CBIZ MHM, LLC
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CBIZ MHM, LLC Employees
Employee
Years
Job
Industry
Jonina Friedman, CPA Jonina Friedman, CPA's CBIZ MHM, LLC Experience September 2006 - March 2010
Job Accounting Manager, Corporate and Technology at Kimpton Hotels & Restaurants
Industry Hospitality
Experience
Kimpton Hotels & Restaurants June 2015 - Present
Fillmore Capital Partners, LLC August 2010 - June 2015
CBIZ MHM, LLC September 2006 - March 2010
Skills
Reconciliation, Variance Analysis, Preparation, Account Reconciliation, Reconciliations, Variances, Reconciling, Statements, Excel, Spreadsheets, Project Management, Client Liaison, Highly detail oriented, Analytical Skills, Problem Solving, Highly motivated..., Work Well Independently, Teamwork, Consulting, Reports, Superior Client Service, Client Service Oriented, Financial Reporting, Financial Statements, Microsoft Excel, Bank Reconciliation, Tax, Client Services, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Accountancy, With High Honors
Adlai E. Stevenson High School 1998 — 2002
Kimpton Hotels & Restaurants June 2015 - Present
Fillmore Capital Partners, LLC August 2010 - June 2015
CBIZ MHM, LLC September 2006 - March 2010
Skills
Reconciliation, Variance Analysis, Preparation, Account Reconciliation, Reconciliations, Variances, Reconciling, Statements, Excel, Spreadsheets, Project Management, Client Liaison, Highly detail oriented, Analytical Skills, Problem Solving, Highly motivated..., Work Well Independently, Teamwork, Consulting, Reports, Superior Client Service, Client Service Oriented, Financial Reporting, Financial Statements, Microsoft Excel, Bank Reconciliation, Tax, Client Services, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Accountancy, With High Honors
Adlai E. Stevenson High School 1998 — 2002
Gavin Walsh Gavin Walsh's CBIZ MHM, LLC Experience January 2013 - January 2013
Job Student at the University of Illinois at UrbanaChampaign
Industry Financial Services
Experience
EKG Sales, Inc. May 2014 - Present
Prestwick Country Club May 2013 - August 2014
Mesirow Financial January 2014 - January 2014
CBIZ MHM, LLC January 2013 - January 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's degree, Finance, General
EKG Sales, Inc. May 2014 - Present
Prestwick Country Club May 2013 - August 2014
Mesirow Financial January 2014 - January 2014
CBIZ MHM, LLC January 2013 - January 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's degree, Finance, General
Valentina Wilson, CPA Valentina Wilson, CPA's CBIZ MHM, LLC Experience June 2012 - Present
Job Tax Associate at LLME
Industry Higher Education
Experience
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
CBIZ MHM, LLC June 2012 - Present
Wiechmann Boyce & Associates January 2012 - April 2012
JPMorgan Chase October 2007 - January 2012
Skills
Tax, GAAP, Accounting
Education
University of Colorado Colorado Springs 2008 — 2011
Bachelor of Science, Accounting
A.S.E.M 2003 — 2006
Finance
University of Colorado at Colorado
Bachelor of Science, Business Administration; Accounting; Accounting
Lavine, Lofgren, Morris & Engelberg, LLP December 2014 - Present
CBIZ MHM, LLC June 2012 - Present
Wiechmann Boyce & Associates January 2012 - April 2012
JPMorgan Chase October 2007 - January 2012
Skills
Tax, GAAP, Accounting
Education
University of Colorado Colorado Springs 2008 — 2011
Bachelor of Science, Accounting
A.S.E.M 2003 — 2006
Finance
University of Colorado at Colorado
Bachelor of Science, Business Administration; Accounting; Accounting
Richard Nguyen's CBIZ MHM, LLC Experience August 2011 - January 2014
Job Staff 2 at EY
Industry Management Consulting
Experience
EY February 2014 - Present
CBIZ MHM, LLC August 2011 - January 2014
CBIZ MHM, LLC January 2011 - March 2011
Southern California Law Group, PLC June 2010 - September 2010
Skills
Tax, CPA, Tax Research, Partnership Taxation, Forensic Accounting, Corporate Tax, Income Tax, GAAP, Finance, Tax Accounting, ProSystem fx Tax, US GAAP, SEC filings, Tax Preparation, SEC Filings
Education
University of California, Santa Barbara 2007 — 2011
Bachelors, Business Economics with Emphasis in Accounting
EY February 2014 - Present
CBIZ MHM, LLC August 2011 - January 2014
CBIZ MHM, LLC January 2011 - March 2011
Southern California Law Group, PLC June 2010 - September 2010
Skills
Tax, CPA, Tax Research, Partnership Taxation, Forensic Accounting, Corporate Tax, Income Tax, GAAP, Finance, Tax Accounting, ProSystem fx Tax, US GAAP, SEC filings, Tax Preparation, SEC Filings
Education
University of California, Santa Barbara 2007 — 2011
Bachelors, Business Economics with Emphasis in Accounting
Chris Musser, CPA Chris Musser, CPA's CBIZ MHM, LLC Experience August 2014 - August 2015
Job Senior Internal Auditor at U.S. Bank
Industry Accounting
Experience
U.S. Bank August 2015 - Present
CBIZ MHM, LLC August 2014 - August 2015
CBIZ MHM, LLC July 2012 - August 2014
CBIZ MHM, LLC January 2012 - April 2012
Edgewater Resort and Waterpark September 2008 - December 2011
Skills
CPA, QuickBooks, External Audit, Leadership, Financial Analysis, Accounting, Tax Preparation, Journal Entries, Financial Accounting, Tax Returns, GAAP, Auditing, Financial Reporting, Tax, Grinding, Internal Audit, Microsoft Office, Microsoft Excel
Education
University of Minnesota-Duluth 2007 — 2012
Bachelor’s Degree, Accounting and Business Management (Finance)
Regis High School 2003 — 2007
U.S. Bank August 2015 - Present
CBIZ MHM, LLC August 2014 - August 2015
CBIZ MHM, LLC July 2012 - August 2014
CBIZ MHM, LLC January 2012 - April 2012
Edgewater Resort and Waterpark September 2008 - December 2011
Skills
CPA, QuickBooks, External Audit, Leadership, Financial Analysis, Accounting, Tax Preparation, Journal Entries, Financial Accounting, Tax Returns, GAAP, Auditing, Financial Reporting, Tax, Grinding, Internal Audit, Microsoft Office, Microsoft Excel
Education
University of Minnesota-Duluth 2007 — 2012
Bachelor’s Degree, Accounting and Business Management (Finance)
Regis High School 2003 — 2007
Ben Anderson, CPA's CBIZ MHM, LLC Experience July 2013 - Present
Job Accounting professional serving the greater Kansas City area
Industry
Experience
CBIZ MHM, LLC July 2013 - Present
CBIZ MHM, LLC September 2011 - June 2013
Skills
Accounting, Financial Accounting, Auditing, CPA, Advertising, Financial Statements, Construction Accounting, US GAAP, Manufacturing, Cost Accounting, Building Professional..., Partnership Taxation, Forensic Accounting, SEC filings, Tax Research, Corporate Tax, Tax Preparation, Income Tax, Tax Accounting, Financial Analysis, Financial Reporting, SEC Filings
Education
University of Missouri-Columbia 2006 — 2011
Masters degree, Accounting
Neosho High School
CBIZ MHM, LLC July 2013 - Present
CBIZ MHM, LLC September 2011 - June 2013
Skills
Accounting, Financial Accounting, Auditing, CPA, Advertising, Financial Statements, Construction Accounting, US GAAP, Manufacturing, Cost Accounting, Building Professional..., Partnership Taxation, Forensic Accounting, SEC filings, Tax Research, Corporate Tax, Tax Preparation, Income Tax, Tax Accounting, Financial Analysis, Financial Reporting, SEC Filings
Education
University of Missouri-Columbia 2006 — 2011
Masters degree, Accounting
Neosho High School
Benjamin Gadon Benjamin Gadon's CBIZ MHM, LLC Experience March 2008 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC March 2008 - Present
Marks Paneth & Shron LLP March 2006 - February 2008
Phillips Gold & Co January 2005 - February 2006
Deloitte 1997 - 2004
Skills
Corporate Tax, Tax Law, Tax Returns, FIN 48, Tax Research, CPA, Tax Accounting, Management, Income Tax, Tax, International Tax, Forensic Accounting, US GAAP, Tax Preparation
Education
University of Florida 1980 — 1982
Masters of Accounting, Concentration in Tax
University of Florida 1978 — 1980
Bachelors of Accounting, Taxation
CBIZ MHM, LLC March 2008 - Present
Marks Paneth & Shron LLP March 2006 - February 2008
Phillips Gold & Co January 2005 - February 2006
Deloitte 1997 - 2004
Skills
Corporate Tax, Tax Law, Tax Returns, FIN 48, Tax Research, CPA, Tax Accounting, Management, Income Tax, Tax, International Tax, Forensic Accounting, US GAAP, Tax Preparation
Education
University of Florida 1980 — 1982
Masters of Accounting, Concentration in Tax
University of Florida 1978 — 1980
Bachelors of Accounting, Taxation
Sarfraz Bacchus Sarfraz Bacchus's CBIZ MHM, LLC Experience December 2010 - Present
Job National SALT Manager at CBIZ MHM, LLC
Industry Retail
Experience
CBIZ MHM, LLC December 2010 - Present
The Home Depot January 2010 - November 2010
PricewaterhouseCoopers September 2006 - January 2010
Western Circuit Office of Public Defender May 2005 - May 2006
University of Georgia School of Law September 2005 - April 2006
Skills
Tax Law, Legal Research, Legal Writing, Accounting
Education
University of Georgia School of Law
Juris Doctorate
University of Georgia - Terry College of Business 1998 — 2003
MACC
University of Georgia - May 2003
Bachelor, Business Administration; Accounting
CBIZ MHM, LLC December 2010 - Present
The Home Depot January 2010 - November 2010
PricewaterhouseCoopers September 2006 - January 2010
Western Circuit Office of Public Defender May 2005 - May 2006
University of Georgia School of Law September 2005 - April 2006
Skills
Tax Law, Legal Research, Legal Writing, Accounting
Education
University of Georgia School of Law
Juris Doctorate
University of Georgia - Terry College of Business 1998 — 2003
MACC
University of Georgia - May 2003
Bachelor, Business Administration; Accounting
Joyell Modrcin's CBIZ MHM, LLC Experience September 2001 - September 2004
Job Executive Vice President at Leonardville State Bank
Industry Financial Services
Experience
Leonardville State Bank January 2013 - Present
Big Mac Bancshares, Inc. January 2010 - January 2013
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank September 2004 - September 2008
CBIZ MHM, LLC September 2001 - September 2004
Skills
Accounting, Audit, Auditing, Internal Audit, Internal Controls, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, US GAAP, CPA, Banking, External Audit, Risk Management, Financial Statements, Finance
Education
University of Kansas - Graduate School of Business 1995 — 2000
MAIS, Accounting
Leonardville State Bank January 2013 - Present
Big Mac Bancshares, Inc. January 2010 - January 2013
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank September 2004 - September 2008
CBIZ MHM, LLC September 2001 - September 2004
Skills
Accounting, Audit, Auditing, Internal Audit, Internal Controls, Financial Reporting, Financial Accounting, Financial Analysis, GAAP, US GAAP, CPA, Banking, External Audit, Risk Management, Financial Statements, Finance
Education
University of Kansas - Graduate School of Business 1995 — 2000
MAIS, Accounting
Brad Riegler, CPA Brad Riegler, CPA's CBIZ MHM, LLC Experience July 2010 - October 2011
Job Senior Reporting Specialist at Kofax
Industry Accounting
Experience
Kofax January 2014 - Present
PwC October 2011 - January 2014
CBIZ MHM, LLC July 2010 - October 2011
Skills
CPA, Assurance, US GAAP, Internal Controls, Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, External Audit, Financial Analysis, SEC Filings, Financial Reporting, GAAP, Financial Statements, Microsoft Excel, Financial Accounting
Education
University of Illinois at Chicago 2005 — 2010
Bachelor of Science, Accounting
Kofax January 2014 - Present
PwC October 2011 - January 2014
CBIZ MHM, LLC July 2010 - October 2011
Skills
CPA, Assurance, US GAAP, Internal Controls, Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, External Audit, Financial Analysis, SEC Filings, Financial Reporting, GAAP, Financial Statements, Microsoft Excel, Financial Accounting
Education
University of Illinois at Chicago 2005 — 2010
Bachelor of Science, Accounting
Rachel Epps, CPA Rachel Epps, CPA's CBIZ MHM, LLC Experience August 2011 - December 2013
Job Federal Tax Advisor at International Paper
Industry Accounting
Experience
International Paper January 2014 - Present
CBIZ MHM, LLC August 2011 - December 2013
Thompson Dunavant PLC June 2011 - July 2011
University of Mississippi September 2010 - June 2011
University of Mississippi May 2010 - September 2010
University of Mississippi July 2008 - May 2010
Thompson Dunavant PLC January 2010 - April 2010
Sparks' CPA January 2007 - April 2008
Skills
Punctual, Accounting, Tax, Microsoft Office, Excel, Writing, Reliability, Quickbooks, Income Tax, Word, PowerPoint, Research, Time Management, Bookkeeping, Organization, Corporate Tax, Microsoft Word, Microsoft Excel, Auditing, CPA, Tax Research, Tax Accounting, Tax Returns, Financial Reporting, Financial Statements, QuickBooks
Education
University of Mississippi 2008 — 2011
Master of Taxation
Itawamba Community College 2006 — 2008
Associate of Arts, Accounting
International Paper January 2014 - Present
CBIZ MHM, LLC August 2011 - December 2013
Thompson Dunavant PLC June 2011 - July 2011
University of Mississippi September 2010 - June 2011
University of Mississippi May 2010 - September 2010
University of Mississippi July 2008 - May 2010
Thompson Dunavant PLC January 2010 - April 2010
Sparks' CPA January 2007 - April 2008
Skills
Punctual, Accounting, Tax, Microsoft Office, Excel, Writing, Reliability, Quickbooks, Income Tax, Word, PowerPoint, Research, Time Management, Bookkeeping, Organization, Corporate Tax, Microsoft Word, Microsoft Excel, Auditing, CPA, Tax Research, Tax Accounting, Tax Returns, Financial Reporting, Financial Statements, QuickBooks
Education
University of Mississippi 2008 — 2011
Master of Taxation
Itawamba Community College 2006 — 2008
Associate of Arts, Accounting
Pace Palaio, CPA Pace Palaio, CPA's CBIZ MHM, LLC Experience November 1990 - Present
Job Senior Managing Director
Industry Accounting
Experience
CBIZ MHM, LLC November 1990 - Present
BDO USA, LLP 1982 - 1989
Skills
CPA, Internal Controls, Consulting, Tax Preparation, Tax, Management Consulting, Accounting, Strategic Financial..., Business Valuation, Management, Income Tax, Real Estate, Corporate Tax, GAAP, Financial Analysis, High Net Worth..., Tax Law, Financial Reporting, Mergers & Acquisitions, Auditing, Partnership Taxation, Forensic Accounting, Due Diligence, SEC filings
Education
University of Georgia - Terry College of Business
CBIZ MHM, LLC November 1990 - Present
BDO USA, LLP 1982 - 1989
Skills
CPA, Internal Controls, Consulting, Tax Preparation, Tax, Management Consulting, Accounting, Strategic Financial..., Business Valuation, Management, Income Tax, Real Estate, Corporate Tax, GAAP, Financial Analysis, High Net Worth..., Tax Law, Financial Reporting, Mergers & Acquisitions, Auditing, Partnership Taxation, Forensic Accounting, Due Diligence, SEC filings
Education
University of Georgia - Terry College of Business
Erika Lewin-Harris Erika Lewin-Harris's CBIZ MHM, LLC Experience January 2001 - Present
Job Director / Shareholder at CBIZ / Mayer Hoffman McCann
Industry Accounting
Experience
CBIZ MHM, LLC January 2001 - Present
Isralight March 2000 - December 2000
Reese Henry & Company, Inc. January 1999 - August 1999
Skills
CPA, Forensic Accounting, Tax, Accounting, Management Consulting, Corporate Tax, Tax Preparation, Income Tax, Business Development, SEC filings, Tax Accounting, Tax Returns, Auditing, Internal Controls, Tax Advisory, Financial Reporting, Financial Accounting, QuickBooks, Tax Research, Partnership Taxation, Business Valuation, Valuation, External Audit, GAAP, Sarbanes-Oxley Act, Consolidation, S Corporations, Mergers & Acquisitions, Financial Analysis, Estate Planning, US GAAP, Financial Planners, Restructuring, Tax Law, Bookkeeping, Corporate Finance
Education
University of Florida 1997 — 1998
Master of Accounting, Accounting
University of Florida 1993 — 1998
Bachelor of Science, Accounting
CBIZ MHM, LLC January 2001 - Present
Isralight March 2000 - December 2000
Reese Henry & Company, Inc. January 1999 - August 1999
Skills
CPA, Forensic Accounting, Tax, Accounting, Management Consulting, Corporate Tax, Tax Preparation, Income Tax, Business Development, SEC filings, Tax Accounting, Tax Returns, Auditing, Internal Controls, Tax Advisory, Financial Reporting, Financial Accounting, QuickBooks, Tax Research, Partnership Taxation, Business Valuation, Valuation, External Audit, GAAP, Sarbanes-Oxley Act, Consolidation, S Corporations, Mergers & Acquisitions, Financial Analysis, Estate Planning, US GAAP, Financial Planners, Restructuring, Tax Law, Bookkeeping, Corporate Finance
Education
University of Florida 1997 — 1998
Master of Accounting, Accounting
University of Florida 1993 — 1998
Bachelor of Science, Accounting
Matthew Fargo, CPA Matthew Fargo, CPA's CBIZ MHM, LLC Experience May 2007 - August 2010
Job Partner at Kurtz Fargo LLP
Industry Accounting
Experience
Impact on Education April 2012 - Present
Deming Center for Entrepreneurship - University of Colorado Leeds School of Business August 2011 - Present
Kurtz Fargo LLP August 2010 - Present
CBIZ MHM, LLC May 2007 - August 2010
PricewaterhouseCoopers September 2003 - May 2007
Skills
Mergers & Acquisitions, Financial Reporting, Accounting, Business Planning, Sarbanes-Oxley Act, Revenue Recognition, Auditing, Tax, Start-ups, Financial Modeling, US GAAP, Training, Valuation, Mergers, CPA, Financial Analysis, Budgets, SEC filings, Entrepreneurship, Leadership, Analysis, Management, Managerial Finance, Finance
Education
University of Colorado Boulder 1999 — 2003
Bachelors, Business Administration (Accounting)
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Bachelors, Accounting
Impact on Education April 2012 - Present
Deming Center for Entrepreneurship - University of Colorado Leeds School of Business August 2011 - Present
Kurtz Fargo LLP August 2010 - Present
CBIZ MHM, LLC May 2007 - August 2010
PricewaterhouseCoopers September 2003 - May 2007
Skills
Mergers & Acquisitions, Financial Reporting, Accounting, Business Planning, Sarbanes-Oxley Act, Revenue Recognition, Auditing, Tax, Start-ups, Financial Modeling, US GAAP, Training, Valuation, Mergers, CPA, Financial Analysis, Budgets, SEC filings, Entrepreneurship, Leadership, Analysis, Management, Managerial Finance, Finance
Education
University of Colorado Boulder 1999 — 2003
Bachelors, Business Administration (Accounting)
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Bachelors, Accounting
Donald Swartz Donald Swartz's CBIZ MHM, LLC Experience November 1995 - May 2014
Job President and Principal at Swartz + Associates, Inc. Lover of Chiefs, Royals and golf| Avid "Cruiser"| Poker Enthusiast
Industry Accounting
Experience
Swartz + Associates, Inc. June 2014 - Present
CBIZ 1995 - June 2014
CBIZ MHM, LLC November 1995 - May 2014
Skills
Tax, Valuation, Real Estate, Strategic Planning, Financial Analysis, Management, Mergers & Acquisitions, Due Diligence, Accounting, Financial Reporting, Finance, Financial Statements, Commercial Real Estate
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
B.B.A., Finance Emphasis
University of Iowa
Bachelor, Business Administration; Finance
American Society of Appraisers
Accredited Senior Appraiser, Machinery and Technical Specialties
Swartz + Associates, Inc. June 2014 - Present
CBIZ 1995 - June 2014
CBIZ MHM, LLC November 1995 - May 2014
Skills
Tax, Valuation, Real Estate, Strategic Planning, Financial Analysis, Management, Mergers & Acquisitions, Due Diligence, Accounting, Financial Reporting, Finance, Financial Statements, Commercial Real Estate
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
B.B.A., Finance Emphasis
University of Iowa
Bachelor, Business Administration; Finance
American Society of Appraisers
Accredited Senior Appraiser, Machinery and Technical Specialties
Kathleen Jacobs Kathleen Jacobs's CBIZ MHM, LLC Experience September 2003 - Present
Job Experienced Audit and Accounting Professional
Industry Accounting
Experience
Mayer Hoffman McCann P.C. September 2003 - Present
CBIZ MHM, LLC September 2003 - Present
Deloitte January 2001 - August 2003
Education
University of Iowa 1996 — 2000
Bachelor of Science (BS), Accounting
Mayer Hoffman McCann P.C. September 2003 - Present
CBIZ MHM, LLC September 2003 - Present
Deloitte January 2001 - August 2003
Education
University of Iowa 1996 — 2000
Bachelor of Science (BS), Accounting
John Maher, CPA John Maher, CPA's CBIZ MHM, LLC Experience September 2005 - March 2015
Job Accounting Manager at M & J Wilkow, Ltd.
Industry Accounting
Experience
M & J Wilkow, Ltd. March 2015 - Present
CBIZ MHM, LLC September 2005 - March 2015
The Marmon Group May 2003 - August 2005
Skills
Auditing, Tax Compliance, Tax Returns, Income Tax, Partnership Taxation, Individual Taxation, Accounting, Audit, Compliance, Bookkeeping, Small Business..., GAAP, Financial Accounting, Quickbooks, Tax Return Preparation, Financial Reporting, Tax Preparation, Tax
Education
University of Illinois at Chicago 2001 — 2005
Bachelors, Accounting
Carl Sandburg H.S. 1996 — 2000
M & J Wilkow, Ltd. March 2015 - Present
CBIZ MHM, LLC September 2005 - March 2015
The Marmon Group May 2003 - August 2005
Skills
Auditing, Tax Compliance, Tax Returns, Income Tax, Partnership Taxation, Individual Taxation, Accounting, Audit, Compliance, Bookkeeping, Small Business..., GAAP, Financial Accounting, Quickbooks, Tax Return Preparation, Financial Reporting, Tax Preparation, Tax
Education
University of Illinois at Chicago 2001 — 2005
Bachelors, Accounting
Carl Sandburg H.S. 1996 — 2000
Chester Kurtz, CPA Chester Kurtz, CPA's CBIZ MHM, LLC Experience January 1998 - August 2010
Job Partner at Kurtz Fargo LLP
Industry Accounting
Experience
Kurtz Fargo LLP August 2010 - Present
CBIZ MHM, LLC January 1998 - August 2010
Skills
Auditing, Due Diligence, Financial Statements, Accounting, Revenue Recognition, Tax, Recruiting, Consulting, Financial Analysis, Income Tax, Internal Controls, Leadership, Internal Audit, Management, Mergers, Strategic Planning
Education
Jamestown College 1993 — 1998
Bachelors, Accounting and Business Administration
Kurtz Fargo LLP August 2010 - Present
CBIZ MHM, LLC January 1998 - August 2010
Skills
Auditing, Due Diligence, Financial Statements, Accounting, Revenue Recognition, Tax, Recruiting, Consulting, Financial Analysis, Income Tax, Internal Controls, Leadership, Internal Audit, Management, Mergers, Strategic Planning
Education
Jamestown College 1993 — 1998
Bachelors, Accounting and Business Administration
Olivia (Mullen) Lehrl Olivia (Mullen) Lehrl's CBIZ MHM, LLC Experience January 2015 - May 2015
Job Tax Accountant
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - May 2015
EducationDynamics March 2012 - June 2013
EducationDynamics May 2011 - March 2012
LRP Publications August 2009 - April 2011
Education
Florida Atlantic University 2013 — 2015
Master’s Degree, Accounting
University of Florida 2004 — 2008
Bachelors, Economics
CBIZ MHM, LLC January 2015 - May 2015
EducationDynamics March 2012 - June 2013
EducationDynamics May 2011 - March 2012
LRP Publications August 2009 - April 2011
Education
Florida Atlantic University 2013 — 2015
Master’s Degree, Accounting
University of Florida 2004 — 2008
Bachelors, Economics
Lisa Tillman Lisa Tillman's CBIZ MHM, LLC Experience February 2014 - Present
Job Litigation Support Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2014 - Present
Lewis, Birch, & Ricardo LLC June 1999 - January 2014
Skills
Accounting, Litigation Support, Forensic Accounting, CPA, Auditing, Certified Fraud Examiner, Collaborative Divorce, Tax, Financial Analysis, Finance, Litigation, Mediation
Education
University of Central Florida
University of South Florida
Accounting
CBIZ MHM, LLC February 2014 - Present
Lewis, Birch, & Ricardo LLC June 1999 - January 2014
Skills
Accounting, Litigation Support, Forensic Accounting, CPA, Auditing, Certified Fraud Examiner, Collaborative Divorce, Tax, Financial Analysis, Finance, Litigation, Mediation
Education
University of Central Florida
University of South Florida
Accounting
MaryEllen Redmond MaryEllen Redmond's CBIZ MHM, LLC Experience April 2012 - September 2014
Job Vice President at Duff & Phelps Providing Dispute Resolution Expertise to Litigators
Industry Accounting
Experience
Duff & Phelps September 2014 - Present
CBIZ MHM, LLC April 2012 - September 2014
Dixon Hughes Goodman Solutions, LLC May 2006 - April 2012
Watkins, Meegan, Drury & Co., LLC 2003 - 2006
Skills
Forensic Accounting, Litigation Support, Accounting, Certified Fraud Examiner, Litigation, Valuation, Internal Controls, Family Law, Divorce, Fraud Detection, Certified Divorce..., Due Diligence, Damages, Asset Tracing, Settlement Agreements, Piercing, Bankruptcy, Internal Investigations, GAAP, SEC filings, Tax Returns, Business Valuation, CPA, Tax, Finance, SEC Filings, US GAAP, Sarbanes-Oxley Act
Education
Stevenson University 2006 — 2008
Masters, Masters in Forensic Studies with a Concentration in Accounting
University of Maryland College Park 2001 — 2003
BA, Accounting
Duff & Phelps September 2014 - Present
CBIZ MHM, LLC April 2012 - September 2014
Dixon Hughes Goodman Solutions, LLC May 2006 - April 2012
Watkins, Meegan, Drury & Co., LLC 2003 - 2006
Skills
Forensic Accounting, Litigation Support, Accounting, Certified Fraud Examiner, Litigation, Valuation, Internal Controls, Family Law, Divorce, Fraud Detection, Certified Divorce..., Due Diligence, Damages, Asset Tracing, Settlement Agreements, Piercing, Bankruptcy, Internal Investigations, GAAP, SEC filings, Tax Returns, Business Valuation, CPA, Tax, Finance, SEC Filings, US GAAP, Sarbanes-Oxley Act
Education
Stevenson University 2006 — 2008
Masters, Masters in Forensic Studies with a Concentration in Accounting
University of Maryland College Park 2001 — 2003
BA, Accounting
Matt Magusiak Matt Magusiak's CBIZ MHM, LLC Experience January 2014 - Present
Job Attended University of Mississippi
Industry Accounting
Experience
CBIZ MHM, LLC January 2014 - Present
Skills
Accounting, Marketing
Education
University of Mississippi 2008 — 2013
Bachelor of Accountancy & Bachelor of Business Administration (BBA), Marketing
CBIZ MHM, LLC January 2014 - Present
Skills
Accounting, Marketing
Education
University of Mississippi 2008 — 2013
Bachelor of Accountancy & Bachelor of Business Administration (BBA), Marketing
Heidi Huhn, CPA Heidi Huhn, CPA's CBIZ MHM, LLC Experience September 2015 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2015 - Present
Froehling Anderson December 2012 - September 2015
Boyum & Barenscheer December 2011 - November 2012
University of Minnesota June 2010 - November 2011
Baker Tilly Virchow Krause, LLP January 2009 - June 2010
Skills
Personal Tax Planning, Taxations, Small Business Tax, Tax Preparation, Partnership Taxation, Trust Taxation, Tax, Accounting, Payroll, QuickBooks, Financial Reporting, GAAP, CPA, Corporate Tax, Income Tax
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
CBIZ MHM, LLC September 2015 - Present
Froehling Anderson December 2012 - September 2015
Boyum & Barenscheer December 2011 - November 2012
University of Minnesota June 2010 - November 2011
Baker Tilly Virchow Krause, LLP January 2009 - June 2010
Skills
Personal Tax Planning, Taxations, Small Business Tax, Tax Preparation, Partnership Taxation, Trust Taxation, Tax, Accounting, Payroll, QuickBooks, Financial Reporting, GAAP, CPA, Corporate Tax, Income Tax
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Christian Schechinger's CBIZ MHM, LLC Experience November 2012 - Present
Job Business Development Manager / Tax, Audit & Accounting Services at CBIZ MHM Helping companies mitigate tax burdens.
Industry Accounting
Experience
CBIZ MHM, LLC November 2012 - Present
ADP TotalSource August 2010 - November 2012
Professional State & Local Tax Consulting January 1994 - November 2012
Skills
State & Local Tax..., Sales Tax, Property Tax, Income Tax, Cost Segregation, Tax Credits, Tax Advisory, State Tax, Leadership, Business Development, Social Networking, Networking, Sales Management, Sales Process, Auditing, Tax Accounting, Forensic Accounting, Payroll, 401k, Employee Benefits, Healthcare Consulting, Tax Consulting, Manufacturing, Construction, Mentoring, Sales Presentations, Salesforce.com, Tax, Analysis, Sales, Accounting, Training, Finance, Due Diligence, Forecasting, Professional Services, Cold Calling
Education
University of Delaware
Bachelor of Science (BS)
CBIZ MHM, LLC November 2012 - Present
ADP TotalSource August 2010 - November 2012
Professional State & Local Tax Consulting January 1994 - November 2012
Skills
State & Local Tax..., Sales Tax, Property Tax, Income Tax, Cost Segregation, Tax Credits, Tax Advisory, State Tax, Leadership, Business Development, Social Networking, Networking, Sales Management, Sales Process, Auditing, Tax Accounting, Forensic Accounting, Payroll, 401k, Employee Benefits, Healthcare Consulting, Tax Consulting, Manufacturing, Construction, Mentoring, Sales Presentations, Salesforce.com, Tax, Analysis, Sales, Accounting, Training, Finance, Due Diligence, Forecasting, Professional Services, Cold Calling
Education
University of Delaware
Bachelor of Science (BS)
Jeremy Dumond, CPA Jeremy Dumond, CPA's CBIZ MHM, LLC Experience August 2015 - Present
Job Senior Auditor at Baker Newman & Noyes
Industry Accounting
Experience
CBIZ MHM, LLC August 2015 - Present
Baker Newman Noyes August 2008 - July 2015
Skills
Auditing, US GAAP, Accounting, Banking, Audits of Employee..., Microsoft Office, Internal Controls, Financial Reporting, Financial Accounting, GAAP, Microsoft Excel
Education
University of Maine 2007 — 2008
Master's Degree, Accounting
University of Maine 2002 — 2007
Bachelor's Degree, Mathematics
CBIZ MHM, LLC August 2015 - Present
Baker Newman Noyes August 2008 - July 2015
Skills
Auditing, US GAAP, Accounting, Banking, Audits of Employee..., Microsoft Office, Internal Controls, Financial Reporting, Financial Accounting, GAAP, Microsoft Excel
Education
University of Maine 2007 — 2008
Master's Degree, Accounting
University of Maine 2002 — 2007
Bachelor's Degree, Mathematics
Mark Lumsden, CPA, CCIFP's CBIZ MHM, LLC Experience January 2005 - September 2011
Job CPA | CCIFP | Tax | Sr. Manager | Advisor | Consultant
Industry Accounting
Experience
Anton Collins Mitchell LLP August 2012 - Present
Graham & Company, P.C. September 2011 - July 2012
CBIZ MHM, LLC January 2005 - September 2011
Skills
S Corporations, Construction, Real Estate, Succession Planning, Tax, Income Tax, Partnership Taxation, Corporate Tax, Tax Compliance, Tax Preparation, Tax Research, Individual Taxation, IRS, Tax Accounting, Tax Services, High Net Worth..., Federal Tax, Tax Returns, Accounting, Estate Planning, GAAP, CPA, Construction Accounting, Sarbanes-Oxley Act, Revenue Recognition, Auditing, Tax Advisory, ProSystem fx Tax, Financial Planners, SEC filings, Financial Accounting, US GAAP, Management Consulting, General Ledger, Financial Statements, Financial Reporting, Start-ups, Internal Controls, QuickBooks, US Tax, Accountants, Forensic Accounting, Financial Analysis, Due Diligence, Strategic Financial..., Fixed Assets, C-Corp, Consolidation, Bookkeeping
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, BA, Accounting, Economics
Anton Collins Mitchell LLP August 2012 - Present
Graham & Company, P.C. September 2011 - July 2012
CBIZ MHM, LLC January 2005 - September 2011
Skills
S Corporations, Construction, Real Estate, Succession Planning, Tax, Income Tax, Partnership Taxation, Corporate Tax, Tax Compliance, Tax Preparation, Tax Research, Individual Taxation, IRS, Tax Accounting, Tax Services, High Net Worth..., Federal Tax, Tax Returns, Accounting, Estate Planning, GAAP, CPA, Construction Accounting, Sarbanes-Oxley Act, Revenue Recognition, Auditing, Tax Advisory, ProSystem fx Tax, Financial Planners, SEC filings, Financial Accounting, US GAAP, Management Consulting, General Ledger, Financial Statements, Financial Reporting, Start-ups, Internal Controls, QuickBooks, US Tax, Accountants, Forensic Accounting, Financial Analysis, Due Diligence, Strategic Financial..., Fixed Assets, C-Corp, Consolidation, Bookkeeping
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, BA, Accounting, Economics
Dan Klapheke, CPA's CBIZ MHM, LLC Experience 1994 - Present
Job Financial and Internal Control Audit Expert
Industry Accounting
Experience
Mayer Hoffman McCann P.C. 2002 - Present
CBIZ MHM, LLC 1994 - Present
Skills
Sarbanes-Oxley, Manufacturing, Internal Controls, SAS70, Due Diligence, Management Consulting, Auditing, Accounting, Financial Audits, CPA, Mergers & Acquisitions, Management, GAAP, General Ledger, SEC filings, Sarbanes-Oxley Act, Forecasting, Revenue Recognition, Financial Reporting, Corporate Tax, US GAAP, Tax, Forensic Accounting
Education
University of Kentucky 1987 — 1990
Mayer Hoffman McCann P.C. 2002 - Present
CBIZ MHM, LLC 1994 - Present
Skills
Sarbanes-Oxley, Manufacturing, Internal Controls, SAS70, Due Diligence, Management Consulting, Auditing, Accounting, Financial Audits, CPA, Mergers & Acquisitions, Management, GAAP, General Ledger, SEC filings, Sarbanes-Oxley Act, Forecasting, Revenue Recognition, Financial Reporting, Corporate Tax, US GAAP, Tax, Forensic Accounting
Education
University of Kentucky 1987 — 1990
Maurice Whelan, CPA, CFF, ASA, ABV, CVA Maurice Whelan, CPA, CFF, ASA, ABV, CVA's CBIZ MHM, LLC Experience April 2012 - August 2015
Job Consultant
Industry Financial Services
Experience
Maurice J. Whelan, CPA, CFF, ASA, ABV, CVA August 2015 - Present
CBIZ MHM, LLC April 2012 - August 2015
Dixon Hughes Goodman LLP March 2009 - April 2012
UHY Advisors Inc., LLC 2006 - 2009
RSM McGladrey, LLP 2000 - 2005
Whelan Barsky & Graham, LLC 1974 - 1999
Skills
Forensic Accounting, Business Valuation, Litigation Support, Due Diligence, Economic Damages, Fraud Investigations, Family Law/Divorce, Expert Testimony, Fraud, Bankruptcy, Forensic Analysis, Tax, Expert Witness, Valuation, Accounting, Mergers & Acquisitions, CPA, Litigation
Education
University of Maryland College Park
BA, Accounting and Finance
Maurice J. Whelan, CPA, CFF, ASA, ABV, CVA August 2015 - Present
CBIZ MHM, LLC April 2012 - August 2015
Dixon Hughes Goodman LLP March 2009 - April 2012
UHY Advisors Inc., LLC 2006 - 2009
RSM McGladrey, LLP 2000 - 2005
Whelan Barsky & Graham, LLC 1974 - 1999
Skills
Forensic Accounting, Business Valuation, Litigation Support, Due Diligence, Economic Damages, Fraud Investigations, Family Law/Divorce, Expert Testimony, Fraud, Bankruptcy, Forensic Analysis, Tax, Expert Witness, Valuation, Accounting, Mergers & Acquisitions, CPA, Litigation
Education
University of Maryland College Park
BA, Accounting and Finance
Buddy Hoffman Buddy Hoffman's CBIZ MHM, LLC Experience 1998 - 2000
Job Principal at Bronswick Reicin Pollack
Industry Accounting
Experience
Bronswick Reicin Pollack August 2012 - Present
Mastermind Advisory Council June 2011 - Present
Cepia LLC September 2010 - December 2011
Deloitte 2001 - July 2009
CBIZ MHM, LLC 1998 - 2000
Grant Thornton and Successor Firm August 1975 - July 1998
Skills
Valuation, Financial Reporting, Forensic Accounting, Auditing, SEC filings, Internal Controls, Leadership, US GAAP, Sarbanes-Oxley, Accounting, Tax, Private Equity, Enterprise Risk..., Corporate Tax, Mergers & Acquisitions, Mergers, Finance, CPA, Restructuring, Cross-functional Team..., Income Tax, Financial Analysis, IFRS, Training, Management, Business Advisory, Business Valuation, Big 4, Tax Research, Financial Accounting, Tax Accounting
Education
University of Illinois at Urbana-Champaign 1971 — 1975
BS, Accounting
Bronswick Reicin Pollack August 2012 - Present
Mastermind Advisory Council June 2011 - Present
Cepia LLC September 2010 - December 2011
Deloitte 2001 - July 2009
CBIZ MHM, LLC 1998 - 2000
Grant Thornton and Successor Firm August 1975 - July 1998
Skills
Valuation, Financial Reporting, Forensic Accounting, Auditing, SEC filings, Internal Controls, Leadership, US GAAP, Sarbanes-Oxley, Accounting, Tax, Private Equity, Enterprise Risk..., Corporate Tax, Mergers & Acquisitions, Mergers, Finance, CPA, Restructuring, Cross-functional Team..., Income Tax, Financial Analysis, IFRS, Training, Management, Business Advisory, Business Valuation, Big 4, Tax Research, Financial Accounting, Tax Accounting
Education
University of Illinois at Urbana-Champaign 1971 — 1975
BS, Accounting
Anne Ledwein's CBIZ MHM, LLC Experience June 1988 - Present
Job Director at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC June 1988 - Present
Lund Kohler & Cox, CPA January 1988 - April 1988
Carlson School of Management March 1986 - January 1988
Internal Revenue Service June 1985 - March 1986
Skills
Tax Advisory, Tax Preparation, Estate Planning
Education
University of Minnesota - Carlson School of Management 1983 — 1988
BSB-Accounting
CBIZ MHM, LLC June 1988 - Present
Lund Kohler & Cox, CPA January 1988 - April 1988
Carlson School of Management March 1986 - January 1988
Internal Revenue Service June 1985 - March 1986
Skills
Tax Advisory, Tax Preparation, Estate Planning
Education
University of Minnesota - Carlson School of Management 1983 — 1988
BSB-Accounting
Nancy Rizkallah, CPA's CBIZ MHM, LLC Experience August 2004 - February 2012
Job Controller at SIM Partners
Industry Accounting
Experience
SIM Partners December 2014 - Present
Accenture September 2013 - April 2014
Acquity Group August 2012 - September 2013
Acquity Group February 2012 - September 2013
CBIZ MHM, LLC August 2004 - February 2012
Education
University of Illinois at Chicago 2004 — 2005
Masters of Science, Accounting
University of Illinois at Chicago 2000 — 2004
Bachelors, Accounting
SIM Partners December 2014 - Present
Accenture September 2013 - April 2014
Acquity Group August 2012 - September 2013
Acquity Group February 2012 - September 2013
CBIZ MHM, LLC August 2004 - February 2012
Education
University of Illinois at Chicago 2004 — 2005
Masters of Science, Accounting
University of Illinois at Chicago 2000 — 2004
Bachelors, Accounting
Adam Wold, CPA's CBIZ MHM, LLC Experience January 2005 - Present
Job Experienced CPA providing audit and tax services for midmarket, closely held businesses
Industry Accounting
Experience
CBIZ MHM, LLC January 2005 - Present
Mayer Hoffman McCann P.C. January 2005 - Present
Skills
Tax, GAAP, Auditing, Financial Statements, Internal Controls, CPA, Corporate Tax, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2005
Bachelor of Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2000 — 2005
Bachelor of Science, Finance
CBIZ MHM, LLC January 2005 - Present
Mayer Hoffman McCann P.C. January 2005 - Present
Skills
Tax, GAAP, Auditing, Financial Statements, Internal Controls, CPA, Corporate Tax, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2005
Bachelor of Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2000 — 2005
Bachelor of Science, Finance
Brett Rugen Brett Rugen's CBIZ MHM, LLC Experience August 2006 - April 2009
Job Tax Manager at Aegion Corporation
Industry Accounting
Experience
Aegion Corporation January 2014 - Present
Stone Carlie April 2009 - January 2014
CBIZ MHM, LLC August 2006 - April 2009
Bobby Medlin, CPA May 2002 - April 2006
Skills
Income Tax, Accounting, Corporate Tax
Education
University of Missouri-Columbia 2001 — 2006
MAcc, Masters of Accountancy
Aegion Corporation January 2014 - Present
Stone Carlie April 2009 - January 2014
CBIZ MHM, LLC August 2006 - April 2009
Bobby Medlin, CPA May 2002 - April 2006
Skills
Income Tax, Accounting, Corporate Tax
Education
University of Missouri-Columbia 2001 — 2006
MAcc, Masters of Accountancy
Ryan Howat, CPA, MSA Ryan Howat, CPA, MSA's CBIZ MHM, LLC Experience January 2007 - April 2007
Job Assistant Vice President Securities Processing Manager at Citi
Industry Accounting
Experience
Citi August 2013 - Present
SolarCity January 2012 - August 2013
Sensiba San Filippo LLP September 2007 - November 2011
CBIZ MHM, LLC January 2007 - April 2007
Hinds Financial Group May 2006 - December 2006
UBS Wealth Management March 2006 - December 2006
Inns of Distinction May 2003 - August 2003
Skills
Auditing, Team Oriented, Attention To Detail, Completion Focused, Process Improvement, Building Strong Teams, Staff Mentoring, 401(k) Audits, Accounts Payable, Internal Controls, Accounting, GAAP, Team-oriented, Financial Analysis, Risk Assessment, Valuation, CPA, Analysis, Tax, Private Equity, Start-ups, Cash Flow
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2007
MSA, Accounting - Audit
University of Colorado Boulder - Leeds School of Business 2002 — 2007
BS, Finance
Citi August 2013 - Present
SolarCity January 2012 - August 2013
Sensiba San Filippo LLP September 2007 - November 2011
CBIZ MHM, LLC January 2007 - April 2007
Hinds Financial Group May 2006 - December 2006
UBS Wealth Management March 2006 - December 2006
Inns of Distinction May 2003 - August 2003
Skills
Auditing, Team Oriented, Attention To Detail, Completion Focused, Process Improvement, Building Strong Teams, Staff Mentoring, 401(k) Audits, Accounts Payable, Internal Controls, Accounting, GAAP, Team-oriented, Financial Analysis, Risk Assessment, Valuation, CPA, Analysis, Tax, Private Equity, Start-ups, Cash Flow
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2007
MSA, Accounting - Audit
University of Colorado Boulder - Leeds School of Business 2002 — 2007
BS, Finance
Steve Grove Steve Grove's CBIZ MHM, LLC Experience November 2010 - Present
Job Tax CPA Specializing in Income & Estate Tax Consulting and Wealth Accumulation Planning
Industry Accounting
Experience
CBIZ MHM LLC November 2010 - Present
Kirkland, Russ, Murphy & Tapp, PA September 1995 - November 2010
Ernst & Young August 1986 - September 1995
Skills
Income Tax, Accounting, Tax Advisory, Estate Planning, Estate Tax Planning, Business Valuation, Sales Tax, State Tax, Forensic Accounting, CPA, Retirement Planning, SEC filings, Investments, Financial Statements, GAAP, Tax, US GAAP, Valuation, Financial Reporting
Education
University of Florida 1982 — 1988
Master's degree, Taxation
University of Florida - Warrington College of Business Administration 1982 — 1988
BS & Masters, Accountancy--Tax
CBIZ MHM LLC November 2010 - Present
Kirkland, Russ, Murphy & Tapp, PA September 1995 - November 2010
Ernst & Young August 1986 - September 1995
Skills
Income Tax, Accounting, Tax Advisory, Estate Planning, Estate Tax Planning, Business Valuation, Sales Tax, State Tax, Forensic Accounting, CPA, Retirement Planning, SEC filings, Investments, Financial Statements, GAAP, Tax, US GAAP, Valuation, Financial Reporting
Education
University of Florida 1982 — 1988
Master's degree, Taxation
University of Florida - Warrington College of Business Administration 1982 — 1988
BS & Masters, Accountancy--Tax
Richard Kintz's CBIZ MHM, LLC Experience January 2014 - March 2014
Job Tax Accounting Intern at CBIZ MHM, LLC
Industry Accounting
Experience
University of Mississippi January 2012 - Present
CBIZ MHM, LLC January 2014 - March 2014
Skills
Accounting, Customer Service..., Sales Operations, Microsoft Excel, Tax Preparation, Balance Sheet Review, SAP, Access, Tax, General Ledger, Financial Accounting, Account Reconciliation, GAAP, Compilation Of...
Education
University of Mississippi 2012 — 2015
St. Charles Community College 2009 — 2011
University of Mississippi January 2012 - Present
CBIZ MHM, LLC January 2014 - March 2014
Skills
Accounting, Customer Service..., Sales Operations, Microsoft Excel, Tax Preparation, Balance Sheet Review, SAP, Access, Tax, General Ledger, Financial Accounting, Account Reconciliation, GAAP, Compilation Of...
Education
University of Mississippi 2012 — 2015
St. Charles Community College 2009 — 2011
Matthew L. Maness, CPA Matthew L. Maness, CPA's CBIZ MHM, LLC Experience January 2005 - October 2011
Job Senior Tax Manager at EKS&H
Industry Accounting
Experience
EKS&H November 2011 - Present
CBIZ MHM, LLC January 2005 - October 2011
Skills
Partnership Taxation, Retail, Real Estate, Hospitality, Tax, Accounting, Income Tax, Residential, Corporate Tax, Tax Preparation, Individual Taxation, Real Estate Investment, Tax Compliance, Financial Accounting, Tax Returns, Land, High Net Worth..., Tax Research, SEC filings, Financial Reporting, General Ledger, IRS, Payroll, CPA, Tax Accounting, GAAP, QuickBooks, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2005
M.S., Taxation
University of Colorado Boulder - Leeds School of Business 2000 — 2004
B.S., Accounting & Finance
EKS&H November 2011 - Present
CBIZ MHM, LLC January 2005 - October 2011
Skills
Partnership Taxation, Retail, Real Estate, Hospitality, Tax, Accounting, Income Tax, Residential, Corporate Tax, Tax Preparation, Individual Taxation, Real Estate Investment, Tax Compliance, Financial Accounting, Tax Returns, Land, High Net Worth..., Tax Research, SEC filings, Financial Reporting, General Ledger, IRS, Payroll, CPA, Tax Accounting, GAAP, QuickBooks, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2005
M.S., Taxation
University of Colorado Boulder - Leeds School of Business 2000 — 2004
B.S., Accounting & Finance
Justin Lewis, CPA Justin Lewis, CPA's CBIZ MHM, LLC Experience August 2008 - April 2011
Job Manager at Crowe GHP Horwath
Industry Accounting
Experience
Crowe GHP Horwath January 2015 - Present
GHP Horwath, P.C. September 2012 - Present
CBIZ MHM, LLC August 2008 - April 2011
Goldstein Lewin & Co June 2007 - August 2007
Skills
•Audit software –..., •Microsoft Office –..., Auditing, SEC, GAAP, GAAS, Manufacturing, Real Estate, 401k, Non-profits, Biopharmaceuticals, Financial Statements, Nonprofits, US GAAP, SEC filings, External Audit
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science, Accounting
Crowe GHP Horwath January 2015 - Present
GHP Horwath, P.C. September 2012 - Present
CBIZ MHM, LLC August 2008 - April 2011
Goldstein Lewin & Co June 2007 - August 2007
Skills
•Audit software –..., •Microsoft Office –..., Auditing, SEC, GAAP, GAAS, Manufacturing, Real Estate, 401k, Non-profits, Biopharmaceuticals, Financial Statements, Nonprofits, US GAAP, SEC filings, External Audit
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science, Accounting
Katie Byrne, CPA's CBIZ MHM, LLC Experience 2002 - Present
Job Experienced accounting and tax expert for midmarket, privately held businesses
Industry Accounting
Experience
CBIZ MHM, LLC 2002 - Present
John R. Waters and Company May 2001 - August 2001
Office of University Audits January 2000 - January 2001
Skills
CPA, Income Tax, Tax Preparation, Partnership Taxation, Real Estate Transactions, Personal Tax Planning, Debt Restructuring, Preparation, Assurance, Estate Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor, Accounting
CBIZ MHM, LLC 2002 - Present
John R. Waters and Company May 2001 - August 2001
Office of University Audits January 2000 - January 2001
Skills
CPA, Income Tax, Tax Preparation, Partnership Taxation, Real Estate Transactions, Personal Tax Planning, Debt Restructuring, Preparation, Assurance, Estate Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor, Accounting
Dominika Taraszkiewicz Dominika Taraszkiewicz's CBIZ MHM, LLC Experience September 1994 - November 2003
Job Assistant Chief Auditor at PCAOB
Industry Public Policy
Experience
PCAOB September 2011 - Present
Grant Thornton, LLP November 2003 - September 2011
CBIZ MHM, LLC September 1994 - November 2003
Education
University of Illinois at Chicago 1990 — 1994
Bachelors, Accounting
PCAOB September 2011 - Present
Grant Thornton, LLP November 2003 - September 2011
CBIZ MHM, LLC September 1994 - November 2003
Education
University of Illinois at Chicago 1990 — 1994
Bachelors, Accounting
Craig Brogan, CPA Craig Brogan, CPA's CBIZ MHM, LLC Experience June 1999 - December 2004
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2005 - Present
CBIZ MHM, LLC June 1999 - December 2004
Education
University of Maryland College Park 1989 — 1992
BS, Accounting
CliftonLarsonAllen January 2005 - Present
CBIZ MHM, LLC June 1999 - December 2004
Education
University of Maryland College Park 1989 — 1992
BS, Accounting
Nicole Drury, CPA's CBIZ MHM, LLC Experience September 2008 - July 2014
Job Manager at Diversified Financial Management Corp.
Industry Accounting
Experience
Diversified Financial Management Corp. August 2014 - Present
CBIZ MHM, LLC September 2008 - July 2014
University of Illinois at Urbana-Champaign - Office of Cash Management May 2007 - January 2008
Skills
Auditing, Financial Reporting, Financial Accounting, GAAP, Accounting, Tax, QuickBooks, CCH ProSystem fx, GoSystems, Internal Controls, College Recruiting, Tax Returns, Partnership Taxation
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
Masters, Accounting
Diversified Financial Management Corp. August 2014 - Present
CBIZ MHM, LLC September 2008 - July 2014
University of Illinois at Urbana-Champaign - Office of Cash Management May 2007 - January 2008
Skills
Auditing, Financial Reporting, Financial Accounting, GAAP, Accounting, Tax, QuickBooks, CCH ProSystem fx, GoSystems, Internal Controls, College Recruiting, Tax Returns, Partnership Taxation
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2008
Masters, Accounting
Steve Lake, CPA, MT Steve Lake, CPA, MT's CBIZ MHM, LLC Experience 1999 - May 2012
Job Lake Advisors, LLC
Industry Accounting
Experience
Lake Advisors, LLC 2012 - Present
Gart Capital Partners 2012 - Present
Sage Hospitality Resources 2012 - Present
CBIZ MHM, LLC 1999 - May 2012
CBIZ 1999 - 2012
Lake & Associates, P.C. 1990 - 1999
Skills
Accounting, Private Equity, Strategic Planning, Investments, CPA, Tax, Finance, Leadership, Management, Real Estate, Mergers, Strategic Financial..., Partnership Taxation, Due Diligence, High Net Worth..., Financial Planning, Financial Analysis
Education
University of Denver - Daniels College of Business 1980 — 1982
Masters, Taxation
University of Maryland University College 1972 — 1976
Bachelor of Science (B.S.), Accounting
Springbrook
Lake Advisors, LLC 2012 - Present
Gart Capital Partners 2012 - Present
Sage Hospitality Resources 2012 - Present
CBIZ MHM, LLC 1999 - May 2012
CBIZ 1999 - 2012
Lake & Associates, P.C. 1990 - 1999
Skills
Accounting, Private Equity, Strategic Planning, Investments, CPA, Tax, Finance, Leadership, Management, Real Estate, Mergers, Strategic Financial..., Partnership Taxation, Due Diligence, High Net Worth..., Financial Planning, Financial Analysis
Education
University of Denver - Daniels College of Business 1980 — 1982
Masters, Taxation
University of Maryland University College 1972 — 1976
Bachelor of Science (B.S.), Accounting
Springbrook
John Carney, CPA John Carney, CPA's CBIZ MHM, LLC Experience September 2006 - September 2011
Job Senior Property Accountant at Inland Private Capital Corporation
Industry Real Estate
Experience
Inland Private Capital Corporation November 2013 - Present
Retail Properties of America, Inc. April 2012 - November 2013
Inland Western Retail Real Estate Trust, Inc. September 2011 - April 2012
CBIZ-MHM, LLC September 2006 - September 2011
The Marmon Group May 2004 - August 2006
Marmon Group 2003 - 2005
Skills
GAAP, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Accounting, General Ledger, CPA, Financial Analysis, Tax Preparation, SEC filings, Tax, Variance Analysis, QuickBooks, Sarbanes-Oxley Act, Tax Research, Income Tax, Tax Accounting, Fixed Assets, Due Diligence
Education
University of Illinois at Chicago 2000 — 2005
MSA, Accounting
Inland Private Capital Corporation November 2013 - Present
Retail Properties of America, Inc. April 2012 - November 2013
Inland Western Retail Real Estate Trust, Inc. September 2011 - April 2012
CBIZ-MHM, LLC September 2006 - September 2011
The Marmon Group May 2004 - August 2006
Marmon Group 2003 - 2005
Skills
GAAP, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Accounting, General Ledger, CPA, Financial Analysis, Tax Preparation, SEC filings, Tax, Variance Analysis, QuickBooks, Sarbanes-Oxley Act, Tax Research, Income Tax, Tax Accounting, Fixed Assets, Due Diligence
Education
University of Illinois at Chicago 2000 — 2005
MSA, Accounting
Jill Amstutz, CPA's CBIZ MHM, LLC Experience September 2003 - September 2012
Job Controller at Materra Farming Company LLC
Industry Accounting
Experience
Materra Farming Company LLC September 2012 - Present
CBIZ MHM, LLC September 2003 - September 2012
Skills
Sarbanes-Oxley Act, SEC filings, Tax Accounting, External Audit, Account Reconciliation, Consolidation, Financial Audits, S Corporations, Variance Analysis, Accounts Payable, Cash Flow, Payroll, Accounts Receivable, Journal Entries
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2003
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor, Accounting
Materra Farming Company LLC September 2012 - Present
CBIZ MHM, LLC September 2003 - September 2012
Skills
Sarbanes-Oxley Act, SEC filings, Tax Accounting, External Audit, Account Reconciliation, Consolidation, Financial Audits, S Corporations, Variance Analysis, Accounts Payable, Cash Flow, Payroll, Accounts Receivable, Journal Entries
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2003
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor, Accounting
Gordon Thompson Gordon Thompson's CBIZ MHM, LLC Experience November 1997 - Present
Job Shareholder at Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC November 1997 - Present
Mayer Hoffman McCann P.C. November 1997 - Present
The Thompson Group 1992 - 1997
Thompson McCune 1987 - 1991
N. Gordon Thompson Financial Consultants 1986 - 1987
Pannell Kerr Forster January 1976 - January 1985
Skills
Finance, Estate Planning, Tax, Business Valuation, Negotiation, Valuation, Asset Managment, Restructuring, Mediation, Mergers & Acquisitions, CPA, Income Tax, Succession Planning
Education
University of Mississippi 1971 — 1975
Accounting
CBIZ MHM, LLC November 1997 - Present
Mayer Hoffman McCann P.C. November 1997 - Present
The Thompson Group 1992 - 1997
Thompson McCune 1987 - 1991
N. Gordon Thompson Financial Consultants 1986 - 1987
Pannell Kerr Forster January 1976 - January 1985
Skills
Finance, Estate Planning, Tax, Business Valuation, Negotiation, Valuation, Asset Managment, Restructuring, Mediation, Mergers & Acquisitions, CPA, Income Tax, Succession Planning
Education
University of Mississippi 1971 — 1975
Accounting
Justin Hatfield, CPA's CBIZ MHM, LLC Experience September 2008 - May 2009
Job Revenue Accountant at Trinity Petroleum Management
Industry Oil & Energy
Experience
Trinity Petroleum Management June 2014 - Present
Caerus Oil & Gas llc March 2014 - June 2014
QEP Resources, Inc. January 2013 - March 2014
Colorado Department of Revenue January 2010 - December 2012
CBIZ MHM, LLC September 2008 - May 2009
Level 3 Communications November 2007 - September 2008
EchoStar Corporation June 2007 - September 2007
TeleTech August 2006 - February 2007
Skills
Oil/Gas, Natural Resources, CPA, Federal Reporting, Auditing, Tax, Financial Analysis, Internal Audit, Microsoft Excel, Organizational..., Accounting, Internal Controls, Microsoft Office, Brewing, Brewery, Homebrewing, Event Planning, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Corporate Tax, Tax Law, Tax Research
Education
University of Denver - Daniels College of Business 2007 — 2008
MAcc, Accounting
University of Denver - Daniels College of Business 2004 — 2008
BAcc, Accounting
Iowa State University 2003 — 2004
Architecture
Heritage High School 1999 — 2003
Trinity Petroleum Management June 2014 - Present
Caerus Oil & Gas llc March 2014 - June 2014
QEP Resources, Inc. January 2013 - March 2014
Colorado Department of Revenue January 2010 - December 2012
CBIZ MHM, LLC September 2008 - May 2009
Level 3 Communications November 2007 - September 2008
EchoStar Corporation June 2007 - September 2007
TeleTech August 2006 - February 2007
Skills
Oil/Gas, Natural Resources, CPA, Federal Reporting, Auditing, Tax, Financial Analysis, Internal Audit, Microsoft Excel, Organizational..., Accounting, Internal Controls, Microsoft Office, Brewing, Brewery, Homebrewing, Event Planning, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Corporate Tax, Tax Law, Tax Research
Education
University of Denver - Daniels College of Business 2007 — 2008
MAcc, Accounting
University of Denver - Daniels College of Business 2004 — 2008
BAcc, Accounting
Iowa State University 2003 — 2004
Architecture
Heritage High School 1999 — 2003
Mitchell Berman, CPA Mitchell Berman, CPA's CBIZ MHM, LLC Experience June 1986 - August 2015
Job Partner at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP August 2015 - Present
Mayer Hoffman McCann P.C. January 2004 - August 2015
CBIZ MHM, LLC June 1986 - August 2015
Lydon and Associates, PA February 1983 - May 1986
Sears Holdings Corporation 1977 - 1983
Skills
Tax, Income Tax, Accounting, Tax Preparation, Financial Reporting, CPA, Corporate Tax, International Tax, QuickBooks, Auditing, Forensic Accounting, Internal Controls, Due Diligence, Management Consulting, GAAP, Strategic Planning, Financial Statements
Education
University of Maryland - Robert H. Smith School of Business 1978 — 1982
BS, Accounting
WCHS 1975 — 1978
High School Diploma
Cherry Bekaert LLP August 2015 - Present
Mayer Hoffman McCann P.C. January 2004 - August 2015
CBIZ MHM, LLC June 1986 - August 2015
Lydon and Associates, PA February 1983 - May 1986
Sears Holdings Corporation 1977 - 1983
Skills
Tax, Income Tax, Accounting, Tax Preparation, Financial Reporting, CPA, Corporate Tax, International Tax, QuickBooks, Auditing, Forensic Accounting, Internal Controls, Due Diligence, Management Consulting, GAAP, Strategic Planning, Financial Statements
Education
University of Maryland - Robert H. Smith School of Business 1978 — 1982
BS, Accounting
WCHS 1975 — 1978
High School Diploma
Chris Matthew's CBIZ MHM, LLC Experience July 2012 - October 2014
Job CPA at Ferlita, Walsh, Gonzalez and Rodriguez, PA
Industry Accounting
Experience
Ferlita, Walsh, Gonzalez and Rodriguez, P.A. April 2015 - Present
Citi December 2014 - April 2015
CBIZ MHM, LLC July 2012 - October 2014
Epinicia Capital, LLP December 2011 - July 2012
Crowe Horwath LLP September 2009 - February 2011
Skills
Customer Service, Accounting, Management, GAAP, Financial Analysis, Financial Accounting, QuickBooks, Finance, Microsoft Excel, Microsoft Office, Partnership Taxation, Corporate Tax, Income Tax, Tax Returns, Tax Accounting
Education
University of Central Florida 2008 — 2009
Master's Degree, Taxation
University of Central Florida 2003 — 2007
Bachelor's Degree, Accounting and Finance
Ferlita, Walsh, Gonzalez and Rodriguez, P.A. April 2015 - Present
Citi December 2014 - April 2015
CBIZ MHM, LLC July 2012 - October 2014
Epinicia Capital, LLP December 2011 - July 2012
Crowe Horwath LLP September 2009 - February 2011
Skills
Customer Service, Accounting, Management, GAAP, Financial Analysis, Financial Accounting, QuickBooks, Finance, Microsoft Excel, Microsoft Office, Partnership Taxation, Corporate Tax, Income Tax, Tax Returns, Tax Accounting
Education
University of Central Florida 2008 — 2009
Master's Degree, Taxation
University of Central Florida 2003 — 2007
Bachelor's Degree, Accounting and Finance
Justin Farber, CPA Justin Farber, CPA's CBIZ MHM, LLC Experience September 2008 - August 2012
Job Tax Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young July 2012 - Present
CBIZ MHM, LLC September 2008 - August 2012
Local CPA Firm January 2007 - December 2008
Skills
Accounting, Tax Research, Tax, Income Tax, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Advisory, Tax Preparation
Education
University of Colorado Boulder 2003 — 2008
BSBA, Accounting, Finance, Economics
Ernst & Young July 2012 - Present
CBIZ MHM, LLC September 2008 - August 2012
Local CPA Firm January 2007 - December 2008
Skills
Accounting, Tax Research, Tax, Income Tax, Partnership Taxation, Tax Accounting, Corporate Tax, Tax Advisory, Tax Preparation
Education
University of Colorado Boulder 2003 — 2008
BSBA, Accounting, Finance, Economics
Matt Sights Matt Sights's CBIZ MHM, LLC Experience June 2012 - September 2015
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
Worlds Away September 2015 - Present
CBIZ MHM, LLC June 2012 - September 2015
KPMG LLP October 2010 - June 2012
Skills
Auditing, GAAP, Internal Controls, Accounting, External Audit, US GAAP, Assurance, SEC filings, Sarbanes-Oxley Act, Fast-paced, Financial Accounting, CPA
Education
University of Mississippi 2009 — 2010
Master's degree, Accounting
University of Mississippi 2005 — 2009
Bachelor of Science (BS), Accounting
Worlds Away September 2015 - Present
CBIZ MHM, LLC June 2012 - September 2015
KPMG LLP October 2010 - June 2012
Skills
Auditing, GAAP, Internal Controls, Accounting, External Audit, US GAAP, Assurance, SEC filings, Sarbanes-Oxley Act, Fast-paced, Financial Accounting, CPA
Education
University of Mississippi 2009 — 2010
Master's degree, Accounting
University of Mississippi 2005 — 2009
Bachelor of Science (BS), Accounting
Mallorie Hansen, CPA Mallorie Hansen, CPA's CBIZ MHM, LLC Experience October 2009 - December 2010
Job
Industry Accounting
Experience
BiggsKofford December 2010 - May 2013
CBIZ MHM, LLC October 2009 - December 2010
Skills
Tax, Accounting, Auditing, Nonprofits, Entrepreneurship, Management Consulting, Financial Accounting, QuickBooks, Tax Preparation, Microsoft Excel, Leadership, Tax Returns, Financial Reporting, Tax Research, CPA, GAAP, Internal Controls, Budgets, Strategic Planning
Education
University of Colorado Colorado Springs 2005 — 2009
BS, Accounting
BiggsKofford December 2010 - May 2013
CBIZ MHM, LLC October 2009 - December 2010
Skills
Tax, Accounting, Auditing, Nonprofits, Entrepreneurship, Management Consulting, Financial Accounting, QuickBooks, Tax Preparation, Microsoft Excel, Leadership, Tax Returns, Financial Reporting, Tax Research, CPA, GAAP, Internal Controls, Budgets, Strategic Planning
Education
University of Colorado Colorado Springs 2005 — 2009
BS, Accounting
Sandra (Villegas) Baldwin, CPA Sandra (Villegas) Baldwin, CPA's CBIZ MHM, LLC Experience November 2012 - July 2014
Job Staff Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP July 2014 - Present
CBIZ MHM, LLC November 2012 - July 2014
Maria's Super Clean June 2010 - June 2013
Enjoy Life Natural Brands, LLC August 2010 - December 2010
US Navy July 2006 - July 2010
Allstate June 2005 - June 2006
Skills
Management, Analysis, Marketing, Market Research, Customer Service, Sales, Marketing Strategy, Advertising, Time Management, Email Marketing, Project Planning, Payroll, Accounting, Security, Microsoft Excel
Education
University of Illinois at Chicago 2010 — 2012
Accounting
Baker Tilly Virchow Krause, LLP July 2014 - Present
CBIZ MHM, LLC November 2012 - July 2014
Maria's Super Clean June 2010 - June 2013
Enjoy Life Natural Brands, LLC August 2010 - December 2010
US Navy July 2006 - July 2010
Allstate June 2005 - June 2006
Skills
Management, Analysis, Marketing, Market Research, Customer Service, Sales, Marketing Strategy, Advertising, Time Management, Email Marketing, Project Planning, Payroll, Accounting, Security, Microsoft Excel
Education
University of Illinois at Chicago 2010 — 2012
Accounting
Amber Jackson, CPA's CBIZ MHM, LLC Experience August 2014 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
CBIZ MHM, LLC November 2009 - July 2011
Skills
Tax Research, GoSystems, Partnership Taxation, ProSystem fx Tax, Corporate Tax, Tax Accounting, Tax Preparation, CPA, Income Tax, S Corporations
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Master of Accounting Science, Tax Concentration
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS), Accounting
CBIZ MHM, LLC August 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
CBIZ MHM, LLC November 2009 - July 2011
Skills
Tax Research, GoSystems, Partnership Taxation, ProSystem fx Tax, Corporate Tax, Tax Accounting, Tax Preparation, CPA, Income Tax, S Corporations
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Master of Accounting Science, Tax Concentration
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS), Accounting
April Latham April Latham's CBIZ MHM, LLC Experience August 2008 - June 2011
Job CFO at Global Tank Leasing LLC
Industry Environmental Services
Experience
Global Tank Leasing LLC June 2011 - Present
CBIZ MHM, LLC August 2008 - June 2011
Thomas & Thomas LLP July 2001 - July 2008
CBIZ MHM, LLC December 2000 - July 2001
SS&C Business & Tax Services, Inc. 1998 - 2000
Thomas & Thomas LLP 1995 - 1998
Skills
Internal Controls, CPA, Tax Accounting, Corporate Tax, Tax, Tax Research, Accounting, Financial Reporting, Financial Accounting, US GAAP, Financial Statements, GAAP, Tax Preparation, SEC filings, General Ledger, Income Tax, Revenue Recognition
Education
University of Central Arkansas 1990 — 1994
BBA, Accounting
Kingsland High School 1988 — 1990
Global Tank Leasing LLC June 2011 - Present
CBIZ MHM, LLC August 2008 - June 2011
Thomas & Thomas LLP July 2001 - July 2008
CBIZ MHM, LLC December 2000 - July 2001
SS&C Business & Tax Services, Inc. 1998 - 2000
Thomas & Thomas LLP 1995 - 1998
Skills
Internal Controls, CPA, Tax Accounting, Corporate Tax, Tax, Tax Research, Accounting, Financial Reporting, Financial Accounting, US GAAP, Financial Statements, GAAP, Tax Preparation, SEC filings, General Ledger, Income Tax, Revenue Recognition
Education
University of Central Arkansas 1990 — 1994
BBA, Accounting
Kingsland High School 1988 — 1990
Derek Dowell, CPA Derek Dowell, CPA's CBIZ MHM, LLC Experience August 2010 - August 2015
Job Controller at Cornerstone Kansas City, LLC
Industry Accounting
Experience
Cornerstone Kansas City, LLC August 2015 - Present
CBIZ MHM, LLC August 2010 - August 2015
University of Missouri - Trulaske College of Business August 2009 - May 2010
Grant Thornton LLP June 2009 - July 2009
CBIZ MHM, LLC January 2009 - April 2009
Skills
Tax, Partnership Taxation, Corporate Tax, Tax Preparation, Consolidated Returns, Multi-State Sales Tax, Accounting, S-Corp Tax, Partnership Tax, Auditing, CPA, Tax Returns, Financial Statements, Accruals, Tax Research, GAAP, US GAAP, Composite Tax Returns, Multi-State Tax, Microsoft Excel, ASC 740, FAS 109, FIN 48, Tax Accounting, S Corporations, Income Tax, Financial Accounting, Fixed Assets, ProSystem fx Tax, GoSystems, Multi-state tax returns, High Net Worth..., US Tax, FAS109, State Tax, Tax Software, Finance, Financial Analysis, Financial Reporting, Microsoft Office, Leadership
Education
University of Missouri-Columbia 2005 — 2010
Master's Degree, Accounting
Cornerstone Kansas City, LLC August 2015 - Present
CBIZ MHM, LLC August 2010 - August 2015
University of Missouri - Trulaske College of Business August 2009 - May 2010
Grant Thornton LLP June 2009 - July 2009
CBIZ MHM, LLC January 2009 - April 2009
Skills
Tax, Partnership Taxation, Corporate Tax, Tax Preparation, Consolidated Returns, Multi-State Sales Tax, Accounting, S-Corp Tax, Partnership Tax, Auditing, CPA, Tax Returns, Financial Statements, Accruals, Tax Research, GAAP, US GAAP, Composite Tax Returns, Multi-State Tax, Microsoft Excel, ASC 740, FAS 109, FIN 48, Tax Accounting, S Corporations, Income Tax, Financial Accounting, Fixed Assets, ProSystem fx Tax, GoSystems, Multi-state tax returns, High Net Worth..., US Tax, FAS109, State Tax, Tax Software, Finance, Financial Analysis, Financial Reporting, Microsoft Office, Leadership
Education
University of Missouri-Columbia 2005 — 2010
Master's Degree, Accounting
Glenn Soendker Glenn Soendker's CBIZ MHM, LLC Experience 1997 - 2000
Job CAO at Xceligent, Inc.
Industry Information Services
Experience
Chief Accounting Officer April 2013 - Present
Xceligent, Inc. June 2007 - Present
Entercom September 2003 - June 2007
CBIZ MHM, LLC 1997 - 2000
Tenenbaum & Associates 1985 - 1994
Arthur Andersen 1980 - 1982
Skills
Financial Analysis, Forecasting, Due Diligence, Acquisitions, Budgets, Financial Statements, Strategic Planning, Accounts Payable, Business Strategy, Contract Negotiation, Cost Accounting, Business Development, Investments, Process Improvement, Leadership, Restructuring, Management Consulting, Operations Management, General Ledger, Payroll, Mergers & Acquisitions, Team Building, Managerial Finance, Management, Valuation, Financial Accounting, Accounting, Start-ups, Financial Modeling, Finance, Strategy, Cash Flow, Cash Flow Forecasting, Strategic Financial..., Internal Audit, Financial Audits, Human Resources, Auditing, Tax, Internal Controls, Financial Reporting, CPA, Sarbanes-Oxley Act, Business Process..., Analysis, Cash Management, Accounts Receivable, Executive Management, Market Analysis
Education
University of Central Missouri 1976 — 1990
MBA, BSBA, Finance, Accounting
Chief Accounting Officer April 2013 - Present
Xceligent, Inc. June 2007 - Present
Entercom September 2003 - June 2007
CBIZ MHM, LLC 1997 - 2000
Tenenbaum & Associates 1985 - 1994
Arthur Andersen 1980 - 1982
Skills
Financial Analysis, Forecasting, Due Diligence, Acquisitions, Budgets, Financial Statements, Strategic Planning, Accounts Payable, Business Strategy, Contract Negotiation, Cost Accounting, Business Development, Investments, Process Improvement, Leadership, Restructuring, Management Consulting, Operations Management, General Ledger, Payroll, Mergers & Acquisitions, Team Building, Managerial Finance, Management, Valuation, Financial Accounting, Accounting, Start-ups, Financial Modeling, Finance, Strategy, Cash Flow, Cash Flow Forecasting, Strategic Financial..., Internal Audit, Financial Audits, Human Resources, Auditing, Tax, Internal Controls, Financial Reporting, CPA, Sarbanes-Oxley Act, Business Process..., Analysis, Cash Management, Accounts Receivable, Executive Management, Market Analysis
Education
University of Central Missouri 1976 — 1990
MBA, BSBA, Finance, Accounting
William Simson, CPA William Simson, CPA's CBIZ MHM, LLC Experience January 2012 - May 2012
Job Business Advisor at Haworth & Company, Ltd
Industry Accounting
Experience
Haworth & Company October 2013 - Present
Leander Limited September 2012 - July 2013
CBIZ MHM, LLC January 2012 - May 2012
Skills
Cash Flow Forecasting, Financial Projection, Financial Analysis, Tax, Income Tax, CPA, Financial Statements, Corporate Tax
Education
University of Minnesota-Duluth 2009 — 2011
Accounting and B.B.A. Finance
Saint Cloud State University 2006 — 2008
Associate of Arts
Haworth & Company October 2013 - Present
Leander Limited September 2012 - July 2013
CBIZ MHM, LLC January 2012 - May 2012
Skills
Cash Flow Forecasting, Financial Projection, Financial Analysis, Tax, Income Tax, CPA, Financial Statements, Corporate Tax
Education
University of Minnesota-Duluth 2009 — 2011
Accounting and B.B.A. Finance
Saint Cloud State University 2006 — 2008
Associate of Arts
Garrett Wells, CPA's CBIZ MHM, LLC Experience August 2005 - October 2013
Job Tax Manager at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP October 2013 - Present
CBIZ MHM, LLC August 2005 - October 2013
Skills
Accounting, Tax, LLC, Tax Returns, Research, Tax Preparation, Income Tax, QuickBooks, General Ledger, Partnerships, S Corporations, Corporations, High Net Worth..., Finance, CPA, Tax Research, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2009
MSB, Accounting
Villanova University 2001 — 2005
BS, Accounting
CohnReznick LLP October 2013 - Present
CBIZ MHM, LLC August 2005 - October 2013
Skills
Accounting, Tax, LLC, Tax Returns, Research, Tax Preparation, Income Tax, QuickBooks, General Ledger, Partnerships, S Corporations, Corporations, High Net Worth..., Finance, CPA, Tax Research, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2009
MSB, Accounting
Villanova University 2001 — 2005
BS, Accounting
J. Scott Denlinger,CPA J. Scott Denlinger,CPA's CBIZ MHM, LLC Experience August 1991 - August 2015
Job Partner at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP August 2015 - Present
CBIZ MHM, LLC August 1991 - August 2015
Mayer Hoffman McCann August 1991 - August 2015
Skills
Tax, Management, GAAP, Auditing, Accounting, Financial Reporting, Budgets, Internal Controls, Financial Statements, US GAAP, Management Consulting, Financial Accounting, Nonprofits
Education
University of Maryland College Park 1987 — 1991
Bachelors, Accounting
Cherry Bekaert LLP August 2015 - Present
CBIZ MHM, LLC August 1991 - August 2015
Mayer Hoffman McCann August 1991 - August 2015
Skills
Tax, Management, GAAP, Auditing, Accounting, Financial Reporting, Budgets, Internal Controls, Financial Statements, US GAAP, Management Consulting, Financial Accounting, Nonprofits
Education
University of Maryland College Park 1987 — 1991
Bachelors, Accounting
Nathan Benhart's CBIZ MHM, LLC Experience September 2006 - November 2009
Job Senior Tax Analyst at Baker & McKenzie
Industry Accounting
Experience
Baker & McKenzie September 2013 - Present
Sidley Austin, LLP November 2009 - September 2013
CBIZ MHM, LLC September 2006 - November 2009
Reifler, Sharps, & Schuetz, Ltd May 2005 - September 2006
Skills
CPA, Accounts Payable, Income Tax, Auditing, Human Resources, Tax, Financial Analysis, Tax Preparation, Financial Reporting, Tax Research, Accounting, Microsoft Excel, Financial Accounting, General Ledger, Management, GAAP, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2005
Accountancy
Baker & McKenzie September 2013 - Present
Sidley Austin, LLP November 2009 - September 2013
CBIZ MHM, LLC September 2006 - November 2009
Reifler, Sharps, & Schuetz, Ltd May 2005 - September 2006
Skills
CPA, Accounts Payable, Income Tax, Auditing, Human Resources, Tax, Financial Analysis, Tax Preparation, Financial Reporting, Tax Research, Accounting, Microsoft Excel, Financial Accounting, General Ledger, Management, GAAP, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2005
Accountancy
Justin Mascarenas, CPA Justin Mascarenas, CPA's CBIZ MHM, LLC Experience October 2008 - May 2009
Job Senior Auditor at Plante Moran
Industry Accounting
Experience
Plante Moran December 2012 - Present
Lopez & Co. CPAs December 2009 - November 2012
CBIZ MHM, LLC October 2008 - May 2009
Academic Computing Communication Center December 2006 - December 2008
Tuesday Morning June 2004 - August 2007
Skills
Excel, Quickbooks, 10 Key, Pivot Tables, Bookkeeping, Reconciliation, Accounting, Word, Auditing, Outlook, Financial Reporting, Microsoft Office, Payroll, Accounts Payable, Non-profits, Great Plains, PowerPoint, Accounts Receivable, General Ledger, Tax, Financial Accounting, Audit, Tax Returns, Invoicing, GAAP, Accruals, Fixed Assets, Account Reconciliation, Spreadsheets, Tax Preparation, Small Business..., Microsoft Word, QuickBooks, Access, Peachtree, Microsoft Excel
Education
University of Illinois at Chicago 2005 — 2009
Bachelor of Science, Accounting
Plante Moran December 2012 - Present
Lopez & Co. CPAs December 2009 - November 2012
CBIZ MHM, LLC October 2008 - May 2009
Academic Computing Communication Center December 2006 - December 2008
Tuesday Morning June 2004 - August 2007
Skills
Excel, Quickbooks, 10 Key, Pivot Tables, Bookkeeping, Reconciliation, Accounting, Word, Auditing, Outlook, Financial Reporting, Microsoft Office, Payroll, Accounts Payable, Non-profits, Great Plains, PowerPoint, Accounts Receivable, General Ledger, Tax, Financial Accounting, Audit, Tax Returns, Invoicing, GAAP, Accruals, Fixed Assets, Account Reconciliation, Spreadsheets, Tax Preparation, Small Business..., Microsoft Word, QuickBooks, Access, Peachtree, Microsoft Excel
Education
University of Illinois at Chicago 2005 — 2009
Bachelor of Science, Accounting
Brian Nuzio, CPA Brian Nuzio, CPA's CBIZ MHM, LLC Experience November 2005 - July 2015
Job Audit Manager at Anchin, Block & Anchin
Industry Accounting
Experience
Anchin, Block & Anchin LLP August 2015 - Present
CBIZ MHM, LLC November 2005 - July 2015
ICC Logistics Services, Inc. 2000 - 2005
Skills
Financial Reporting, Accounting, Auditing, Financial Projections, Financial Forecasting, 401k Audits, Royalty Audits, Mergers, Aquisition, Financial Modeling, Financial Accounting, 401k, US GAAP, SEC filings, GAAP, Mergers & Acquisitions, Tax, Financial Statements, CPA, Financial Analysis, General Ledger, Internal Controls
Education
University of Delaware 2001 — 2005
BS, Accounting
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Accounting
Anchin, Block & Anchin LLP August 2015 - Present
CBIZ MHM, LLC November 2005 - July 2015
ICC Logistics Services, Inc. 2000 - 2005
Skills
Financial Reporting, Accounting, Auditing, Financial Projections, Financial Forecasting, 401k Audits, Royalty Audits, Mergers, Aquisition, Financial Modeling, Financial Accounting, 401k, US GAAP, SEC filings, GAAP, Mergers & Acquisitions, Tax, Financial Statements, CPA, Financial Analysis, General Ledger, Internal Controls
Education
University of Delaware 2001 — 2005
BS, Accounting
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Accounting
Jenny Chamberlin Jenny Chamberlin's CBIZ MHM, LLC Experience June 2000 - Present
Job Tax Senior, EA at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 2000 - Present
Best Vendors Management, Inc January 1995 - June 2000
Skills
Tax Preparation, Financial Accounting, Financial Analysis, GAAP, Income Tax, Financial Reporting, Microsoft Excel, High Net Worth..., Personal Tax Planning, Trust Taxation, Estate & Gift Taxation
Education
University of Minnesota-Twin Cities
CBIZ MHM, LLC June 2000 - Present
Best Vendors Management, Inc January 1995 - June 2000
Skills
Tax Preparation, Financial Accounting, Financial Analysis, GAAP, Income Tax, Financial Reporting, Microsoft Excel, High Net Worth..., Personal Tax Planning, Trust Taxation, Estate & Gift Taxation
Education
University of Minnesota-Twin Cities
Josh Katzman Josh Katzman's CBIZ MHM, LLC Experience May 2013 - July 2013
Job Consulting Services Intern at AppNexus
Industry Consumer Services
Experience
LegendsCard February 2013 - Present
AppNexus June 2015 - August 2015
SELECT Innovations June 2014 - August 2014
Alpha Epsilon Pi August 2013 - August 2014
CBIZ MHM, LLC May 2013 - July 2013
University of Michigan August 2012 - May 2013
Skills
Entrepreneurship, Sales, Business Development, C++, Management, SQL, Web Development, Product Design, Software Consulting
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA)
University of Michigan 2012 — 2016
Minor, Computer Science
LegendsCard February 2013 - Present
AppNexus June 2015 - August 2015
SELECT Innovations June 2014 - August 2014
Alpha Epsilon Pi August 2013 - August 2014
CBIZ MHM, LLC May 2013 - July 2013
University of Michigan August 2012 - May 2013
Skills
Entrepreneurship, Sales, Business Development, C++, Management, SQL, Web Development, Product Design, Software Consulting
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA)
University of Michigan 2012 — 2016
Minor, Computer Science
Lindsey Greenleaf Lindsey Greenleaf's CBIZ MHM, LLC Experience August 2011 - August 2012
Job Accounting Manager at Arthur Hill & Co., LLC
Industry Real Estate
Experience
Arthur Hill & Co., LLC - AHC Funds August 2012 - Present
CBIZ MHM, LLC August 2011 - August 2012
CBIZ MHM, LLC September 2008 - July 2011
Spectrum Brands May 2007 - August 2007
THE National Bank May 2004 - January 2007
Royal Neighbors of America June 2006 - August 2006
Skills
Accounting, Variance Analysis, Account Reconciliation, Income Tax, Journal Entries, Internal Audit, Auditing, General Ledger, Budgets, US GAAP, GAAP, Financial Reporting, Tax Preparation, Financial Accounting, SEC filings, CPA, Internal Controls, Financial Statements, Tax, QuickBooks, Corporate Tax, External Audit
Education
University of Illinois at Urbana-Champaign 2007 — 2008
Master of Accounting Science
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science, Accountancy
Arthur Hill & Co., LLC - AHC Funds August 2012 - Present
CBIZ MHM, LLC August 2011 - August 2012
CBIZ MHM, LLC September 2008 - July 2011
Spectrum Brands May 2007 - August 2007
THE National Bank May 2004 - January 2007
Royal Neighbors of America June 2006 - August 2006
Skills
Accounting, Variance Analysis, Account Reconciliation, Income Tax, Journal Entries, Internal Audit, Auditing, General Ledger, Budgets, US GAAP, GAAP, Financial Reporting, Tax Preparation, Financial Accounting, SEC filings, CPA, Internal Controls, Financial Statements, Tax, QuickBooks, Corporate Tax, External Audit
Education
University of Illinois at Urbana-Champaign 2007 — 2008
Master of Accounting Science
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science, Accountancy
Anna Howell, CPA Anna Howell, CPA's CBIZ MHM, LLC Experience August 2011 - May 2015
Job Manager of Indirect Tax, Evergreen Packaging, Inc.
Industry Accounting
Experience
Evergreen Packaging May 2015 - Present
CBIZ MHM, LLC August 2011 - May 2015
Thompson Dunavant PLC January 2000 - August 2011
Sumitomo Electric Wiring Systems September 1998 - November 1999
Fruit of the Loom January 1993 - August 1998
Emerson Stokes Elliott & Harper October 1992 - December 1992
Price Waterhouse August 1991 - August 1992
Skills
Tax, Corporate Tax, Income Tax, Property Tax, Accounting, Auditing, Sales Tax, Fixed Assets, State Tax, Sales & Use Tax, Tax Research, Tax Returns, SEC filings, CPA, Tax Accounting, ProSystem fx Tax, Finance, Partnership Taxation, Tax Preparation, International Tax, Forecasting, Payroll, GAAP, Account Reconciliation, Financial Statements, Multi-State Sales Tax, Preparation, Depreciation, General Ledger, QuickBooks, Tax Advisory, FIN 48, Use Tax, CCH Intelliconnect, Tax Law, Multi-state tax returns, Indirect Taxation, Big 4, SAP, Sabrix
Education
University of Mississippi 1987 — 1991
Bachelor, Accounting
Evergreen Packaging May 2015 - Present
CBIZ MHM, LLC August 2011 - May 2015
Thompson Dunavant PLC January 2000 - August 2011
Sumitomo Electric Wiring Systems September 1998 - November 1999
Fruit of the Loom January 1993 - August 1998
Emerson Stokes Elliott & Harper October 1992 - December 1992
Price Waterhouse August 1991 - August 1992
Skills
Tax, Corporate Tax, Income Tax, Property Tax, Accounting, Auditing, Sales Tax, Fixed Assets, State Tax, Sales & Use Tax, Tax Research, Tax Returns, SEC filings, CPA, Tax Accounting, ProSystem fx Tax, Finance, Partnership Taxation, Tax Preparation, International Tax, Forecasting, Payroll, GAAP, Account Reconciliation, Financial Statements, Multi-State Sales Tax, Preparation, Depreciation, General Ledger, QuickBooks, Tax Advisory, FIN 48, Use Tax, CCH Intelliconnect, Tax Law, Multi-state tax returns, Indirect Taxation, Big 4, SAP, Sabrix
Education
University of Mississippi 1987 — 1991
Bachelor, Accounting
David Levi, CPA, PFS David Levi, CPA, PFS's CBIZ MHM, LLC Experience 2011 - Present
Job Tax Director at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC 2011 - Present
CBIZ MHM, LLC October 1982 - Present
Skills
Tax, Estate Planning, Estate Tax Planning, Succession Planning, Accounting, Income Tax, Closely Held Businesses, Executive Compensation..., CPA, Tax Research, Corporate Tax, Tax Accounting
Education
University of Iowa 1978 — 1982
BBA, Accounting
CBIZ MHM, LLC 2011 - Present
CBIZ MHM, LLC October 1982 - Present
Skills
Tax, Estate Planning, Estate Tax Planning, Succession Planning, Accounting, Income Tax, Closely Held Businesses, Executive Compensation..., CPA, Tax Research, Corporate Tax, Tax Accounting
Education
University of Iowa 1978 — 1982
BBA, Accounting
Chantal Peters, CPA Chantal Peters, CPA's CBIZ MHM, LLC Experience September 2012 - December 2014
Job Tax Associate specializing in Federal and State preparation and compliance for partnerships, S Corps and individuals
Industry Accounting
Experience
CBIZ MHM, LLC September 2012 - December 2014
Ball May 2010 - August 2010
PMH Financial May 2008 - July 2009
Ball June 2007 - August 2007
Skills
CPA, Tax Research, Tax Accounting, Tax Preparation, Tax, Income Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Tax Returns, US Tax
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2012
Masters of Science Business Administration, Accounting - Taxation
University of Colorado at Boulder - Leeds School of Business 2005 — 2008
Bachelors of Science, Accounting
CBIZ MHM, LLC September 2012 - December 2014
Ball May 2010 - August 2010
PMH Financial May 2008 - July 2009
Ball June 2007 - August 2007
Skills
CPA, Tax Research, Tax Accounting, Tax Preparation, Tax, Income Tax, Partnership Taxation, ProSystem fx Tax, S Corporations, Tax Returns, US Tax
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2012
Masters of Science Business Administration, Accounting - Taxation
University of Colorado at Boulder - Leeds School of Business 2005 — 2008
Bachelors of Science, Accounting
Lindsey Allen's CBIZ MHM, LLC Experience June 2014 - Present
Job Marketing Manager at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC June 2014 - Present
Ameresco July 2012 - February 2014
Ameresco August 2011 - July 2012
APS Energy Services January 2007 - August 2011
Merchants' Credit Guide Company May 2006 - September 2006
Standard Textile November 2000 - October 2003
Skills
Marketing, Marketing Strategy, Strategic Communications, Public Relations, Brand Management, Lead Generation, Market Research, Strategic Planning, Business Development, Salesforce.com..., Proposal Writing, Leadership, Project Management, Management, Sales, Sales Process, Sales Presentations, Energy Conservation, Energy Management, Energy Efficiency, Energy Audits, Solar Energy, Renewable Energy, Photovoltaics, Sustainability, Cleantech, Alternative Energy, Sustainable Energy, Energy, Contract Negotiation, Wind, Forecasting, Solar PV, Demand Response, Product Demonstration, Energy Monitoring, Energy Information..., Energy Dashboards, Budget Process, New Markets Development, New Market Growth, Sales Cycle Management, Brand Equity
Education
University of Kentucky 1996 — 2000
Bachleor of Arts, Integrated Strategic Communication
CBIZ MHM, LLC June 2014 - Present
Ameresco July 2012 - February 2014
Ameresco August 2011 - July 2012
APS Energy Services January 2007 - August 2011
Merchants' Credit Guide Company May 2006 - September 2006
Standard Textile November 2000 - October 2003
Skills
Marketing, Marketing Strategy, Strategic Communications, Public Relations, Brand Management, Lead Generation, Market Research, Strategic Planning, Business Development, Salesforce.com..., Proposal Writing, Leadership, Project Management, Management, Sales, Sales Process, Sales Presentations, Energy Conservation, Energy Management, Energy Efficiency, Energy Audits, Solar Energy, Renewable Energy, Photovoltaics, Sustainability, Cleantech, Alternative Energy, Sustainable Energy, Energy, Contract Negotiation, Wind, Forecasting, Solar PV, Demand Response, Product Demonstration, Energy Monitoring, Energy Information..., Energy Dashboards, Budget Process, New Markets Development, New Market Growth, Sales Cycle Management, Brand Equity
Education
University of Kentucky 1996 — 2000
Bachleor of Arts, Integrated Strategic Communication
Jeremy Bernstein, CPA's CBIZ MHM, LLC Experience January 2010 - Present
Job Senior Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2010 - Present
PuckAgency LLC July 2007 - August 2008
Skills
Certified Public...
Education
University of Maryland College Park 2007 — 2009
Bachelor of Science (BS), Accounting
University of Michigan 2005 — 2007
CBIZ MHM, LLC January 2010 - Present
PuckAgency LLC July 2007 - August 2008
Skills
Certified Public...
Education
University of Maryland College Park 2007 — 2009
Bachelor of Science (BS), Accounting
University of Michigan 2005 — 2007
Levi Kendall Levi Kendall's CBIZ MHM, LLC Experience August 2014 - Present
Job Tax Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - Present
Moss Adams LLP July 2013 - August 2014
Moss Adams LLP August 2011 - June 2013
Extra Space Storage July 2007 - August 2008
Education
University of Denver 2009 — 2011
Master of Laws (LLM), Taxation
University of Denver - Sturm College of Law 2008 — 2011
Doctor of Law (J.D.)
Westminster College 2002 — 2007
Bachelor of Science (B.S.), Accounting
CBIZ MHM, LLC August 2014 - Present
Moss Adams LLP July 2013 - August 2014
Moss Adams LLP August 2011 - June 2013
Extra Space Storage July 2007 - August 2008
Education
University of Denver 2009 — 2011
Master of Laws (LLM), Taxation
University of Denver - Sturm College of Law 2008 — 2011
Doctor of Law (J.D.)
Westminster College 2002 — 2007
Bachelor of Science (B.S.), Accounting
Piyush Arora, CPA's CBIZ MHM, LLC Experience January 2014 - April 2014
Job
Industry Accounting
Experience
Defense Contract Audit Agency April 2014 - Present
Arora Accounting, LLC October 2013 - Present
CBIZ MHM, LLC January 2014 - April 2014
BDO USA, LLP January 2013 - October 2013
PwC January 2011 - November 2012
Clifton Gunderson LLP January 2009 - December 2010
Education
University of Maryland College Park 2004 — 2008
Bachelor of Science, Accounting, Finance
Defense Contract Audit Agency April 2014 - Present
Arora Accounting, LLC October 2013 - Present
CBIZ MHM, LLC January 2014 - April 2014
BDO USA, LLP January 2013 - October 2013
PwC January 2011 - November 2012
Clifton Gunderson LLP January 2009 - December 2010
Education
University of Maryland College Park 2004 — 2008
Bachelor of Science, Accounting, Finance
Adam Grilliot, CPA Adam Grilliot, CPA's CBIZ MHM, LLC Experience January 2011 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2011 - Present
CBIZ MHM, LLC January 2006 - December 2010
Michael Clark, CPA, PA September 2000 - January 2006
Skills
CPA, Accounting, Tax, Tax Research
Education
Wichita State University 1998 — 2003
BBA, Accounting
Central Missouri State University 1997 — 1998
BBA, Accounting
CBIZ MHM, LLC January 2011 - Present
CBIZ MHM, LLC January 2006 - December 2010
Michael Clark, CPA, PA September 2000 - January 2006
Skills
CPA, Accounting, Tax, Tax Research
Education
Wichita State University 1998 — 2003
BBA, Accounting
Central Missouri State University 1997 — 1998
BBA, Accounting
Kandy Zhao, CPA Kandy Zhao, CPA's CBIZ MHM, LLC Experience January 2013 - June 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US January 2015 - Present
CBIZ MHM, LLC January 2013 - June 2014
Mag Specialties Inc May 2010 - December 2012
Skills
Account Reconciliation, Auditing, US GAAP, Accounts Payable, QuickBooks, Accounts Receivable, Journal Entries, Cash Flow, Financial Reporting, Financial Accounting, Financial Analysis, IFRS, Financial Statements, Variance Analysis, Tax, Capital Budgeting, Translation, Fishbowl Inventory, Caseware, CCH ProSystem fx, Internal Audit, Microsoft Excel, Finance, Bank Reconciliation, General Ledger, Hyperion Enterprise, Oracle, Blackline, Foreign Exchange, GAAP, Revenue Recognition, Internal Controls
Education
University of Denver 2008 — 2010
Master of Accountancy, Accounting
University of Shanghai for Science & Technology (USST) 2004 — 2008
Bachelor of Science, Business; International Accounting
KPMG US January 2015 - Present
CBIZ MHM, LLC January 2013 - June 2014
Mag Specialties Inc May 2010 - December 2012
Skills
Account Reconciliation, Auditing, US GAAP, Accounts Payable, QuickBooks, Accounts Receivable, Journal Entries, Cash Flow, Financial Reporting, Financial Accounting, Financial Analysis, IFRS, Financial Statements, Variance Analysis, Tax, Capital Budgeting, Translation, Fishbowl Inventory, Caseware, CCH ProSystem fx, Internal Audit, Microsoft Excel, Finance, Bank Reconciliation, General Ledger, Hyperion Enterprise, Oracle, Blackline, Foreign Exchange, GAAP, Revenue Recognition, Internal Controls
Education
University of Denver 2008 — 2010
Master of Accountancy, Accounting
University of Shanghai for Science & Technology (USST) 2004 — 2008
Bachelor of Science, Business; International Accounting
Hattie Xu, CPA Hattie Xu, CPA's CBIZ MHM, LLC Experience July 2009 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2009 - Present
Education
Utah State University
Master of Science (M.S.), Accounting
University of International Business and Economics
Master of Arts (M.A.)
CBIZ MHM, LLC July 2009 - Present
Education
Utah State University
Master of Science (M.S.), Accounting
University of International Business and Economics
Master of Arts (M.A.)
Denise Singery's CBIZ MHM, LLC Experience June 2011 - July 2011
Job Senior Tax Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
Plante Moran August 2012 - December 2014
CBIZ MHM, LLC June 2011 - July 2011
Blackman Kallick January 2011 - April 2011
Skills
Accounting, CPA, Auditing, GAAP, Financial Accounting, Financial Reporting, Tax Preparation, Corporate Tax, Tax Accounting, US GAAP
Education
University of Illinois at Chicago 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting, Cum Laude
BDO USA, LLP January 2015 - Present
Plante Moran August 2012 - December 2014
CBIZ MHM, LLC June 2011 - July 2011
Blackman Kallick January 2011 - April 2011
Skills
Accounting, CPA, Auditing, GAAP, Financial Accounting, Financial Reporting, Tax Preparation, Corporate Tax, Tax Accounting, US GAAP
Education
University of Illinois at Chicago 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting, Cum Laude
Rachael Aronson Rachael Aronson's CBIZ MHM, LLC Experience October 2007 - June 2010
Job CPA
Industry Accounting
Experience
Peddle September 2012 - March 2015
Invesco June 2010 - July 2012
CBIZ MHM, LLC October 2007 - June 2010
Skills
Accounting, GAAP, Account Reconciliation, General Ledger, Financial Analysis, Financial Accounting, Internal Controls, Auditing, Financial Statements, US GAAP, CPA
Education
University of Iowa 2002 — 2007
B.B.A, Accounting and Management
Peddle September 2012 - March 2015
Invesco June 2010 - July 2012
CBIZ MHM, LLC October 2007 - June 2010
Skills
Accounting, GAAP, Account Reconciliation, General Ledger, Financial Analysis, Financial Accounting, Internal Controls, Auditing, Financial Statements, US GAAP, CPA
Education
University of Iowa 2002 — 2007
B.B.A, Accounting and Management
Richard Angell, CPA Richard Angell, CPA's CBIZ MHM, LLC Experience November 2002 - Present
Job Experienced Auditing & Financial Reporting Professional
Industry Accounting
Experience
Mayer Hoffman McCann P.C. November 2002 - Present
CBIZ MHM, LLC November 2002 - Present
Angell & Deering December 1988 - November 2002
Skills
Hospitality, IPO, Due Diligence, Mergers, SEC reporting, Audit, SEC filings, Auditing, High Tech, Software Development, Mining, Real Estate, Automobile Dealerships, Construction Accounting, Not for Profit, Oil/Gas, Mergers & Acquisitions, GAAP, Revenue Recognition, Financial Reporting, Internal Controls, Accounting, Income Tax, Tax, Financial Audits, Public Companies, Business Valuation, US GAAP, Corporate Tax, Tax Research, Tax Accounting, External Audit, Financial Statements, Partnership Taxation, Tax Preparation, Tax Advisory, Financial Accounting, SEC Filings
Education
University of Colorado Denver 1974 — 1978
Mayer Hoffman McCann P.C. November 2002 - Present
CBIZ MHM, LLC November 2002 - Present
Angell & Deering December 1988 - November 2002
Skills
Hospitality, IPO, Due Diligence, Mergers, SEC reporting, Audit, SEC filings, Auditing, High Tech, Software Development, Mining, Real Estate, Automobile Dealerships, Construction Accounting, Not for Profit, Oil/Gas, Mergers & Acquisitions, GAAP, Revenue Recognition, Financial Reporting, Internal Controls, Accounting, Income Tax, Tax, Financial Audits, Public Companies, Business Valuation, US GAAP, Corporate Tax, Tax Research, Tax Accounting, External Audit, Financial Statements, Partnership Taxation, Tax Preparation, Tax Advisory, Financial Accounting, SEC Filings
Education
University of Colorado Denver 1974 — 1978
Bruce Murphy's CBIZ MHM, LLC Experience 1992 - Present
Job Lead Managing Director at CBIZ MHM LLC
Industry Accounting
Experience
Mayer Hoffman McCann P.C. 2010 - Present
CBIZ MHM, LLC 1992 - Present
Kirkland, Russ, Murphy & Tapp P.A. 1992 - November 2010
KPMG January 1985 - October 1992
Skills
SEC filings, Auditing, Employee Benefits, GAAP, Internal Controls, CPA, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Business Valuation, Financial Accounting, IPO, External Audit, Forensic Accounting, Mergers & Acquisitions, SEC Filings
Education
MBA, University of South Florida 1981 — 1984
MBA, Accounting and Finance Concentrations
University of Michigan 1976 — 1980
BS, Bio/Chemistry
Mayer Hoffman McCann P.C. 2010 - Present
CBIZ MHM, LLC 1992 - Present
Kirkland, Russ, Murphy & Tapp P.A. 1992 - November 2010
KPMG January 1985 - October 1992
Skills
SEC filings, Auditing, Employee Benefits, GAAP, Internal Controls, CPA, Accounting, Financial Reporting, US GAAP, Sarbanes-Oxley Act, Business Valuation, Financial Accounting, IPO, External Audit, Forensic Accounting, Mergers & Acquisitions, SEC Filings
Education
MBA, University of South Florida 1981 — 1984
MBA, Accounting and Finance Concentrations
University of Michigan 1976 — 1980
BS, Bio/Chemistry
Stephen Kimsey Stephen Kimsey's CBIZ MHM, LLC Experience December 2009 - November 2010
Job Chief Financial Officer
Industry Accounting
Experience
L.G. Barcus & Sons July 2012 - Present
Swisher Acquisition, Inc. November 2010 - July 2012
CBIZ MHM, LLC December 2009 - November 2010
Grant Thornton December 2000 - December 2009
RSM McGladrey October 1999 - December 2000
Missouri State Auditors Office January 1993 - December 1994
Skills
Financial Reporting, Financial Analysis, Excel, Forecasting, Cash Flow Forecasting, Cash Flow Management, Budget Management, Accounting, Budgets, Cash Flow, Microsoft Excel, General Ledger, Auditing, Cash Management, GAAP, Risk Management, Financial Accounting, Due Diligence, Business Process..., Mergers, Internal Controls, Finance, Sarbanes-Oxley Act, Process Improvement, Mergers & Acquisitions, Sarbanes-Oxley, Managerial Finance, Account Reconciliation, Internal Audit, Tax, Financial Statements, SEC filings, IFRS, US GAAP, Cost Accounting, Variance Analysis, Strategic Financial..., Financial Audits, Revenue Recognition, Consolidation, CPA, Financial Modeling, Corporate Tax, Management, Restructuring, Tax Accounting, Forensic Accounting, External Audit, Assurance, Tax Preparation
Education
University of Central Missouri 1991 — 1992
MA, Accountancy
University of Central Missouri 1987 — 1991
BSBA, Accounting
L.G. Barcus & Sons July 2012 - Present
Swisher Acquisition, Inc. November 2010 - July 2012
CBIZ MHM, LLC December 2009 - November 2010
Grant Thornton December 2000 - December 2009
RSM McGladrey October 1999 - December 2000
Missouri State Auditors Office January 1993 - December 1994
Skills
Financial Reporting, Financial Analysis, Excel, Forecasting, Cash Flow Forecasting, Cash Flow Management, Budget Management, Accounting, Budgets, Cash Flow, Microsoft Excel, General Ledger, Auditing, Cash Management, GAAP, Risk Management, Financial Accounting, Due Diligence, Business Process..., Mergers, Internal Controls, Finance, Sarbanes-Oxley Act, Process Improvement, Mergers & Acquisitions, Sarbanes-Oxley, Managerial Finance, Account Reconciliation, Internal Audit, Tax, Financial Statements, SEC filings, IFRS, US GAAP, Cost Accounting, Variance Analysis, Strategic Financial..., Financial Audits, Revenue Recognition, Consolidation, CPA, Financial Modeling, Corporate Tax, Management, Restructuring, Tax Accounting, Forensic Accounting, External Audit, Assurance, Tax Preparation
Education
University of Central Missouri 1991 — 1992
MA, Accountancy
University of Central Missouri 1987 — 1991
BSBA, Accounting
David Katzman David Katzman's CBIZ MHM, LLC Experience June 1999 - Present
Job Experienced Tax and Family Office Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 1999 - Present
Grant Thornton October 1980 - 1984
Rachlin Cohen & Holtz October 1977 - June 1980
Skills
Accounting, Tax, Family Office, Concierge Services, High Net Worth..., Corporate Tax, Partnership Taxation, Estate Tax Planning, Certified Financial..., CPA, Business Valuation, SEC filings, Income Tax, Estate Planning, Auditing
Education
University of Miami 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
CBIZ MHM, LLC June 1999 - Present
Grant Thornton October 1980 - 1984
Rachlin Cohen & Holtz October 1977 - June 1980
Skills
Accounting, Tax, Family Office, Concierge Services, High Net Worth..., Corporate Tax, Partnership Taxation, Estate Tax Planning, Certified Financial..., CPA, Business Valuation, SEC filings, Income Tax, Estate Planning, Auditing
Education
University of Miami 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
Eugene Parisi Eugene Parisi's CBIZ MHM, LLC Experience January 2011 - August 2012
Job Accounting Manager at The Meatball Shop
Industry Accounting
Experience
The Meatball Shop November 2012 - Present
CBIZ MHM, LLC January 2011 - August 2012
Funaro and Co / pc January 2010 - January 2011
Marin & Montanye LLP November 2007 - October 2009
Skills
Financial Statements, GAAP, Auditing, Accounting, Internal Controls, General Ledger, Tax, Fixed Assets, Journal Entries, Bank Reconciliation, Tax Returns, GAAS, Microsoft Excel, Vlookup, Pivot Tables, QuickBooks, Compeat, Segregation of Duties, ProSystem fx Tax, Turbo Tax, Cost Control, P&L Analysis
Education
University of Dayton 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
The Meatball Shop November 2012 - Present
CBIZ MHM, LLC January 2011 - August 2012
Funaro and Co / pc January 2010 - January 2011
Marin & Montanye LLP November 2007 - October 2009
Skills
Financial Statements, GAAP, Auditing, Accounting, Internal Controls, General Ledger, Tax, Fixed Assets, Journal Entries, Bank Reconciliation, Tax Returns, GAAS, Microsoft Excel, Vlookup, Pivot Tables, QuickBooks, Compeat, Segregation of Duties, ProSystem fx Tax, Turbo Tax, Cost Control, P&L Analysis
Education
University of Dayton 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Lauren Samuel's CBIZ MHM, LLC Experience September 2004 - November 2010
Job Assistant Controller
Industry Accounting
Experience
Harbor Capital Advisors, Inc. January 2014 - Present
Harbor Capital Advisors, Inc. November 2010 - January 2014
CBIZ MHM, LLC September 2004 - November 2010
Skills
Financial Reporting, Financial Analysis, Auditing, GAAP, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Accounting
Harbor Capital Advisors, Inc. January 2014 - Present
Harbor Capital Advisors, Inc. November 2010 - January 2014
CBIZ MHM, LLC September 2004 - November 2010
Skills
Financial Reporting, Financial Analysis, Auditing, GAAP, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Accounting
Diane Andrews's CBIZ MHM, LLC Experience January 2011 - Present
Job Marketing Coordinator at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2011 - Present
Market America Unfranchise Owner March 2010 - April 2011
Morgan Stanley Smith Barney January 1993 - April 2010
Skills
Accounting, Management, Training, Financial Services, Consulting, Marketing, Internal Controls, Leadership, Auditing, Employee Benefits, Insurance, QuickBooks, Small Business, Management Consulting, Financial Analysis
Education
University of Minnesota-Twin Cities 1973 — 1975
CBIZ MHM, LLC January 2011 - Present
Market America Unfranchise Owner March 2010 - April 2011
Morgan Stanley Smith Barney January 1993 - April 2010
Skills
Accounting, Management, Training, Financial Services, Consulting, Marketing, Internal Controls, Leadership, Auditing, Employee Benefits, Insurance, QuickBooks, Small Business, Management Consulting, Financial Analysis
Education
University of Minnesota-Twin Cities 1973 — 1975
Mary Gullotto Pulcini, CPA's CBIZ MHM, LLC Experience January 2010 - Present
Job Shareholder at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2010 - Present
CBIZ Goldstein Lewin 2008 - Present
Goldstein Lewin & Co June 2008 - December 2009
McGladrey & Pullen October 2005 - April 2008
Skills
Auditing, GAAP, Accounting, CPA, US GAAP, Internal Controls, Corporate Tax, External Audit, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements
Education
University of Miami - School of Business 1988 — 1991
CBIZ MHM, LLC January 2010 - Present
CBIZ Goldstein Lewin 2008 - Present
Goldstein Lewin & Co June 2008 - December 2009
McGladrey & Pullen October 2005 - April 2008
Skills
Auditing, GAAP, Accounting, CPA, US GAAP, Internal Controls, Corporate Tax, External Audit, Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements
Education
University of Miami - School of Business 1988 — 1991
Ginger Evans's CBIZ MHM, LLC Experience August 2009 - September 2010
Job State and Local Tax Senior Associate at KPMG LLP
Industry Accounting
Experience
KPMG LLP December 2013 - Present
KPMG LLP June 2012 - November 2013
KPMG LLP November 2011 - May 2012
KPMG LLP October 2010 - October 2011
CBIZ MHM, LLC August 2009 - September 2010
Skills
Certified Public..., State Tax, CPA, Indirect Taxation, Tax Accounting, Tax
Education
University of Mississippi 2008 — 2009
Accountancy, Accountancy
University of Mississippi 2004 — 2008
Business Administration, Banking and Finance
KPMG LLP December 2013 - Present
KPMG LLP June 2012 - November 2013
KPMG LLP November 2011 - May 2012
KPMG LLP October 2010 - October 2011
CBIZ MHM, LLC August 2009 - September 2010
Skills
Certified Public..., State Tax, CPA, Indirect Taxation, Tax Accounting, Tax
Education
University of Mississippi 2008 — 2009
Accountancy, Accountancy
University of Mississippi 2004 — 2008
Business Administration, Banking and Finance
Mark Grochau's CBIZ MHM, LLC Experience December 1998 - Present
Job Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 1998 - Present
Education
University of Mississippi 1984 — 1989
MA, Accounting
CBIZ MHM, LLC December 1998 - Present
Education
University of Mississippi 1984 — 1989
MA, Accounting
Jennifer Finn Barrett's CBIZ MHM, LLC Experience September 2008 - March 2012
Job Regional HR Manager at KPMG
Industry Human Resources
Experience
KPMG March 2012 - Present
CBIZ September 2008 - March 2012
CBIZ MHM, LLC September 2008 - March 2012
PricewaterhouseCoopers September 2004 - September 2008
PricewaterhouseCoopers 2005 - 2007
Quiznos LLC 2003 - 2004
DMJM Harris October 2001 - March 2003
Skills
Human Resources, Employee Relations, Performance Management, Talent Management, Recruiting, Interviews, Sourcing, Personnel Management, Talent Acquisition, Networking, Onboarding, Screening Resumes, College Recruiting
Education
Univeristy of Colorado Leeds School of Business - Boulder, CO 1997 — 2001
Bachelor's of Science - Business Management - Human Resources, Human Resources Management
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelors of Science, Business Management - Human Resources
KPMG March 2012 - Present
CBIZ September 2008 - March 2012
CBIZ MHM, LLC September 2008 - March 2012
PricewaterhouseCoopers September 2004 - September 2008
PricewaterhouseCoopers 2005 - 2007
Quiznos LLC 2003 - 2004
DMJM Harris October 2001 - March 2003
Skills
Human Resources, Employee Relations, Performance Management, Talent Management, Recruiting, Interviews, Sourcing, Personnel Management, Talent Acquisition, Networking, Onboarding, Screening Resumes, College Recruiting
Education
Univeristy of Colorado Leeds School of Business - Boulder, CO 1997 — 2001
Bachelor's of Science - Business Management - Human Resources, Human Resources Management
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Bachelors of Science, Business Management - Human Resources
Jeff Clarkin's CBIZ MHM, LLC Experience July 2012 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2012 - Present
CBIZ MHM, LLC 2005 - July 2012
Skills
Tax Preparation, Tax, CPA, GAAP, Accounting
Education
University of Minnesota Duluth 2001 — 2005
Bachelor's, Accounting
CBIZ MHM, LLC July 2012 - Present
CBIZ MHM, LLC 2005 - July 2012
Skills
Tax Preparation, Tax, CPA, GAAP, Accounting
Education
University of Minnesota Duluth 2001 — 2005
Bachelor's, Accounting
Jason Hudoba, CPA's CBIZ MHM, LLC Experience September 2004 - March 2010
Job Manager at Pasquesi Sheppard, LLC
Industry Accounting
Experience
Pasquesi Sheppard LLC June 2011 - Present
CBIZ MHM, LLC September 2004 - March 2010
Skills
Financial Statements, Auditing
Education
University of Illinois at Chicago 1999 — 2004
Masters and Bachelor of Science in Accounting, Accounting
Pasquesi Sheppard LLC June 2011 - Present
CBIZ MHM, LLC September 2004 - March 2010
Skills
Financial Statements, Auditing
Education
University of Illinois at Chicago 1999 — 2004
Masters and Bachelor of Science in Accounting, Accounting
David M. Barrash, CPA's CBIZ MHM, LLC Experience 1991 - Present
Job Managing Director CBIZ MHM, LLC and Shareholder Mayer Hoffman McCann P.C.
Industry Accounting
Experience
CBIZ MHM, LLC 1991 - Present
Girl Scouts - Illinois Crossroads Council 2005 - 2008
Connally Pechter & Co 1986 - 1988
Skills
Financial Reporting, Tax, Accounting, Auditing, CPA, Internal Controls, Budgets, Nonprofits, Tax Accounting, Tax Research, Accounts Payable, QuickBooks, Financial Analysis, SEC filings, Financial Accounting, GAAP, Finance, Mergers & Acquisitions, Corporate Tax, Due Diligence, Financial Modeling, Accounts Receivable, Forecasting, Income Tax, Bookkeeping
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelors
CBIZ MHM, LLC 1991 - Present
Girl Scouts - Illinois Crossroads Council 2005 - 2008
Connally Pechter & Co 1986 - 1988
Skills
Financial Reporting, Tax, Accounting, Auditing, CPA, Internal Controls, Budgets, Nonprofits, Tax Accounting, Tax Research, Accounts Payable, QuickBooks, Financial Analysis, SEC filings, Financial Accounting, GAAP, Finance, Mergers & Acquisitions, Corporate Tax, Due Diligence, Financial Modeling, Accounts Receivable, Forecasting, Income Tax, Bookkeeping
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelors
Ron Scroggins's CBIZ MHM, LLC Experience January 2001 - December 2005
Job Tax Manager at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP January 2014 - Present
Vege Tables, LLC November 2009 - Present
SuperValu December 2005 - December 2013
CBIZ MHM, LLC January 2001 - December 2005
Merchant & Gould P.C. March 1998 - December 2000
Skills
CPA, Masters of Business..., Strategic Planning, Customer Service, Microsoft Office, Income Tax, Tax Preparation, Training, QuickBooks, Financial Reporting, Budgets, Accounting
Education
Carlson School of Management 2000 — 2003
MBT, Business Taxation
Carlson School of Management
Bachelor of Science in Accounting
University of Minnesota-Twin Cities
Bachelor of Business Administration (B.B.A.)
Eide Bailly LLP January 2014 - Present
Vege Tables, LLC November 2009 - Present
SuperValu December 2005 - December 2013
CBIZ MHM, LLC January 2001 - December 2005
Merchant & Gould P.C. March 1998 - December 2000
Skills
CPA, Masters of Business..., Strategic Planning, Customer Service, Microsoft Office, Income Tax, Tax Preparation, Training, QuickBooks, Financial Reporting, Budgets, Accounting
Education
Carlson School of Management 2000 — 2003
MBT, Business Taxation
Carlson School of Management
Bachelor of Science in Accounting
University of Minnesota-Twin Cities
Bachelor of Business Administration (B.B.A.)
Ty Russ's CBIZ MHM, LLC Experience February 2012 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC February 2012 - Present
JASCO Incorporated January 2007 - February 2012
Ty Russ Consulting Services January 2008 - January 2012
Lawn Irrigation & Lighting Systems, Inc. December 2002 - February 2007
Skills
Financial Reporting, Financial Accounting, Accounting, CPA, Corporate Tax, Tax Preparation, Internal Controls, Financial Analysis, Auditing, QuickBooks, GAAP
Education
Wilmington University 2010 — 2010
MBA, Management Information Systems
Wilmington University 2005 — 2010
BS, Accounting
University of Maryland College Park 2000 — 2002
Architecture
CBIZ MHM, LLC February 2012 - Present
JASCO Incorporated January 2007 - February 2012
Ty Russ Consulting Services January 2008 - January 2012
Lawn Irrigation & Lighting Systems, Inc. December 2002 - February 2007
Skills
Financial Reporting, Financial Accounting, Accounting, CPA, Corporate Tax, Tax Preparation, Internal Controls, Financial Analysis, Auditing, QuickBooks, GAAP
Education
Wilmington University 2010 — 2010
MBA, Management Information Systems
Wilmington University 2005 — 2010
BS, Accounting
University of Maryland College Park 2000 — 2002
Architecture
Gina Clayton MBA CPA's CBIZ MHM, LLC Experience October 1995 - 2005
Job Owner, Gina L. Clayton, CPA, P.A.
Industry Accounting
Experience
Gina L. Clayton, CPA, P.A. 2005 - Present
CBIZ MHM, LLC October 1995 - 2005
Deloitte 1992 - 1995
Skills
Financial Reporting, Audit, Compilation, Auditing, GAAP, Accountants, Employee Benefit Plan..., Employee Benefits, Bookkeeping, CPA, Nonprofits, Accounting, Income Tax, Tax Preparation, Forensic Accounting, Small Business, Business Valuation, Partnership Taxation, Tax, Tax Accounting, Corporate Tax, Budgets, Tax Returns, General Ledger, QuickBooks, Cash Flow, Internal Controls
Education
University of Central Florida 1986 — 1990
BSBA, MBA, Accounting
University of Central Florida
Accounting
Gina L. Clayton, CPA, P.A. 2005 - Present
CBIZ MHM, LLC October 1995 - 2005
Deloitte 1992 - 1995
Skills
Financial Reporting, Audit, Compilation, Auditing, GAAP, Accountants, Employee Benefit Plan..., Employee Benefits, Bookkeeping, CPA, Nonprofits, Accounting, Income Tax, Tax Preparation, Forensic Accounting, Small Business, Business Valuation, Partnership Taxation, Tax, Tax Accounting, Corporate Tax, Budgets, Tax Returns, General Ledger, QuickBooks, Cash Flow, Internal Controls
Education
University of Central Florida 1986 — 1990
BSBA, MBA, Accounting
University of Central Florida
Accounting
Mary Beth Widegren, CPA, CFP™'s CBIZ MHM, LLC Experience October 1997 - November 2014
Job Tax Director at Winterscheidt & Autterson, LLP
Industry Accounting
Experience
Winterscheidt & Autterson, LLP December 2014 - Present
Mayer Hoffman McCann P.C. January 2013 - Present
CBIZ MHM, LLC October 1997 - November 2014
Skills
Income Tax, Business Tax Planning, Estate Tax Planning, Gift Tax Planning, Business Succession..., Tax & Financial..., Consulting and Planning..., Business Entity..., Wealth Accumulation..., Wealth Distribution..., CPA, Tax, Small Business
Education
College of Financial Planning
Master of Science (M.S.), Financial Planning
University of Colorado at Boulder
Bachelor of Science (B.S.), Accounting
Winterscheidt & Autterson, LLP December 2014 - Present
Mayer Hoffman McCann P.C. January 2013 - Present
CBIZ MHM, LLC October 1997 - November 2014
Skills
Income Tax, Business Tax Planning, Estate Tax Planning, Gift Tax Planning, Business Succession..., Tax & Financial..., Consulting and Planning..., Business Entity..., Wealth Accumulation..., Wealth Distribution..., CPA, Tax, Small Business
Education
College of Financial Planning
Master of Science (M.S.), Financial Planning
University of Colorado at Boulder
Bachelor of Science (B.S.), Accounting
Michelle Balais's CBIZ MHM, LLC Experience March 2000 - July 2009
Job Senior Financial Analyst at Universal Insurance Group
Industry Insurance
Experience
Universal Insurance Group June 2011 - Present
Harper Lutz Zuber Hofer & Associates, LLC August 2009 - June 2011
CBIZ MHM, LLC March 2000 - July 2009
Education
University of Phoenix 2000 — 2002
MBA, Business
University of Colorado Denver 1993 — 1999
BS, Business
Universal Insurance Group June 2011 - Present
Harper Lutz Zuber Hofer & Associates, LLC August 2009 - June 2011
CBIZ MHM, LLC March 2000 - July 2009
Education
University of Phoenix 2000 — 2002
MBA, Business
University of Colorado Denver 1993 — 1999
BS, Business
stephen lipman's CBIZ MHM, LLC Experience January 2005 - May 2006
Job Controller at NIKA Architects + Engineers
Industry Accounting
Experience
NIKA Architects + Engineers August 2014 - Present
NIKA Architects + Engineers March 2010 - August 2014
Hanger Orthopedic Group May 2006 - April 2010
CBIZ MHM, LLC January 2005 - May 2006
TheraCom, a Caremark Company (now CVS) February 2000 - November 2004
Skills
Financial Modeling, Hyperion Enterprise, Accounting
Education
University of Maryland University College
BS, Accounting
University of Maryland College Park 1983 — 1987
BS, Consumer Economics
University of Delaware
NIKA Architects + Engineers August 2014 - Present
NIKA Architects + Engineers March 2010 - August 2014
Hanger Orthopedic Group May 2006 - April 2010
CBIZ MHM, LLC January 2005 - May 2006
TheraCom, a Caremark Company (now CVS) February 2000 - November 2004
Skills
Financial Modeling, Hyperion Enterprise, Accounting
Education
University of Maryland University College
BS, Accounting
University of Maryland College Park 1983 — 1987
BS, Consumer Economics
University of Delaware
Stephanie (Bradley) Gannon, CPA's CBIZ MHM, LLC Experience August 2014 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
CBIZ MHM, LLC September 2008 - August 2011
University of Iowa Hospitals and Clinics January 2007 - December 2007
Aldridge Electric May 2006 - August 2006
Skills
Auditing, Financial Statements, Accounts Payable
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Accounting and Finance
CBIZ MHM, LLC August 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
CBIZ MHM, LLC September 2008 - August 2011
University of Iowa Hospitals and Clinics January 2007 - December 2007
Aldridge Electric May 2006 - August 2006
Skills
Auditing, Financial Statements, Accounts Payable
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Accounting and Finance
Moira House's CBIZ MHM, LLC Experience September 2014 - Present
Job Director Of Operations at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2014 - Present
CBIZ MHM, LLC October 2005 - Present
NexTech Solutions January 2004 - October 2005
Perkins Restaurants February 1993 - July 2000
Perkins Family Restaurants February 1988 - February 1993
Arthur Andersen December 1985 - February 1988
Skills
Recruiting, Human Resources, College Recruiting, Employee Benefits, Onboarding, HRIS, New Hire Orientations, Leadership, Finance, CPA, GAAP
Education
University of Mississippi 1982 — 1985
Bachelors, Accounting
CBIZ MHM, LLC September 2014 - Present
CBIZ MHM, LLC October 2005 - Present
NexTech Solutions January 2004 - October 2005
Perkins Restaurants February 1993 - July 2000
Perkins Family Restaurants February 1988 - February 1993
Arthur Andersen December 1985 - February 1988
Skills
Recruiting, Human Resources, College Recruiting, Employee Benefits, Onboarding, HRIS, New Hire Orientations, Leadership, Finance, CPA, GAAP
Education
University of Mississippi 1982 — 1985
Bachelors, Accounting
Amy Baggett's CBIZ MHM, LLC Experience 2004 - 2006
Job Accountant at Bhakti Chai, LLC
Industry Accounting
Experience
Bhakti Chai, LLC January 2010 - Present
Self Employed April 2009 - May 2012
Hulet, Watson and Associates September 2006 - April 2009
CBIZ MHM, LLC 2004 - 2006
Skills
Tax Returns, Tax Preparation, Income Tax, Quickbooks, Bookkeeping, Accounting, Tax, Tax Accounting, QuickBooks, Corporate Tax, Tax Research, CPA, Accounts Receivable, Financial Accounting, Financial Reporting, Partnership Taxation
Education
University of Colorado at Boulder 2004 — 2005
Master's degree, Taxation
Bhakti Chai, LLC January 2010 - Present
Self Employed April 2009 - May 2012
Hulet, Watson and Associates September 2006 - April 2009
CBIZ MHM, LLC 2004 - 2006
Skills
Tax Returns, Tax Preparation, Income Tax, Quickbooks, Bookkeeping, Accounting, Tax, Tax Accounting, QuickBooks, Corporate Tax, Tax Research, CPA, Accounts Receivable, Financial Accounting, Financial Reporting, Partnership Taxation
Education
University of Colorado at Boulder 2004 — 2005
Master's degree, Taxation
Lloyd Grissinger's CBIZ MHM, LLC Experience June 2015 - Present
Job Lead Managing Director at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 2015 - Present
CBIZ MHM, LLC August 2011 - May 2015
Thompson Dunavant PLC July 1996 - August 2011
Price Waterhouse August 1993 - August 1996
Skills
CPA, Corporate Tax, Income Tax, Investments, Tax, Portfolio Management, Tax Preparation, GAAP, Private Equity, Financial Analysis, Tax Research, Accounting, Financial Reporting, Tax Accounting, Forecasting, Mergers & Acquisitions, Auditing, Financial Accounting, Internal Audit, Internal Controls
Education
University of Mississippi 1991 — 1993
Master, Accounting
University of Mississippi 1989 — 1992
BA Accountancy, Accounting
CBIZ MHM, LLC June 2015 - Present
CBIZ MHM, LLC August 2011 - May 2015
Thompson Dunavant PLC July 1996 - August 2011
Price Waterhouse August 1993 - August 1996
Skills
CPA, Corporate Tax, Income Tax, Investments, Tax, Portfolio Management, Tax Preparation, GAAP, Private Equity, Financial Analysis, Tax Research, Accounting, Financial Reporting, Tax Accounting, Forecasting, Mergers & Acquisitions, Auditing, Financial Accounting, Internal Audit, Internal Controls
Education
University of Mississippi 1991 — 1993
Master, Accounting
University of Mississippi 1989 — 1992
BA Accountancy, Accounting
Anthony Coble's CBIZ MHM, LLC Experience 1988 - Present
Job Shareholder at Mayer Hoffman McCann P.C.
Industry Accounting
Experience
Mayer Hoffman McCann P.C. May 1988 - Present
CBIZ MHM, LLC 1988 - Present
Skills
Auditing, Banking, CPA, Accounting, Management, GAAP, Internal Controls, Tax Research, Due Diligence, Sarbanes-Oxley Act, Financial Institutions, SEC filings, US GAAP, Financial Reporting, Tax, Forensic Accounting, Financial Accounting, Income Tax, Insurance, Hedge Funds, Private Equity
Education
University of Colorado Boulder 1995 — 1996
Graduate School of Banking
University of Central Missouri 1981 — 1984
BSBA, Accounting and Finance
Mayer Hoffman McCann P.C. May 1988 - Present
CBIZ MHM, LLC 1988 - Present
Skills
Auditing, Banking, CPA, Accounting, Management, GAAP, Internal Controls, Tax Research, Due Diligence, Sarbanes-Oxley Act, Financial Institutions, SEC filings, US GAAP, Financial Reporting, Tax, Forensic Accounting, Financial Accounting, Income Tax, Insurance, Hedge Funds, Private Equity
Education
University of Colorado Boulder 1995 — 1996
Graduate School of Banking
University of Central Missouri 1981 — 1984
BSBA, Accounting and Finance
Anne Toohey, CPA's CBIZ MHM, LLC Experience December 2012 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC December 2012 - Present
Baker Tilly Virchow Krause, LLP January 2009 - November 2012
Merritt Research Services June 2008 - December 2008
Tanager Place May 2004 - August 2007
Horn Elementary EDP September 2001 - August 2004
Skills
Financial Analysis, Process Improvement, Tax Research, Variance Analysis, Risk Assessment, Payroll, Internal Audit, Accounts Receivable, Accounts Payable, Tax Returns, Accounting, Sarbanes-Oxley Act, Leadership, Auditing, GAAP, Financial Reporting, Tax
Education
University of Northern Iowa 2006 — 2008
MAcc, Accounting
University of Iowa 2001 — 2003
BA, Education
CBIZ MHM, LLC December 2012 - Present
Baker Tilly Virchow Krause, LLP January 2009 - November 2012
Merritt Research Services June 2008 - December 2008
Tanager Place May 2004 - August 2007
Horn Elementary EDP September 2001 - August 2004
Skills
Financial Analysis, Process Improvement, Tax Research, Variance Analysis, Risk Assessment, Payroll, Internal Audit, Accounts Receivable, Accounts Payable, Tax Returns, Accounting, Sarbanes-Oxley Act, Leadership, Auditing, GAAP, Financial Reporting, Tax
Education
University of Northern Iowa 2006 — 2008
MAcc, Accounting
University of Iowa 2001 — 2003
BA, Education
Mitchell Plattman's CBIZ MHM, LLC Experience 1992 - Present
Job Managing Director at CBIZ
Industry Accounting
Experience
CBIZ MHM, LLC 1992 - Present
CBIZ Mahoney Cohen 1992 - Present
Mahoney Cohen 1992 - 2008
Martin Rosen & 1989 - 1992
Touche Ross 1987 - 1989
Skills
Due Diligence, Accounting, Forensic Accounting, Auditing, CPA, Finance, GAAP, Financial Accounting, Corporate Tax, Financial Reporting, SEC filings, Tax, Financial Analysis, Management, Internal Controls, US GAAP, SEC Filings
Education
University of Hartford 1983 — 1987
BS, Accounting
Livingston High School
CBIZ MHM, LLC 1992 - Present
CBIZ Mahoney Cohen 1992 - Present
Mahoney Cohen 1992 - 2008
Martin Rosen & 1989 - 1992
Touche Ross 1987 - 1989
Skills
Due Diligence, Accounting, Forensic Accounting, Auditing, CPA, Finance, GAAP, Financial Accounting, Corporate Tax, Financial Reporting, SEC filings, Tax, Financial Analysis, Management, Internal Controls, US GAAP, SEC Filings
Education
University of Hartford 1983 — 1987
BS, Accounting
Livingston High School
Rachel Daly's CBIZ MHM, LLC Experience April 2002 - May 2015
Job Marketing Manager at Richey May & Co., LLP
Industry Accounting
Experience
Richey May & Co., LLP May 2015 - Present
CBIZ MHM, LLC April 2002 - May 2015
Accountants on Call May 2000 - April 2002
Skills
Strategic Planning, Marketing Strategy, Internal Communications, Collateral Material..., Sponsorship Marketing, Copywriting, Brand Awareness, Communications Strategy, Proposal Creation and..., Market Research, Proposal Writing, Consulting, Business Development, Strategy, Strategic Communications, Marketing Communications, Public Relations, Management
Education
University of Colorado Boulder 1995 — 1999
Bachelors, English Literature
Richey May & Co., LLP May 2015 - Present
CBIZ MHM, LLC April 2002 - May 2015
Accountants on Call May 2000 - April 2002
Skills
Strategic Planning, Marketing Strategy, Internal Communications, Collateral Material..., Sponsorship Marketing, Copywriting, Brand Awareness, Communications Strategy, Proposal Creation and..., Market Research, Proposal Writing, Consulting, Business Development, Strategy, Strategic Communications, Marketing Communications, Public Relations, Management
Education
University of Colorado Boulder 1995 — 1999
Bachelors, English Literature
David W. Thompson, CPA's CBIZ MHM, LLC Experience ShareholderMayer Hoffman McCann P.C.January 1980 - Present
Job Director, Healthcare Division at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC ShareholderMayer Hoffman McCann P.C.January 1980 - Present
CBIZ 1980 - Present
Education
University of Missouri-Columbia
M.B.A., Controllership
CBIZ MHM, LLC ShareholderMayer Hoffman McCann P.C.January 1980 - Present
CBIZ 1980 - Present
Education
University of Missouri-Columbia
M.B.A., Controllership
Ross Dolce, CPA's CBIZ MHM, LLC Experience November 2010 - May 2011
Job Chief Financial Officer at Commogri
Industry Financial Services
Experience
Commogri March 2013 - Present
Enova Financial August 2012 - October 2013
Enova Financial May 2011 - August 2012
CBIZ MHM, LLC November 2010 - May 2011
InterOcean Advisors LLC May 2010 - December 2010
CBIZ MHM, LLC June 2009 - August 2009
MB Financial Bank June 2008 - August 2008
Skills
Financial Analysis, PostgreSQL, Excel, Financial Modeling, Corporate FP&A, CPA, Analytics, Business Valuation, Business Strategy, Digital Marketing, Strategic Financial..., Microsoft Excel, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
MAS, Accountancy/Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Accountancy
John Hersey High School
Commogri March 2013 - Present
Enova Financial August 2012 - October 2013
Enova Financial May 2011 - August 2012
CBIZ MHM, LLC November 2010 - May 2011
InterOcean Advisors LLC May 2010 - December 2010
CBIZ MHM, LLC June 2009 - August 2009
MB Financial Bank June 2008 - August 2008
Skills
Financial Analysis, PostgreSQL, Excel, Financial Modeling, Corporate FP&A, CPA, Analytics, Business Valuation, Business Strategy, Digital Marketing, Strategic Financial..., Microsoft Excel, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
MAS, Accountancy/Finance
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Accountancy
John Hersey High School
Dallas A Packer CPA's CBIZ MHM, LLC Experience 2003 - 2007
Job Director Multistate Tax Services at Texas Tax Group, Inc.
Industry Accounting
Experience
Texas Tax Group, Inc. 2015 - Present
BKD CPAs & Advisors 2011 - 2015
Crowe Horwath 2007 - April 2011
CBIZ MHM, LLC 2003 - 2007
KPMG 1996 - 2001
EY January 1996 - September 1996
The Mead Corporation 1991 - 1995
Deloitte 1987 - 1991
US Army 1976 - 1982
Skills
State Tax, Tax, Auditing, Corporate Tax, Income Tax, Tax Accounting, Accounting, SALT, Internal Controls, CPA, Sarbanes-Oxley Act, GAAP, Financial Reporting, Sales Tax, Tax Returns, Tax Advisory, Tax Preparation, SEC filings, Financial Accounting, Financial Analysis, Tax Research, US GAAP, Tax Law, Due Diligence, Partnership Taxation, International Tax, Mergers & Acquisitions, Financial Statements
Education
University of Dayton 1982 — 1985
Bachelor of Science (B.S.), Accounting and Finance
Texas Tax Group, Inc. 2015 - Present
BKD CPAs & Advisors 2011 - 2015
Crowe Horwath 2007 - April 2011
CBIZ MHM, LLC 2003 - 2007
KPMG 1996 - 2001
EY January 1996 - September 1996
The Mead Corporation 1991 - 1995
Deloitte 1987 - 1991
US Army 1976 - 1982
Skills
State Tax, Tax, Auditing, Corporate Tax, Income Tax, Tax Accounting, Accounting, SALT, Internal Controls, CPA, Sarbanes-Oxley Act, GAAP, Financial Reporting, Sales Tax, Tax Returns, Tax Advisory, Tax Preparation, SEC filings, Financial Accounting, Financial Analysis, Tax Research, US GAAP, Tax Law, Due Diligence, Partnership Taxation, International Tax, Mergers & Acquisitions, Financial Statements
Education
University of Dayton 1982 — 1985
Bachelor of Science (B.S.), Accounting and Finance
Randall Hardin's CBIZ MHM, LLC Experience August 1996 - April 1998
Job Revenue Agent at Internal Revenue Service
Industry Accounting
Experience
Internal Revenue Service August 2012 - Present
CBIZ MHM, LLC August 1996 - April 1998
Alliance Computers 1990 - 1992
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, GAAP, Financial Accounting, Auditing, Internal Controls, Tax, Variance Analysis, Tax Preparation, Financial Statements
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Internal Revenue Service August 2012 - Present
CBIZ MHM, LLC August 1996 - April 1998
Alliance Computers 1990 - 1992
Skills
Accounting, General Ledger, Financial Reporting, Account Reconciliation, GAAP, Financial Accounting, Auditing, Internal Controls, Tax, Variance Analysis, Tax Preparation, Financial Statements
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Daniella Genovese's CBIZ MHM, LLC Experience November 2008 - November 2010
Job Staff Auditor at CBIZ MHM, LLC
Industry Accounting
Experience
EisnerAmper LLP December 2010 - Present
CBIZ MHM, LLC November 2008 - November 2010
Skills
Financial Reporting, Financial Analysis, External Audit, Auditing, CPA, US GAAP, GAAP, SEC filings, Accounting, Internal Controls
Education
University of Delaware 2004 — 2008
BS, Accounting, Management Information Systems
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BS, Accounting
EisnerAmper LLP December 2010 - Present
CBIZ MHM, LLC November 2008 - November 2010
Skills
Financial Reporting, Financial Analysis, External Audit, Auditing, CPA, US GAAP, GAAP, SEC filings, Accounting, Internal Controls
Education
University of Delaware 2004 — 2008
BS, Accounting, Management Information Systems
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BS, Accounting
Teresa Kowalczyk,CPA's CBIZ MHM, LLC Experience August 2001 - Present
Job Experienced Tax Professional at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2001 - Present
BrookWeiner LLC January 2009 - May 2011
McGladrey & Pullen August 2007 - December 2008
CBIZ MHM, LLC January 2004 - August 2007
Skills
Tax
Education
University of Illinois at Chicago 2001 — 2003
CBIZ MHM, LLC August 2001 - Present
BrookWeiner LLC January 2009 - May 2011
McGladrey & Pullen August 2007 - December 2008
CBIZ MHM, LLC January 2004 - August 2007
Skills
Tax
Education
University of Illinois at Chicago 2001 — 2003
Pratima Jagarlamudi, CPA's CBIZ MHM, LLC Experience September 2008 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2008 - Present
Skills
Auditing, Tax, Accounting, QuickBooks, Caseware, GoSystems, ProSystem fx Tax, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors, Accounting
CBIZ MHM, LLC September 2008 - Present
Skills
Auditing, Tax, Accounting, QuickBooks, Caseware, GoSystems, ProSystem fx Tax, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelors, Accounting
Todd Merchant's CBIZ MHM, LLC Experience December 2004 - April 2010
Job Controller at Summit Automotive Partners
Industry Accounting
Experience
Summit Automotive Partners May 2012 - Present
Colliers International July 2010 - April 2012
CBIZ MHM, LLC December 2004 - April 2010
Stolle Machinery August 2002 - December 2004
Grif-Fab Corporation December 1993 - July 2002
Communications World August 1992 - November 1993
KPMG August 1989 - May 1992
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Forecasting, Auditing, Finance, Sarbanes-Oxley Act, GAAP, Internal Audit, Cost Accounting, Financial Statements, Consolidation, CPA, Financial Audits, Accounts Payable, Due Diligence, Revenue Recognition, Payroll, Mergers
Education
University of Colorado Boulder
Bachelor of Science, Accounting
Summit Automotive Partners May 2012 - Present
Colliers International July 2010 - April 2012
CBIZ MHM, LLC December 2004 - April 2010
Stolle Machinery August 2002 - December 2004
Grif-Fab Corporation December 1993 - July 2002
Communications World August 1992 - November 1993
KPMG August 1989 - May 1992
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Forecasting, Auditing, Finance, Sarbanes-Oxley Act, GAAP, Internal Audit, Cost Accounting, Financial Statements, Consolidation, CPA, Financial Audits, Accounts Payable, Due Diligence, Revenue Recognition, Payroll, Mergers
Education
University of Colorado Boulder
Bachelor of Science, Accounting
Joseph Schoengold's CBIZ MHM, LLC Experience November 2013 - Present
Job Senior Associate at CBIZ MHM, LLC
Industry Financial Services
Experience
CBIZ MHM, LLC November 2013 - Present
BDO USA, LLP May 2011 - Present
CohnReznick October 2012 - October 2013
Ernst & Young June 2006 - May 2011
Skills
US GAAP, Big 4, Accounting, Financial Reporting, Tax, Auditing, Due Diligence, Internal Controls, GAAP, Forecasting, IFRS, Financial Accounting, Sarbanes-Oxley Act, External Audit, SEC filings, Assurance, Corporate Tax, Financial Analysis, Income Tax, Consolidation
Education
University of Maryland College Park 2002 — 2006
Bachelor's degree, Accounting
CBIZ MHM, LLC November 2013 - Present
BDO USA, LLP May 2011 - Present
CohnReznick October 2012 - October 2013
Ernst & Young June 2006 - May 2011
Skills
US GAAP, Big 4, Accounting, Financial Reporting, Tax, Auditing, Due Diligence, Internal Controls, GAAP, Forecasting, IFRS, Financial Accounting, Sarbanes-Oxley Act, External Audit, SEC filings, Assurance, Corporate Tax, Financial Analysis, Income Tax, Consolidation
Education
University of Maryland College Park 2002 — 2006
Bachelor's degree, Accounting
Joe Grasso's CBIZ MHM, LLC Experience August 2010 - July 2014
Job Manager at HBK CPAs & Consultants
Industry Accounting
Experience
HBK CPAs & Consultants October 2014 - Present
CBIZ MHM, LLC August 2010 - July 2014
Saltmarsh, Cleaveland & Gund Certified Public Accountants and Consultants October 2009 - May 2010
Caler, Donten, Levine November 2007 - July 2009
Berger, Toombs, Elam, Gaines & Frank CPAs October 2004 - June 2007
Skills
Internal Controls, Auditing, Accounting, GAAP, Financial Analysis, Cash Flow, Financial Statements, US GAAP, External Audit, Financial Accounting, Financial Reporting, Assurance, Revenue Recognition, General Ledger, Fixed Assets
Education
University of Central Florida 1999 — 2002
Bachelor of Science, Business Administration; Accounting, 3.7/4.0
HBK CPAs & Consultants October 2014 - Present
CBIZ MHM, LLC August 2010 - July 2014
Saltmarsh, Cleaveland & Gund Certified Public Accountants and Consultants October 2009 - May 2010
Caler, Donten, Levine November 2007 - July 2009
Berger, Toombs, Elam, Gaines & Frank CPAs October 2004 - June 2007
Skills
Internal Controls, Auditing, Accounting, GAAP, Financial Analysis, Cash Flow, Financial Statements, US GAAP, External Audit, Financial Accounting, Financial Reporting, Assurance, Revenue Recognition, General Ledger, Fixed Assets
Education
University of Central Florida 1999 — 2002
Bachelor of Science, Business Administration; Accounting, 3.7/4.0
Valerie Gallichio, CPA's CBIZ MHM, LLC Experience November 2011 - Present
Job Financial Services Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC November 2011 - Present
CBIZ MHM, LLC June 2010 - July 2010
CCC Information Services May 2008 - July 2009
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master's, Accountancy
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's, Accountancy
CBIZ MHM, LLC November 2011 - Present
CBIZ MHM, LLC June 2010 - July 2010
CCC Information Services May 2008 - July 2009
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master's, Accountancy
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor's, Accountancy
Kristi J. Adelhardt-Slay, CPA, CCIFP's CBIZ MHM, LLC Experience July 2005 - September 2015
Job Controller at United Excel, United Excel Design, Mill Creek, IDBO Resources
Industry Accounting
Experience
United Excel, United Excel Design, Mill Creek, I-DBO Resources September 2015 - Present
CBIZ MHM, LLC July 2005 - September 2015
Overland Solutions April 2004 - July 2005
Black and McDonald September 2003 - March 2004
Blackman Kallick September 2001 - August 2003
Skills
Auditing, Financial Reporting, Financial Accounting, Construction Accounting, A-133, Non-profits, Account Reconciliation, Microsoft Excel, Caseware, US GAAP, GAAP, GAAS, Financial Analysis, Financial Audits, CPA, Certified Construction..., CCIFP, Bookkeeping, Accounts Payable, Assurance, External Audit, Internal Controls, Accounts Receivable, Financial Statements, General Ledger, Fixed Assets, Accounting, Bank Reconciliation, Nonprofits, SAS70, Business Valuation, Audits of Employee..., SOX 404, Payroll Taxes, Revenue Recognition, Surety Bonds, SEC filings, Payroll, Big 4, S Corporations, Enterprise Risk..., Income Tax, QuickBooks, Cost Accounting, Due Diligence
Education
Washburn University 1996 — 2000
Bachelors, Accounting & Finance
University of Cambridge 1999 — 1999
Economics
United Excel, United Excel Design, Mill Creek, I-DBO Resources September 2015 - Present
CBIZ MHM, LLC July 2005 - September 2015
Overland Solutions April 2004 - July 2005
Black and McDonald September 2003 - March 2004
Blackman Kallick September 2001 - August 2003
Skills
Auditing, Financial Reporting, Financial Accounting, Construction Accounting, A-133, Non-profits, Account Reconciliation, Microsoft Excel, Caseware, US GAAP, GAAP, GAAS, Financial Analysis, Financial Audits, CPA, Certified Construction..., CCIFP, Bookkeeping, Accounts Payable, Assurance, External Audit, Internal Controls, Accounts Receivable, Financial Statements, General Ledger, Fixed Assets, Accounting, Bank Reconciliation, Nonprofits, SAS70, Business Valuation, Audits of Employee..., SOX 404, Payroll Taxes, Revenue Recognition, Surety Bonds, SEC filings, Payroll, Big 4, S Corporations, Enterprise Risk..., Income Tax, QuickBooks, Cost Accounting, Due Diligence
Education
Washburn University 1996 — 2000
Bachelors, Accounting & Finance
University of Cambridge 1999 — 1999
Economics
Julia Lin, CPA's CBIZ MHM, LLC Experience August 2012 - Present
Job Senior at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC August 2012 - Present
Faulk & Winkler, LLC January 2012 - August 2012
Faulk & Winkler, LLC January 2009 - December 2011
Skills
Income Tax, Corporate Tax, Tax, Financial Statements, Accounting, Financial Reporting, QuickBooks, Government Accounting, Financial Accounting, Internal Controls, Auditing, Accounts Payable
Education
University of Houston-Clear Lake 2008 — 2008
Master, Accounting
University of Illinois at Urbana-Champaign 2005 — 2006
Bachelor's degree, Accounting
CBIZ MHM, LLC August 2012 - Present
Faulk & Winkler, LLC January 2012 - August 2012
Faulk & Winkler, LLC January 2009 - December 2011
Skills
Income Tax, Corporate Tax, Tax, Financial Statements, Accounting, Financial Reporting, QuickBooks, Government Accounting, Financial Accounting, Internal Controls, Auditing, Accounts Payable
Education
University of Houston-Clear Lake 2008 — 2008
Master, Accounting
University of Illinois at Urbana-Champaign 2005 — 2006
Bachelor's degree, Accounting
Sarah Kroog's CBIZ MHM, LLC Experience November 2005 - June 2012
Job Sr. Controller and Financial Analyst
Industry Accounting
Experience
Hanky Panky June 2012 - Present
CBIZ MHM, LLC November 2005 - June 2012
Skills
GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, Income Tax, US GAAP, Financial Accounting, General Ledger, External Audit, Financial Statements, Consolidation, Revenue Recognition, Account Reconciliation, Financial Analysis, Financial Audits, Cash Flow, Accounts Receivable, Accounts Payable, Microsoft Excel, Fixed Assets, QuickBooks, ProSystem fx Tax, Accruals, Journal Entries, Variance Analysis, Bank Reconciliation
Education
North Rockland
University of Delaware
Hanky Panky June 2012 - Present
CBIZ MHM, LLC November 2005 - June 2012
Skills
GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, Income Tax, US GAAP, Financial Accounting, General Ledger, External Audit, Financial Statements, Consolidation, Revenue Recognition, Account Reconciliation, Financial Analysis, Financial Audits, Cash Flow, Accounts Receivable, Accounts Payable, Microsoft Excel, Fixed Assets, QuickBooks, ProSystem fx Tax, Accruals, Journal Entries, Variance Analysis, Bank Reconciliation
Education
North Rockland
University of Delaware
Howard Kaminsky, CPA , ASA's CBIZ MHM, LLC Experience July 1979 - Present
Job Expert in Business Valuation & Litigation Support
Industry Accounting
Experience
CBIZ MHM, LLC July 1979 - Present
Ernst & Young January 1979 - April 1979
Skills
Tax, Corporate Tax, Forensic Accounting, Accounting, Partnership Taxation, Tax Preparation, Tax Returns, Tax Advisory, Tax Accounting, Bookkeeping, CPA, Business Valuation
Education
University of Minnesota - Carlson School of Management 1975 — 1979
Bachelor's degree, Accounting
CBIZ MHM, LLC July 1979 - Present
Ernst & Young January 1979 - April 1979
Skills
Tax, Corporate Tax, Forensic Accounting, Accounting, Partnership Taxation, Tax Preparation, Tax Returns, Tax Advisory, Tax Accounting, Bookkeeping, CPA, Business Valuation
Education
University of Minnesota - Carlson School of Management 1975 — 1979
Bachelor's degree, Accounting
Barbara Figley's CBIZ MHM, LLC Experience June 2006 - December 2009
Job Reception/Administration at Stolle Machinery
Industry Executive Office
Experience
Stolle Machinery October 2012 - Present
CBIZ MHM, LLC June 2006 - December 2009
Skills
Customer Service, Microsoft Word, Marketing, Outlook, Management, Event Planning, Microsoft Excel, Front Office, Office Administration, Client Services
Education
University of Colorado Boulder
Stolle Machinery October 2012 - Present
CBIZ MHM, LLC June 2006 - December 2009
Skills
Customer Service, Microsoft Word, Marketing, Outlook, Management, Event Planning, Microsoft Excel, Front Office, Office Administration, Client Services
Education
University of Colorado Boulder
Megan Gilberg's CBIZ MHM, LLC Experience 2010 - January 2012
Job Manager, Forensic, Litigation & Valuation Services at Friedman LLP
Industry Accounting
Experience
Friedman LLP January 2015 - Present
Baker Tilly Virchow Krause, LLP (formerly ParenteBeard) 2012 - 2015
CBIZ MHM, LLC 2010 - January 2012
Shechtman Marks Devor PC June 2006 - December 2009
Deloitte & Touche June 2004 - June 2006
Skills
Forensic Accounting, GAAP, Accounting, Litigation, Litigation Consulting, Tax, Auditing, Internal Controls, Forensic Analysis, Valuation, SEC filings, US GAAP, Business Valuation, Partnership Taxation, Sarbanes-Oxley Act
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
B.S., Accounting
Friedman LLP January 2015 - Present
Baker Tilly Virchow Krause, LLP (formerly ParenteBeard) 2012 - 2015
CBIZ MHM, LLC 2010 - January 2012
Shechtman Marks Devor PC June 2006 - December 2009
Deloitte & Touche June 2004 - June 2006
Skills
Forensic Accounting, GAAP, Accounting, Litigation, Litigation Consulting, Tax, Auditing, Internal Controls, Forensic Analysis, Valuation, SEC filings, US GAAP, Business Valuation, Partnership Taxation, Sarbanes-Oxley Act
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
B.S., Accounting
Henry Leonard's CBIZ MHM, LLC Experience October 1998 - Present
Job CFO at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC October 1998 - Present
Skills
CPA, Accounting, Strategic Financial..., Corporate Tax, Tax, Income Tax, Internal Controls, Tax Preparation, Financial Analysis, Nonprofits, QuickBooks, Financial Accounting, Tax Accounting
Education
University of Delaware 1969 — 1973
BA, Economics
CBIZ MHM, LLC October 1998 - Present
Skills
CPA, Accounting, Strategic Financial..., Corporate Tax, Tax, Income Tax, Internal Controls, Tax Preparation, Financial Analysis, Nonprofits, QuickBooks, Financial Accounting, Tax Accounting
Education
University of Delaware 1969 — 1973
BA, Economics
Chad Solei's CBIZ MHM, LLC Experience May 2008 - August 2008
Job Factory Controller at Graco
Industry Machinery
Experience
Graco April 2015 - Present
Graco August 2012 - Present
Deloitte September 2010 - August 2012
MTS Systems May 2009 - August 2009
CBIZ MHM, LLC May 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2009 — 2010
Masters, Accountancy
University of St. Thomas 2005 — 2009
Business Administration, Accounting
Graco April 2015 - Present
Graco August 2012 - Present
Deloitte September 2010 - August 2012
MTS Systems May 2009 - August 2009
CBIZ MHM, LLC May 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2009 — 2010
Masters, Accountancy
University of St. Thomas 2005 — 2009
Business Administration, Accounting
Cyndy Klinger's CBIZ MHM, LLC Experience January 2006 - Present
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2006 - Present
Education
University of Houston
BBA, Accounting
CBIZ MHM, LLC January 2006 - Present
Education
University of Houston
BBA, Accounting
Cynthia King, CPA's CBIZ MHM, LLC Experience September 2004 - Present
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2004 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2004
Master of Science in Taxation
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor of Science in Accountancy
CBIZ MHM, LLC September 2004 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2004
Master of Science in Taxation
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor of Science in Accountancy
Jeffrey Sabot's CBIZ MHM, LLC Experience April 1975 - Present
Job Managing Director / Shareholder at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC April 1975 - Present
Skills
Financial Statement..., OMB Circular A-133..., Financial Reporting and..., Accounting and..., Business Strategy and..., Closely-held Private..., Not-for-Profit..., Trade Associations, Government Entities and..., Manufacturing Industry
Education
University of Maryland College Park 1970 — 1974
Accounting, Accounting and Business/Management
CBIZ MHM, LLC April 1975 - Present
Skills
Financial Statement..., OMB Circular A-133..., Financial Reporting and..., Accounting and..., Business Strategy and..., Closely-held Private..., Not-for-Profit..., Trade Associations, Government Entities and..., Manufacturing Industry
Education
University of Maryland College Park 1970 — 1974
Accounting, Accounting and Business/Management
Kevin Bissell's CBIZ MHM, LLC Experience August 1996 - November 2000
Job Senior Manager at Mulcahy, Pauritsch, Salvador & Co., Ltd.
Industry Accounting
Experience
Mulcahy, Pauritsch, Salvador & Co., Ltd. November 2000 - Present
CBIZ MHM, LLC August 1996 - November 2000
Skills
Auditing, Financial Accounting, Financial Reporting, GAAP, General Ledger
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (B.S.), Accounting
Mulcahy, Pauritsch, Salvador & Co., Ltd. November 2000 - Present
CBIZ MHM, LLC August 1996 - November 2000
Skills
Auditing, Financial Accounting, Financial Reporting, GAAP, General Ledger
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Science (B.S.), Accounting
Justin Biagi's CBIZ MHM, LLC Experience September 2008 - Present
Job Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC September 2008 - Present
Skills
Accounting, Tax, Auditing, QuickBooks, Caseware, GoSystems, ProSystem fx Tax, Financial Reporting, Government
Education
University of Illinois at Chicago 2007 — 2008
Master of Science (M.S.), Accounting
University of Illinois at Chicago 2003 — 2007
Bachelor's degree, Accounting
CBIZ MHM, LLC September 2008 - Present
Skills
Accounting, Tax, Auditing, QuickBooks, Caseware, GoSystems, ProSystem fx Tax, Financial Reporting, Government
Education
University of Illinois at Chicago 2007 — 2008
Master of Science (M.S.), Accounting
University of Illinois at Chicago 2003 — 2007
Bachelor's degree, Accounting
Lisa Swanstrom's CBIZ MHM, LLC Experience June 1984 - Present
Job Accountant at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC June 1984 - Present
CBIZ MHM, LLC June 1984 - Present
Skills
Payroll, Client Accounting, Quickbooks, Tax, Tax Preparation
Education
University of Minnesota-Twin Cities 1978 — 1983
BS In Accounting, Accounting
CBIZ MHM, LLC June 1984 - Present
CBIZ MHM, LLC June 1984 - Present
Skills
Payroll, Client Accounting, Quickbooks, Tax, Tax Preparation
Education
University of Minnesota-Twin Cities 1978 — 1983
BS In Accounting, Accounting