CPA Associates
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CPA Associates Employees
Employee
Years
Job
Industry
CYNTHIA GAGE CYNTHIA GAGE's CPA Associates Experience January 2014 - Present
Job Associate Accountant at CPA Associates
Industry Accounting
Experience
CPA Associates January 2014 - Present
Kaza Fire Equipment October 2013 - January 2014
Mount Aloysius College June 2011 - May 2013
Victor Tranquillo, CPA February 2013 - April 2013
Cargill Cotton 1987 - 1995
Skills
Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Tax Preparation, Payroll, Spreadsheets, Invoicing, Teamwork, Dependable Team Player, Reliable, Motivation, Organization, Accounting, Shipping, Cost Accounting, Financial Accounting, Financial Reporting, Account Reconciliation, Microsoft Office
Education
Mount Aloysius College 2011 — 2013
Bachelor of Science (BS), Accounting, 3.95 In-Major/3.97 Cumulative GPA
Cambria-Rowe Business College-Johnstown 2009 — 2011
Associate's degree, Accounting, 4.0 GPA
Central Cambria HS
Central Cambria HS
CPA Associates January 2014 - Present
Kaza Fire Equipment October 2013 - January 2014
Mount Aloysius College June 2011 - May 2013
Victor Tranquillo, CPA February 2013 - April 2013
Cargill Cotton 1987 - 1995
Skills
Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Tax Preparation, Payroll, Spreadsheets, Invoicing, Teamwork, Dependable Team Player, Reliable, Motivation, Organization, Accounting, Shipping, Cost Accounting, Financial Accounting, Financial Reporting, Account Reconciliation, Microsoft Office
Education
Mount Aloysius College 2011 — 2013
Bachelor of Science (BS), Accounting, 3.95 In-Major/3.97 Cumulative GPA
Cambria-Rowe Business College-Johnstown 2009 — 2011
Associate's degree, Accounting, 4.0 GPA
Central Cambria HS
Central Cambria HS
Shana Bickel Shana Bickel's CPA Associates Experience September 2009 - July 2010
Job Certified Public Accountant
Industry Accounting
Experience
Shana Bickel, CPA January 2011 - Present
CPA Associates September 2009 - July 2010
Goar, Endriss and Walker 2010 - 2010
Skills
Tax Preparation, Tax, Corporate Tax, Account Reconciliation, Accounting, Income Tax, Sales Tax, Accounts Payable, Auditing, CPA, Bookkeeping, Tax Returns, Journal Entries, Financial Analysis, Finance
Education
University of South Florida 2006 — 2009
Accounting
Washington University in St. Louis 1995 — 1997
Master of Science (MS), Physical Therapy/Therapist
Northern Michigan University 1991 — 1995
Bachelor of Science (BS), Psychology
Shana Bickel, CPA January 2011 - Present
CPA Associates September 2009 - July 2010
Goar, Endriss and Walker 2010 - 2010
Skills
Tax Preparation, Tax, Corporate Tax, Account Reconciliation, Accounting, Income Tax, Sales Tax, Accounts Payable, Auditing, CPA, Bookkeeping, Tax Returns, Journal Entries, Financial Analysis, Finance
Education
University of South Florida 2006 — 2009
Accounting
Washington University in St. Louis 1995 — 1997
Master of Science (MS), Physical Therapy/Therapist
Northern Michigan University 1991 — 1995
Bachelor of Science (BS), Psychology
Annette Roy-Mims's CPA Associates Experience September 2001 - June 2010
Job SOne LLC
Industry Accounting
Experience
Hill, Barth & King LLC July 2011 - July 2013
CPA Associates September 2001 - June 2010
American Dental Partners, Inc March 1997 - July 2001
Hill Holliday May 1993 - March 1997
KPMG May 1984 - May 1993
Para-Professional May 1984 - May 1993
Skills
QuickBooks, Payroll, Account Reconciliation, Bookkeeping, Tax Returns, General Ledger, Financial Reporting, Event Planning, Executive..., Accounts Payable, Accounts Receivable, SEC filings, Financial Statements, Tax, Income Tax, Tax Preparation
Education
Lynn Classical High School 1973 — 1976
Bentley University
Associates, Accounting
Hill, Barth & King LLC July 2011 - July 2013
CPA Associates September 2001 - June 2010
American Dental Partners, Inc March 1997 - July 2001
Hill Holliday May 1993 - March 1997
KPMG May 1984 - May 1993
Para-Professional May 1984 - May 1993
Skills
QuickBooks, Payroll, Account Reconciliation, Bookkeeping, Tax Returns, General Ledger, Financial Reporting, Event Planning, Executive..., Accounts Payable, Accounts Receivable, SEC filings, Financial Statements, Tax, Income Tax, Tax Preparation
Education
Lynn Classical High School 1973 — 1976
Bentley University
Associates, Accounting
Liz Carlson Liz Carlson's CPA Associates Experience August 2005 - April 2011
Job Forensic Accounting
Industry Accounting
Experience
Elizabeth Carlson, CPA January 2013 - Present
USF Sarasota/Manatee August 2008 - Present
HbK(Hill Barth & King, LLC) May 2011 - November 2011
CPA Associates August 2005 - April 2011
Hough & Company 2005 - 2005
Arthur Andersen June 1990 - May 2002
Skills
Tax, CPA, Accounting, Business Valuation, Litigation Support, Corporate Tax, GAAP, Tax Preparation, Financial Reporting, Auditing, Access, Account Reconciliation, Accounts Payable, Accounts Receivable, Bookkeeping, Budgets, Cash Flow, Finance, Financial Accounting, Financial Analysis, General Ledger, Income Tax, Internal Controls, Journal Entries, Partnership Taxation, Payroll, QuickBooks, Sales Tax, Small Business, Strategic Financial..., Tax Accounting, Tax Returns, Variance Analysis, Cost Accounting, Fixed Assets
Education
University of Florida
BS, MA, Accounting
Elizabeth Carlson, CPA January 2013 - Present
USF Sarasota/Manatee August 2008 - Present
HbK(Hill Barth & King, LLC) May 2011 - November 2011
CPA Associates August 2005 - April 2011
Hough & Company 2005 - 2005
Arthur Andersen June 1990 - May 2002
Skills
Tax, CPA, Accounting, Business Valuation, Litigation Support, Corporate Tax, GAAP, Tax Preparation, Financial Reporting, Auditing, Access, Account Reconciliation, Accounts Payable, Accounts Receivable, Bookkeeping, Budgets, Cash Flow, Finance, Financial Accounting, Financial Analysis, General Ledger, Income Tax, Internal Controls, Journal Entries, Partnership Taxation, Payroll, QuickBooks, Sales Tax, Small Business, Strategic Financial..., Tax Accounting, Tax Returns, Variance Analysis, Cost Accounting, Fixed Assets
Education
University of Florida
BS, MA, Accounting
Fanta Kaba Fanta Kaba's CPA Associates Experience July 2007 - July 2008
Job Tax Senior Associate/ Supervisor at State Street
Industry Accounting
Experience
State Street March 2012 - Present
Regulated Investment Companies (RICs) Group November 2009 - March 2012
PricewaterhouseCoopers, LLP August 2008 - March 2012
CPA Associates July 2007 - July 2008
City of Pawtucket, RI May 2006 - August 2006
City of Pawtucket May 2005 - August 2005
Skills
Tax, Accounting
Education
Bryant University 2008 — 2011
Master, Professional Accountancy
Bryant University 2005 — 2008
BS, Accounting
State Street March 2012 - Present
Regulated Investment Companies (RICs) Group November 2009 - March 2012
PricewaterhouseCoopers, LLP August 2008 - March 2012
CPA Associates July 2007 - July 2008
City of Pawtucket, RI May 2006 - August 2006
City of Pawtucket May 2005 - August 2005
Skills
Tax, Accounting
Education
Bryant University 2008 — 2011
Master, Professional Accountancy
Bryant University 2005 — 2008
BS, Accounting
Chet Harmon, EA Chet Harmon, EA's CPA Associates Experience 2000 - 2000
Job Owner, Harmon Accounting & Tax Services, LLC
Industry Accounting
Experience
Harmon Accounting & Tax Services January 2009 - Present
Manatee Community Action Agency September 2001 - June 2008
CPA Associates 2000 - 2000
Skills
Tax Preparation, Accounting, Quickbooks, Small Business..., Income Tax, QuickBooks
Education
University of South Florida 1995 — 1999
BS, Accounting
State University of New York College at Buffalo 1969 — 1971
B.S., Social Science
Harmon Accounting & Tax Services January 2009 - Present
Manatee Community Action Agency September 2001 - June 2008
CPA Associates 2000 - 2000
Skills
Tax Preparation, Accounting, Quickbooks, Small Business..., Income Tax, QuickBooks
Education
University of South Florida 1995 — 1999
BS, Accounting
State University of New York College at Buffalo 1969 — 1971
B.S., Social Science
Michelle Plum Michelle Plum's CPA Associates Experience 1991 - 2000
Job Area Coordinator at Manatee County FHFH Chapter
Industry Accounting
Experience
Manatee County FHFH Chapter September 2009 - Present
Michelle A. Plum, CPA, LLC January 2001 - December 2010
CPA Associates 1991 - 2000
Tropicana May 1990 - October 1991
Education
University of South Florida 1985 — 1990
B.S., Accounting & Finance, CPA
Lansing Community College 1983 — 1984
Manatee County FHFH Chapter September 2009 - Present
Michelle A. Plum, CPA, LLC January 2001 - December 2010
CPA Associates 1991 - 2000
Tropicana May 1990 - October 1991
Education
University of South Florida 1985 — 1990
B.S., Accounting & Finance, CPA
Lansing Community College 1983 — 1984
Matt Collis, CPA Matt Collis, CPA's CPA Associates Experience July 2004 - February 2007
Job Controller at Transaction Data System Rx30
Industry Accounting
Experience
Transaction Data System August 2015 - Present
Advanced Marketing International, Inc. May 2013 - Present
Grant Thornton LLP December 2011 - May 2013
Modea February 2010 - April 2011
Gregory, Sharer & Stuart September 2008 - January 2010
14 Countries March 2007 - May 2008
CPA Associates July 2004 - February 2007
CSC 2002 - July 2004
Skills
Auditing, Financial Accounting, Accounting, Internal Audit, Internal Controls, Financial Analysis, Assurance, Budgets, US GAAP, CPA, External Audit, GAAP, Accounts Payable, Mergers & Acquisitions, Payroll, Analysis, Accounts Receivable, Financial Statements, Bookkeeping, Account Reconciliation, Financial Reporting, General Ledger, Financial Audits, Revenue Recognition, Tax Preparation, Cash Flow, Accruals
Education
University of South Florida 2003 — 2005
Accounting
University of Florida 1998 — 2000
BSBA, Economics
Transaction Data System August 2015 - Present
Advanced Marketing International, Inc. May 2013 - Present
Grant Thornton LLP December 2011 - May 2013
Modea February 2010 - April 2011
Gregory, Sharer & Stuart September 2008 - January 2010
14 Countries March 2007 - May 2008
CPA Associates July 2004 - February 2007
CSC 2002 - July 2004
Skills
Auditing, Financial Accounting, Accounting, Internal Audit, Internal Controls, Financial Analysis, Assurance, Budgets, US GAAP, CPA, External Audit, GAAP, Accounts Payable, Mergers & Acquisitions, Payroll, Analysis, Accounts Receivable, Financial Statements, Bookkeeping, Account Reconciliation, Financial Reporting, General Ledger, Financial Audits, Revenue Recognition, Tax Preparation, Cash Flow, Accruals
Education
University of South Florida 2003 — 2005
Accounting
University of Florida 1998 — 2000
BSBA, Economics
Dan Dellinger Dan Dellinger's CPA Associates Experience June 1991 - October 1992
Job COO at Reliant Bank
Industry Banking
Experience
Nashville Krav Maga, LLC June 2012 - Present
Reliant Bank February 2005 - Present
The Southeastern School of Banking 2009 - 2011
Premier Bank of Brentwood April 1997 - December 2004
CPA Associates June 1991 - October 1992
Pugh & Company, P.C. June 1986 - May 1991
KPMG May 1981 - April 1986
Skills
Banking, Credit, Compliance, Strategic Planning, Mergers, Interest Rate Risk..., Interest Rate Swaps, Interest Rate..., Liquidity Risk, Mortgage Banking, Financial Management, Financial Accounting
Education
The Southeastern School of Banking 1987 — 1988
East Tennessee State University 1977 — 1981
BBA, Accounting
Nashville Krav Maga, LLC June 2012 - Present
Reliant Bank February 2005 - Present
The Southeastern School of Banking 2009 - 2011
Premier Bank of Brentwood April 1997 - December 2004
CPA Associates June 1991 - October 1992
Pugh & Company, P.C. June 1986 - May 1991
KPMG May 1981 - April 1986
Skills
Banking, Credit, Compliance, Strategic Planning, Mergers, Interest Rate Risk..., Interest Rate Swaps, Interest Rate..., Liquidity Risk, Mortgage Banking, Financial Management, Financial Accounting
Education
The Southeastern School of Banking 1987 — 1988
East Tennessee State University 1977 — 1981
BBA, Accounting
Stefanie Lear Stefanie Lear's CPA Associates Experience January 2006 - March 2010
Job Project Accountant and Web Presence Consultant
Industry Accounting
Experience
Stefanie Lear Project Accounting August 2011 - Present
Purpose Insurance Group, Inc. March 2010 - August 2011
Purpose Employer Solutions, LLC March 2010 - August 2011
CPA Associates January 2006 - March 2010
Hoveround Corporation August 2004 - January 2006
Sonoma Outfitters August 2002 - April 2004
James Dorris & Associates October 2001 - November 2003
JV Costum Modular, Inc. May 2000 - October 2001
Law offices of Robert B. Ingram 1996 - 1998
Skills
Financial Reporting, Non-profits, Government, Charter Schools, Private Sector, Individual Taxation, Accounting, Tax, Accounts Receivable, GAAP, Payroll, Insurance, Quickbooks, Audit, Compliance, Financial Planning, Accounts Payable, Budgeting, Auditing, Reconciliation, Excel, Financial Analysis, General Ledger, Word, Microsoft Office, Financial Accounting, Planning, Analysis, Customer Service, Cash Flow, Bookkeeping, Problem Solving, Process Improvement, Research
Education
Sonoma State University
BS, Business Adminstration w/ a concentration in Accounting
Stefanie Lear Project Accounting August 2011 - Present
Purpose Insurance Group, Inc. March 2010 - August 2011
Purpose Employer Solutions, LLC March 2010 - August 2011
CPA Associates January 2006 - March 2010
Hoveround Corporation August 2004 - January 2006
Sonoma Outfitters August 2002 - April 2004
James Dorris & Associates October 2001 - November 2003
JV Costum Modular, Inc. May 2000 - October 2001
Law offices of Robert B. Ingram 1996 - 1998
Skills
Financial Reporting, Non-profits, Government, Charter Schools, Private Sector, Individual Taxation, Accounting, Tax, Accounts Receivable, GAAP, Payroll, Insurance, Quickbooks, Audit, Compliance, Financial Planning, Accounts Payable, Budgeting, Auditing, Reconciliation, Excel, Financial Analysis, General Ledger, Word, Microsoft Office, Financial Accounting, Planning, Analysis, Customer Service, Cash Flow, Bookkeeping, Problem Solving, Process Improvement, Research
Education
Sonoma State University
BS, Business Adminstration w/ a concentration in Accounting
Kenneth Peabody Kenneth Peabody's CPA Associates Experience January 2009 - June 2010
Job Investment Tax
Industry Financial Services
Experience
Hartford Investment Management Co. (HIMCO) May 2015 - Present
Tex Tech Industries May 2014 - May 2015
PwC January 2011 - April 2014
CPA Associates January 2009 - June 2010
Clean Harbors June 2009 - August 2009
E-Coast Sales Solutions June 2008 - August 2008
Rob Estes Construction May 2007 - August 2007
Skills
Auditing, Corporate Tax, GAAP, Accounting, Access, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, QuickBooks, Tax, Financial Accounting, Financial Analysis, Financial Reporting, Tax Accounting
Education
Bryant University 2010 — 2010
MPAc, Accounting and Tax
Bryant University 2006 — 2010
Business Administration, Accounting, Economics
Hartford Investment Management Co. (HIMCO) May 2015 - Present
Tex Tech Industries May 2014 - May 2015
PwC January 2011 - April 2014
CPA Associates January 2009 - June 2010
Clean Harbors June 2009 - August 2009
E-Coast Sales Solutions June 2008 - August 2008
Rob Estes Construction May 2007 - August 2007
Skills
Auditing, Corporate Tax, GAAP, Accounting, Access, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, QuickBooks, Tax, Financial Accounting, Financial Analysis, Financial Reporting, Tax Accounting
Education
Bryant University 2010 — 2010
MPAc, Accounting and Tax
Bryant University 2006 — 2010
Business Administration, Accounting, Economics
Jennifer Villarreal Jennifer Villarreal's CPA Associates Experience February 2004 - May 2009
Job Staff Accountant III at Neal Communities of Southwest Florida, Inc.
Industry Accounting
Experience
Neal Communities of Southwest Florida, Inc. August 2014 - Present
Informa Support Services, Inc. January 2013 - August 2014
Informa February 2011 - January 2013
CPA Associates February 2004 - May 2009
Education
University of South Florida 2006 — 2010
BA, Accounting
State College of Florida-Manatee-Sarasota 2003 — 2006
AA, Business Administration
Neal Communities of Southwest Florida, Inc. August 2014 - Present
Informa Support Services, Inc. January 2013 - August 2014
Informa February 2011 - January 2013
CPA Associates February 2004 - May 2009
Education
University of South Florida 2006 — 2010
BA, Accounting
State College of Florida-Manatee-Sarasota 2003 — 2006
AA, Business Administration
Elizabeth Ausborn's CPA Associates Experience January 2003 - May 2003
Job Health/Wellness
Industry Accounting
Experience
It Works Global September 2014 - Present
Zumba Fitness Instructor March 2011 - August 2015
Manatee County Government April 2014 - December 2014
Sarasota County Sheriff's Office December 2003 - April 2014
Publix January 1997 - January 2012
CPA Associates January 2003 - May 2003
Skills
Accounts Payable, Accounts Receivable, Spreadsheets, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Telephone Skills, Office Management, Teamwork, Auditing, Financial Analysis, Administrative..., Budgets, Adobe Acrobat, Customer Satisfaction, Customer Service
Education
Saint Leo University 2009 — 2011
Master of Business Administration (M.B.A.), Accounting
Saint Leo University 1999 — 2003
Bachlors of Art, Accounting
palmetto high 1996 — 1999
High school diploma, Accounting
It Works Global September 2014 - Present
Zumba Fitness Instructor March 2011 - August 2015
Manatee County Government April 2014 - December 2014
Sarasota County Sheriff's Office December 2003 - April 2014
Publix January 1997 - January 2012
CPA Associates January 2003 - May 2003
Skills
Accounts Payable, Accounts Receivable, Spreadsheets, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Telephone Skills, Office Management, Teamwork, Auditing, Financial Analysis, Administrative..., Budgets, Adobe Acrobat, Customer Satisfaction, Customer Service
Education
Saint Leo University 2009 — 2011
Master of Business Administration (M.B.A.), Accounting
Saint Leo University 1999 — 2003
Bachlors of Art, Accounting
palmetto high 1996 — 1999
High school diploma, Accounting
Alessandra Deledda's CPA Associates Experience 2001 - 2003
Job ACCOUNTS PAYABLE SPECIALIST AND HR ASSOCIATE at SCM GROUP SPA
Industry Accounting
Experience
SCM GROUP SPA January 2015 - Present
SCM Group USA January 2013 - December 2014
SCM Group USA 2007 - 2010
Groupama Assicurazioni S.p.A. 2003 - 2006
CPA Associates 2001 - 2003
INA ASSITALIA 1999 - 2001
Skills
Word, Excel, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Strategic Planning, Budgets, Customer Service, PowerPoint, English, Insurance, Accounting, Financial Reporting, Management, Team Building, Financial Analysis
Education
Hillsborough Community College 2012 — 2012
Medical Insurance Coding Specialist/Coder
Gwinnett Technical College 2006 — 2007
ESL
Università degli Studi di Cagliari 1993 — 1998
Political science, Political Science and Government
SCM GROUP SPA January 2015 - Present
SCM Group USA January 2013 - December 2014
SCM Group USA 2007 - 2010
Groupama Assicurazioni S.p.A. 2003 - 2006
CPA Associates 2001 - 2003
INA ASSITALIA 1999 - 2001
Skills
Word, Excel, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Strategic Planning, Budgets, Customer Service, PowerPoint, English, Insurance, Accounting, Financial Reporting, Management, Team Building, Financial Analysis
Education
Hillsborough Community College 2012 — 2012
Medical Insurance Coding Specialist/Coder
Gwinnett Technical College 2006 — 2007
ESL
Università degli Studi di Cagliari 1993 — 1998
Political science, Political Science and Government
Michael Audet's CPA Associates Experience January 2005 - April 2005
Job Certified Public Accountant
Industry Accounting
Experience
Dixon Hughes Goodman LLP July 2014 - Present
Kerkering Barberio October 2011 - June 2014
Suplee & Shea, P.A. May 2008 - September 2011
James Moore & Co. May 2007 - May 2008
Capital Regional YMCA June 2005 - May 2007
CPA Associates January 2005 - April 2005
Skills
Corporate Tax, Auditing, Individual Taxation, Non-profit Experience, Assurance, Teaching, Hospitality Consulting, Internal Controls, Hotel Management, Restaurant Management, Process Improvement, Accounts Payable, Payroll, Bookkeeping, Fixed Assets, Financial Reporting, Tax Preparation, QuickBooks, Tax, Tax Returns, Nonprofits, Budgets, Finance, Accounting
Education
Florida State University - College of Business 2002 — 2007
Accounting & Finance, Communications
Lakewood Ranch High Scool 1998 — 2002
St. Josephs
St. Josephs
Dixon Hughes Goodman LLP July 2014 - Present
Kerkering Barberio October 2011 - June 2014
Suplee & Shea, P.A. May 2008 - September 2011
James Moore & Co. May 2007 - May 2008
Capital Regional YMCA June 2005 - May 2007
CPA Associates January 2005 - April 2005
Skills
Corporate Tax, Auditing, Individual Taxation, Non-profit Experience, Assurance, Teaching, Hospitality Consulting, Internal Controls, Hotel Management, Restaurant Management, Process Improvement, Accounts Payable, Payroll, Bookkeeping, Fixed Assets, Financial Reporting, Tax Preparation, QuickBooks, Tax, Tax Returns, Nonprofits, Budgets, Finance, Accounting
Education
Florida State University - College of Business 2002 — 2007
Accounting & Finance, Communications
Lakewood Ranch High Scool 1998 — 2002
St. Josephs
St. Josephs
Jeff Gerhard, CPA, CFE Jeff Gerhard, CPA, CFE's CPA Associates Experience September 2004 - September 2006
Job Senior Audit Manager at CS&L CPAs
Industry Accounting
Experience
CS&L CPAs August 2014 - Present
Mauldin & Jenkins, LLC November 2007 - August 2014
Pender Newkirk & Company October 2006 - November 2007
CPA Associates September 2004 - September 2006
Plante & Moran, PLLC January 1998 - September 2004
Baker College April 2001 - August 2004
Skills
Non-profits, Municipalities, Accounting, Financial Reporting, Audit, Auditing, Internal Controls, Internal Audit, Fixed Assets, Nonprofits, Bookkeeping, Corporate Tax, Finance, Budgets, Income Tax, Payroll, GAAP, CPA, US GAAP, Accounts Payable, Marketing, Financial Accounting, Tax Returns, Microsoft Excel, Tax Preparation, General Ledger, Account Reconciliation, Accounts Receivable, Financial Statements, Financial Audits, External Audit, ProSystem fx Tax, SEC filings, Sarbanes-Oxley Act, Tax, QuickBooks, Assurance, Cash Flow, Sales Tax, Financial Analysis
Education
Oakland University 1995 — 1997
Bachelor, Accounting
Oakland University 1989 — 1993
Bachelor, Psychology
CS&L CPAs August 2014 - Present
Mauldin & Jenkins, LLC November 2007 - August 2014
Pender Newkirk & Company October 2006 - November 2007
CPA Associates September 2004 - September 2006
Plante & Moran, PLLC January 1998 - September 2004
Baker College April 2001 - August 2004
Skills
Non-profits, Municipalities, Accounting, Financial Reporting, Audit, Auditing, Internal Controls, Internal Audit, Fixed Assets, Nonprofits, Bookkeeping, Corporate Tax, Finance, Budgets, Income Tax, Payroll, GAAP, CPA, US GAAP, Accounts Payable, Marketing, Financial Accounting, Tax Returns, Microsoft Excel, Tax Preparation, General Ledger, Account Reconciliation, Accounts Receivable, Financial Statements, Financial Audits, External Audit, ProSystem fx Tax, SEC filings, Sarbanes-Oxley Act, Tax, QuickBooks, Assurance, Cash Flow, Sales Tax, Financial Analysis
Education
Oakland University 1995 — 1997
Bachelor, Accounting
Oakland University 1989 — 1993
Bachelor, Psychology
Lori Martin, CPA Lori Martin, CPA's CPA Associates Experience October 2007 - May 2008
Job Director of Financial Reporting
Industry Accounting
Experience
Progressive Employer Management Company - PEMCO May 2015 - Present
Thomas Howell Ferguson P.A. September 2014 - May 2015
The Siegfried Group January 2014 - September 2014
Mauldin & Jenkins, LLC January 2010 - December 2013
Marriott International September 2009 - January 2010
CPA Associates October 2007 - May 2008
Florida State University April 2007 - October 2007
Deloitte 2004 - 2006
Skills
Auditing, Accounting, Account Reconciliation, Financial Statements, Budgets, Cash Flow, Tax Returns, SEC filings, Forecasting, Nonprofits, Tax Research, GAAP, CPA, Tax Preparation, Corporate Tax, Microsoft Office, Accounts Payable, Fixed Assets, Income Tax, Accounts Receivable, Microsoft Excel, General Ledger, QuickBooks, Tax, Financial Reporting, Internal Controls, Financial Accounting, Bookkeeping, External Audit, ProSystem fx Tax
Education
University of South Florida 2004 — 2005
Masters, Accounting
Auburn University 2001 — 2004
Bachelor, Accounting
Progressive Employer Management Company - PEMCO May 2015 - Present
Thomas Howell Ferguson P.A. September 2014 - May 2015
The Siegfried Group January 2014 - September 2014
Mauldin & Jenkins, LLC January 2010 - December 2013
Marriott International September 2009 - January 2010
CPA Associates October 2007 - May 2008
Florida State University April 2007 - October 2007
Deloitte 2004 - 2006
Skills
Auditing, Accounting, Account Reconciliation, Financial Statements, Budgets, Cash Flow, Tax Returns, SEC filings, Forecasting, Nonprofits, Tax Research, GAAP, CPA, Tax Preparation, Corporate Tax, Microsoft Office, Accounts Payable, Fixed Assets, Income Tax, Accounts Receivable, Microsoft Excel, General Ledger, QuickBooks, Tax, Financial Reporting, Internal Controls, Financial Accounting, Bookkeeping, External Audit, ProSystem fx Tax
Education
University of South Florida 2004 — 2005
Masters, Accounting
Auburn University 2001 — 2004
Bachelor, Accounting
Cheryl Harrier Cheryl Harrier's CPA Associates Experience September 2005 - May 2011
Job Tax Manager at Mauldin & Jenkins, LLC
Industry Accounting
Experience
Mauldin & Jenkins, LLC June 2011 - Present
CPA Associates September 2005 - May 2011
Robert L Miller, CPA September 1989 - August 2005
Skills
Corporate Tax, Tax, CPA, Tax Preparation, Income Tax, GAAP, Tax Returns, US GAAP, Accounting, Auditing, Internal Controls, Tax Research, Financial Reporting, SEC filings, Financial Accounting
Education
University of South Florida 1993 — 2000
Bachelor of Arts, Accounting
Albion College 1968 — 1972
Bachelor of Arts (BA), Elementary Education and Teaching
Mauldin & Jenkins, LLC June 2011 - Present
CPA Associates September 2005 - May 2011
Robert L Miller, CPA September 1989 - August 2005
Skills
Corporate Tax, Tax, CPA, Tax Preparation, Income Tax, GAAP, Tax Returns, US GAAP, Accounting, Auditing, Internal Controls, Tax Research, Financial Reporting, SEC filings, Financial Accounting
Education
University of South Florida 1993 — 2000
Bachelor of Arts, Accounting
Albion College 1968 — 1972
Bachelor of Arts (BA), Elementary Education and Teaching
Sean Gingras, CPA Sean Gingras, CPA's CPA Associates Experience June 2005 - March 2010
Job Chief Financial Officer at Manatee Glens
Industry Accounting
Experience
Manatee Glens June 2012 - Present
Manatee Glens March 2010 - June 2012
CPA Associates June 2005 - March 2010
Bobbitt Pittenger & Co April 2004 - June 2005
Cuthill & Eddy January 2004 - April 2004
Arthur Andersen January 2002 - April 2002
Skills
Strategic Financial..., Financial Management, Leadership, Healthcare Management, Financial Reporting, Budgets, Cash Flow Forecasting, Financial Analysis, Capital Budgeting, Financial Forecasting, Budget Analysis, Strategic Planning, Management, Due Diligence, CPA, Treasury Management, Consolidation, Forecasting, Financial Systems, Managerial Finance, Variance Analysis, Reporting & Analysis, Cash Management, Accounts Receivable, Monthly Close, Monthly Reporting, Project Management, Cash Flow, Financial Operations, Internal Controls, Accounting, Auditing, Financial Audits, Finance, Financial Accounting, Cost Accounting, General Ledger, Internal Audit, External Audit, Account Reconciliation, Financial Statements, Corporate Tax, US GAAP, GAAP, Revenue Recognition, Sarbanes-Oxley Act, Fixed Assets, Accounts Payable, Payroll
Education
University of Central Florida 2002 — 2003
MS Accounting, Accounting
University of Florida 1998 — 2002
BS Accounting, Accounting
Manatee Glens June 2012 - Present
Manatee Glens March 2010 - June 2012
CPA Associates June 2005 - March 2010
Bobbitt Pittenger & Co April 2004 - June 2005
Cuthill & Eddy January 2004 - April 2004
Arthur Andersen January 2002 - April 2002
Skills
Strategic Financial..., Financial Management, Leadership, Healthcare Management, Financial Reporting, Budgets, Cash Flow Forecasting, Financial Analysis, Capital Budgeting, Financial Forecasting, Budget Analysis, Strategic Planning, Management, Due Diligence, CPA, Treasury Management, Consolidation, Forecasting, Financial Systems, Managerial Finance, Variance Analysis, Reporting & Analysis, Cash Management, Accounts Receivable, Monthly Close, Monthly Reporting, Project Management, Cash Flow, Financial Operations, Internal Controls, Accounting, Auditing, Financial Audits, Finance, Financial Accounting, Cost Accounting, General Ledger, Internal Audit, External Audit, Account Reconciliation, Financial Statements, Corporate Tax, US GAAP, GAAP, Revenue Recognition, Sarbanes-Oxley Act, Fixed Assets, Accounts Payable, Payroll
Education
University of Central Florida 2002 — 2003
MS Accounting, Accounting
University of Florida 1998 — 2002
BS Accounting, Accounting
Jeffrey L. King, CPA Jeffrey L. King, CPA's CPA Associates Experience January 1997 - June 2011
Job Partner at Mauldin & Jenkins, LLC
Industry Accounting
Experience
Mauldin & Jenkins, LLC June 2011 - Present
CPA Associates January 1997 - June 2011
Hoffner, King & Hammer, CPA's October 1980 - December 1996
Skills
CPA, Tax Preparation, Corporate Tax, Income Tax, Managerial Finance, Tax Returns, Tax, Account Reconciliation, Accounts Payable, GAAP, QuickBooks, Bookkeeping, Accounting, General Ledger
Education
Furman University 1967 — 1971
B.A., Accounting
Mauldin & Jenkins, LLC June 2011 - Present
CPA Associates January 1997 - June 2011
Hoffner, King & Hammer, CPA's October 1980 - December 1996
Skills
CPA, Tax Preparation, Corporate Tax, Income Tax, Managerial Finance, Tax Returns, Tax, Account Reconciliation, Accounts Payable, GAAP, QuickBooks, Bookkeeping, Accounting, General Ledger
Education
Furman University 1967 — 1971
B.A., Accounting
Judd Allender's CPA Associates Experience January 1995 - Present
Job Owner, CPA Associates
Industry Accounting
Experience
CPA Associates January 1995 - Present
Skills
Real Estate, Tax Preparation, Tax, CPA, Financial Reporting, Tax Returns, GAAP, Accounting, Sales Tax, Income Tax, Corporate Tax, Partnership Taxation, Bookkeeping, Tax Research, SEC filings, Leadership, Program Management
Education
Bridgewater College 1989 — 1992
CPA Associates January 1995 - Present
Skills
Real Estate, Tax Preparation, Tax, CPA, Financial Reporting, Tax Returns, GAAP, Accounting, Sales Tax, Income Tax, Corporate Tax, Partnership Taxation, Bookkeeping, Tax Research, SEC filings, Leadership, Program Management
Education
Bridgewater College 1989 — 1992
sigrid marroquin's CPA Associates Experience September 2014 - Present
Job CPA at CPA Associates
Industry Accounting
Experience
CPA Associates September 2014 - Present
inspector September 2014 - September 2014
Sub-auditora Corporativa September 2014 - September 2014
Skills
Tax, Tax Preparation, CPA, Tax Returns, Control inter, Internal Controls, CPA Corporativo.
Education
Universidad Francisco Marroquín 2003 — 2010
CPA
CPA Associates September 2014 - Present
inspector September 2014 - September 2014
Sub-auditora Corporativa September 2014 - September 2014
Skills
Tax, Tax Preparation, CPA, Tax Returns, Control inter, Internal Controls, CPA Corporativo.
Education
Universidad Francisco Marroquín 2003 — 2010
CPA
Christie Meadows's CPA Associates Experience June 2002 - February 2004
Job Manager of Tax at Beall's Inc.
Industry Retail
Experience
Beall's Inc. June 2006 - Present
Gevity February 2004 - June 2006
CPA Associates June 2002 - February 2004
Arthur Andersen June 1997 - May 2002
Skills
Accounting, Financial Reporting, Microsoft Word, Cost Accounting, General Ledger, Payroll Taxes, Variance Analysis, Financial Modeling, Human Resources, Process Improvement, Auditing, Analysis, Cash Flow Forecasting
Education
Auburn University 1993 — 1997
BSBA, Accountancy
Beall's Inc. June 2006 - Present
Gevity February 2004 - June 2006
CPA Associates June 2002 - February 2004
Arthur Andersen June 1997 - May 2002
Skills
Accounting, Financial Reporting, Microsoft Word, Cost Accounting, General Ledger, Payroll Taxes, Variance Analysis, Financial Modeling, Human Resources, Process Improvement, Auditing, Analysis, Cash Flow Forecasting
Education
Auburn University 1993 — 1997
BSBA, Accountancy
David Winterrowd's CPA Associates Experience January 1994 - January 2000
Job Principal at CPA Tax & Consulting, P.A.
Industry Accounting
Experience
CPA Tax & Consulting, PA June 2011 - Present
David W. Winterrowd, CPA 2004 - June 2011
CPA Associates January 1994 - January 2000
Skills
Due Diligence, CPA, Sales Tax
Education
University of South Florida 1987 — 1992
Bachelor of Science (BS), Accounting & Business
CPA Tax & Consulting, PA June 2011 - Present
David W. Winterrowd, CPA 2004 - June 2011
CPA Associates January 1994 - January 2000
Skills
Due Diligence, CPA, Sales Tax
Education
University of South Florida 1987 — 1992
Bachelor of Science (BS), Accounting & Business
Sandra Brumbaugh's CPA Associates Experience 1988 - 1989
Job Executive Vice President Sales & Marketing at Bonney Forge
Industry Oil & Energy
Experience
Bonney Forge 2012 - 2014
Bonney Forge 2008 - 2012
Bonney Forge 2007 - 2008
Bonney Forge 1994 - 2007
Bonney Forge 1989 - 1994
Mutual Benefit Group 1989 - 1989
CPA Associates 1988 - 1989
Skills
Process Improvement, Customer Service, Forecasting, Contract Negotiation, Sales Management, Sales, Negotiation, Manufacturing, Product Development, Purchasing, Marketing, New Business Development, Procurement, Team Leadership, International Sales, Pricing, Inventory Management, Key Account Management, Supply Chain Management, Continuous Improvement, Operations Management, Logistics, Sales Operations
Education
Liberty University
MBA (in Process), International Business, Deans List
Strayer University
Bachelor of Business Administration (BBA), Business Administration - International Business, Deans List
Centre Business School
Associate of Arts (AA), Specialized Business, Presidents List
Trough Creek Valley Christian School
High Honors
Bonney Forge 2012 - 2014
Bonney Forge 2008 - 2012
Bonney Forge 2007 - 2008
Bonney Forge 1994 - 2007
Bonney Forge 1989 - 1994
Mutual Benefit Group 1989 - 1989
CPA Associates 1988 - 1989
Skills
Process Improvement, Customer Service, Forecasting, Contract Negotiation, Sales Management, Sales, Negotiation, Manufacturing, Product Development, Purchasing, Marketing, New Business Development, Procurement, Team Leadership, International Sales, Pricing, Inventory Management, Key Account Management, Supply Chain Management, Continuous Improvement, Operations Management, Logistics, Sales Operations
Education
Liberty University
MBA (in Process), International Business, Deans List
Strayer University
Bachelor of Business Administration (BBA), Business Administration - International Business, Deans List
Centre Business School
Associate of Arts (AA), Specialized Business, Presidents List
Trough Creek Valley Christian School
High Honors
Martin Hovey's CPA Associates Experience January 1999 - May 2011
Job Tax Accountant at Holland & Knight
Industry Accounting
Experience
Holland & Knight June 2014 - Present
Mauldin & Jenkins, LLC 2011 - May 2014
CPA Associates January 1999 - May 2011
Skills
Tax, CPA, Tax Preparation, Corporate Tax, GAAP, Income Tax, General Ledger, Accounting, Financial Reporting, QuickBooks, Auditing, Tax Returns, Accounts Receivable, ProSystem fx Tax, Financial Accounting, Account Reconciliation, Bookkeeping, Fixed Assets, Microsoft Excel, SEC filings, Partnership Taxation, Sales Tax, Accounts Payable, Small Business, Budgets
Education
University of South Florida - Tampa 1993 — 1995
Masters, Business Administration
University of Maryland College Park
Bachelor of Fine Arts (BFA), Economics
Holland & Knight June 2014 - Present
Mauldin & Jenkins, LLC 2011 - May 2014
CPA Associates January 1999 - May 2011
Skills
Tax, CPA, Tax Preparation, Corporate Tax, GAAP, Income Tax, General Ledger, Accounting, Financial Reporting, QuickBooks, Auditing, Tax Returns, Accounts Receivable, ProSystem fx Tax, Financial Accounting, Account Reconciliation, Bookkeeping, Fixed Assets, Microsoft Excel, SEC filings, Partnership Taxation, Sales Tax, Accounts Payable, Small Business, Budgets
Education
University of South Florida - Tampa 1993 — 1995
Masters, Business Administration
University of Maryland College Park
Bachelor of Fine Arts (BFA), Economics
Peter Lear's CPA Associates Experience October 2003 - August 2006
Job Finance Director at City of North Port, FL
Industry Government Administration
Experience
City of North Port, FL January 2011 - Present
City of North Port May 2008 - January 2011
Kerkering Barberio 2006 - 2007
CPA Associates October 2003 - August 2006
Skills
Financial Accounting, General Ledger, Tax, Accounting, Auditing, QuickBooks, Financial Reporting, Bookkeeping, Corporate Tax, Internal Controls, Income Tax, GAAP, Account Reconciliation, Financial Analysis, Payroll, CPA, Tax Preparation, Cash Flow, Accounts Receivable, Fixed Assets
Education
University of South Florida 1996 — 1998
Masters, Accounting
State College of Florida-Manatee-Sarasota 1995 — 1996
Associates in Arts, Business Administration
Venice High School 1984 — 1988
City of North Port, FL January 2011 - Present
City of North Port May 2008 - January 2011
Kerkering Barberio 2006 - 2007
CPA Associates October 2003 - August 2006
Skills
Financial Accounting, General Ledger, Tax, Accounting, Auditing, QuickBooks, Financial Reporting, Bookkeeping, Corporate Tax, Internal Controls, Income Tax, GAAP, Account Reconciliation, Financial Analysis, Payroll, CPA, Tax Preparation, Cash Flow, Accounts Receivable, Fixed Assets
Education
University of South Florida 1996 — 1998
Masters, Accounting
State College of Florida-Manatee-Sarasota 1995 — 1996
Associates in Arts, Business Administration
Venice High School 1984 — 1988
Deborah Grundy's CPA Associates Experience December 2005 - May 2009
Job Senior Accountant at SOne Holdings Corporation
Industry Accounting
Experience
S-One Holdings Corporation August 2013 - Present
Galati Yacht Sales, LLC November 2009 - August 2013
CPA Associates December 2005 - May 2009
Webster Bank 2004 - 2005
Webster Bank June 2001 - 2004
Skills
General Ledger
Education
Lynchburg College 1997 — 2001
BA, Accounting
S-One Holdings Corporation August 2013 - Present
Galati Yacht Sales, LLC November 2009 - August 2013
CPA Associates December 2005 - May 2009
Webster Bank 2004 - 2005
Webster Bank June 2001 - 2004
Skills
General Ledger
Education
Lynchburg College 1997 — 2001
BA, Accounting
Sara B Long's CPA Associates Experience December 2013 - Present
Job Staff Accountant at CPA Associates
Industry Accounting
Experience
CPA Associates December 2013 - Present
Individual, Family, & Community Services September 2005 - Present
Juniata College Office Of Student Activities 2012 - December 2013
Huntingdon County Visitors Bureau April 2012 - September 2012
Dick's Tax Service January 2008 - April 2011
Meadowview Manor July 2008 - April 2010
Skills
Microsoft Word, Fax, Outlook, Microsoft Excel, Customer Service, Data Entry, Bookkeeping, PowerPoint, Accounting, Training, Marketing, Event Management, Budgets, Teamwork, QuickBooks, Payroll, Microsoft Office, Public Speaking, Access
Education
Juniata College 2013 — 2015
Master's Degree, Accounting
Juniata College 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance
CPA Associates December 2013 - Present
Individual, Family, & Community Services September 2005 - Present
Juniata College Office Of Student Activities 2012 - December 2013
Huntingdon County Visitors Bureau April 2012 - September 2012
Dick's Tax Service January 2008 - April 2011
Meadowview Manor July 2008 - April 2010
Skills
Microsoft Word, Fax, Outlook, Microsoft Excel, Customer Service, Data Entry, Bookkeeping, PowerPoint, Accounting, Training, Marketing, Event Management, Budgets, Teamwork, QuickBooks, Payroll, Microsoft Office, Public Speaking, Access
Education
Juniata College 2013 — 2015
Master's Degree, Accounting
Juniata College 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance
Kelly Jones, CPA's CPA Associates Experience January 2006 - December 2007
Job Associate at Beth Browning, CPA
Industry Accounting
Experience
Beth Browning, CPA January 2015 - Present
Shinn & Company LLC November 2011 - November 2014
Mauldin & Jenkins, LLC(CPA Associates) January 2011 - November 2011
Maloney & Novotny, LLC 2008 - 2010
CPA Associates January 2006 - December 2007
Mercurio & Bridgford June 1999 - October 2004
Mike Norman Realty 1992 - 1995
Skills
Tax, Accounting, Non-profits, Quickbooks, Income Tax, Corporate Tax, Excel, Tax Preparation, Real Estate, Preparation, Partnership Taxation, Tax Compliance, Tax Accounting, Tax Research, Account Reconciliation, Tax Returns, QuickBooks, Financial Statements, GAAP, Nonprofits, Microsoft Excel, CPA
Education
University of South Florida - College of Business Administration 1996 — 1999
BS, accounting
Beth Browning, CPA January 2015 - Present
Shinn & Company LLC November 2011 - November 2014
Mauldin & Jenkins, LLC(CPA Associates) January 2011 - November 2011
Maloney & Novotny, LLC 2008 - 2010
CPA Associates January 2006 - December 2007
Mercurio & Bridgford June 1999 - October 2004
Mike Norman Realty 1992 - 1995
Skills
Tax, Accounting, Non-profits, Quickbooks, Income Tax, Corporate Tax, Excel, Tax Preparation, Real Estate, Preparation, Partnership Taxation, Tax Compliance, Tax Accounting, Tax Research, Account Reconciliation, Tax Returns, QuickBooks, Financial Statements, GAAP, Nonprofits, Microsoft Excel, CPA
Education
University of South Florida - College of Business Administration 1996 — 1999
BS, accounting
Celeste McPhilamy's CPA Associates Experience
Job Firm Bookkeeper
Industry Accounting
Experience
CPA Associates
Skills
Bookkeeping, Excel, Word
Education
St. Petersburg College
CPA Associates
Skills
Bookkeeping, Excel, Word
Education
St. Petersburg College
Ann Harman's CPA Associates Experience 2004 - 2005
Job Tax Supervisor at Kerkering, Barberio & Co.
Industry Accounting
Experience
Kerkering Barberio 2012 - Present
Shinn & Company LLC 2005 - 2012
CPA Associates 2004 - 2005
Harvey Jansen, CPA 1986 - 2003
Skills
FL & AZ licensed CPA, Corporate Tax, Individual Income Tax, Estate and Gift Tax, International Tax, Partnership Taxation, Financial Accounting, Financial Statements, Account Reconciliation, Accounts Payable, Accounts Receivable, Sales & Use Tax..., Payroll Taxes, QuickBooks, Bookkeeping, Accounting for Small..., Tax Preparation, Income Tax
Education
University of Arizona 1992 — 1996
B.S. Accounting, Accounting
Pima Community College
Associate's degree, General Studies
Kerkering Barberio 2012 - Present
Shinn & Company LLC 2005 - 2012
CPA Associates 2004 - 2005
Harvey Jansen, CPA 1986 - 2003
Skills
FL & AZ licensed CPA, Corporate Tax, Individual Income Tax, Estate and Gift Tax, International Tax, Partnership Taxation, Financial Accounting, Financial Statements, Account Reconciliation, Accounts Payable, Accounts Receivable, Sales & Use Tax..., Payroll Taxes, QuickBooks, Bookkeeping, Accounting for Small..., Tax Preparation, Income Tax
Education
University of Arizona 1992 — 1996
B.S. Accounting, Accounting
Pima Community College
Associate's degree, General Studies
Curry Lisa's CPA Associates Experience January 1998 - December 2004
Job Manager of Domestic Tax Compliance at Feld Entertainment
Industry Accounting
Experience
Feld Entertainment May 2014 - Present
Bealls, Inc. January 2005 - May 2014
CPA Associates January 1998 - December 2004
Skills
Financial Reporting, Accounting, Forecasting, Accounts Payable, Payroll, Microsoft Excel, Account Reconciliation, QuickBooks, Accounts Receivable, Auditing, Inventory Management, Financial Analysis, Microsoft Word, Budgets, Retail, Microsoft Office, Financial Accounting, Customer Service, Outlook, General Ledger
Education
University of South Florida Sarasota-Manatee 1990 — 1994
Bachelor of Science (BS), Accounting
Feld Entertainment May 2014 - Present
Bealls, Inc. January 2005 - May 2014
CPA Associates January 1998 - December 2004
Skills
Financial Reporting, Accounting, Forecasting, Accounts Payable, Payroll, Microsoft Excel, Account Reconciliation, QuickBooks, Accounts Receivable, Auditing, Inventory Management, Financial Analysis, Microsoft Word, Budgets, Retail, Microsoft Office, Financial Accounting, Customer Service, Outlook, General Ledger
Education
University of South Florida Sarasota-Manatee 1990 — 1994
Bachelor of Science (BS), Accounting