Daszkal Bolton LLP
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Daszkal Bolton LLP Employees
Signature Consultants February 2015 - Present
FedSys, Inc February 2012 - January 2015
FedSys, Inc July 2011 - February 2012
US Legal Support March 2011 - April 2011
Trilogy Global Advisors July 2008 - May 2009
Henry Financial, Inc May 2006 - July 2007
Daszkal Bolton LLP January 2006 - May 2006
Northwood University September 2005 - December 2005
Henry Financial, Inc October 2003 - January 2004
NEXX Corporation / Brown Properties, LLP December 2002 - October 2003
Skills
Security Clearance, Data Entry, Security, Management, Process Scheduler, Team Building, Telephone Skills, Filing, Top Secret, JPAS, Marketing, Government, International Relations
Education
Florida Atlantic University 2008 — 2010
BA, Intercultural Communication
Florida Atlantic UniversityPalm Beach Community College
Bachelor of Arts; Associate, Communication; Arts
AGH, LLC August 2014 - Present
Daszkal Bolton LLP January 2014 - August 2014
Daszkal Bolton January 2009 - December 2013
Daszkal Bolton February 2006 - December 2009
Toucan International Industries, Inc. June 2003 - January 2006
Century International Arms March 2001 - June 2003
Skills
Financial Reporting, QuickBooks, Accounting, Tax, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Management, Project Management, Operations Management, Data Entry
Education
Pensacola Christian College 1999 — 2001
Regal Home Health and Care Management October 2014 - Present
FISKE AND COMPANY September 2013 - October 2014
Daszkal Bolton LLP September 2008 - August 2013
Skills
Accounting, Employee Benefits, Payroll, Financial Reporting, Auditing, Marketing Strategy, Recruiting, Marketing Communications, Social Media Marketing, HR Policies, Sales, Budgets, Strategic Planning, Accounts Payable, Analysis, Account Management, Business Development, Leadership, Marketing, Forecasting, Succession Planning, Management, Human Resources, Process Improvement, Interviews, Training, Nonprofits, Strategy, Onboarding, Small Business, Business Planning, Social Media, Customer Service, Public Relations, Personnel Management, Team Building, Time Management, CRM, QuickBooks, Mergers & Acquisitions, Hiring, Entrepreneurship, SEO, SEO copywriting
Education
Florida Atlantic University 2009 — 2009
Certificate in Human Resource Management, Business
New York University - Leonard N. Stern School of Business 1981 — 1982
Business, Finance, Marketing
Fashion Institute of Technology 1972 — 1974
Associate of Applied Science
Mount Saint Dominic Academy 1969 — 1972
College Preparatory
Daszkal Bolton July 2014 - Present
Daszkal Bolton LLP January 2012 - Present
The Mullings Group October 1999 - February 2012
Skills
GAAP, Financial Reporting, Recruiting, Accounting, Auditing, Customer Service, QuickBooks, Accounts Payable, Forecasting, Payroll, Tax Preparation, Bookkeeping, Tax, General Ledger, Account Reconciliation, Financial Statements, Financial Accounting, Internal Controls, Corporate Tax, Financial Analysis, Income Tax
Education
Florida Atlantic University
Master of Accounting
Florida Atlantic University
Master of Business Administration (MBA)
Memorial University of Newfoundland 1995 — 1999
Bachelor of Business Administration (BBA)
West Boca Medical Center July 2015 - Present
Bluegreen Vacations November 2013 - Present
Equestrian June 2000 - Present
Daszkal Bolton LLP 2012 - 2013
EY 2011 - 2012
Skills
Accounting, Auditing, Real Estate, Management, US GAAP, External Audit, Financial Analysis, Financial Reporting, Financial Statements, Fixed Assets, GAAP, Nonprofits, SEC filings, Tax, QuickBooks, Big 4, Financial Accounting, Journal Entries, Bank Reconciliation, Accruals, Variance Analysis
Education
Florida Atlantic University 2010 — 2011
Master's of Accounting, Accounting
Florida Atlantic University 2008 — 2010
Bachelor's degree, Accounting
Biotest Pharmaceuticals Corporation April 2015 - Present
Chemoil Corporation December 2013 - November 2014
U.S. Installation Group, Inc. November 2012 - December 2013
Daszkal Bolton LLP April 2012 - September 2012
IRS Volunteer Income Tax Assistance February 2012 - April 2012
Florida Department of Revenue July 2009 - September 2010
PepsiCo Beverages, Latin America May 2008 - June 2008
Skills
Microsoft Excel, Accounting, Auditing, PowerPoint, Microsoft Word
Education
Florida Atlantic University 2011 — 2012
Accounting
Palm Beach Atlantic University 2005 — 2008
Bachelor of Science, Applied Finance & Accounting
Win-Holt Equipment Group February 2015 - Present
CBIZ MHM, LLC June 2013 - December 2014
Daszkal Bolton LLP April 2012 - May 2013
Deloitte 1993 - 1998
Skills
QuickBooks, Bookkeeping, Accounts Payable, Accounting, Accounts Receivable, Outlook, Payroll, Microsoft Excel, Quicken, Data Entry, Account Reconciliation, Financial Reporting, Tax Preparation, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Administrative..., Client Staff Resourcing, Extensive Calendaring, Time, Materials and..., Notary Public - State..., Notary Signing Agent -..., Real Estate Sales..., Corporate Meeting..., Spreadsheets, General Ledger, Peachtree, Invoicing, Management, Executive Administrative, Bank Reconciliation, Administrative...
Education
Nova Southeastern University 2004 — 2008
Associate's degree, Early Childhood Education and Teaching
The University of Akron 1986 — 1989
Business Administration and Management, General
Xero January 2014 - Present
DRISHTIQ, LLC January 2013 - Present
Intacct Corporation October 2011 - January 2014
Intuit November 2009 - October 2011
Intuit January 2006 - October 2011
Technology In A Box/AV Accounting Services, Inc. May 2001 - December 2010
Nova Southeastern University 2001 - December 2010
Daszkal Bolton LLP December 2005 - October 2007
Ryder Systems, Inc April 1999 - May 2001
KPMG September 1996 - April 1999
Skills
Intacct Certified..., Quickbooks, Accounting, Bookkeeping, Business Planning, Audit, Franchising, Financial Control, Construction, Financial Accounting, Financial Reporting, Small Business, Financial Analysis, Forecasting, Budgeting, Financial Planning, Management Consulting, Financial Management, Professional Services, Start-ups, Payroll, Non-profits, Accounts Receivable, Accounts Payable, Internal Controls, Strategic Planning, Process Improvement, Cost Accounting, Revenue Recognition, Manufacturing, Business Process, Account Management, Planning, Business Strategy, Cash Flow, Business Management, P&L, Analysis, Retail, GAAP, Profitability, Inventory Management, ERP, QuickBooks, Budgets, Intacct, Management, Auditing, Project Planning, Strategic Financial...
Education
Nova Southeastern University 1999 — 2001
MBA, Business
University of Cincinnati 1992 — 1996
BBA, Accounting
Daszkal Bolton LLP February 2013 - Present
Crenshaw Lanes August 2010 - December 2011
Ace Hardware May 2007 - November 2008
Skills
Accounting, Leadership, Tax Preparation, Tax, US GAAP, Microsoft Office, ProSystem fx Tax, QuickBooks
Education
Florida Atlantic University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Florida State University 2009 — 2011
Bachelor of Science, Accounting
Florida State University - College of Business 2009 — 2011
Bachelor of Science, Accounting
Florida Atlantic University
Accounting
Tallahassee Community College
Associates of Arts, Business
Crispin Special Investigations, Inc February 2014 - Present
Daszkal Bolton LLP September 2012 - February 2014
Kapila & Company August 2008 - September 2012
Skills
Forensic Accounting, Accounting, Financial Analysis, Litigation Support, Microsoft Excel, Fraud, Financial Accounting, Business Valuation, Bankruptcy, Forensic Analysis, Background Checks, Account Reconciliation, Investigation, Microsoft Office
Education
Johnson and Wales University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Wolcott & Associates, P.A. May 2012 - Present
Kantor Geisler & Associates January 2012 - April 2012
Daszkal Bolton LLP 2011 - 2011
Mitchell and Company CPA January 2008 - September 2009
Kantor Geisler & Associates August 2004 - August 2006
Skills
Tax, Accounting, Auditing, Income Tax, GAAP, QuickBooks, Corporate Tax, Tax Accounting, Tax Preparation, Tax Returns, Bookkeeping, CPA, Financial Analysis, Tax Research, Corporate Aircraft, Business Aviation, Financial Reporting, Corporate Structure, Personal Tax Planning, Multi-State Sales Tax, Aviation Regulations, Sales & Use Tax..., Sales Tax, Pilot Tax Preparation, Pilot Deductions, Auditing Standards, US GAAP, Corporate Aircraft..., Internal Controls, FASB, Flight Tax Issues, International Tax, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act, Financial Accounting, Finance, Cash Flow, Account Reconciliation, High Net Worth..., Strategic Financial..., Microsoft Excel, PowerPoint, Aviation, General Aviation, Microsoft Office, Analysis
Education
Florida Atlantic University 2010 — 2012
Master, Accounting & Taxation
Florida State University 2007 — 2010
Bachelors, Accounting and Finance
Nova High
Nova High
Modernizing Medicine December 2013 - Present
Daszkal Bolton LLP February 2013 - December 2013
e-Builder October 2010 - January 2013
Penske Truck Leasing October 2008 - October 2010
The Forex Trading Institute February 2006 - October 2008
Skills
Customer Service, Salesforce.com, Marketing Strategy, SaaS, Sales, Marketing, Lead Generation, Project Management, Account Management, Online Marketing, Team Building, CRM, Business Analysis, Management, Training
Education
Florida Atlantic University 2005 — 2009
BBA, Business Management, Healthcare Administration
Daszkal Bolton LLP January 2014 - Present
WTAS 2002 - December 2013
Andersen 1997 - May 2002
Skills
Estate Planning, Estate Tax Planning, High Net Worth..., Income Tax, Tax Preparation, Tax Advisory
Education
Maurice A. Deane School of Law at Hofstra University 1994 — 1997
JD
Binghamton University - School of Management 1992 — 1994
BS, Accounting
The TechnoWise Group January 2015 - Present
FISKE AND COMPANY January 2014 - January 2015
McCurry & Company, Certifified Public Accountants January 2012 - January 2014
Daszkal Bolton LLP July 2005 - January 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Management, Customer Service, QuickBooks, Accounting, Financial Reporting, Budgets, Payroll
Education
Berkeley College-New York
Broward College
Florida Atlantic University
PwC September 2013 - Present
Daszkal Bolton LLP June 2012 - August 2012
International Polo Club Catering 2003 - 2012
Nathalie's Cafe Inc. 2003 - 2012
Skills
Over 9 years of..., Mac/PC proficient, PowerPoint, Microsoft Office, Excel, Microsoft Dynamics, Customer Relations, Microsoft Excel, Customer Service, Accounting, Auditing, US GAAP, Internal Controls, Financial Accounting
Education
Florida Atlantic University 2003 — 2013
Bachelors degree, Accounting and Business Law
Miami Coral Park High School
Daszkal Bolton LLP July 2013 - Present
Heys USA 2012 - 2013
Richline Group 2011 - 2012
VonLehman and Company January 2007 - June 2009
Skills
QuickBooks, Microsoft Excel, Access, Outlook, PowerPoint, Quicken, Navision, UltraTax, Auditing, Fixed Assets, CPA, Research, Accounting, Financial Reporting, Internal Controls, Accounts Payable, Bank Reconciliation, Financial Statements, Account Reconciliation, Journal Entries, Accounts Receivable, Accruals, Payroll, GAAP, Invoicing, Cash Flow, General Ledger, Sarbanes-Oxley Act, Tax Returns, Sarbanes-Oxley, SEC filings, Financial Accounting, Tax Preparation, Variance Analysis, US GAAP, Tax, Forecasting, Cost Accounting, Hyperion Enterprise, External Audit, Income Tax, Corporate Tax, Financial Audits, Financial Analysis, Managerial Finance, Cash Management, Cash Flow Forecasting
Education
Florida International University 2009 — 2010
Master, Accounting
Miami University 2004 — 2008
Bachelor, Accounting
Wattay Accounting & Financial Strategies January 2014 - Present
Daszkal Bolton LLP April 2012 - September 2012
Grant Thornton LLP May 1997 - March 2012
Divosta 1996 - 1997
Stix Lumber 1995 - 1996
Living Color Enterprises 1991 - 1994
Skills
Budgeting, Company Liaison, Forecasting, Financial Analysis, Financial Reporting, Streamlining Operations, Metrics Analysis, Accounting, Budgets, Liaison, Analysis, Cost Accounting, Finance, Process Improvement, Account Reconciliation, Internal Controls, Accounts Receivable, Payroll, Sarbanes-Oxley Act, GAAP, Business Planning, US GAAP, SEC filings, SEC Filings
Education
Salisbury University
Bachelor of Science (B.S.), Finance
Daszkal Bolton LLP February 2010 - June 2012
CBIZ January 2009 - April 2009
MBAF September 2007 - September 2008
PwC September 2002 - January 2007
Skills
Financial Analysis, Financial Reporting, Technical Accounting..., Strategic Planning, ADP Payroll, Bookkeeping, Percentage of Completion, External Audit, Financial Audits, Auditing, Business Development, Tax Preparation, GAAP, Tax, Consolidation, Accounting, CPA, Finance, Corporate Tax, SEC filings, Financial Statements, Sarbanes-Oxley, SEC Filings, Sarbanes-Oxley Act
Education
Bowling Green State University 2001 — 2002
Macc, Financial Reporting and Auditing
Voorhees College 1997 — 2001
B.S., Accounting
Dauby O'Connor & Zaleski December 2014 - Present
Daszkal Bolton LLP January 2014 - December 2014
Daszkal Bolton LLP August 2013 - December 2013
The Polo Club of Boca Raton August 2010 - August 2013
Broken Sound Club September 2007 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, IRC, Tax, Time Management, QuickBooks, Outlook, Spreadsheets, Tax Preparation, Tax Accounting, Accounting, PowerPoint, Tax Returns, Income Tax, Accounts Receivable
Education
Florida Atlantic University 2012 — 2013
Master's degree, Taxation
Florida Atlantic University 2007 — 2011
BBA, Accounting and Finance
Pastor & Golbois CPAs, P.A. August 2014 - Present
Daszkal Bolton LLP July 2013 - August 2014
Templeton & Company, LLP August 2011 - June 2013
Caler, Donton, Levine, Porter, & Veil, P.A. May 2011 - September 2011
Morton's The Steakhouse March 2008 - May 2011
CentraArchy d/b/a New York Prime July 2003 - January 2008
Skills
Accounting, QuickBooks, Auditing, Tax Preparation, Corporate Tax, Financial Reporting, Tax, CPA, Leadership, Financial Accounting, Tax Accounting, Tax Research, SEC filings, High Net Worth..., S Corporations, Partnership Taxation, Non-profits..., Trust Taxation, Payroll Taxes, Microsoft Office, ProSystem fx Tax, ProSystem Enagagement, UltraTax, RIA Checkpoint, Management, Hospitality, Wine, Coaching, Charity Work, Golf, Nonprofits, SEC Filings
Education
Florida Atlantic University 2010 — 2011
Master's degree, Taxation
Univesity of Missouri 1994 — 1997
Bachelor's degree, Hospitality Administration/Management
Daszkal Bolton LLP December 2011 - Present
Skills
QuickBooks, Accounting, Tax, Microsoft Excel, Microsoft Word, Tax Preparation, PowerPoint, ProSystem fx Tax, Outlook, CPA, ProSystem fx Fixed..., ProSystem fx Engagement, Multi-state tax returns, Corporate Tax, Tax Accounting
Education
Florida Atlantic University 2011 — 2012
Master, Taxation
University of Florida - Warrington College Of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
Daszkal Bolton LLP 2013 - Present
East Coast Right Of Way Maintenance, Inc September 2009 - March 2013
ECROWM 2009 - 2013
Caler, Donten, Levine, Druker, Porter & Veil, P.A August 2008 - July 2009
Lindgren-Pitman, Inc. January 1997 - June 2008
Lindgren-Pitman, Inc January 1997 - June 2008
Landis Strategy & Innovation 2008 - 2008
Tech Comm, Inc March 1990 - June 1997
Skills
Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Payroll, ADP Payroll, Microsoft Excel, QuickBooks, Job Costing, Inventory Control, AIA billing, Bank Reconciliation, Sales Tax, Payroll Taxes, Multi-state Payroll..., Outlook, Purchase Orders, General Ledger, Spreadsheets
Education
Broward College
Daszkal Bolton July 2014 - Present
Daszkal Bolton July 2011 - July 2014
Daszkal Bolton LLP January 2008 - June 2011
Kathryn M. Salvia CPA, PA February 2005 - December 2007
Johnson & Johnson - Vistakon April 1993 - June 1996
Harris Corporation - Semiconductor Sector March 1992 - March 1993
Harris Corporation - Semiconductor Sector December 1990 - March 1992
Harris Corporation - Semiconductor Sector December 1989 - November 1990
Skills
Quickbooks, Accounting, Financial Reporting, Payroll, Budgeting, Analysis, Excel, Tax, General Ledger, Word, Reconciliation, Financial Accounting, Income Tax, Bookkeeping, PowerPoint, GAAP, Tax Preparation, Forecasting, Tax Returns, Fixed Assets, Corporate Tax, Account Reconciliation, QuickBooks, US GAAP, Partnership Taxation, CPA
Education
Florida Atlantic University 2004 — 2008
Bachelor of Science, Accounting
University of Florida 1985 — 1988
Bachelor of Science, Finance
Daszkal Bolton LLP July 2006 - Present
CNHI (Home Greetings) March 2005 - June 2006
Derecktor Shipyards April 2001 - March 2005
Skills
Accounting, Auditing, Cost Accounting, Employee Benefit Plan..., Financial Accounting, Financial Analysis, Financial Reporting, Florida Single Audit Act, GAAS, Internal Controls, Manufacturing, Not-For-Profit Audits, OMB Circular A-133, US GAAP, Single Audit, Non-profits, QuickBooks, Accounts Receivable, Finance, Financial Statements, Employee Benefits, Nonprofits, Analysis, GAAP, Financial Audits, General Ledger, Due Diligence, SEC filings, Budgets, Payroll, Cash Management, Accounts Payable, Corporate Tax, CPA, Tax
Education
Florida Atlantic University
BBA, Accounting
Nova Southeastern University
Master of Accounting, Accounting
Daszkal Bolton LLP January 2005 - Present
Game Plan 2003 - Present
Education
Bryant University 1979 — 1983
Master of Science, Taxation
University of Rhode Island 1973 — 1978
Bachelor of Science, Accounting
Daszkal Bolton LLP October 2009 - Present
Grant Thornton LLP October 2003 - September 2009
Skills
Audit, Accounting, SEC reporting, Sarbanes Oxley, International...
Education
Baruch College
Master of Business Administration (M.B.A.), Accounting
SUNY Stony Brook
Master of Arts and Liberal Sciences
Spot On Consulting Group February 2014 - Present
LMGW CPA's LLP August 2010 - August 2013
LMGW CPA's LLP January 2009 - September 2010
Daszkal Bolton LLP October 2006 - December 2008
Rukin & Co. CPA's July 2004 - October 2006
Skills
Corporate Tax, Tax, Income Tax, Accounting, Partnership Taxation, QuickBooks, Tax Research, US Tax, S Corporations, International Tax, CPA, Tax Preparation
Education
Florida Atlantic University 2007 — 2009
Masters, Taxation
Florida Atlantic University 2000 — 2003
BS, Accounting
Daszkal Bolton March 2014 - Present
BDO Consulting's Valuation Services December 2013 - February 2014
Alpern Rosenthal January 2010 - December 2013
NACVA July 2010 - June 2011
Daszkal Bolton LLP April 2005 - January 2010
Skills
Litigation Support, Business Valuation, Valuation, Expert Witness, Accounting, Tax, Fraud, Due Diligence, Financial Reporting, Forensic Accounting, Financial Analysis, Auditing, Mergers, Tax Preparation, Corporate Tax, Internal Controls, Financial Accounting, CPA
Education
Loyola College in Maryland 1980 — 1982
MBA, Finance; Health Care Administration
University of Maryland College Park 1974 — 1978
BS, Medical Technology
Diane M. Minch, CPA PA June 2009 - Present
South Florida Chapter Association of Certified Fraud Examiners 2009 - 2014
South Florida Affiliate of AWSCPA July 2011 - July 2012
South Florida Affiliate of AWSCPA 2001 - July 2010
Gerson, Preston, Robinson & Co. January 2007 - November 2008
Daszkal Bolton LLP 2004 - 2006
James E. Whiddon, CPA 1999 - 2004
Skills
Forensic Accounting, Quickbooks, Tax, Litigation Support, Fraud, Valuation, Notary Public - State..., QuickBooks, Accounting, Due Diligence, Tax Preparation, Financial Statements, CPA, Income Tax, GAAP, Internal Controls, Tax Returns, Corporate Tax, US GAAP, Auditing, Tax Accounting, Bookkeeping, Financial Accounting, Cash Flow, Certified Fraud Examiner
Education
Florida Atlantic University 1996 — 1999
BS, Accounting
Florida Atlantic University 1989 — 1994
BS, Finance
Proviso East
D. Brooks and Associates CPA's, P.A. July 2015 - Present
Contract Work February 2015 - June 2015
Liggett, Vogt & Webb, P.A. February 2010 - December 2014
BDO Seidman, LLP November 2008 - December 2009
Daszkal Bolton, LLP August 2005 - November 2008
DiBartolomeo, McBee August 2000 - July 2005
Skills
Auditing, GAAP, Financial Reporting, SEC filings, Due Diligence, CPA, Real Estate, Tax, GAAS, Mergers & Acquisitions, SEC Filings, Business Valuation, External Audit
Education
Florida Atlantic University 2002 — 2005
Accounting
Catawba College 1996 — 2000
BA, Business Administration
Daszkal Bolton LLP July 2013 - Present
GunnChamberlin, P.L. December 2006 - June 2013
Garrison, Mathieson, Cosgray & Falk, Chartered January 2003 - November 2006
Skills
QuickBooks, Bookkeeping, Bank Reconciliation, Tax Accounting, CPA, Cash Flow, GAAP, Financial Statements, Financial Accounting, Quicken, Corporate Tax, Auditing, S Corporations, Partnership Taxation, IRS, Tax Research
Education
University of Maryland College Park 2000 — 2002
B.S., Accounting & General Business
Frederick Community College 1997 — 2000
A.A., Business Administration
Orthopaedic Associates February 2009 - Present
Daszkal Bolton LLP July 2006 - January 2009
Cherry, Bekaert & Holland January 2002 - June 2006
Education
Nova Southeastern University 1997 — 2001
Master's, International Business & Accounting
Georgia State University
Bachelors of Science, Business Administration/ Accounting
Daszkal Bolton LLP
Skills
CPA, GAAP, Accounting, Tax
Education
Nova Southeastern University 2004 — 2006
Masters, Accounting
Daszkal Bolton LLP July 2014 - Present
Daszkal Bolton LLP July 2012 - Present
Daszkal Bolton LLP July 2007 - June 2012
The RAM Group April 2005 - April 2007
The Commodities Market October 1996 - August 2000
BETA (Now WorkForce One Employment Solutions) October 1988 - September 1996
IBM 1985 - 1988
Skills
Tax, Tax Preparation, GAAP, Corporate Tax, QuickBooks, US GAAP, Accounting, Financial Reporting, Financial Analysis, Tax Returns, Budgets, Internal Controls, Financial Accounting, Microsoft Excel, Due Diligence, Budget, Yardi Property..., Excel
Education
Florida Atlantic University 2007 — 2009
Masters, Accounting
The University of Texas at Austin
BA, Psychology
Self-Employed July 2013 - Present
Berry Dunn September 2007 - June 2013
Daszkal Bolton LLP August 2001 - August 2007
Martha A. Kinsel, CPA 1993 - 2001
Pignato & Underwood 1986 - 1993
Skills
US Tax, Tax Research, Accounting, Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Preparation, Financial Reporting, QuickBooks, General Ledger, Payroll, Bookkeeping, Auditing, S Corporations, Financial Statements, Tax Returns, Accounts Receivable, Accounts Payable, CPA
Education
Bentley University, McCallum Graduate School of Business 2010 — 2011
Additional Coursework in Taxation
Florida Atlantic University 1980 — 1982
Accounting
Bucknell University 1972 — 1976
BS, Animal Behavior
Gray, Gray & Gray September 2014 - Present
Daszkal Bolton LLP September 2006 - August 2014
Skills
Financial Accounting, Corporate Tax, Financial Reporting, Budgets, Accounting, CPA, Tax, QuickBooks, GAAP, Financial Analysis, Tax Returns, Tax Preparation
Education
Florida Atlantic University 1999 — 2005
Masters of Taxation, Accounting/Tax
Manela & Associates, CPAs December 2001 - Present
Daszkal Bolton LLP January 1994 - December 2001
Robert A. Manela, CPA, PA October 1989 - December 1993
Berger, Pinchevsky & Company CPAs November 1986 - October 1989
Michigan Bell Telephone June 1981 - November 1986
Skills
Tax Planning, Tax Controversy, Tax Preparation, Non-profits, Strategic Financial..., Auditing, Financial Reporting, Forensic Accounting, Tax, Tax Returns, Financial Planners, Internal Controls, CPA, Sales Tax, IRS, Corporate Tax, QuickBooks, IRS problem resolution, Tax Advisory, Inheritance Tax Planning, Income Tax, GAAP, Financial Analysis, Financial Audits, Tax Accounting, Financial Accounting, Nonprofits, Internal Audit, Business Valuation, Cash Flow, Management Consulting, International Tax, Assurance, Business Advisory, External Audit, Financial Statements, Restructuring, IFRS, SEC filings, Sarbanes-Oxley Act, Tax Law, Tax Research, US GAAP, Consolidation, Accounting, Due Diligence, Estate Planning, Mergers & Acquisitions, Financial Planning, Finance
Education
Walsh College of Accountancy and Business Administration 1983 — 1985
Accounting and Tax
Michigan State University 1979 — 1981
Bachelor's degree, Marketing, 3.6/4.0
Wayne State University 1977 — 1979
Business, 3.6/4.0
Southfield Lathrup 1973 — 1977
High School Diploma, College Prep, 3.6
LKD CPAs & Consultants January 2015 - Present
Cynthia M Rogers CPA June 1995 - Present
Aberdeen Inc November 2007 - January 2015
Lamn Krielow Dytrych & Co June 2005 - November 2007
Daszkal Bolton LLP January 2002 - December 2004
Skills
Microsoft Excel, Microsoft Word, Outlook, Research, Accounting, Income Tax, General Ledger, Small Business, Financial Analysis, Budgets, Tax, CPA, Financial Reporting, Analysis, Finance, Cash Flow, Financial Accounting, Internal Controls, Tax Preparation, Corporate Tax, QuickBooks
Education
Florida International University 1999 — 2001
Master's degree, Taxation
Rhode Island College 1990 — 1995
Bachelor of Science (BS), Accounting
Maven Strategic Solutions, LLC December 2012 - Present
First Empire Securities, Inc January 2010 - December 2012
Daszkal Bolton LLP September 2006 - August 2009
PwC January 2005 - September 2006
Skills
CPA, Series 27, FINRA, US GAAP, Financial Reporting, Budgets, Due Diligence
Education
Florida Atlantic University 2003 — 2004
Master's degree, Accounting
University of Florida 1998 — 2002
Bachelor of Science (B.S.), Finance, General
REVA Air Ambulance March 2014 - Present
Premier Prizm Solutions, LLC July 2010 - March 2014
Daszkal Bolton LLP May 2008 - July 2010
Daszkal Bolton LLP December 2004 - May 2008
Daszkal Bolton LLP March 2003 - December 2004
Daszkal Bolton LLP June 1997 - March 2003
Daszkal Bolton LLP September 1995 - June 1997
Interim HealthCare August 1994 - September 1995
Skills
Financial Statements, Management
Education
LaVallee's USA Black Belt Champions 2005 — 2011
First Degree Black Belt, Mixed Martial Arts
University of South Florida - College of Business Administration 1989 — 1994
Bachelor of Science (B.S.), Accounting
Insurance Office of America July 2015 - Present
Century Risk Advisors August 2014 - July 2015
Brown & Brown August 2013 - August 2014
Daszkal Bolton LLP June 2012 - August 2013
Steiner & Gelber CPA October 2010 - June 2012
WTAS August 2010 - October 2010
Skills
Insurance, Property & Casualty..., Commercial Insurance, Accounting, Bookkeeping, Tax Returns, Quickbooks
Education
Florida State University - College of Business
Accounting
Daszkal Bolton LLP June 2012 - Present
Nonprofits First March 2014 - Present
The Northern Palm Beach County Chamber of Commerce Foundation August 2015 - Present
Clark Schaefer Hackett January 2010 - May 2012
Miami University August 2008 - May 2011
Owens Corning May 2010 - August 2010
Gates, Kitze & Gapinski, Inc. December 2006 - January 2010
Coldstone Creamery April 2005 - April 2007
Skills
Accounting, Tax, QuickBooks, Auditing, Financial Statements, Quicken, Microsoft Office, Income Tax, Financial Reporting, Payroll, Tax Returns, SAP, Peachtree, CCH Research, CPA, Nonprofits, Non-profits..., Non-profit..., Non-profit Leadership, Non-profit Board..., Non-profit Consulting, Non-profit Fund..., GoFileRoom, ProSystem Fx Document, XCM Workflow, ProSystem Fx Engagement, ProSystem fx Tax, Finance, Tax Preparation, Leadership
Education
Miami University 2007 — 2011
B.S., Business, Major: Accountancy, Minor: Spanish
Universidad de Oviedo 2011 — 2011
Short-Term Study Abroad Program, Spanish
Miamisburg High School 2003 — 2007
High School Diploma
Daszkal Bolton LLP July 2013 - Present
Daszkal Bolton LLP July 2011 - June 2013
Daszkal Bolton LLP July 2010 - June 2011
Daszkal Bolton LLP December 2009 - June 2010
Steven C. Klein, CPA P.A. December 2005 - December 2009
Skills
Partnership Taxation, Income Tax, Corporate Tax, Tax Accounting, Tax Preparation, Tax Returns, Partnership Tax Returns, Healthcare, Business Tax Planning, Personal Tax Planning, Corporate Tax Planning, S Corporations, High Net Worth..., Client Services, Tax Research
Education
Florida Atlantic University 2009 — 2011
Master of Taxation
Georgia State University
BBA, Accounting
Daszkal Bolton LLP August 2001 - Present
KPMG May 1999 - July 2001
Ernst & Young April 1996 - May 1999
Education
Maurice A. Deane School of Law at Hofstra University 1991 — 1993
Juris Doctor, Law
Brandeis University 1988 — 1991
Bachelor of Arts, History
Daszkal Bolton LLP May 2006 - Present
Barbee & Associates, Inc. 2000 - 2006
Skills
Fraud, Bankruptcy, Litigation, Forensic Accounting, Family Law, Courts, Financial Analysis, Small Business, Mergers & Acquisitions, Financial Audits, Due Diligence, Restructuring, CPA, Corporate Tax, SEC filings, Finance, SEC Filings, Financial Reporting
Education
St. Francis University 1997 — 1999
Aon Hewitt February 2013 - Present
Navigant Consulting Inc. November 2012 - January 2013
Daszkal Bolton LLP March 2011 - July 2012
Boisseau, Felicione & Associates, Inc. January 2007 - January 2009
Skills
Valuation, Litigation, Tax, SEC filings, Tax Returns, Financial Analysis, Bank Reconciliation, Business Valuation, Data Entry, Income Tax, Bookkeeping, Family Law, Auditing, Management, Finance, Analysis, Accounting, Defined Benefit, US GAAP, Employee Benefits
Education
Florida Atlantic University 2009 — 2011
Master's degree, Accounting
Florida Atlantic University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
ADP February 2013 - July 2015
Daszkal Bolton LLP January 2012 - January 2013
Florida Atlantic University August 2010 - December 2011
MeadsDurket Advertising August 2008 - April 2010
Skills
Budget, Marketing, Social Media, Strategic Planning, Accounting, Non-profits, Account Management, Microsoft Excel, Event Planning, Microsoft Office, Benefits Administration, Proposal Writing, Writing, Young Professionals, Recruiting, Budgets, Customer Service, CRM, Business Development, Email Marketing, Employee Benefits, Event Management, Leadership, Management, Marketing Strategy, Online Marketing, Payroll, Program Management, Project Planning, Public Relations, Public Speaking, QuickBooks, Sales, Salesforce.com, Social Media Marketing, Time Management, Training
Education
Florida Atlantic University 2010 — 2012
Master of Business Administration (MBA), Marketing
San Diego State University-California State University 2006 — 2009
Major: Communication & Minor: Business Administration
Daszkal Bolton LLP August 2013 - Present
McGladrey January 2012 - April 2012
Subway Sandwiches August 2006 - January 2012
Skills
Tax Preparation, Accounting, QuickBooks, ProSystem fx Tax, Tax, Microsoft Office, XBRL, Customer Service, Social Media, Microsoft Excel, CCH ProSystem fx, 1120S, Partnership Taxation
Education
Florida Atlantic University 2008 — 2013
Master of Accounting (M.A.C.), Accounting
Daszkal Bolton LLP January 2000 - Present
Skills
Real Estate, Bookkeeping, Small Business, Corporate Tax, Management, Tax, Income Tax, Estate Tax Planning, Strategic Planning, US GAAP, Accounting, CPA, International Tax, CCH ProSystem fx, GAAP, Tax Returns, ProSystem fx Tax, Tax Preparation, Tax Research, SEC filings, QuickBooks, Financial Analysis
Education
Florida Atlantic University 1996 — 1999
Bachelor's Degree, Accounting
Florida International University
Executive Master of Science, Taxation
Association of Accounting Marketing May 2014 - Present
Association of Accounting Marketing July 2013 - Present
Flashpoint Marketing January 2009 - Present
Association of Accounting Marketing June 2010 - June 2013
Daszkal Bolton LLP September 2009 - September 2010
KPMG 2007 - 2008
Skills
Search Engine..., PPC, Online Marketing, Digital Marketing, Direct Marketing, Telemarketing, Mobile Marketing, Client Relationship..., Online Advertising, SEO, Website Development, Content Development, Marketing Communications, Accounting, CRM, Business Development, B2B Marketing, Marketing Strategy, Social Media Marketing, Strategy, SEM
Education
Benedictine University 2006 — 2009
MBA, Business Administration
Northeastern Illinois University 1993 — 1997
BA, Communication
Daszkal Bolton LLP January 2012 - Present
The GEO Group, Inc. June 2011 - September 2011
Safe Harbor Accounting December 2010 - June 2011
Florida Atlantic University June 2010 - February 2011
Robert Half International January 2010 - May 2010
Divine, Blalock, Martin, and Sellari LLC February 2010 - April 2010
Skills
ProSystem fx Tax, XCM, BNA, Creative Solutions..., Microsoft Office, QuickBooks, CPA, Accounting, Financial Analysis, Tax Returns, Tax Preparation, Auditing, Bank Reconciliation, Financial Accounting, Financial Reporting, Journal Entries, Microsoft Excel, Tax
Education
Florida Atlantic University 2010 — 2011
Masters, Accounting
Florida State University 2006 — 2009
Bachelor of Science, Accounting & Finance
Suncoast Community High School
Thomson Reuters October 2009 - Present
Verdeye Communications October 2009 - November 2014
Daszkal Bolton LLP March 2000 - October 2009
AGN International 2005 - September 2009
Skills
Marketing, Business Process..., Public Speaking, Corporate Communications, Social Media, Graphic Design, Email Marketing, Online Marketing, Website Promotion, Lead Generation, Business Development, Photography, Copywriting, Marketing Strategy, Event Planning, Marketing Communications, Online Lead Generation, Management Consulting, Public Relations, Advertising, Leadership, Newsletters, Fundraising, Social Media Marketing, Management, Web Analytics, Digital Marketing, Press Releases, Integrated Marketing, Online Advertising, Content Development, Content Strategy, Strategic Communications, Brand Development, Marketing Management, Corporate Branding, Direct Marketing
Education
Florida Atlantic University
Bachelor of Arts
Art Institute of Fort Lauderdale
Skidmore College 1991 — 1992
Daszkal Bolton LLP February 2015 - Present
Duty Free Americas, Inc May 2012 - February 2015
SMF Energy Corporation January 2011 - May 2012
Regal Entertainment Group April 2009 - December 2010
Weston 8 Cinemas December 2006 - August 2008
Education
University of Central Florida 2008 — 2011
Bachelor of Science (BS)
McGladrey November 2007 - Present
McGladrey 2005 - Present
Daszkal Bolton LLP 2000 - 2005
PwC August 1996 - June 2000
Skills
Private Equity, Accounting, Auditing, Due Diligence, Financial Analysis, Internal Controls
Education
Florida State University 1991 — 1996
Bachelor of Science, Accounting and Anthropology
Daszkal Bolton LLP January 2012 - May 2015
South Florida Science Museum August 2011 - December 2011
Skills
Accounting, QuickBooks, Tax Preparation, Bookkeeping, Account Reconciliation, Microsoft Excel, Customer Service, Gems, ProSystem fx Engagement, Fixed Assets fx, ProSystem fx Tax, US GAAP
Education
Florida Atlantic University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Palm Beach State College 2008 — 2009
Associate of Arts (AA), Business Administration and Management, General
Daszkal Bolton LLP June 2013 - Present
Templeton & Company August 2012 - June 2013
BDO USA, LLP September 2005 - July 2012
Arin Danielle Catering March 2005 - August 2005
Café Metro November 2003 - March 2005
Darden Restaurants July 2002 - March 2003
Mica Bar March 2001 - May 2002
AMF Chelsea Piers Lanes August 1999 - March 2001
Skills
Event Planning, Event Management, Microsoft Office, Bilingual, Billing Systems, Travel Management, Strategic Planning, Customer Service, Leadership, Confidentiality, Multi Tasking, Work Well Independently, Team-oriented, Cultural Diplomacy, Dedicated Professional, Self-starter, Contract Negotiation, P&L Analysis, Operating Budgets, Purchasing, PeopleSoft, Personnel Management, Forecasting, Bookkeeping, Marketing, Human Resources, Time Management, Customer Satisfaction, Accounts Payable, Outlook, Management
Education
City University of New York City College 2006 — 2011
Bachelor of Arts (B.A.), Interdisciplinary Liberal Arts
The GEO Group, Inc. November 2013 - Present
TBC Corporation March 2012 - November 2013
Pepsi Beverages Company June 2011 - March 2012
Goldberg Jacobs & Co. March 2011 - June 2011
Daszkal Bolton LLP October 2010 - December 2010
Skills
•Bilingual. Fluent in..., Financial Reporting, Spanish, Accounting, Auditing, General Ledger, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Analysis, Finance, Budgets, Management, Variance Analysis, Tax
Education
Florida Atlantic University 2007 — 2010
Bachelor of Business Administration in Accounting, Accounting
Sterling Organization January 2014 - Present
Sterling Organization May 2013 - January 2014
Morrison, Brown, Argiz & Farra, LLC September 2012 - May 2013
Daszkal Bolton LLP October 2010 - August 2012
Berenfeld, Spritzer, Shechter & Sheer January 2005 - October 2010
Rachlin Cohen & Holtz May 2000 - December 2004
Skills
VMware, Cisco Technologies, Virtualization, Servers, Microsoft Exchange, Windows Server, IT Management, Firewalls, WAN, Security, Information Security, Switches, Network Security, Information Technology, Microsoft Technologies, Network Design, Disaster Recovery, Storage Area Networks, Routers, Strategic Planning, SAN, Data Center, vSphere, Budgets, System Administration, Storage, MPLS, Cisco Call Manager, Information Management, VMware Infrastructure, VoIP, Network Administration, Computer Forensics, Managed Services, Cloud Computing, IT Operations, Cisco IOS, Routing, VMware ESX, VMware View, Cisco Nexus, Cisco Routers, ASA, Litigation Support, Networking
Education
DeVry University of South Florida
BS, Network Communications Management
Lynn University
Business
Daszkal Bolton LLP May 2012 - Present
Alteman & Oliver Group, Inc d/b/a Despachante Brasileiro October 2001 - April 2011
Skills
QuickBooks, Payroll Services, Accounts Receivable, Accounts Payable, Bookkeeping, System Conversion, Financial Reporting, Quarterly Reporting
Education
Florida Atlantic University 2011 — 2012
Master's, Business Administration and Accounting
Florida Atlantic University 2006 — 2009
Bachelor of Business Administration, Accounting
Daszkal Bolton LLP June 2010 - Present
Forrest & Rubin, LLC May 2009 - June 2010
Skills
Mergers & Acquisitions, Finance, CCH ProSystem fx, Tax, Accounting, Tax Returns, Due Diligence
Education
Florida Atlantic University 2008 — 2010
Masters, Taxation
Florida State University 2004 — 2008
Bachelors, Accounting
Daszkal Bolton LLP December 2009 - Present
Daszkal Bolton LLP 2008 - 2014
Club Med 2002 - 2014
Club Med 2002 - 2014
Chaves & Armstrong PA December 2007 - December 2009
Skills
Strategic Financial..., Tax, Internal Controls, SEC filings, Expatriate Management, International Tax, FIN 48, Business Valuation, External Audit, Tax Preparation, Auditing, Tax Research, Mergers & Acquisitions, Management, Tax Law, Tax Advisory, US GAAP, Income Tax, Payroll, Sarbanes-Oxley Act, Transfer Pricing, Tax Accounting, Bookkeeping, Financial Audits, Investments, QuickBooks, Financial Statements, Cost Accounting, Accounting, Corporate Tax, Project Planning, Financial Accounting, General Ledger, Accounts Receivable, Estate Tax Planning, High Net Worth..., Cash Flow, Forecasting, Financial Reporting, Budgets, Corporate Law, Acquisitions, Due Diligence, Tax Returns, Financial Structuring, Indirect Taxation, Forensic Accounting, Accounts Payable, ProSystem fx Tax, GAAP
Education
Florida International University 1992 — 1994
Master of Science, Taxation
Queens College of the City University of New York 1987 — 1991
Bachelor if Science, Accounting
Daszkal Bolton LLP June 2006 - Present
Ernst & Young May 2002 - June 2006
Arthur Andersen September 2000 - May 2002
Skills
US GAAP, Internal Controls, GAAP, Revenue Recognition, CPA, Tax, Financial Reporting, Financial Analysis, SEC filings, Corporate Tax, Strategic Financial..., Sarbanes-Oxley Act, Accounting, Due Diligence, Income Tax, Tax Accounting, Tax Preparation, Financial Accounting, Tax Research, Forensic Accounting, Financial Statements, Business Valuation, Auditing, Financial Audits, Tax Returns, External Audit, QuickBooks, Financial Planning, SEC Filings
Education
Florida Atlantic University 1998 — 2000
MBA, Accounting
Florida Atlantic University 1994 — 1998
BS, Accounting
FSR January 2013 - Present
MNC INC September 2009 - December 2012
Daszkal Bolton, LLP January 2009 - April 2009
Isle of Capri Casino January 2007 - August 2008
Skills
QuickBooks, Accounting, General Ledger, Financial Reporting, GAAP, Accounts Payable, Accounts Receivable, Account Reconciliation, Fixed Assets, Tax Preparation, Bookkeeping, Journal Entries, Internal Controls, Financial Statements, Peachtree, Auditing, Bank Reconciliation, Tax, CPA, Payroll
Education
Florida Atlantic University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting, 3.5
Daszkal Bolton July 2014 - Present
Daszkal Bolton LLP November 2009 - Present
Goldman, Daszkal, Cutler, Kirby & Galsterer December 2005 - November 2009
American Express May 2006 - August 2006
Skills
QuickBooks, Accounting, Corporate Tax, Tax, Tax Returns, Tax Preparation, Financial Analysis, Bookkeeping, Microsoft Excel, Sales Tax, Outlook, Microsoft Word, ProSystem fx Tax, Tax Accounting, Income Tax, Payroll, Training, CCH ProSystem fx, GAAP, CPA, US GAAP, Financial Statements
Education
Florida Atlantic University 2007 — 2010
BBA, Accounting
Gulf Stream Council - Boy Scouts of America January 2015 - Present
Daszkal Bolton LLP July 2013 - Present
Daszkal Bolton LLP November 2007 - June 2013
Kathryn M. Salvia, CPA, PA 1996 - 2007
PricewaterhouseCoopers September 1990 - October 1993
Skills
FAS109, ASC 740, Corporate Income Tax, Income Tax, FIN 48, CPA, Tax, Corporate Tax, US GAAP, GAAP, Tax Returns, External Audit, Tax Research, Big 4, SEC filings, Accounting, Tax Preparation
Education
Florida State University - College of Business 1989 — 1990
Masters of Accounting, Accounting - Tax Concentration
Florida State University 1988 — 1989
BS, Accounting
Florida State University 1982 — 1985
BS, Marketing
Prochi Sheth, CPA, PA November 2010 - Present
Daszkal Bolton LLP December 1998 - November 2010
Moore & Company January 1993 - December 1998
Skills
Auditing, Internal Controls, Mergers & Acquisitions, Accounting, Due Diligence, Financial Reporting, Financial Accounting, Business Planning, SEC filings, Mergers, Business Development, Tax, Corporate Tax, Budgets
Education
University of Scranton 1990 — 1992
MBA, Accounting and Finance
University of Bombay 1988 — 1990
LLB, Law
University of Mumbai 1988 — 1990
DBM, Marketing
University of Mumbai 1983 — 1988
Business, Financial Management and Accounting
Tyco International October 2012 - Present
Tyco International March 2011 - November 2012
Office Depot 2007 - 2011
Daszkal Bolton LLP 2006 - 2007
Staples September 2004 - February 2006
Skills
General Ledger, Financial Reporting, GAAP, Sarbanes-Oxley Act, Variance Analysis, Hyperion Enterprise, Internal Controls, SEC filings, Revenue Recognition, Consolidation, Essbase, US GAAP, Accounting, Account Reconciliation, Fixed Assets, Sarbanes-Oxley, Financial Analysis, Forecasting, Financial Accounting, Microsoft Excel, Auditing, Process Improvement, Finance
Education
Palm Beach Atlantic University
Master of Business Administration (MBA) Candidate Dec. 2015
Emmanuel College 1994 — 1998
Bachelor of Science (BS), Accounting
Boston Latin School 1988 — 1994
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Dunn CPA, PA - Tax Solutions Group June 2003 - Present
Daszkal Bolton LLP 1999 - 2002
CBIZ LLC 1989 - 1999
EY 1986 - 1988
Merrill Lynch 1981 - 1986
Skills
Tax Strategies for HNW..., Financial Reporting, Financial Analysis, Tax, Accounting, Consulting for major..., Multi-state income tax..., Trust, Gift & Estate..., Internal Controls, QuickBooks, Real Estate &..., Corporate & LLC Tax..., Leadership, Corporate Finance, Mergers & Acquisitions, Finance, Estate Planning, Financial Services, Real Estate, Wealth Management, Corporate Tax
Education
Pace University - Lubin School of Business 1977 — 1980
Bachelor of Business Administration (B.B.A.)
Pace University-New York
Attended MBA Program
Rodan + Fields May 2015 - Present
Daszkal Bolton LLP July 2013 - Present
Daszkal Bolton LLP May 2012 - June 2013
Simone Velasquez Hoover PA February 2011 - May 2012
Operation Homefront February 2011 - May 2012
Amazing Athletes Inc. February 2009 - March 2010
Urbanek Investments April 2006 - February 2009
Daszkal Bolton LLP November 2004 - February 2006
Boston's on the Beach February 2001 - March 2004
Shared Visions Gallery October 1994 - March 2003
Skills
Event Planning, Social Media, Microsoft Excel, Public Speaking, Public Relations, PowerPoint, Social Media Marketing, Microsoft Word, Marketing, Outlook, Non-profits, Facebook, Strategic Planning, Customer Service, Microsoft Office, Real Estate, Fundraising, QuickBooks, Nonprofits, Research, Data Entry
Education
Florida Atlantic University 2001 — 2005
Early Childhood Education
Clemson University 2000 — 2000
Early Childhood Education
Pine Crest School 1987 — 2000
Capitol Hill Management Services 2010 - Present
Leroy Holding Co. November 2007 - May 2010
Stephen J. Flood, CPA November 2006 - November 2007
New York Department of State May 2005 - November 2006
Daszkal Bolton LLP 1996 - 2000
Education
Florida Atlantic University 1993 — 1996
Master of, Accounting
Duquesne University 1989 — 1993
BSBA, Accounting
NPOL LLC January 2014 - Present
McGladrey June 2011 - November 2013
Imowitz Koenig & Co. October 2008 - May 2011
Daszkal Bolton LLP January 2007 - August 2008
Skills
Accounting, CPA, Internal Controls, GAAP, Auditing, Financial Reporting, Financial Accounting, US GAAP, QuickBooks, TEFL
Education
International TEFL Acadmey 2013 — 2013
TEFL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor
Florida Atlantic University 2006 — 2007
Masters, Accounting
University of Central Florida 2002 — 2006
Bachelors, Accounting
University of Central Florida - College of Business Administration 2002 — 2006
Bachelors of science, Accounting
Patriot Rail Company LLC January 2012 - Present
Patriot Rail Company LLC January 2012 - July 2014
Daszkal Bolton LLP 2005 - 2012
Skills
Income Tax, Tax, Accounting, CPA, GAAP, S Corporations, Corporate Tax, Tax Preparation, US GAAP
Education
Coastal Carolina University 2002 — 2005
Bachelor's degree, Accounting and Finance
Cendyn April 2013 - Present
Daszkal Bolton LLP March 2006 - March 2013
A&A Consulting Services 2004 - 2006
The Singing Machine 1999 - 2005
Skills
CPA, QuickBooks, GAAP, Tax Preparation, Corporate Tax, Income Tax, Financial Reporting, Tax, Accounting, General Ledger, Sales Tax, Financial Statements, Auditing, Bookkeeping, Financial Accounting, US GAAP, Internal Controls, Account Reconciliation, SEC filings, Financial Analysis
Education
Canisius College 1982 — 1986
BS, Accounting
Fuerst Ittleman PL June 2009 - Present
Tatum LLC June 2009 - June 2010
Daszkal Bolton LLP September 2007 - February 2009
Ilene Engelberg, Self Employed August 2002 - April 2007
Hobart West March 2000 - November 2001
Pomerantz Staffing June 1991 - November 1999
Anchin Block and anchin January 1990 - April 1991
Eisner and Lubin,CPA's January 1986 - December 1989
Brout and Company CPA's June 1981 - December 1985
Skills
CPA, Tax, Financial Analysis, Finance, Financial Reporting, Accounting
Education
Pace University 1977 — 1981
BBA, Accounting
South Shore High School 1973 — 1977
High school diploma, academic
Daszkal Bolton LLP January 2003 - Present
N/A July 1991 - Present
Pratt & Whitney May 1985 - June 1991
Education
Florida State University - College of Business 1981 — 1985
Finance
Daszkal Bolton LLP October 2013 - Present
Nova Southeastern University August 2011 - Present
American Marketing Association - South Florida June 2013 - May 2015
McGladrey June 2006 - October 2013
American Marketing Association - South Florida September 2012 - June 2013
Nova Southeastern University 2003 - 2006
Skills
Marketing Strategy, Brand Management, Direct Marketing, Leadership, CRM, Public Relations, Management, Campaign Management, Event Planning, Strategy, Marketing, Press Releases, Public Relations (PR), Market Research, Event Management, Email Marketing, Campaign Development, Demand Generation, Customer Relationship..., Digital Marketing, New Business Development, B2B, Copywriting, Nurturing, Social Media, Time Management, Supervisory Skills, Concept Generation, Campaigns, Promotions, Integrated Marketing..., Training, Professional Mentoring, Eloqua (Sales Nurturing..., Salesforce.com, Analysis
Education
Florida Atlantic University
Bachelor of Business Administration, Double Major: International Business & Marketing
Nova Southeastern University
Master of Business Administration (MBA), Marketing Specialization
Daszkal Bolton LLP August 2001 - Present
KPMG June 1999 - January 2001
Ernst & Young April 1996 - May 1999
Coopers & Lybrand 1991 - 1996
Education
Maurice A. Deane School of Law at Hofstra University 1988 — 1991
JD, Law
Brandeis University 1984 — 1988
Bachelor of Arts, History
Pilgrim High School 1980 — 1984
Diploma
Daszkal Bolton LLP 2009 - Present
Crowe Horwath LLP October 2007 - June 2009
Deloitte Tax LLP 2006 - 2007
Education
Florida International University
East Coast Mechanical, Inc. April 2014 - Present
IHS Dialysis, Inc. January 2012 - March 2014
The Lord's Place, Inc. January 2009 - January 2012
Atlas Sign Industries February 2008 - December 2008
Caler, Donten, Levine, P.A. 2007 - 2008
RSM McGladrey, Inc. 2006 - 2007
Daszkal Bolton LLP 2005 - 2006
Weinberg & Co., P.A. 2004 - 2006
Michaelson & Co., P.A. 1999 - 2004
Skills
Fund Accounting, Federal Grants..., Auditing, Financial Reporting, Analysis, SEC filings, Budgets, Organizational..., Business Process..., Financial Audits, Turnaround Specialist, Compliance, SEC reporting, Budgeting
Education
Florida Atlantic University 2004 — 2008
Masters's Degree, Accounting, 3.57 GPA out of 4.0
Mercer University - Stetson School of Business and Economics 1977 — 1980
Bachelor's of Business Administration, Accounting, 3.62 GPA out of 4.0
Daszkal Bolton LLP July 2010 - Present
Gerson, Preston,Robinson and Company June 2009 - October 2010
Goldstein Zugman Weinstein and poole February 1993 - August 2008
Schneider Fiedler and millman April 1988 - February 1993
Skills
CPA, GAAP, Corporate Tax, Tax Research, Tax Preparation, US GAAP, SEC filings, QuickBooks, Accounting, Financial Reporting, Tax, Financial Statements, Internal Controls, Financial Accounting, General Ledger, Financial Analysis, Sarbanes-Oxley Act, Bookkeeping
Education
Florida Atlantic University 1985 — 1990
Macc, Accounting
University of Florida 1980 — 1983
BS, Accounting
WLD Enterprises January 2009 - Present
Daszkal Bolton LLP July 2001 - December 2008
Education
Florida International University - College of Business 2005 — 2006
Masters, Taxation
Florida Atlantic University 2001 — 2004
Bachelor, Accounting
Grant Thornton LLP September 2013 - Present
Rothstein Kass July 2010 - June 2013
Daszkal Bolton LLP June 2003 - August 2009
Skills
Corporate Tax, Partnership Taxation, International Tax, Tax Accounting, Income Tax, SEC filings, US GAAP, Tax, Accounting for Income..., Private Equity, CPA, GAAP, Auditing, Accounting, Tax Research, Financial Reporting
Education
New York University School of Law 1997 — 2000
Master of Laws (LLM), Taxation
New York Law School 1991 — 1994
Juris Doctor (J.D.), Law
Rider University
Bachelor's Degree, Accounting
Templeton & Company (merged with Cocuy, Burns & Co., P.A.) February 2011 - Present
Office Depot February 2010 - February 2011
McGladrey & Pullen August 2008 - January 2010
Daszkal Bolton LLP November 1999 - August 2008
Education
Florida Atlantic University
Florida International University - College of Business
Masters, Taxation
3Cinteractive November 2014 - Present
G4S Government Solutions February 2013 - November 2014
ION Media Networks November 2011 - February 2013
Daszkal Bolton LLP July 2010 - September 2011
Nowlen, Holt & Miner January 2008 - July 2010
Skills
Accounting, ProSystem fx Tax, CCH ProSystem fx, Single Audit, UltraTax, Compilation Of..., Creative Solutions..., ProSeries, 1120S, Multi-state tax returns, FAS, Profx, Partnership Tax Returns, Sales & Use Tax, Fixed Assets, Account Reconciliation, Accounts Payable, Auditing, Budgets, CPA, Cash Flow, Corporate Tax, Financial Statements, GAAP, General Ledger, IFRS, Income Tax, Internal Controls, QuickBooks, State Tax, Tax, Tax Accounting, Tax Preparation, Tax Research, Tax Returns, US GAAP, Variance Analysis, CCH Research, Financial Accounting, SEC filings, US Tax
Education
Florida Atlantic University 2009 — 2011
Master's degree, Taxation
Florida Atlantic University 2004 — 2008
Bachelors, Accounting
Daszkal Bolton July 2014 - Present
Daszkal Bolton LLP June 2012 - Present
Skills
GAAP, US GAAP, Financial Reporting, Auditing, Accounting, Internal Controls
Education
Florida Atlantic University
Bachelors, Accounting
Nova Southeastern University
Masters, Accounting
Daszkal Bolton LLP July 2012 - Present
Daszkal Bolton LLP June 2002 - July 2012
Blue Dot Services, Inc. February 1999 - June 2002
Bell South Sevices December 1966 - July 1998
Skills
Great People Skills, Professional Services, Data Entry
Education
Miami Dade College
Computer Software
Miami Jackson
Diploma, Business
GFM Aviation February 2015 - Present
Hoover Pumping Systems July 2013 - February 2015
Daszkal Bolton LLP February 2006 - December 2012
Skills
Multi Tasking, People Skills, Customer Service, Works Well in Groups, Microsoft Excel, Invoicing, Microsoft Office, Highly detail oriented, Administrative..., CCH ProSystem fx, Accounts Receivable, Crystal Reports, Highly Reliable, Friendly Personality, Work Well Independently, Report Writing, Microsoft Word, Storage Management, A/R collections, GAAP, QuickBooks, Account Reconciliation, Accounting, Financial Reporting, Tax, CPA, Communication, Customer Support, Client Co-ordination, Management
Education
Middle Tennessee State University 2001 — 2003
Bachelors of Science, Animal Sciences
University of North Alabama 1998 — 1999
Daszkal Bolton LLP May 2012 - Present
American Marketing Association - South Florida July 2015 - Present
Hollywood CPA Firm 2010 - 2012
Alpha Epsilon Pi 2006 - 2010
Skills
Tax, Accounting, CPA, Corporate Tax, Tax Preparation, ProSystem fx Tax, GAAP, QuickBooks, Tax Returns, SEC filings, US GAAP, Financial Accounting, CCH ProSystem fx, Financial Reporting, Financial Analysis, International Tax, Hedge Funds, Multi-state tax returns, Fund Of Funds, Private Equity, VBA, Tax Research, Payroll, Bookkeeping, Income Tax, Tax Accounting, High Net Worth...
Education
Florida Atlantic University 2010 — 2011
Master's degree, Taxation
University of Central Florida 2006 — 2010
Bachelor's degree, Accounting & Finance
Spanish River
St. John Parish December 2014 - Present
Patricia G. Cobb, P.C. June 2014 - December 2014
Daszkal Bolton LLP October 2004 - April 2008
PwC September 2001 - October 2004
Skills
GAAP, Financial Reporting, SEC filings, US GAAP, CPA, Financial Accounting, Internal Controls, Non-profit..., Bookkeeping, Financial Analysis, Cash Flow, Account Reconciliation, Sales Tax, General Ledger, Audits of Employee..., Compilation Of..., Auditing
Education
Bryant College 1997 — 2001
BA, Accounting
Daszkal Bolton LLP July 2012 - Present
Goldstein, Zugman,Weinstein & Poole, LLC December 2011 - July 2012
Argy, Wiltse & Robinson, P.C. February 2006 - November 2011
Culpeper County High School August 2005 - January 2006
Rotator Staffing Temp for SAIC April 2005 - August 2005
Imaging Acceptance Corporation or IAC January 2003 - March 2005
Wolf Trap Foundation for the Performing Arts January 2003 - April 2003
Faith Mountain Company June 1998 - August 2001
Culpeper County Sheriff's Office September 1993 - June 1998
Skills
Copy Editing, Project Management, AR Analysis, Production Analysis, Bookkeeping, Excel, Microsoft Office, Administration, Analysis, PowerPoint, Word, Outlook, Customer Service, Research, Event Planning, Event Management, Customer Relations, QuickBooks, Microsoft Word, Microsoft Excel, Nonprofits, Accounting, Administrative..., Management
Education
Northern Virginia Community College 2007 — 2007
Accounting
Marymount University 2001 — 2003
Bachelor's Degree, Graphic Design
Germmanna Community College 1998 — 2001
Liberal Arts for Transfer to University
Culpeper County High School, Culpeper Virginia 1986 — 1989
H.S. Diploma
Cohen Equities December 2013 - Present
Daszkal Bolton LLP April 2013 - July 2013
Ennismore Lending February 2010 - December 2010
Assent Brokerage September 2003 - June 2010
Skills
Financial Analysis, Equities, Investments, Portfolio Management, Risk Management, Asset Managment, New Business Development, Trading, Business Strategy, Securities, Financial Markets, Strategic Planning, Equity Trading, Series 7, Technical Analysis, Insurance, Series 63, Valuation, Trading Systems, Options, Asset Management
Education
Western Governors University 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), ACCOUNTING
City University of New York-Baruch College 1998 — 2001
Real Estate and Metropolitan development
Holyfield & Thomas, L.L.C. May 2008 - Present
Daszkal Bolton LLP January 2007 - April 2008
Office Depot, Inc October 2007 - January 2008
Skills
Auditing, Auditing Standards, accouting, single audit, US GAAP, Non-profits, OMB Circular A-133, Accounting, Financial Reporting, Income Tax, QuickBooks, Financial Analysis, Fixed Assets, Accounts Receivable, Employee Benefits, Single Audit, Payroll, Nonprofits, Sales Tax, GAAP, Tax, Revenue Recognition, SEC filings, Corporate Tax, CPA, Financial Statements, Forensic Accounting
Education
Florida Atlantic University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
CBIZ MHM (Tampa Bay) July 2014 - Present
Daszkal Bolton LLP January 2012 - July 2014
Templeton & Company December 2010 - January 2012
National Oak Distributors, Inc. May 2010 - December 2010
Skills
Auditing
Education
Florida Atlantic University 2009 — 2010
MACC, Accounting
University of Florida 2003 — 2007
Liberal Arts, Political Science
Weinberg & Company, P.A. (Florida) August 2012 - Present
Weinberg & Company, P.A. (Florida) 2010 - 2011
Daszkal Bolton LLP January 2006 - February 2009
Koch Zelko Roth Reiss May 1989 - May 1997
Skills
GAAP, Financial Reporting, Financial Analysis, SEC filings, Financial Statements, CPA, US GAAP, Tax Returns, Consolidation, Accounting, Auditing, QuickBooks, Tax, Income Tax, Tax Preparation, Tax Research, Sales Tax
Education
Hofstra University 1974 — 1978
BBA, Accounting
Florida International University
Advanced Certificate in Accounting, Accounting and Finance
PwC January 2011 - Present
Daszkal Bolton LLP June 2010 - December 2010
Education
University of South Florida 2008 — 2009
M.S., Accountancy
Florida State University 2004 — 2008
B.S., Accounting and Finance
Weinstein Spira January 2013 - Present
Daszkal Bolton LLP May 2012 - September 2012
Eastern Metal Supply, Inc. May 2005 - December 2008
Skills
Accounting, Financial Analysis, Financial Audits, Journal Entries, Time Management, Tax Preparation, CCH ProSystem fx, Teamwork, Prioritize Workload, QuickBooks, Problem Solving, Bookkeeping, Microsoft Excel, Organization, Microsoft Word, PowerPoint, Adobe Acrobat, English-Spanish, Tax Returns, Payroll, Auditing, Accruals
Education
Thompson Reuters - AuditWatch University 2014 — 2014
Level 2 - Intermediate Training, Accounting and Auditing
Thomson Reuters - AuditWatch University 2013 — 2013
Level 1 - Basic Training, Accounting and Auditing
Florida Atlantic University 2007 — 2011
Bachelor in Business Administration, Major in Accounting, Minor in Business Law
Palm Beach Community College 2005 — 2007
Associate in Arts Degree, Business Administration and Management, General
Rehmann August 2015 - Present
Briscoe & Co, CPA April 2012 - August 2015
Daszkal Bolton LLP January 2012 - April 2012
Ronald A. Patella, CPA October 2010 - January 2012
Education
Florida Atlantic University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Florida Atlantic University - College of Business
Daszkal Bolton LLP September 2010 - Present
Florida Shores Service Company January 2009 - August 2010
Smith Associates July 2008 - January 2009
Education
Michigan State University 1991 — 1995
Master's degree, Accounting
Hope College 1990 — 1991
Kubicki Draper April 2014 - Present
Daszkal Bolton LLP September 2013 - April 2014
Becker & Poliakoff, P.A. February 2010 - May 2013
Becker & Poliakoff, PA May 2005 - February 2010
Supra Telecom March 2003 - May 2005
Daily Bread Food Bank June 2001 - January 2003
Daily Bread Food Bank March 2000 - June 2001
Skills
Human Resources, Personnel Management, Employee Relations, Benefits Administration, Recruiting, Payroll, Office Administration, Workers Compensation, Performance Management, Compensation & Benefits..., Business Continuity..., HRIS Database Management, EEO Investigations, Unemployment Claims, FMLA, FLSA, Employee Handbooks, Microsoft Word, Microsoft Excel, New Hire Orientations, Training, Policy, Compensation & Benefits, Interviews
Education
Florida International University 2002 — 2002
Certificate, Human Resources Administration
Florida State University
Bachelor of Science (B.S.), Communications and Journalism
Samuel J. Associates November 2014 - Present
Self Employed October 2012 - October 2014
Daszkal Bolton LLP August 2002 - September 2012
Skills
Human Resources, QuickBooks, Microsoft Office, Microsoft Word
Education
Hofstra University 1981 — 1985
Bachelor's degree, Communication and Media Studies
Daszkal Bolton LLP January 2006 - Present
DeWoody & Co, P.A. August 1996 - December 2005
Ernst & Young January 1991 - August 1996
Skills
Taxation, Partnership Taxation, Trust Taxation, Corporate Tax Planning, Personal Tax Planning, Business Tax Planning, Corporate Tax
Education
Florida State University 1989 — 1990
Masters of Accounting, Accounting/Tax
Florida State University - College of Business 1986 — 1990
Bachelor of Science (BS), Accounting
Daszkal Bolton LLP August 2012 - April 2014
Skills
Income Tax, Tax Research, QuickBooks, Financial Reporting, ProSystem fx Tax, Partnership Taxation, Bookkeeping, Fixed Assets, International Tax, Payroll, Corporate Tax Planning, High Net Worth...
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Accounting
Daszkal Bolton LLP February 2006 - Present
EY January 1992 - November 2002
Skills
Corporate Tax, Tax, Financial Analysis, Management, GAAP, Income Tax, Financial Reporting, US GAAP, Accounting, CPA
Education
State University of New York at Albany 1986 — 1990
Bachelor's degree and Masters in Taxation, Accounting
Daszkal Bolton LLP June 2008 - Present
Daszkal Bolton June 2005 - June 2008
Daszkal Bolton July 2003 - June 2005
Education
Florida International University 2004 — 2006
Master's degree, Taxation
Florida Atlantic University 2001 — 2004
Bachelor of Science (B.S.), Accounting
Academy of Economic Studies - Bucharest 1996 — 1999
Bachelor of Science (B.S.), Accounting and Finance