBC Partners, LLP   February 2011 - September 2011
Dealers Engine Sales Inc.   January 2005 - September 2010
Bookkeeping Plus Inc.   October 2001 - January 2005
The Longaberger Company  October 1990 - September 2004
Self Employed  October 1990 - June 1995
Basic American Industries   May 1981 - October 1990

Skills
QuickBooks, Accounting, Customer Service, Management, Tax Preparation, Leadership

Education
Marian University   2007 — 2008
Business

University of Indianapolis   1974 — 1983
Accounting

Ball State University   1973 — 1974
Business

Patrick Richardson, CPA Patrick Richardson, CPA United States Details
Patrick Richardson, CPA's BGBC Partners, LLP Experience August 2011 - Present
Job Assurance Senior at BGBC Partners, LLP
Industry Accounting
Experience
BGBC Partners, LLP   August 2011 - Present
Miller, Cooper & Co., Ltd. - Deerfield Illinois   June 2007 - June 2011

Education
Indiana University - Kelley School of Business   2003 — 2007
Accounting

Jeffrey Coulter, CPA Jeffrey Coulter, CPA Indianapolis, Indiana Area Details
Jeffrey Coulter, CPA's BGBC Partners, LLP Experience January 1978 - May 2006
Job Audit and Accounting Professional
Industry Accounting
Experience
Indiana Department of Revenue  2006 - 2013
BGBC Partners, LLP   January 1978 - May 2006

Skills
GAAP, CPA, Accounting, Auditing, Litigation Support, Forensic Accounting, Insolvency accounting, Corporate Tax, Tax Research, State Tax Resolution, Tax Returns, Partnership Taxation, Tax Preparation, Financial Statements, General Ledger, Fixed Assets, Tax Accounting, Budgets, Financial Analysis, Financial Reporting, Tax

Education
Ball State University - College of Business   1971 — 1975
B.S., Accounting and Business/Management

Marion High School, Marion In.   1968 — 1971
Diploma, College Prep