Davie Kaplan, CPA, P.C.
Description
Address: 1000 First Federal Plaza, 28 E Main St, Rochester, NY 14614 Phone: (585) 454-4161: : Category: : Place name: Website: : : Hours: : Website: http://www.daviekaplan.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Davie Kaplan Posting publicly on the Web Write a review Reviews Be the first to review
Davie Kaplan, CPA, P.C. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Davie Kaplan, CPA, P.C.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Davie Kaplan, CPA, P.C. Employees
Employee
Years
Job
Industry
Jeffrey Cornell Jeffrey Cornell's Davie Kaplan, CPA, P.C. Experience October 2014 - Present
Job Experienced Associate at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. October 2014 - Present
Skills
Communication, Highly detail oriented, Leadership, Multi Tasking, Motivation, Cost Accounting, Time Management, QuickBooks, Financial Reporting
Education
State University of New York College at Brockport 2009 — 2014
Bachelor's degree, Accounting and Finance
Davie Kaplan, CPA, P.C. October 2014 - Present
Skills
Communication, Highly detail oriented, Leadership, Multi Tasking, Motivation, Cost Accounting, Time Management, QuickBooks, Financial Reporting
Education
State University of New York College at Brockport 2009 — 2014
Bachelor's degree, Accounting and Finance
Dylan Ashley Dylan Ashley's Davie Kaplan, CPA, P.C. Experience January 2015 - Present
Job Finance | Investments
Industry Financial Services
Experience
Davie Kaplan, CPA, P.C. January 2015 - Present
SUNY Brockport September 2012 - May 2013
SUNY Brockport August 2011 - May 2013
Morton Salt May 2011 - August 2012
Skills
Financial Analysis, Data Analysis, Accounting, Leadership, Customer Service
Education
State University of New York College at Brockport 2010 — 2014
Bachelor of Science (BS), Finance, General
Davie Kaplan, CPA, P.C. January 2015 - Present
SUNY Brockport September 2012 - May 2013
SUNY Brockport August 2011 - May 2013
Morton Salt May 2011 - August 2012
Skills
Financial Analysis, Data Analysis, Accounting, Leadership, Customer Service
Education
State University of New York College at Brockport 2010 — 2014
Bachelor of Science (BS), Finance, General
Jennie O'Brien, CPA Jennie O'Brien, CPA's Davie Kaplan, CPA, P.C. Experience June 2005 - October 2014
Job Controller at Broadstone Real Estate, LLC
Industry Accounting
Experience
Broadstone Real Estate, LLC October 2014 - Present
Davie Kaplan, CPA, P.C. June 2005 - October 2014
Skills
Accounting, Tax Preparation, GAAP, Corporate Tax, Financial Statements, US GAAP, Income Tax, General Ledger, Financial Analysis
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor's Degree, Accounting
Broadstone Real Estate, LLC October 2014 - Present
Davie Kaplan, CPA, P.C. June 2005 - October 2014
Skills
Accounting, Tax Preparation, GAAP, Corporate Tax, Financial Statements, US GAAP, Income Tax, General Ledger, Financial Analysis
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor's Degree, Accounting
Nicholas Peters Nicholas Peters's Davie Kaplan, CPA, P.C. Experience 2008 - 2009
Job Payroll Consultant at Paychex
Industry Marketing and Advertising
Experience
Paychex May 2013 - Present
Paychex February 2011 - May 2013
Davie Kaplan, CPA, P.C. 2008 - 2009
Skills
Sales, Communication, Telephone Skills, Cold Calling, Building Relationships, Payroll, Sales Presentations, Customer Satisfaction
Education
Saint John Fisher College 2006 — 2008
Bachelor's degree, Accounting
Finger Lakes Community College 2004 — 2006
Paychex May 2013 - Present
Paychex February 2011 - May 2013
Davie Kaplan, CPA, P.C. 2008 - 2009
Skills
Sales, Communication, Telephone Skills, Cold Calling, Building Relationships, Payroll, Sales Presentations, Customer Satisfaction
Education
Saint John Fisher College 2006 — 2008
Bachelor's degree, Accounting
Finger Lakes Community College 2004 — 2006
Jeanne E. Morelli Jeanne E. Morelli's Davie Kaplan, CPA, P.C. Experience 1991 - Present
Job CPA/PFS, Shareholder at Davie Kaplan
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. 1991 - Present
Skills
Financial Reporting, Tax Preparation, Income Tax, CPA, Accounting, Auditing, Financial Accounting, Corporate Tax, QuickBooks, Tax Accounting, Tax Returns
Education
State University of New York at Albany
BS, Accounting, MS in Taxation
Davie Kaplan, CPA, P.C. 1991 - Present
Skills
Financial Reporting, Tax Preparation, Income Tax, CPA, Accounting, Auditing, Financial Accounting, Corporate Tax, QuickBooks, Tax Accounting, Tax Returns
Education
State University of New York at Albany
BS, Accounting, MS in Taxation
Louise McAfee, CPA Louise McAfee, CPA's Davie Kaplan, CPA, P.C. Experience January 1999 - November 2010
Job Owner at McAfee CPA
Industry Accounting
Experience
McAfee CPA October 2012 - Present
Salmin Celona Wehrle & Flaherty, LLP December 2010 - October 2012
Davie Kaplan, CPA, P.C. January 1999 - November 2010
Skills
CPA, Accounting, GAAP, Tax, Auditing, Tax Preparation, Financial Reporting, Corporate Tax, Tax Returns, Income Tax, Microsoft Excel, Tax Accounting, Budgets, General Ledger, Internal Controls
Education
Nazareth College 1996 — 2000
B.S., Accounting
McAfee CPA October 2012 - Present
Salmin Celona Wehrle & Flaherty, LLP December 2010 - October 2012
Davie Kaplan, CPA, P.C. January 1999 - November 2010
Skills
CPA, Accounting, GAAP, Tax, Auditing, Tax Preparation, Financial Reporting, Corporate Tax, Tax Returns, Income Tax, Microsoft Excel, Tax Accounting, Budgets, General Ledger, Internal Controls
Education
Nazareth College 1996 — 2000
B.S., Accounting
Mark Slayton Mark Slayton's Davie Kaplan, CPA, P.C. Experience 1993 - 1998
Job Director of Finance Oswego College Foundation, Inc.
Industry Higher Education
Experience
SUNY Oswego July 2000 - Present
Arthur Andersen, LLP 1998 - 2000
Davie Kaplan, CPA, P.C. 1993 - 1998
Skills
Financial Accounting, Fund Accounting, Fund Administration, Philanthropy, Non-profits, Higher Education, Fundraising, Public Speaking, Stewardship
Education
St. John Fisher College 1988 — 1990
BS, Accounting
Irondequoit High School 1978 — 1982
SUNY Oswego July 2000 - Present
Arthur Andersen, LLP 1998 - 2000
Davie Kaplan, CPA, P.C. 1993 - 1998
Skills
Financial Accounting, Fund Accounting, Fund Administration, Philanthropy, Non-profits, Higher Education, Fundraising, Public Speaking, Stewardship
Education
St. John Fisher College 1988 — 1990
BS, Accounting
Irondequoit High School 1978 — 1982
Michelle L. Pfeiffer, CPA's Davie Kaplan, CPA, P.C. Experience November 2014 - Present
Job Director of Operations at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. November 2014 - Present
Thompson Health October 2006 - October 2014
Skills
Accounting, Financial Reporting, Budgets, Management, Microsoft Office, Microsoft Excel, Financial Accounting, QuickBooks
Education
State University of New York College at Fredonia 1986 — 1990
Bachelor of Science (BS), Accounting
Davie Kaplan, CPA, P.C. November 2014 - Present
Thompson Health October 2006 - October 2014
Skills
Accounting, Financial Reporting, Budgets, Management, Microsoft Office, Microsoft Excel, Financial Accounting, QuickBooks
Education
State University of New York College at Fredonia 1986 — 1990
Bachelor of Science (BS), Accounting
Peter Buttrill, CPA's Davie Kaplan, CPA, P.C. Experience September 2007 - August 2011
Job Supervisor, Nacca & Capizzi, LLP
Industry Accounting
Experience
Nacca & Capizzi, LLP September 2011 - Present
Davie Kaplan, CPA, P.C. September 2007 - August 2011
Skills
Cost Segregation, Tax Planning, Tax Preparation, Financial Reporting, Auditing, Assurance, Nonprofits, Corporate Tax, Tax, Accounting, Income Tax, GAAP, Financial Analysis, Internal Controls, QuickBooks, Tax Returns, Financial Statements, Financial Accounting
Education
Skidmore College 2001 — 2005
BS, Business
Nacca & Capizzi, LLP September 2011 - Present
Davie Kaplan, CPA, P.C. September 2007 - August 2011
Skills
Cost Segregation, Tax Planning, Tax Preparation, Financial Reporting, Auditing, Assurance, Nonprofits, Corporate Tax, Tax, Accounting, Income Tax, GAAP, Financial Analysis, Internal Controls, QuickBooks, Tax Returns, Financial Statements, Financial Accounting
Education
Skidmore College 2001 — 2005
BS, Business
Chad Willmes Chad Willmes's Davie Kaplan, CPA, P.C. Experience October 2014 - Present
Job Audit Staff at Davie Kaplan, CPA, P.C.
Industry Higher Education
Experience
Davie Kaplan, CPA, P.C. October 2014 - Present
University at Buffalo August 2013 - May 2014
SUNY Oswego August 2009 - May 2013
Skills
PowerPoint, Critical Thinking, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Time Management, Public Speaking, Peachtree, Accounting, Auditing
Education
State University of New York at Buffalo 2013 — 2014
Master of Science (MS), Accounting, Graduate
State University of New York College at Oswego
Bachelor's Degree, Accounting
Davie Kaplan, CPA, P.C. October 2014 - Present
University at Buffalo August 2013 - May 2014
SUNY Oswego August 2009 - May 2013
Skills
PowerPoint, Critical Thinking, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Time Management, Public Speaking, Peachtree, Accounting, Auditing
Education
State University of New York at Buffalo 2013 — 2014
Master of Science (MS), Accounting, Graduate
State University of New York College at Oswego
Bachelor's Degree, Accounting
Sean Wegman, CPA Sean Wegman, CPA's Davie Kaplan, CPA, P.C. Experience October 2014 - Present
Job Manager at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. October 2014 - Present
PwC November 2010 - October 2014
Raymond F Wager, CPA, PC June 2007 - November 2010
Skills
Assurance, Internal Controls, US GAAP, Auditing, External Audit, Big 4, GAAP, SEC filings, CPA, Financial Reporting, Sarbanes-Oxley Act, Corporate Tax, Tax Accounting, Accounting, Financial Accounting, Financial Analysis, Tax, Financial Statements, Internal Audit, General Ledger, Income Tax, Tax Preparation
Education
State University of New York College at Geneseo 2002 — 2007
Bachelor of Science (BS), Accounting
Aquinas Institute 1998 — 2002
Davie Kaplan, CPA, P.C. October 2014 - Present
PwC November 2010 - October 2014
Raymond F Wager, CPA, PC June 2007 - November 2010
Skills
Assurance, Internal Controls, US GAAP, Auditing, External Audit, Big 4, GAAP, SEC filings, CPA, Financial Reporting, Sarbanes-Oxley Act, Corporate Tax, Tax Accounting, Accounting, Financial Accounting, Financial Analysis, Tax, Financial Statements, Internal Audit, General Ledger, Income Tax, Tax Preparation
Education
State University of New York College at Geneseo 2002 — 2007
Bachelor of Science (BS), Accounting
Aquinas Institute 1998 — 2002
Lindsay Voak Lindsay Voak's Davie Kaplan, CPA, P.C. Experience February 2011 - May 2011
Job Finance Analyst at Pharo Management
Industry Accounting
Experience
Pharo Management August 2014 - Present
PwC January 2012 - August 2014
Davie Kaplan, CPA, P.C. February 2011 - May 2011
Rochester Institute of Technology September 2008 - February 2011
Rochester Institute of Technology March 2010 - January 2011
Freed Maxick & Battaglia, CPA, P.C. March 2009 - May 2009
Forrestel Farm Riding & Sports Camp June 2008 - August 2008
Skills
Microsoft Office, Accounting, Financial Reporting, Tax, Data Analysis, Microsoft Excel, Auditing, Financial Accounting, Bookkeeping, Financial Analysis, Financial Statements, Tax Returns
Education
University of Washington 2011 — 2012
MPAcc, Accounting: Auditing & Assurance Track
Rochester Institute of Technology 2007 — 2011
Bachelor of Science, Business Administration; Accounting; Communication
Pharo Management August 2014 - Present
PwC January 2012 - August 2014
Davie Kaplan, CPA, P.C. February 2011 - May 2011
Rochester Institute of Technology September 2008 - February 2011
Rochester Institute of Technology March 2010 - January 2011
Freed Maxick & Battaglia, CPA, P.C. March 2009 - May 2009
Forrestel Farm Riding & Sports Camp June 2008 - August 2008
Skills
Microsoft Office, Accounting, Financial Reporting, Tax, Data Analysis, Microsoft Excel, Auditing, Financial Accounting, Bookkeeping, Financial Analysis, Financial Statements, Tax Returns
Education
University of Washington 2011 — 2012
MPAcc, Accounting: Auditing & Assurance Track
Rochester Institute of Technology 2007 — 2011
Bachelor of Science, Business Administration; Accounting; Communication
Diane Ford Diane Ford's Davie Kaplan, CPA, P.C. Experience June 2008 - February 2015
Job Senior Human Resources Professional/Recruiter
Industry Human Resources
Experience
Davie Kaplan, CPA, P.C. June 2008 - February 2015
McConville, Considine, Cooman & Morin, PC March 2006 - May 2008
The Kid's Closet October 2002 - March 2006
Nixon Peabody October 1989 - September 1994
Skills
Recruiting, Human Resources, Employee Benefits, Payroll, Personnel Management, Strategy, Benefits Administration, Accounting, Onboarding, Succession Planning, College Recruiting, Process Improvement, Employee Engagement, Workforce Planning, New Hire Orientations, Talent Acquisition, Team Building, System Administration, HRIS, Employee Relations, Organizational...
Education
State University of New York College at Fredonia 1982 — 1984
B.S., Business Administration-Marketing
SUNY Canton 1980 — 1982
Associate's Degree, Business Administration
Davie Kaplan, CPA, P.C. June 2008 - February 2015
McConville, Considine, Cooman & Morin, PC March 2006 - May 2008
The Kid's Closet October 2002 - March 2006
Nixon Peabody October 1989 - September 1994
Skills
Recruiting, Human Resources, Employee Benefits, Payroll, Personnel Management, Strategy, Benefits Administration, Accounting, Onboarding, Succession Planning, College Recruiting, Process Improvement, Employee Engagement, Workforce Planning, New Hire Orientations, Talent Acquisition, Team Building, System Administration, HRIS, Employee Relations, Organizational...
Education
State University of New York College at Fredonia 1982 — 1984
B.S., Business Administration-Marketing
SUNY Canton 1980 — 1982
Associate's Degree, Business Administration
Jeffrey Greenfield's Davie Kaplan, CPA, P.C. Experience February 2015 - April 2015
Job Treasury Accountant at Conifer Realty, LLC
Industry Retail
Experience
Conifer Realty, LLC May 2015 - Present
Davie Kaplan, CPA, P.C. February 2015 - April 2015
Morris Plains Liberty May 2012 - February 2015
Eastern Nazarene College January 2013 - May 2014
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Quicken
Education
Eastern Nazarene College 2011 — 2014
Bachelor of Arts (B.A.), Accounting and Business/Management
Conifer Realty, LLC May 2015 - Present
Davie Kaplan, CPA, P.C. February 2015 - April 2015
Morris Plains Liberty May 2012 - February 2015
Eastern Nazarene College January 2013 - May 2014
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Financial Analysis, Accounting, PowerPoint, Microsoft Word, Quicken
Education
Eastern Nazarene College 2011 — 2014
Bachelor of Arts (B.A.), Accounting and Business/Management
Sarah Keenan, CPA Sarah Keenan, CPA's Davie Kaplan, CPA, P.C. Experience January 2012 - Present
Job Senior Accountant at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. January 2012 - Present
State University of New York College at Brockport - Financial Aid Office November 2010 - December 2011
Dick's Sporting Goods November 2010 - December 2011
C.A.S.H. An Empire Justice and United Way-led Coalition January 2011 - April 2011
Axzo Press, LLC June 2008 - August 2010
Blockbuster March 2004 - June 2008
Social Security Administration June 2007 - August 2007
Education
State University of New York College at Brockport 2010 — 2011
B.S., Accounting
Nazareth College of Rochester 2004 — 2008
B.A., International Studies and French, minor in Economics
Davie Kaplan, CPA, P.C. January 2012 - Present
State University of New York College at Brockport - Financial Aid Office November 2010 - December 2011
Dick's Sporting Goods November 2010 - December 2011
C.A.S.H. An Empire Justice and United Way-led Coalition January 2011 - April 2011
Axzo Press, LLC June 2008 - August 2010
Blockbuster March 2004 - June 2008
Social Security Administration June 2007 - August 2007
Education
State University of New York College at Brockport 2010 — 2011
B.S., Accounting
Nazareth College of Rochester 2004 — 2008
B.A., International Studies and French, minor in Economics
Jack Gostomski, CPA Jack Gostomski, CPA's Davie Kaplan, CPA, P.C. Experience October 2012 - May 2014
Job Senior Accountant at American Rock Salt Company LLC
Industry Accounting
Experience
American Rock Salt Company LLC August 2015 - Present
American Rock Salt Company LLC July 2014 - August 2015
Davie Kaplan, CPA, P.C. October 2012 - May 2014
James W. Vanstrom & Company August 2011 - September 2012
Silgan Containers May 2010 - August 2010
Skills
Financial Reporting, Tax Returns, Auditing, Microsoft Office, Journal Entries
Education
Saint Bonaventure University 2007 — 2011
BBA/MBA, Accounting
American Rock Salt Company LLC August 2015 - Present
American Rock Salt Company LLC July 2014 - August 2015
Davie Kaplan, CPA, P.C. October 2012 - May 2014
James W. Vanstrom & Company August 2011 - September 2012
Silgan Containers May 2010 - August 2010
Skills
Financial Reporting, Tax Returns, Auditing, Microsoft Office, Journal Entries
Education
Saint Bonaventure University 2007 — 2011
BBA/MBA, Accounting
Erin Corrigan's Davie Kaplan, CPA, P.C. Experience July 2013 - Present
Job InCharge Tax Accountant at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. July 2013 - Present
Francis M. Celona, CPA, PC January 2012 - July 2013
CVS Pharmacy November 2003 - July 2013
Skills
Tax, Partnership Taxation, Corporate Taxation, Business Valuation..., Tax Research, Tax Planning, Income Tax, Account Reconciliation, Financial Statements, QuickBooks, Microsoft Excel, ProSystem fx Tax, Lacerte, ProSystem fx Engagement
Education
Saint John Fisher College 2010 — 2013
Bachelor of Science (BS) in Accounting, Accounting
Monroe Community College 2009 — 2011
Associate of Science (AS)
Davie Kaplan, CPA, P.C. July 2013 - Present
Francis M. Celona, CPA, PC January 2012 - July 2013
CVS Pharmacy November 2003 - July 2013
Skills
Tax, Partnership Taxation, Corporate Taxation, Business Valuation..., Tax Research, Tax Planning, Income Tax, Account Reconciliation, Financial Statements, QuickBooks, Microsoft Excel, ProSystem fx Tax, Lacerte, ProSystem fx Engagement
Education
Saint John Fisher College 2010 — 2013
Bachelor of Science (BS) in Accounting, Accounting
Monroe Community College 2009 — 2011
Associate of Science (AS)
JP Fountain JP Fountain's Davie Kaplan, CPA, P.C. Experience November 2009 - May 2014
Job Paralegal Trusts & Estates at Bond, Schoeneck & King PLLC
Industry Accounting
Experience
Bond, Schoeneck & King PLLC May 2014 - Present
Davie Kaplan, CPA, P.C. November 2009 - May 2014
Nixon Peabody January 2005 - November 2009
BCC Software October 2001 - December 2004
Education
Nazareth College 1999 — 2003
B.A., German, French
Monroe Community College 2003 — 2004
Certificate, Paralegal Studies
East Rochester High
Bond, Schoeneck & King PLLC May 2014 - Present
Davie Kaplan, CPA, P.C. November 2009 - May 2014
Nixon Peabody January 2005 - November 2009
BCC Software October 2001 - December 2004
Education
Nazareth College 1999 — 2003
B.A., German, French
Monroe Community College 2003 — 2004
Certificate, Paralegal Studies
East Rochester High
Bob Tantalo CPA Bob Tantalo CPA's Davie Kaplan, CPA, P.C. Experience 2008 - 2010
Job Senior Development Accountant at Conifer Realty, LLC
Industry Accounting
Experience
Conifer Realty, LLC June 2012 - Present
Time Warner Cable September 2011 - May 2012
Conifer Realty, LLC August 2010 - September 2011
Davie Kaplan, CPA, P.C. 2008 - 2010
Skills
Financial Reporting, General Ledger, Accounting, Auditing, Accounts Payable, Sarbanes-Oxley Act, Variance Analysis, GAAP, Tax, Financial Accounting, Internal Controls, Financial Statements, Payroll, Budgets, Financial Analysis
Education
State University of New York College at Brockport 2006 — 2007
BS, Accounting
University at Buffalo 2002 — 2004
BS, Finance
Conifer Realty, LLC June 2012 - Present
Time Warner Cable September 2011 - May 2012
Conifer Realty, LLC August 2010 - September 2011
Davie Kaplan, CPA, P.C. 2008 - 2010
Skills
Financial Reporting, General Ledger, Accounting, Auditing, Accounts Payable, Sarbanes-Oxley Act, Variance Analysis, GAAP, Tax, Financial Accounting, Internal Controls, Financial Statements, Payroll, Budgets, Financial Analysis
Education
State University of New York College at Brockport 2006 — 2007
BS, Accounting
University at Buffalo 2002 — 2004
BS, Finance
Adele C. Smith Adele C. Smith's Davie Kaplan, CPA, P.C. Experience January 2015 - April 2015
Job Clerk at Woods Oviatt Gilman LLP
Industry Photography
Experience
Woods Oviatt Gilman LLP May 2015 - Present
A.C. Smith Photography August 2013 - Present
Davie Kaplan, CPA, P.C. January 2015 - April 2015
Greater Rochester Health Foundation June 2014 - December 2014
Rightly Wired February 2014 - December 2014
ANN INC. November 2013 - May 2014
Davie Kaplan, CPA, P.C. February 2014 - April 2014
Genesee & Wyoming Inc. July 2013 - November 2013
Spiering Photography May 2012 - November 2013
Kathryn Fredrick June 2013 - August 2013
Skills
Journalism, Graphic Design, Photoshop, InDesign, Adobe Acrobat, PowerPoint, Organizational..., Creative Direction, Deadline Driven, Teamwork, Microsoft Word, Microsoft Excel, Ap Style, Event Planning, Photography, Social Media, History, Public Speaking, Flash, Microsoft Office, Advertising, Editing, Research, High Level Of..., Phone Etiquette, Publication Design, Print Design, Fast Learner, Flash Design, Flexibility, Mail Merge, Philosophy, Newsletters, Critical Thinking, Creative Writing, Blogging, Proofreading, Executive Administrative, General Office Duties, AP Style, Digital Photography, Copy Editing, Marketing
Education
Christendom College 2008 — 2012
B.A., History
Bishop Kearney High School 2006 — 2008
H.S. Diploma
Woods Oviatt Gilman LLP May 2015 - Present
A.C. Smith Photography August 2013 - Present
Davie Kaplan, CPA, P.C. January 2015 - April 2015
Greater Rochester Health Foundation June 2014 - December 2014
Rightly Wired February 2014 - December 2014
ANN INC. November 2013 - May 2014
Davie Kaplan, CPA, P.C. February 2014 - April 2014
Genesee & Wyoming Inc. July 2013 - November 2013
Spiering Photography May 2012 - November 2013
Kathryn Fredrick June 2013 - August 2013
Skills
Journalism, Graphic Design, Photoshop, InDesign, Adobe Acrobat, PowerPoint, Organizational..., Creative Direction, Deadline Driven, Teamwork, Microsoft Word, Microsoft Excel, Ap Style, Event Planning, Photography, Social Media, History, Public Speaking, Flash, Microsoft Office, Advertising, Editing, Research, High Level Of..., Phone Etiquette, Publication Design, Print Design, Fast Learner, Flash Design, Flexibility, Mail Merge, Philosophy, Newsletters, Critical Thinking, Creative Writing, Blogging, Proofreading, Executive Administrative, General Office Duties, AP Style, Digital Photography, Copy Editing, Marketing
Education
Christendom College 2008 — 2012
B.A., History
Bishop Kearney High School 2006 — 2008
H.S. Diploma
Christopher R. Cimini, CPA/CVA Christopher R. Cimini, CPA/CVA's Davie Kaplan, CPA, P.C. Experience September 2014 - Present
Job Senior Manager at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. September 2014 - Present
Davie Kaplan, CPA, P.C. September 2011 - August 2014
Davie Kaplan, CPA, P.C. September 2008 - August 2011
Davie Kaplan, CPA, P.C. September 2006 - August 2008
Skills
Financial Reporting, GAAP, US GAAP, Tax Preparation, Accounting, Tax, Corporate Tax, Income Tax, ProSystem fx Tax, Assurance, Tax Returns, Auditing, Internal Controls, Financial Statements
Education
Nazareth College 2002 — 2006
Bachelor, Accounting
Davie Kaplan, CPA, P.C. September 2014 - Present
Davie Kaplan, CPA, P.C. September 2011 - August 2014
Davie Kaplan, CPA, P.C. September 2008 - August 2011
Davie Kaplan, CPA, P.C. September 2006 - August 2008
Skills
Financial Reporting, GAAP, US GAAP, Tax Preparation, Accounting, Tax, Corporate Tax, Income Tax, ProSystem fx Tax, Assurance, Tax Returns, Auditing, Internal Controls, Financial Statements
Education
Nazareth College 2002 — 2006
Bachelor, Accounting
Valentina Iutchin's Davie Kaplan, CPA, P.C. Experience July 2007 - November 2010
Job Senior Tax Analyst at Wegmans Food Markets
Industry Accounting
Experience
Wegmans Food Markets January 2013 - Present
Wegmans Food Markets July 2012 - February 2013
Wegmans Food Markets November 2010 - August 2012
Davie Kaplan, CPA, P.C. July 2007 - November 2010
Rotenberg & Co., LLP October 2004 - June 2007
Skills
Analysis, Auditing, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, General Ledger, Income Tax, Internal Controls, QuickBooks, Tax, Tax Preparation, Accounting, Accounts Payable, Sarbanes-Oxley Act, GAAP
Education
State University of New York College at Geneseo 2000 — 2004
Bachelors, Accounting
Wegmans Food Markets January 2013 - Present
Wegmans Food Markets July 2012 - February 2013
Wegmans Food Markets November 2010 - August 2012
Davie Kaplan, CPA, P.C. July 2007 - November 2010
Rotenberg & Co., LLP October 2004 - June 2007
Skills
Analysis, Auditing, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, General Ledger, Income Tax, Internal Controls, QuickBooks, Tax, Tax Preparation, Accounting, Accounts Payable, Sarbanes-Oxley Act, GAAP
Education
State University of New York College at Geneseo 2000 — 2004
Bachelors, Accounting
Jeremiah Lasch Jeremiah Lasch's Davie Kaplan, CPA, P.C. Experience January 2011 - September 2011
Job Finance Business Analyst at Xerox
Industry Printing
Experience
Xerox November 2013 - Present
Xerox December 2011 - November 2013
Davie Kaplan, CPA, P.C. January 2011 - September 2011
Skills
Data Analysis, Financial Analysis, Pricing, Financial Modeling, Microsoft Excel, Finance, Leadership, Time Management, Cross-functional Team...
Education
Rochester Institute of Technology 2007 — 2009
BS, Finance
Monroe Community College 2006 — 2007
Associate's, Business Administration
Monroe Community College 2000 — 2001
Associate's, Computer Information Systems
Xerox November 2013 - Present
Xerox December 2011 - November 2013
Davie Kaplan, CPA, P.C. January 2011 - September 2011
Skills
Data Analysis, Financial Analysis, Pricing, Financial Modeling, Microsoft Excel, Finance, Leadership, Time Management, Cross-functional Team...
Education
Rochester Institute of Technology 2007 — 2009
BS, Finance
Monroe Community College 2006 — 2007
Associate's, Business Administration
Monroe Community College 2000 — 2001
Associate's, Computer Information Systems
Leslie Miller, CPA Leslie Miller, CPA's Davie Kaplan, CPA, P.C. Experience November 2009 - April 2015
Job Riding Instructor at Lehman Farms
Industry Accounting
Experience
Lehman Farms April 2015 - Present
Davie Kaplan, CPA, P.C. November 2009 - April 2015
Skills
Financial Reporting, Accounting, Tax, GAAP, Auditing, Tax Preparation, Internal Controls, US GAAP, General Ledger, CPA, Financial Accounting, Corporate Tax, QuickBooks, Income Tax, Financial Analysis
Education
Rochester Institute of Technology 2007 — 2009
MBA, Finance
State University of New York College at Geneseo 2003 — 2007
BS, Accounting
Lehman Farms April 2015 - Present
Davie Kaplan, CPA, P.C. November 2009 - April 2015
Skills
Financial Reporting, Accounting, Tax, GAAP, Auditing, Tax Preparation, Internal Controls, US GAAP, General Ledger, CPA, Financial Accounting, Corporate Tax, QuickBooks, Income Tax, Financial Analysis
Education
Rochester Institute of Technology 2007 — 2009
MBA, Finance
State University of New York College at Geneseo 2003 — 2007
BS, Accounting
Brian Sauers Brian Sauers's Davie Kaplan, CPA, P.C. Experience January 2004 - Present
Job Partner at Davie Kaplan, CPA, P.C. Consultant to closely held businesses and the individuals & families that own them
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. January 2004 - Present
The Bonadio Group January 2002 - January 2004
Skills
Accounting, Tax, Auditing, Financial Reporting, Tax Preparation, Cost Segregation, Microsoft Office, Internal Controls, US GAAP, GAAP
Education
State University of New York College at Brockport 1997 — 2001
BS, Accounting
Davie Kaplan, CPA, P.C. January 2004 - Present
The Bonadio Group January 2002 - January 2004
Skills
Accounting, Tax, Auditing, Financial Reporting, Tax Preparation, Cost Segregation, Microsoft Office, Internal Controls, US GAAP, GAAP
Education
State University of New York College at Brockport 1997 — 2001
BS, Accounting
Nancy B. Pool, CTP, MBA Nancy B. Pool, CTP, MBA's Davie Kaplan, CPA, P.C. Experience 2011 - 2011
Job Corporate Secretary and Treasurer at Van Ernst Refrigeration, Inc.
Industry Financial Services
Experience
Van Ernst Refrigeration, Inc. June 2015 - Present
The Association for Financial Professionals of Western New York (AFPWNY) 1989 - Present
Robinson & Gordon CPAs P.C. January 2015 - June 2015
LPWolch, CPA's, P.C. December 2011 - January 2015
Davie Kaplan, CPA, P.C. 2011 - 2011
EFP Rotenberg, LLP 2009 - 2010
Harry I. Sealfon, CPA, P.C. 2007 - 2009
PAETEC Communications, Inc., (now known as Windstream Communications), Fairport, New York 2001 - 2006
Merrill Lynch, Rochester, New York 1999 - 2001
Wegmans Food Markets, Inc., Rochester, New York 1988 - 1999
Skills
Accounting, Training, Project Management, Auditing, QuickBooks, Banking, Mergers & Acquisitions, Strategy, Human Resources, Insurance, Payments, Negotiation, Cash Management, Finance, Financial Reporting, Program Management, Process Improvement, Continuous Improvement, Sarbanes-Oxley Act, Management, Treasury, Tax, Financial Analysis, Financial Services, Investments
Education
Rochester Institute of Technology
MBA, Business, Finance (major)
Van Ernst Refrigeration, Inc. June 2015 - Present
The Association for Financial Professionals of Western New York (AFPWNY) 1989 - Present
Robinson & Gordon CPAs P.C. January 2015 - June 2015
LPWolch, CPA's, P.C. December 2011 - January 2015
Davie Kaplan, CPA, P.C. 2011 - 2011
EFP Rotenberg, LLP 2009 - 2010
Harry I. Sealfon, CPA, P.C. 2007 - 2009
PAETEC Communications, Inc., (now known as Windstream Communications), Fairport, New York 2001 - 2006
Merrill Lynch, Rochester, New York 1999 - 2001
Wegmans Food Markets, Inc., Rochester, New York 1988 - 1999
Skills
Accounting, Training, Project Management, Auditing, QuickBooks, Banking, Mergers & Acquisitions, Strategy, Human Resources, Insurance, Payments, Negotiation, Cash Management, Finance, Financial Reporting, Program Management, Process Improvement, Continuous Improvement, Sarbanes-Oxley Act, Management, Treasury, Tax, Financial Analysis, Financial Services, Investments
Education
Rochester Institute of Technology
MBA, Business, Finance (major)
Sheila Monachino Sheila Monachino's Davie Kaplan, CPA, P.C. Experience May 2010 - December 2013
Job Tax Manager at Nacca & Capizzi, LLP
Industry Accounting
Experience
Nacca & Capizzi, LLP September 2014 - Present
Davie Kaplan, CPA, P.C. May 2010 - December 2013
Bonadio & Co, LLP October 2006 - May 2010
Gray Certified Public Accounting, P.C. December 1999 - October 2006
Skills
Tax Preparation, GAAP, CPA, Tax, Small Business, Tax Accounting, Tax Returns, US GAAP, Income Tax
Education
Nazareth College 1988 — 1992
B.S., Accounting
Nacca & Capizzi, LLP September 2014 - Present
Davie Kaplan, CPA, P.C. May 2010 - December 2013
Bonadio & Co, LLP October 2006 - May 2010
Gray Certified Public Accounting, P.C. December 1999 - October 2006
Skills
Tax Preparation, GAAP, CPA, Tax, Small Business, Tax Accounting, Tax Returns, US GAAP, Income Tax
Education
Nazareth College 1988 — 1992
B.S., Accounting
Annette Palmer, CPA's Davie Kaplan, CPA, P.C. Experience February 1998 - June 2014
Job Senior Tax Specialist at Flaherty Salmin LLP
Industry Accounting
Experience
Flaherty Salmin LLP October 2014 - Present
Davie Kaplan, CPA, P.C. February 1998 - June 2014
Rural Opportunities, Inc. June 1997 - January 1998
Dupree & Camputaro, CPA's November 1992 - March 1995
Skills
Tax, Auditing, Accounting, Tax Preparation, CPA, Corporate Tax, Income Tax, Tax Returns, Tax Accounting, General Ledger, QuickBooks, Financial Accounting, SEC filings, Financial Statements
Education
State University of New York College at Brockport
Bachelor of Science (BS), Accounting
Flaherty Salmin LLP October 2014 - Present
Davie Kaplan, CPA, P.C. February 1998 - June 2014
Rural Opportunities, Inc. June 1997 - January 1998
Dupree & Camputaro, CPA's November 1992 - March 1995
Skills
Tax, Auditing, Accounting, Tax Preparation, CPA, Corporate Tax, Income Tax, Tax Returns, Tax Accounting, General Ledger, QuickBooks, Financial Accounting, SEC filings, Financial Statements
Education
State University of New York College at Brockport
Bachelor of Science (BS), Accounting
Laurie Enright Laurie Enright's Davie Kaplan, CPA, P.C. Experience July 2006 - May 2008
Job Placement Director at AP. Professionals
Industry Accounting
Experience
AP Professionals of Rochester June 2008 - Present
Davie Kaplan, CPA, P.C. July 2006 - May 2008
The Bonadio Group January 1998 - July 2006
AIDS Rochester February 1992 - January 1998
Skills
Technical Recruiting, Accounting, Payroll, Employee Relations, Benefits, Employee Benefits, Recruiting, Human Resources, PeopleSoft, Succession Planning, Financial Reporting, Temporary Placement, Interviews, New Hire Orientations, HRIS, Networking, Talent Acquisition, Temporary Staffing, Budgets, Internet Recruiting, Time Management, Onboarding, Permanent Placement, Contract Recruitment, Applicant Tracking..., Workforce Planning, Outlook, Auditing, Performance Appraisal, Accounts Payable, ADP Payroll, Benefits Administration, Screening Resumes, Leadership, Staffing Services, Employee Training, Employment Law, Customer Service, College Recruiting, Sourcing, Resume Writing, Process Improvement, HR Consulting, Coaching, Career Counseling, Deferred Compensation, Office Management, Executive Search
Education
Saint Bonaventure University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Mercy High School
AP Professionals of Rochester June 2008 - Present
Davie Kaplan, CPA, P.C. July 2006 - May 2008
The Bonadio Group January 1998 - July 2006
AIDS Rochester February 1992 - January 1998
Skills
Technical Recruiting, Accounting, Payroll, Employee Relations, Benefits, Employee Benefits, Recruiting, Human Resources, PeopleSoft, Succession Planning, Financial Reporting, Temporary Placement, Interviews, New Hire Orientations, HRIS, Networking, Talent Acquisition, Temporary Staffing, Budgets, Internet Recruiting, Time Management, Onboarding, Permanent Placement, Contract Recruitment, Applicant Tracking..., Workforce Planning, Outlook, Auditing, Performance Appraisal, Accounts Payable, ADP Payroll, Benefits Administration, Screening Resumes, Leadership, Staffing Services, Employee Training, Employment Law, Customer Service, College Recruiting, Sourcing, Resume Writing, Process Improvement, HR Consulting, Coaching, Career Counseling, Deferred Compensation, Office Management, Executive Search
Education
Saint Bonaventure University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Mercy High School
Jeanette Townsend, CPA Jeanette Townsend, CPA's Davie Kaplan, CPA, P.C. Experience 2011 - Present
Job Tax Manager at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. 2011 - Present
Freed Maxick CPAs, P.C. 2009 - 2011
Gray Certified Public Accounting 1993 - 2008
Skills
Tax, Trust Services, Accounting, Income Tax, Trusts, Partnership Taxation, High Net Worth..., Personal Income Tax..., Tax Preparation, CPA, Tax Accounting, Private Foundations, Charitable Trusts, Estate & Gift Taxation
Education
Alfred State College - SUNY College of Technology
Business Administration
State University of New York College at Brockport
Accounting
Davie Kaplan, CPA, P.C. 2011 - Present
Freed Maxick CPAs, P.C. 2009 - 2011
Gray Certified Public Accounting 1993 - 2008
Skills
Tax, Trust Services, Accounting, Income Tax, Trusts, Partnership Taxation, High Net Worth..., Personal Income Tax..., Tax Preparation, CPA, Tax Accounting, Private Foundations, Charitable Trusts, Estate & Gift Taxation
Education
Alfred State College - SUNY College of Technology
Business Administration
State University of New York College at Brockport
Accounting
Jillian Bazer's Davie Kaplan, CPA, P.C. Experience September 2011 - September 2012
Job Administrative Assistant at LaBella Associates, DPC
Industry Accounting
Experience
LaBella Associates, DPC September 2015 - Present
Ferrara Jerum International, LLC August 2014 - November 2014
Rando Machine Corporation April 2013 - November 2013
Davie Kaplan, CPA, P.C. September 2011 - September 2012
Builders Exchange of Rochester August 2007 - August 2011
Rochester Business Alliance July 2003 - September 2005
AXA Advisors 1999 - 2000
Skills
Event Management, Administrative..., Public Relations, Accounts Payable, Marketing Communications, Spreadsheets, Marketing, Social Media, Event Planning, Customer Service, Budgets, Microsoft Office, PowerPoint, Microsoft Excel, Administrative..., Employee Benefits, Contract Negotiation, Microsoft Word, Strategic Planning
Education
Rochester Institute of Technology 1998 — 2002
BS, Business Admin/Marketing
LaBella Associates, DPC September 2015 - Present
Ferrara Jerum International, LLC August 2014 - November 2014
Rando Machine Corporation April 2013 - November 2013
Davie Kaplan, CPA, P.C. September 2011 - September 2012
Builders Exchange of Rochester August 2007 - August 2011
Rochester Business Alliance July 2003 - September 2005
AXA Advisors 1999 - 2000
Skills
Event Management, Administrative..., Public Relations, Accounts Payable, Marketing Communications, Spreadsheets, Marketing, Social Media, Event Planning, Customer Service, Budgets, Microsoft Office, PowerPoint, Microsoft Excel, Administrative..., Employee Benefits, Contract Negotiation, Microsoft Word, Strategic Planning
Education
Rochester Institute of Technology 1998 — 2002
BS, Business Admin/Marketing
Inka Zamoyska's Davie Kaplan, CPA, P.C. Experience 1981 - 1989
Job Independent Fine Arts Professional
Industry Fine Art
Experience
Inka Zamoyska Fine Arts 1983 - Present
Davie Kaplan, CPA, P.C. 1981 - 1989
Skills
Fine Art, Oil Painting, Palette knife technique, Painting, Art, Studio Art, Visual Arts, Galleries, Craft, Art Education, Contemporary Art, Museums, Figurative Art, Portraits, Canvas, Acrylic, Mixed Media, Art Exhibitions, Drawing, Commissioned Art, Modern Art, Interior Design, Abstraction, Portrait Painting, Murals, Paint, Watercolor, Acrylic Painting, Fine Art Photography, Landscape Painting, Still Life
Education
Rochester Institute of Technology
BSc, Accounting
Villa Maria 1963 — 1967
HS Diploma, French Classical Program
Inka Zamoyska Fine Arts 1983 - Present
Davie Kaplan, CPA, P.C. 1981 - 1989
Skills
Fine Art, Oil Painting, Palette knife technique, Painting, Art, Studio Art, Visual Arts, Galleries, Craft, Art Education, Contemporary Art, Museums, Figurative Art, Portraits, Canvas, Acrylic, Mixed Media, Art Exhibitions, Drawing, Commissioned Art, Modern Art, Interior Design, Abstraction, Portrait Painting, Murals, Paint, Watercolor, Acrylic Painting, Fine Art Photography, Landscape Painting, Still Life
Education
Rochester Institute of Technology
BSc, Accounting
Villa Maria 1963 — 1967
HS Diploma, French Classical Program
John Bingham, CPA John Bingham, CPA's Davie Kaplan, CPA, P.C. Experience December 2013 - Present
Job Tax Manager at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. December 2013 - Present
Skills
Tax Preparation, Corporate Tax, Financial Statements, Strategic Financial..., Financial Reporting, QuickBooks, General Ledger, Estate Planning, Financial Analysis, Peachtree, Tax Returns, Accounting, Financial Planners, Income Tax, Fixed Assets, Accruals, Account Reconciliation, Partnership Taxation, Payroll, Journal Entries, Preparation, Tax Accounting, Tax, Bookkeeping, Financial Accounting, CPA, Cash Flow, ProSystem fx Tax, Sales Tax, Accounts Receivable, Revenue Recognition, S Corporations, Property Tax, Financial Planning
Education
State University of New York College at Brockport 2004 — 2006
Bachelor's of Science in Accounting, Accounting and Finance, 3.86 GPA
Monroe Community College 2003 — 2004
Associate, Business Administration
Webster high school
Davie Kaplan, CPA, P.C. December 2013 - Present
Skills
Tax Preparation, Corporate Tax, Financial Statements, Strategic Financial..., Financial Reporting, QuickBooks, General Ledger, Estate Planning, Financial Analysis, Peachtree, Tax Returns, Accounting, Financial Planners, Income Tax, Fixed Assets, Accruals, Account Reconciliation, Partnership Taxation, Payroll, Journal Entries, Preparation, Tax Accounting, Tax, Bookkeeping, Financial Accounting, CPA, Cash Flow, ProSystem fx Tax, Sales Tax, Accounts Receivable, Revenue Recognition, S Corporations, Property Tax, Financial Planning
Education
State University of New York College at Brockport 2004 — 2006
Bachelor's of Science in Accounting, Accounting and Finance, 3.86 GPA
Monroe Community College 2003 — 2004
Associate, Business Administration
Webster high school
Robert Corredine Robert Corredine's Davie Kaplan, CPA, P.C. Experience 2000 - 2004
Job Controller at Conifer Realty, LLC
Industry Accounting
Experience
Conifer Realty, LLC April 2013 - Present
Centerline November 2004 - April 2013
Davie Kaplan, CPA, P.C. 2000 - 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Asset Management, Real Estate, Due Diligence, Microsoft Excel, Tax Credits, GAAP, Affordable Housing
Education
Nazareth College 1996 — 2000
Conifer Realty, LLC April 2013 - Present
Centerline November 2004 - April 2013
Davie Kaplan, CPA, P.C. 2000 - 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Asset Management, Real Estate, Due Diligence, Microsoft Excel, Tax Credits, GAAP, Affordable Housing
Education
Nazareth College 1996 — 2000
Christina LaBorde's Davie Kaplan, CPA, P.C. Experience June 2006 - May 2007
Job Accounting Manager at Canfield & Tack, Inc.
Industry Accounting
Experience
Canfield & Tack, Inc. September 2012 - Present
Nick's Auto Repair August 2009 - March 2015
LiDestri Foods, Inc March 2008 - September 2012
GateHouse Media September 2007 - February 2008
Davie Kaplan, CPA, P.C. June 2006 - May 2007
Davie Kaplan, CPA, P.C. January 2001 - May 2006
Skills
Auditing, Financial Reporting, Accounting, Audit, General Ledger, Financial Analysis, Fixed Assets, Depreciation, Variance Analysis, Cash Flow, Financial Statements, Account Reconciliation, Internal Controls, Accounts Receivable, Accounts Payable, GAAP, Budgets
Education
St. John Fisher College 1999 — 2001
BS, Accounting
Alfred University 1997 — 1999
BS, Accounting
Canfield & Tack, Inc. September 2012 - Present
Nick's Auto Repair August 2009 - March 2015
LiDestri Foods, Inc March 2008 - September 2012
GateHouse Media September 2007 - February 2008
Davie Kaplan, CPA, P.C. June 2006 - May 2007
Davie Kaplan, CPA, P.C. January 2001 - May 2006
Skills
Auditing, Financial Reporting, Accounting, Audit, General Ledger, Financial Analysis, Fixed Assets, Depreciation, Variance Analysis, Cash Flow, Financial Statements, Account Reconciliation, Internal Controls, Accounts Receivable, Accounts Payable, GAAP, Budgets
Education
St. John Fisher College 1999 — 2001
BS, Accounting
Alfred University 1997 — 1999
BS, Accounting
Paige Piccola Paige Piccola's Davie Kaplan, CPA, P.C. Experience January 2013 - April 2013
Job Operations Specialist at Nolan Transportation Group
Industry Public Relations and Communications
Experience
Nolan Transportation Group January 2015 - Present
Maersk Line August 2013 - January 2015
Davie Kaplan, CPA, P.C. January 2013 - April 2013
Sports Academy of Victor October 2012 - January 2013
VanParys Associates 2012 - September 2012
SUNY Fredonia January 2012 - May 2012
FSA January 2010 - May 2012
SUNY Fredonia Brown Bag Series August 2011 - December 2011
PRSSA Fredonia Chapter January 2010 - May 2010
Skills
Social Media, Writing, Public Speaking, Public Relations, Microsoft Office, AMS360, Photoshop, InDesign, Illustrator, Film History, Film Studies, English Literature, Audio Production, Practice Management, CCH ProSystem fx, Premiere Pro CS6
Education
State University of New York College at Fredonia 2008 — 2012
Bachelor of Science, Communication in Public Relations
State University of New York College at Fredonia 2008 — 2012
Bachelor of Science (B.S.), Public Relations
Nolan Transportation Group January 2015 - Present
Maersk Line August 2013 - January 2015
Davie Kaplan, CPA, P.C. January 2013 - April 2013
Sports Academy of Victor October 2012 - January 2013
VanParys Associates 2012 - September 2012
SUNY Fredonia January 2012 - May 2012
FSA January 2010 - May 2012
SUNY Fredonia Brown Bag Series August 2011 - December 2011
PRSSA Fredonia Chapter January 2010 - May 2010
Skills
Social Media, Writing, Public Speaking, Public Relations, Microsoft Office, AMS360, Photoshop, InDesign, Illustrator, Film History, Film Studies, English Literature, Audio Production, Practice Management, CCH ProSystem fx, Premiere Pro CS6
Education
State University of New York College at Fredonia 2008 — 2012
Bachelor of Science, Communication in Public Relations
State University of New York College at Fredonia 2008 — 2012
Bachelor of Science (B.S.), Public Relations
Jamie Block, CFP® CPA Jamie Block, CFP® CPA's Davie Kaplan, CPA, P.C. Experience September 2005 - December 2007
Job CFP® & CPA at Wealth Design Services, Inc.
Industry Financial Services
Experience
Wealth Design Services, Inc. January 2008 - Present
Davie Kaplan, CPA, P.C. September 2005 - December 2007
Farm Credit of WNY, ACA (Now: Farm Credit East, ACA) June 1999 - October 2004
Skills
Financial Planning, Financial Reporting, Tax, Word, Excel, Tax Preparation, PowerPoint, Estate Planning, Retirement Planning, Investments, Asset Management, Quickbooks, Portfolio Management, Payroll, Income Tax, Wealth Management, QuickBooks, Accounting, Strategic Financial..., Microsoft Word, Analysis, Auditing, Microsoft Excel
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2006
MBA, Public/Corp. Accounting & Finance
Cornell University 1995 — 1999
BS, Animal Science
Wealth Design Services, Inc. January 2008 - Present
Davie Kaplan, CPA, P.C. September 2005 - December 2007
Farm Credit of WNY, ACA (Now: Farm Credit East, ACA) June 1999 - October 2004
Skills
Financial Planning, Financial Reporting, Tax, Word, Excel, Tax Preparation, PowerPoint, Estate Planning, Retirement Planning, Investments, Asset Management, Quickbooks, Portfolio Management, Payroll, Income Tax, Wealth Management, QuickBooks, Accounting, Strategic Financial..., Microsoft Word, Analysis, Auditing, Microsoft Excel
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2006
MBA, Public/Corp. Accounting & Finance
Cornell University 1995 — 1999
BS, Animal Science
William Gardiner William Gardiner's Davie Kaplan, CPA, P.C. Experience March 2015 - Present
Job InCharge Associate at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. March 2015 - Present
The OMNI Group September 2011 - February 2015
Rimkus, Marciano & Associates, Inc. November 2006 - August 2011
Custom BrewCrafters October 2007 - February 2010
Century Liquor November 2001 - May 2007
Key Bank October 2005 - November 2006
Skills
Microsoft Excel, Employee Benefits, Teamwork, Data Entry, Banking, Outlook, Employee Relations, Risk Management, Microsoft Office, Loans, Financial Services, Management, Investments, Call Centers, Customer Service, Recruiting, Access, Process Improvement, Sales
Education
Rochester Institute of Technology 2007 — 2008
Business Administration
State University of New York College at Oswego 2001 — 2003
Bachelors, Business Administration
Clarkson University
Davie Kaplan, CPA, P.C. March 2015 - Present
The OMNI Group September 2011 - February 2015
Rimkus, Marciano & Associates, Inc. November 2006 - August 2011
Custom BrewCrafters October 2007 - February 2010
Century Liquor November 2001 - May 2007
Key Bank October 2005 - November 2006
Skills
Microsoft Excel, Employee Benefits, Teamwork, Data Entry, Banking, Outlook, Employee Relations, Risk Management, Microsoft Office, Loans, Financial Services, Management, Investments, Call Centers, Customer Service, Recruiting, Access, Process Improvement, Sales
Education
Rochester Institute of Technology 2007 — 2008
Business Administration
State University of New York College at Oswego 2001 — 2003
Bachelors, Business Administration
Clarkson University
Alan Rich Alan Rich's Davie Kaplan, CPA, P.C. Experience July 2011 - Present
Job Partner at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. July 2011 - Present
Davie Kaplan, CPA, P.C. May 2009 - July 2011
Mengel, Metzger, Barr & Co. LLP May 2008 - May 2009
Mengel, Metzger, Barr & Co. LLP May 2006 - May 2008
Skills
Tax, Business Valuation, Auditing, Corporate Tax, Sales Tax, Tax Preparation, Income Tax, US GAAP, CPA, GAAP
Education
Ithaca College 1991 — 1995
Bachelor of Science, Accounting
Davie Kaplan, CPA, P.C. July 2011 - Present
Davie Kaplan, CPA, P.C. May 2009 - July 2011
Mengel, Metzger, Barr & Co. LLP May 2008 - May 2009
Mengel, Metzger, Barr & Co. LLP May 2006 - May 2008
Skills
Tax, Business Valuation, Auditing, Corporate Tax, Sales Tax, Tax Preparation, Income Tax, US GAAP, CPA, GAAP
Education
Ithaca College 1991 — 1995
Bachelor of Science, Accounting
David C. Pitcher David C. Pitcher's Davie Kaplan, CPA, P.C. Experience June 1978 - Present
Job Vice President at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. June 1978 - Present
Education
St. John Fisher College
McQuaid Jesuit High School
Davie Kaplan, CPA, P.C. June 1978 - Present
Education
St. John Fisher College
McQuaid Jesuit High School
Jim Lappin Jim Lappin's Davie Kaplan, CPA, P.C. Experience November 2011 - November 2012
Job Accounting Analyst at IBM
Industry Accounting
Experience
IBM - Worldwide Consolidation Accounting March 2013 - Present
Davie Kaplan, CPA, P.C. November 2011 - November 2012
Davie Kaplan, CPA, P.C. June 2010 - July 2010
IBM - Worldwide Consolidation Accounting June 2009 - August 2009
Skills
Financial Reporting, Accounting, Tax, Auditing, Financial Accounting, US GAAP, Internal Controls, GAAP, Financial Analysis, Assurance, Tax Preparation, Corporate Tax, Income Tax, Accounts Receivable, QuickBooks, Accounts Payable, Microsoft Excel, Fixed Assets, Analysis, Variance Analysis
Education
St. John Fisher College 2010 — 2011
MBA, Accounting
State University of New York College at Fredonia 2006 — 2010
B.S., Accounting
McQuaid Jesuit High School
IBM - Worldwide Consolidation Accounting March 2013 - Present
Davie Kaplan, CPA, P.C. November 2011 - November 2012
Davie Kaplan, CPA, P.C. June 2010 - July 2010
IBM - Worldwide Consolidation Accounting June 2009 - August 2009
Skills
Financial Reporting, Accounting, Tax, Auditing, Financial Accounting, US GAAP, Internal Controls, GAAP, Financial Analysis, Assurance, Tax Preparation, Corporate Tax, Income Tax, Accounts Receivable, QuickBooks, Accounts Payable, Microsoft Excel, Fixed Assets, Analysis, Variance Analysis
Education
St. John Fisher College 2010 — 2011
MBA, Accounting
State University of New York College at Fredonia 2006 — 2010
B.S., Accounting
McQuaid Jesuit High School
Lori (Erb) Budynas, CPA Lori (Erb) Budynas, CPA's Davie Kaplan, CPA, P.C. Experience September 1987 - September 1994
Job Manager, Services Accounting at Xerox North American Finance
Industry Information Technology and Services
Experience
Xerox Corporation September 1998 - Present
ENI, A Division of Astec America, Inc. September 1994 - August 1998
Davie Kaplan, CPA, P.C. September 1987 - September 1994
Skills
Financial Analysis, General Ledger, Accounting, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Forecasting
Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Accounting
Xerox Corporation September 1998 - Present
ENI, A Division of Astec America, Inc. September 1994 - August 1998
Davie Kaplan, CPA, P.C. September 1987 - September 1994
Skills
Financial Analysis, General Ledger, Accounting, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Forecasting
Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Accounting
DJ Sullivan, CPA's Davie Kaplan, CPA, P.C. Experience 2005 - 2007
Job Senior Analyst Accountant at The Society Model Management, Inc.
Industry Internet
Experience
The Society Model Management, Inc. November 2012 - Present
SPIN Media, LLC December 2011 - October 2012
clickworker.com, Inc. April 2011 - July 2012
Ziff Brothers Investments March 2010 - June 2010
Fox Interactive Media October 2007 - October 2009
Davie Kaplan, CPA, P.C. 2005 - 2007
Skills
CPA, Microsoft Excel, Microsoft Word, Oracle Applications, MAS 500, Great Plains Software, QuickBooks, Accounts Payable, Accounts Receivable, MAS500, Financial Statements, Bank Reconciliation, Cash Flow, Auditing, Tax, Budgets, Accounting, Payroll, Fixed Assets
Education
University of South Carolina - The Moore School of Business 2001 — 2004
Bachelor of Science (BS), Accounting
The University of Connecticut 2000 — 2001
The Society Model Management, Inc. November 2012 - Present
SPIN Media, LLC December 2011 - October 2012
clickworker.com, Inc. April 2011 - July 2012
Ziff Brothers Investments March 2010 - June 2010
Fox Interactive Media October 2007 - October 2009
Davie Kaplan, CPA, P.C. 2005 - 2007
Skills
CPA, Microsoft Excel, Microsoft Word, Oracle Applications, MAS 500, Great Plains Software, QuickBooks, Accounts Payable, Accounts Receivable, MAS500, Financial Statements, Bank Reconciliation, Cash Flow, Auditing, Tax, Budgets, Accounting, Payroll, Fixed Assets
Education
University of South Carolina - The Moore School of Business 2001 — 2004
Bachelor of Science (BS), Accounting
The University of Connecticut 2000 — 2001
Kara Philipp's Davie Kaplan, CPA, P.C. Experience September 2006 - September 2008
Job Manager, Internal Audit at EarthLink
Industry Accounting
Experience
EarthLink July 2012 - Present
Paychex September 2008 - July 2012
Davie Kaplan, CPA, P.C. September 2006 - September 2008
HSBC April 2005 - June 2006
Skills
Auditing, Accounting, Excel, Word, Microsoft Office, Financial Reporting, PowerPoint, SOX, Compliance, Sarbanes-Oxley Act, Financial Analysis, Microsoft Excel, Microsoft Word
Education
Canisius College
B.S., Accounting
EarthLink July 2012 - Present
Paychex September 2008 - July 2012
Davie Kaplan, CPA, P.C. September 2006 - September 2008
HSBC April 2005 - June 2006
Skills
Auditing, Accounting, Excel, Word, Microsoft Office, Financial Reporting, PowerPoint, SOX, Compliance, Sarbanes-Oxley Act, Financial Analysis, Microsoft Excel, Microsoft Word
Education
Canisius College
B.S., Accounting
Sarah Wideman's Davie Kaplan, CPA, P.C. Experience January 1999 - November 2001
Job Accountant
Industry Accounting
Experience
Chapman & Co., P.C. February 2006 - Present
Big Brothers Big Sisters of Greater Rochester February 2004 - November 2005
The Bonadio Group November 2001 - February 2003
Davie Kaplan, CPA, P.C. January 1999 - November 2001
Skills
Tax Planning, Financial Analysis, Financial Reporting, Cash Flow Management, Cash Flow Forecasting, Planning Budgeting &..., Bookkeeping, Procedure Manuals, Procedure Development, Internal Controls, Auditing, Retirement Planning, Nonprofits, Data Analysis, Fixed Asset Depreciation, Microsoft Excel, Organizational..., Teamwork, Organization Skills, Client Presentation, Leading Meetings, Income Tax, Corporate Tax, Tax Preparation, Research, Interpersonal Skills, Leadership, Microsoft Word, Social Media, Critical Thinking, Big-picture Thinking
Education
State University of New York at Geneseo 1995 — 1998
Bachelor's degree, Accounting
Webster High School
Diploma
Chapman & Co., P.C. February 2006 - Present
Big Brothers Big Sisters of Greater Rochester February 2004 - November 2005
The Bonadio Group November 2001 - February 2003
Davie Kaplan, CPA, P.C. January 1999 - November 2001
Skills
Tax Planning, Financial Analysis, Financial Reporting, Cash Flow Management, Cash Flow Forecasting, Planning Budgeting &..., Bookkeeping, Procedure Manuals, Procedure Development, Internal Controls, Auditing, Retirement Planning, Nonprofits, Data Analysis, Fixed Asset Depreciation, Microsoft Excel, Organizational..., Teamwork, Organization Skills, Client Presentation, Leading Meetings, Income Tax, Corporate Tax, Tax Preparation, Research, Interpersonal Skills, Leadership, Microsoft Word, Social Media, Critical Thinking, Big-picture Thinking
Education
State University of New York at Geneseo 1995 — 1998
Bachelor's degree, Accounting
Webster High School
Diploma
Michele Lynn Cali's Davie Kaplan, CPA, P.C. Experience July 1999 - August 2000
Job Office Manager at Semrock, Inc.
Industry Biotechnology
Experience
Semrock, Inc. October 2000 - Present
Web Product Realization Network Inc February 2000 - August 2000
Davie Kaplan, CPA, P.C. July 1999 - August 2000
Matthew J Quinlan, CPA December 1995 - July 1999
Skills
Payroll, Workday, ADP Payroll, ADP ezLaborManager, Account Reconciliation, Epicor, Sarbanes-Oxley Act, Accounts Payable, SharePoint, Accounts Receivable, Invoicing, QuickBooks, Management
Education
Monroe Community College 1989 — 1991
Associates, Liberal Arts and Sciences
Semrock, Inc. October 2000 - Present
Web Product Realization Network Inc February 2000 - August 2000
Davie Kaplan, CPA, P.C. July 1999 - August 2000
Matthew J Quinlan, CPA December 1995 - July 1999
Skills
Payroll, Workday, ADP Payroll, ADP ezLaborManager, Account Reconciliation, Epicor, Sarbanes-Oxley Act, Accounts Payable, SharePoint, Accounts Receivable, Invoicing, QuickBooks, Management
Education
Monroe Community College 1989 — 1991
Associates, Liberal Arts and Sciences
Bob Baldes's Davie Kaplan, CPA, P.C. Experience 2006 - 2012
Job Principal at Wealth Strategies & Solutions, Ltd.
Industry Financial Services
Experience
Wealth Strategies & Solutions, Ltd 2012 - Present
Davie Kaplan, CPA, P.C. 2006 - 2012
HSBC Bank NA(USA) 1999 - 2005
Allmerica Financial January 1983 - December 1998
Skills
Investments, Tax, Retirement Planning, Strategic Financial..., Financial Reporting, Risk Management, Securities, Tax Preparation, Insurance, Financial Advisory, Accounting, Financial Analysis, Financial Planners, Employee Benefits, Estate Planning, Financial Planning
Education
Houghton College 1979 — 1983
BS, Business Administration
Wealth Strategies & Solutions, Ltd 2012 - Present
Davie Kaplan, CPA, P.C. 2006 - 2012
HSBC Bank NA(USA) 1999 - 2005
Allmerica Financial January 1983 - December 1998
Skills
Investments, Tax, Retirement Planning, Strategic Financial..., Financial Reporting, Risk Management, Securities, Tax Preparation, Insurance, Financial Advisory, Accounting, Financial Analysis, Financial Planners, Employee Benefits, Estate Planning, Financial Planning
Education
Houghton College 1979 — 1983
BS, Business Administration
Jessica Rivenburgh's Davie Kaplan, CPA, P.C. Experience January 2008 - October 2011
Job Senior Accountant at RVI Group
Industry Accounting
Experience
RVI Group January 2014 - Present
William Greene & Co., LLP October 2011 - January 2014
Davie Kaplan, CPA, P.C. January 2008 - October 2011
Skills
GAAP, Financial Reporting, Accounting, Tax Preparation, CPA, Tax, US GAAP, Auditing, Income Tax, Financial Statements, Tax Returns, Corporate Tax, Internal Controls
Education
State University of New York College at Brockport 2006 — 2007
B.S.
Oklahoma State University 2003 — 2005
RVI Group January 2014 - Present
William Greene & Co., LLP October 2011 - January 2014
Davie Kaplan, CPA, P.C. January 2008 - October 2011
Skills
GAAP, Financial Reporting, Accounting, Tax Preparation, CPA, Tax, US GAAP, Auditing, Income Tax, Financial Statements, Tax Returns, Corporate Tax, Internal Controls
Education
State University of New York College at Brockport 2006 — 2007
B.S.
Oklahoma State University 2003 — 2005
Jamie Beth Wiegand, CPA's Davie Kaplan, CPA, P.C. Experience December 2010 - January 2014
Job Corporate Accounting Manager at Bankers Healthcare Group, Inc.
Industry Financial Services
Experience
Bankers Healthcare Group, Inc. May 2015 - Present
Fairport Savings Bank February 2014 - May 2015
Davie Kaplan, CPA, P.C. December 2010 - January 2014
ParenteBeard LLC October 2008 - December 2010
PricewaterhouseCoopers August 2004 - October 2008
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, GAAP, Sarbanes-Oxley Act, SEC filings, US GAAP, Assurance, Tax, Tax Preparation, Financial Accounting, Team Leadership, Teaching, Corporate Tax, Income Tax, Financial Statements, Tax Accounting, CPA, General Ledger
Education
Le Moyne College 2002 — 2004
B.S., Accounting
Bankers Healthcare Group, Inc. May 2015 - Present
Fairport Savings Bank February 2014 - May 2015
Davie Kaplan, CPA, P.C. December 2010 - January 2014
ParenteBeard LLC October 2008 - December 2010
PricewaterhouseCoopers August 2004 - October 2008
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, GAAP, Sarbanes-Oxley Act, SEC filings, US GAAP, Assurance, Tax, Tax Preparation, Financial Accounting, Team Leadership, Teaching, Corporate Tax, Income Tax, Financial Statements, Tax Accounting, CPA, General Ledger
Education
Le Moyne College 2002 — 2004
B.S., Accounting
Scott Doescher's Davie Kaplan, CPA, P.C. Experience July 2011 - Present
Job Manager, Tax Department at Davie Kaplan, CPA
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. July 2011 - Present
Davie Kaplan, CPA, P.C. 2005 - Present
Davie Kaplan, CPA November 2005 - June 2011
Skills
Income Tax, Non-profits, Tax Preparation, Auditing, Accounting, Corporate Tax, Forecasting, GAAP, Financial Reporting, Tax
Education
Bowling Green State University 1988 — 2002
BSBA, Accounting
Davie Kaplan, CPA, P.C. July 2011 - Present
Davie Kaplan, CPA, P.C. 2005 - Present
Davie Kaplan, CPA November 2005 - June 2011
Skills
Income Tax, Non-profits, Tax Preparation, Auditing, Accounting, Corporate Tax, Forecasting, GAAP, Financial Reporting, Tax
Education
Bowling Green State University 1988 — 2002
BSBA, Accounting
Bill Shaheen's Davie Kaplan, CPA, P.C. Experience May 1976 - 1981
Job Owner, W.G.Shaheen & Associates DBA Whitney & Company
Industry Financial Services
Experience
W.G.Shaheen & Associates DBA Whitney & Company 1993 - Present
Frontier Communications 1981 - 1992
Davie Kaplan, CPA, P.C. May 1976 - 1981
Skills
Financial Planning, Strategic Financial..., Investments, Estate Planning, Financial Analysis, Small Business, Accounting, Financial Reporting, Business Strategy, Business Planning, Wealth Management, Portfolio Management, Finance, Management, Budgets, Forecasting, Start-ups, Due Diligence, Entrepreneurship, Executive Management, Strategic Planning, New Business Development, Strategy
Education
St. John Fisher College 1972 — 1976
BS, Accounting
Aquinas Institute 1968 — 1972
Regents, General
W.G.Shaheen & Associates DBA Whitney & Company 1993 - Present
Frontier Communications 1981 - 1992
Davie Kaplan, CPA, P.C. May 1976 - 1981
Skills
Financial Planning, Strategic Financial..., Investments, Estate Planning, Financial Analysis, Small Business, Accounting, Financial Reporting, Business Strategy, Business Planning, Wealth Management, Portfolio Management, Finance, Management, Budgets, Forecasting, Start-ups, Due Diligence, Entrepreneurship, Executive Management, Strategic Planning, New Business Development, Strategy
Education
St. John Fisher College 1972 — 1976
BS, Accounting
Aquinas Institute 1968 — 1972
Regents, General
Joni Lucas's Davie Kaplan, CPA, P.C. Experience 1998 - 2000
Job COO at JKJ
Industry Consumer Goods
Experience
JK Findings July 2000 - Present
Davie Kaplan, CPA, P.C. 1998 - 2000
Rochester Gas & Electric 1997 - 1998
Davie Kaplan, CPA, P.C. 1992 - 1997
Skills
CPA, Jewelry, Retail, Budgets, Luxury Goods, Wholesale, Finance, Diamonds, Watches, Profit, Sales Management, Visual Merchandising, Jewelry Design, Sales
Education
St. John Fisher College 1990 — 1994
BS, Accounting
JK Findings July 2000 - Present
Davie Kaplan, CPA, P.C. 1998 - 2000
Rochester Gas & Electric 1997 - 1998
Davie Kaplan, CPA, P.C. 1992 - 1997
Skills
CPA, Jewelry, Retail, Budgets, Luxury Goods, Wholesale, Finance, Diamonds, Watches, Profit, Sales Management, Visual Merchandising, Jewelry Design, Sales
Education
St. John Fisher College 1990 — 1994
BS, Accounting
Jennifer Zambito, CPA's Davie Kaplan, CPA, P.C. Experience September 2007 - September 2009
Job Senior Financial Reporting Analyst at Genesee & Wyoming Inc.
Industry Accounting
Experience
Genesee & Wyoming Inc. April 2015 - Present
Genesee & Wyoming Inc. April 2012 - April 2015
Genesee & Wyoming Inc. November 2009 - April 2012
Davie Kaplan, CPA, P.C. September 2007 - September 2009
GECAC April 2006 - August 2006
Skills
Accounting, General Ledger, Microsoft Excel, Financial Statements, Payroll, Auditing
Education
Mercyhurst University 2003 — 2007
Bachelor, Accounting and Business; Finance
Genesee & Wyoming Inc. April 2015 - Present
Genesee & Wyoming Inc. April 2012 - April 2015
Genesee & Wyoming Inc. November 2009 - April 2012
Davie Kaplan, CPA, P.C. September 2007 - September 2009
GECAC April 2006 - August 2006
Skills
Accounting, General Ledger, Microsoft Excel, Financial Statements, Payroll, Auditing
Education
Mercyhurst University 2003 — 2007
Bachelor, Accounting and Business; Finance
Cheryl Collichio's Davie Kaplan, CPA, P.C. Experience August 2012 - July 2015
Job Tax Auditor at NYS Department of Taxation & Finance
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. August 2012 - July 2015
The Bonadio Group November 2002 - April 2012
Skills
Tax, GAAP, Financial Reporting, CPA, Accounting, US GAAP, Internal Controls, General Ledger, QuickBooks, Accounts Payable, Accounts Receivable, Financial Analysis, Tax Preparation
Education
Penn State University 1999 — 2001
B.S., Accounting
Davie Kaplan, CPA, P.C. August 2012 - July 2015
The Bonadio Group November 2002 - April 2012
Skills
Tax, GAAP, Financial Reporting, CPA, Accounting, US GAAP, Internal Controls, General Ledger, QuickBooks, Accounts Payable, Accounts Receivable, Financial Analysis, Tax Preparation
Education
Penn State University 1999 — 2001
B.S., Accounting
Jim Przepiora, CPA's Davie Kaplan, CPA, P.C. Experience November 2008 - Present
Job Senior Accountant at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. November 2008 - Present
J.P. Exteriors September 1998 - October 2008
Kelly Atlantic, Inc 1996 - 1998
Merry Go Round, Inc February 1986 - June 1987
Education
SUNY Brockport 1992 — 1994
BA, Accounting
Monroe Community College 1988 — 1991
Associates, Accounting
Davie Kaplan, CPA, P.C. November 2008 - Present
J.P. Exteriors September 1998 - October 2008
Kelly Atlantic, Inc 1996 - 1998
Merry Go Round, Inc February 1986 - June 1987
Education
SUNY Brockport 1992 — 1994
BA, Accounting
Monroe Community College 1988 — 1991
Associates, Accounting
Daniel Simone's Davie Kaplan, CPA, P.C. Experience 2000 - 2005
Job VP of Finance and Accounting at Kidsline
Industry Wholesale
Experience
Kidsline, LLC February 2013 - Present
TelePacific Communications July 2007 - February 2013
TelePacific Communications August 2006 - July 2007
Mpower Communications June 2005 - August 2006
Davie Kaplan, CPA, P.C. 2000 - 2005
Skills
Sarbanes-Oxley Act, Financial Analysis, Forecasting, Accounting, Budgets, Auditing, Telecommunications, Process Improvement, Microsoft Excel, Analysis, Finance, Microsoft Office, Strategic Planning, Business Planning, Access, GAAP, Payroll, Team Building, Customer Service, Account Management, SEC filings, Vendor Management, US GAAP, Accounts Payable, Managerial Finance, Financial Reporting, Microsoft Word
Education
Nazareth College of Rochester 1996 — 2000
Bachelor's degree, Accounting
Kidsline, LLC February 2013 - Present
TelePacific Communications July 2007 - February 2013
TelePacific Communications August 2006 - July 2007
Mpower Communications June 2005 - August 2006
Davie Kaplan, CPA, P.C. 2000 - 2005
Skills
Sarbanes-Oxley Act, Financial Analysis, Forecasting, Accounting, Budgets, Auditing, Telecommunications, Process Improvement, Microsoft Excel, Analysis, Finance, Microsoft Office, Strategic Planning, Business Planning, Access, GAAP, Payroll, Team Building, Customer Service, Account Management, SEC filings, Vendor Management, US GAAP, Accounts Payable, Managerial Finance, Financial Reporting, Microsoft Word
Education
Nazareth College of Rochester 1996 — 2000
Bachelor's degree, Accounting
Jennifer Vitullo Mahood's Davie Kaplan, CPA, P.C. Experience January 2015 - Present
Job Tax Associate at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. January 2015 - Present
English Road Pediatrics & Adolescent Medicine January 2010 - Present
English Road Pediatrics & Adolescent Medicine April 2005 - May 2013
English Road Pediatrics & Adolescent Medicine April 2005 - September 2012
East Irondequoit CSD August 2007 - August 2011
English Road Pediatrics & Adolescent Medicine August 2007 - August 2008
Intel Corporation May 2002 - December 2002
Xerox August 2001 - November 2001
Skills
High proficiency in..., Microsoft Excel, Teaching, QuickBooks, Project Management, Teamwork, Microsoft Office, Public Speaking, Accounts Payable, Accounting, Analysis, Accounts Receivable
Education
State University of New York College at Brockport 2013 — 2014
Master of Science (MS), Forensic Accounting, 3.8
Saint John Fisher College 2005 — 2009
M.S., Mathematics, Science & Technology Education, 3.93
Rochester Institute of Technology 1999 — 2004
B.S., Applied Arts and Sciences, 3.38
Davie Kaplan, CPA, P.C. January 2015 - Present
English Road Pediatrics & Adolescent Medicine January 2010 - Present
English Road Pediatrics & Adolescent Medicine April 2005 - May 2013
English Road Pediatrics & Adolescent Medicine April 2005 - September 2012
East Irondequoit CSD August 2007 - August 2011
English Road Pediatrics & Adolescent Medicine August 2007 - August 2008
Intel Corporation May 2002 - December 2002
Xerox August 2001 - November 2001
Skills
High proficiency in..., Microsoft Excel, Teaching, QuickBooks, Project Management, Teamwork, Microsoft Office, Public Speaking, Accounts Payable, Accounting, Analysis, Accounts Receivable
Education
State University of New York College at Brockport 2013 — 2014
Master of Science (MS), Forensic Accounting, 3.8
Saint John Fisher College 2005 — 2009
M.S., Mathematics, Science & Technology Education, 3.93
Rochester Institute of Technology 1999 — 2004
B.S., Applied Arts and Sciences, 3.38
Joel Jarnot's Davie Kaplan, CPA, P.C. Experience November 2009 - May 2011
Job Accounting Manager
Industry Accounting
Experience
Monro Muffler Brake October 2012 - Present
GateHouse Media May 2011 - October 2012
Davie Kaplan, CPA, P.C. November 2009 - May 2011
Skills
Accounting, Financial Analysis, Auditing, Month End Close, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Supervisory Skills, Tax, Financial Statements
Education
State University of New York College at Brockport 2007 — 2009
BS, Accounting
Monro Muffler Brake October 2012 - Present
GateHouse Media May 2011 - October 2012
Davie Kaplan, CPA, P.C. November 2009 - May 2011
Skills
Accounting, Financial Analysis, Auditing, Month End Close, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Supervisory Skills, Tax, Financial Statements
Education
State University of New York College at Brockport 2007 — 2009
BS, Accounting
Emily Langner's Davie Kaplan, CPA, P.C. Experience October 2012 - Present
Job Davie Kaplan, CPA, P.C.
Industry International Affairs
Experience
Davie Kaplan, CPA, P.C. October 2012 - Present
Relin, Goldstein & Crane LLP May 2012 - September 2012
The Sovereign Military Order of Malta (United Nations) September 2011 - December 2011
Long Island University, CW Post Campus 2009 - 2011
United Vision Sales Inc. May 2010 - August 2010
Long Island University, CW Post Campus 2008 - 2010
Woodcliff Hotel & Spa 2005 - 2008
Skills
Dedicated and fast..., Efficient in managing..., Exceptional..., Able to multi-task and..., Microsoft Word, Excel,..., Research, Human Resources, Interviews, Sales, Press Releases, Administrative...
Education
LIU Post 2007 — 2011
Interntional Studies, Minor: Business Administration
Global College 2010 — 2010
Study Abroad Costa Rica
Davie Kaplan, CPA, P.C. October 2012 - Present
Relin, Goldstein & Crane LLP May 2012 - September 2012
The Sovereign Military Order of Malta (United Nations) September 2011 - December 2011
Long Island University, CW Post Campus 2009 - 2011
United Vision Sales Inc. May 2010 - August 2010
Long Island University, CW Post Campus 2008 - 2010
Woodcliff Hotel & Spa 2005 - 2008
Skills
Dedicated and fast..., Efficient in managing..., Exceptional..., Able to multi-task and..., Microsoft Word, Excel,..., Research, Human Resources, Interviews, Sales, Press Releases, Administrative...
Education
LIU Post 2007 — 2011
Interntional Studies, Minor: Business Administration
Global College 2010 — 2010
Study Abroad Costa Rica
Brian DeFrees's Davie Kaplan, CPA, P.C. Experience July 2011 - June 2012
Job Accounting Manager, ABVIGoodwill
Industry Accounting
Experience
ABVI-Goodwill May 2015 - Present
Lewis Tree Service Inc. February 2014 - May 2015
Simco Capital Ltd June 2012 - February 2014
Davie Kaplan, CPA, P.C. July 2011 - June 2012
Rochester General Hospital January 2011 - July 2011
The Bonadio Group January 2007 - January 2011
Skills
Accounting, Auditing, Financial Reporting, GAAP, US GAAP, QuickBooks, Tax Preparation, Tax, Internal Controls, Accounts Receivable, Assurance, Financial Accounting, Accounts Payable, Corporate Tax, Financial Analysis, Income Tax, General Ledger, Financial Statements
Education
SUNY Oswego
BS, Accounting
ABVI-Goodwill May 2015 - Present
Lewis Tree Service Inc. February 2014 - May 2015
Simco Capital Ltd June 2012 - February 2014
Davie Kaplan, CPA, P.C. July 2011 - June 2012
Rochester General Hospital January 2011 - July 2011
The Bonadio Group January 2007 - January 2011
Skills
Accounting, Auditing, Financial Reporting, GAAP, US GAAP, QuickBooks, Tax Preparation, Tax, Internal Controls, Accounts Receivable, Assurance, Financial Accounting, Accounts Payable, Corporate Tax, Financial Analysis, Income Tax, General Ledger, Financial Statements
Education
SUNY Oswego
BS, Accounting
Brayton Bzdick's Davie Kaplan, CPA, P.C. Experience February 2013 - April 2013
Job Account Manager at Power Management Co.
Industry
Experience
Power Management Co. May 2013 - Present
Davie Kaplan, CPA, P.C. February 2013 - April 2013
MVP Health Care December 2012 - February 2013
Paychex June 2012 - October 2012
Valpak of Rochester January 2012 - May 2012
Mendon Golf Club April 2011 - November 2011
Mendon Golf Club March 2011 - November 2011
Mendon Golf Club April 2010 - August 2011
Country Club of Mendon 2006 - 2010
Premier Custom Packaging September 2007 - May 2008
Education
Saint John Fisher College 2008 — 2012
BS, Management w/ Concentration in Marketing
Power Management Co. May 2013 - Present
Davie Kaplan, CPA, P.C. February 2013 - April 2013
MVP Health Care December 2012 - February 2013
Paychex June 2012 - October 2012
Valpak of Rochester January 2012 - May 2012
Mendon Golf Club April 2011 - November 2011
Mendon Golf Club March 2011 - November 2011
Mendon Golf Club April 2010 - August 2011
Country Club of Mendon 2006 - 2010
Premier Custom Packaging September 2007 - May 2008
Education
Saint John Fisher College 2008 — 2012
BS, Management w/ Concentration in Marketing
Marco Grugnale's Davie Kaplan, CPA, P.C. Experience June 2015 - Present
Job Network Administrator at Davie Kaplan, CPA, P.C.
Industry Information Technology and Services
Experience
Davie Kaplan, CPA, P.C. June 2015 - Present
Fibertech Networks April 2014 - June 2015
Capstone IT Inc. April 2013 - April 2014
Comtec Solutions April 2010 - March 2013
Advantage Federal Credit Union October 2008 - April 2010
Current Communications September 2006 - February 2008
Skills
Active Directory, Windows Server, Network Security, Blackberry Enterprise..., TCP/IP, Help Desk Support, Windows 7, VPN, Routers, Servers, System Administration, XP, Disaster Recovery, Asigra, Sonicwall, Antivirus, Norton Ghost, Dell PowerEdge Servers, Workstations, Laptops, Symantec Endpoint..., Printers, VoIP, Symantec Antivirus
Education
Rochester Institute of Technology 2004 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Monroe Community College 2001 — 2004
Associate of Science (A.S.), Computer and Information Sciences, General
Davie Kaplan, CPA, P.C. June 2015 - Present
Fibertech Networks April 2014 - June 2015
Capstone IT Inc. April 2013 - April 2014
Comtec Solutions April 2010 - March 2013
Advantage Federal Credit Union October 2008 - April 2010
Current Communications September 2006 - February 2008
Skills
Active Directory, Windows Server, Network Security, Blackberry Enterprise..., TCP/IP, Help Desk Support, Windows 7, VPN, Routers, Servers, System Administration, XP, Disaster Recovery, Asigra, Sonicwall, Antivirus, Norton Ghost, Dell PowerEdge Servers, Workstations, Laptops, Symantec Endpoint..., Printers, VoIP, Symantec Antivirus
Education
Rochester Institute of Technology 2004 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Monroe Community College 2001 — 2004
Associate of Science (A.S.), Computer and Information Sciences, General
Ellen Buck's Davie Kaplan, CPA, P.C. Experience November 2001 - February 2008
Job Information Analyst at University of Rochester
Industry Higher Education
Experience
University of Rochester February 2013 - Present
University of Rochester September 2008 - January 2013
Davie Kaplan, CPA, P.C. November 2001 - February 2008
Temple Beth El November 2000 - August 2001
Danka Office Imaging January 1997 - May 1999
Eastman Kodak November 1992 - December 1996
Eastman Kodak March 1980 - October 1992
Champion Products June 1979 - February 1980
Skills
Nonprofits, Research, Volunteer Management, Event Planning, Fundraising
Education
Monroe Community College 1977 — 1980
Associate of Arts and Sciences (AAS), Legal Secretarial Science
Rochester Institute of Technology
Bachelor of Applied Science (BAS), Multi/Interdisciplinary Studies
University of Rochester February 2013 - Present
University of Rochester September 2008 - January 2013
Davie Kaplan, CPA, P.C. November 2001 - February 2008
Temple Beth El November 2000 - August 2001
Danka Office Imaging January 1997 - May 1999
Eastman Kodak November 1992 - December 1996
Eastman Kodak March 1980 - October 1992
Champion Products June 1979 - February 1980
Skills
Nonprofits, Research, Volunteer Management, Event Planning, Fundraising
Education
Monroe Community College 1977 — 1980
Associate of Arts and Sciences (AAS), Legal Secretarial Science
Rochester Institute of Technology
Bachelor of Applied Science (BAS), Multi/Interdisciplinary Studies
Michael DeCarlo's Davie Kaplan, CPA, P.C. Experience January 2008 - April 2010
Job Assistant Controller at Morgan Management LLC
Industry Accounting
Experience
Morgan Management LLC January 2014 - Present
Morgan Management LLC September 2012 - December 2013
DeJoy, Knauf & Blood, LLP October 2010 - September 2012
Davie Kaplan, CPA, P.C. January 2008 - April 2010
Wegmans Food Markets November 2002 - December 2007
Skills
Auditing, General Ledger, Accounting, Financial Reporting, QuickBooks, Internal Controls, Tax Preparation, Account Reconciliation, GAAP, Financial Analysis, Tax, Corporate Tax, Financial Statements, Strategic Financial..., CPA, Accruals, Payroll Taxes, Fixed Assets, Income Tax, Cash Flow, Partnership Taxation, Tax Returns, Tax Accounting, Revenue Recognition, Cash Management, Financial Audits, Financial Modeling, Capital Budgeting, Accounts Payable, Budgets, Cash Flow Forecasting, Variance Analysis, Peachtree, Internal Audit, Forecasting, Bookkeeping, P&L, Property Tax, ProSystem fx Tax, Sales Tax, Operating Budgets, Finance
Education
Saint John Fisher College 2005 — 2007
Bachelor's degree, Accounting
Monroe Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
Morgan Management LLC January 2014 - Present
Morgan Management LLC September 2012 - December 2013
DeJoy, Knauf & Blood, LLP October 2010 - September 2012
Davie Kaplan, CPA, P.C. January 2008 - April 2010
Wegmans Food Markets November 2002 - December 2007
Skills
Auditing, General Ledger, Accounting, Financial Reporting, QuickBooks, Internal Controls, Tax Preparation, Account Reconciliation, GAAP, Financial Analysis, Tax, Corporate Tax, Financial Statements, Strategic Financial..., CPA, Accruals, Payroll Taxes, Fixed Assets, Income Tax, Cash Flow, Partnership Taxation, Tax Returns, Tax Accounting, Revenue Recognition, Cash Management, Financial Audits, Financial Modeling, Capital Budgeting, Accounts Payable, Budgets, Cash Flow Forecasting, Variance Analysis, Peachtree, Internal Audit, Forecasting, Bookkeeping, P&L, Property Tax, ProSystem fx Tax, Sales Tax, Operating Budgets, Finance
Education
Saint John Fisher College 2005 — 2007
Bachelor's degree, Accounting
Monroe Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
Greg Gillette's Davie Kaplan, CPA, P.C. Experience October 2014 - Present
Job I.T. Manager at Davie Kaplan, CPA, P.C.
Industry Information Technology and Services
Experience
Davie Kaplan, CPA, P.C. October 2014 - Present
ComTecSolutions November 2009 - October 2014
Nationwide Precision Products / Gillette Machine And Tool 1998 - December 2009
Premenos / Harbinger 1996 - 1998
Skills
Microsoft Office, Microsoft SQL Server, Customer Service, Epicor, Windows Server, Windows 7, Windows XP, Windows XP Pro, Windows, Crystal Reports, Vantage, Network Administration, Network Engineering, Technical Support, DNS, DHCP
Education
Monroe Community College 1998 — 1999
Diablo Valley College 1996 — 1997
SUNY Brockport 1993 — 1996
Davie Kaplan, CPA, P.C. October 2014 - Present
ComTecSolutions November 2009 - October 2014
Nationwide Precision Products / Gillette Machine And Tool 1998 - December 2009
Premenos / Harbinger 1996 - 1998
Skills
Microsoft Office, Microsoft SQL Server, Customer Service, Epicor, Windows Server, Windows 7, Windows XP, Windows XP Pro, Windows, Crystal Reports, Vantage, Network Administration, Network Engineering, Technical Support, DNS, DHCP
Education
Monroe Community College 1998 — 1999
Diablo Valley College 1996 — 1997
SUNY Brockport 1993 — 1996
Sharon Kemp's Davie Kaplan, CPA, P.C. Experience May 2015 - Present
Job Senior Accountant at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. May 2015 - Present
The Bonadio Group October 2014 - Present
Davie Kaplan, CPA, P.C. January 2001 - October 2014
Education
Miami University 1991 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Davie Kaplan, CPA, P.C. May 2015 - Present
The Bonadio Group October 2014 - Present
Davie Kaplan, CPA, P.C. January 2001 - October 2014
Education
Miami University 1991 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Daniel Nitschke's Davie Kaplan, CPA, P.C. Experience August 2012 - Present
Job Tax Manager at Davie Kaplan, CPA, P.C.
Industry Accounting
Experience
Davie Kaplan, CPA, P.C. August 2012 - Present
Thaney & Associates, CPAs, P.C. September 2008 - August 2012
Gray Certified Public Accntng January 2006 - September 2008
Skills
Income Tax, Corporate Tax, Partnership Taxation, Personal Income Tax..., Financial and Tax..., Financial Statement..., Tax Advisory, Tax Law, Tax Research, International Tax, Sales Tax, Cost Segregation
Education
Alfred University 2002 — 2003
Bachelor's degree, Accounting
State University of New York College at Geneseo 2000 — 2002
Accounting
Susquehanna University 1999 — 2000
Accounting
Davie Kaplan, CPA, P.C. August 2012 - Present
Thaney & Associates, CPAs, P.C. September 2008 - August 2012
Gray Certified Public Accntng January 2006 - September 2008
Skills
Income Tax, Corporate Tax, Partnership Taxation, Personal Income Tax..., Financial and Tax..., Financial Statement..., Tax Advisory, Tax Law, Tax Research, International Tax, Sales Tax, Cost Segregation
Education
Alfred University 2002 — 2003
Bachelor's degree, Accounting
State University of New York College at Geneseo 2000 — 2002
Accounting
Susquehanna University 1999 — 2000
Accounting