DMLO Company
Description
Address: 9300 Shelbyville Rd #1100, Louisville, KY 40222 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (502) 426-9660: : : Category: : Place name: Website: : : Website: http://dmlo.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. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of DMLO CPAs Posting publicly on the Web Write a review Reviews 2 Google reviews From DMLO CPAs "With 90+ employees, DMLO CPAs provides a full range of financial and advisory services to businesses, individuals, high net worth families, entrepreneurs, and not-for-profit organizations. We have specialized teams focused on construction, real...More "With 90+ employees, DMLO CPAs provides a full range of financial and advisory services to businesses, individuals, high net worth families, entrepreneurs, and not-for-profit organizations. We have specialized teams focused on construction, real estate, manufacturing and distribution, long-term care, not-for-profit organizations, service businesses, medical and dental practices, and financial institutions / credit unions. Our services include assurance, outsourced accounting services, business and personal tax and tax planning, startup ventures and emerging business guidance, estates and trusts, wealth advisory services, cost segregation analysis, business valuations, litigation support, and forensic accounting." Latest PostsPosts from DMLO CPAs View previous posts on Google
DMLO List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at DMLO. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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DMLO Employees
Employee
Years
Job
Industry
Dianne Morris Dianne Morris's DMLO Experience 2008 - January 2013
Job Accountant at DMLO
Industry Accounting
Experience
DMLO 2008 - January 2013
All J Schneider Company 2008 - 2010
Family Place 2002 - 2006
Ready Staffing 1998 - 2002
Borden Chemical 1996 - 1998
Devoe & Raynolds 1989 - 1996
Skills
ProSystem fx Tax, Accounting, QuickBooks, Compilation, Mas 90, Payroll, Creative Solutions..., Closing Entries, Financial Analysis, Internal Controls, Non-profits, Intercompany..., Financial Reporting, Fixed Assets, General Ledger, Financial Accounting, Journal Entries, Accounts Payable, Small Business, Account Reconciliation, Bank Reconciliation, Year-end Close, Payroll Taxes, Sales Tax, Sales, Monthly Close, 1099 Preparation, Variance Analysis, Trial Balance, Financial Statements, Income Tax
Education
Bellarmine University 1983 — 1988
B.A., Accounting
DMLO 2008 - January 2013
All J Schneider Company 2008 - 2010
Family Place 2002 - 2006
Ready Staffing 1998 - 2002
Borden Chemical 1996 - 1998
Devoe & Raynolds 1989 - 1996
Skills
ProSystem fx Tax, Accounting, QuickBooks, Compilation, Mas 90, Payroll, Creative Solutions..., Closing Entries, Financial Analysis, Internal Controls, Non-profits, Intercompany..., Financial Reporting, Fixed Assets, General Ledger, Financial Accounting, Journal Entries, Accounts Payable, Small Business, Account Reconciliation, Bank Reconciliation, Year-end Close, Payroll Taxes, Sales Tax, Sales, Monthly Close, 1099 Preparation, Variance Analysis, Trial Balance, Financial Statements, Income Tax
Education
Bellarmine University 1983 — 1988
B.A., Accounting
Kevin J Herdman, CPA, MBA, Ph.D.'s DMLO Experience November 1995 - 2000
Job California Finance Director
Industry Financial Services
Experience
Transcend Insights (A Humana Company) December 2012 - Present
DefenseWeb Technologies (A Humana Company) February 2008 - Present
Humana Military Healthcare Services July 2001 - February 2008
American Cold Storage July 2000 - July 2001
Deming, Malone, Livesay and Ostroff, CPAs November 1995 - July 2000
DMLO November 1995 - 2000
Skills
Budgets, Sarbanes-Oxley Act, Accounting, Financial Reporting, Strategic Planning, Account Reconciliation, Accounts Payable, Cash Flow, Contract Management, Business Planning, Auditing, Analysis, Accounts Receivable, Corporate Finance, Cost Accounting, Finance, Financial Accounting, Financial Analysis, Financial Statements, GAAP, General Ledger, Government Contracting, Human Resources, Income Statement, Internal Audit, Leadership, Management, Managerial Finance, Process Improvement, Project Management, Risk Management, Tax
Education
University of Louisville 2004 — 2007
Ph.D., Organizational Development and Human Resource Education
Webster University 2002 — 2004
MA, Human Resource Management
Indiana University-Southeast 1996 — 1999
MBA
West Virginia State University 1989 — 1993
BS, Business Administration/Accounting
Transcend Insights (A Humana Company) December 2012 - Present
DefenseWeb Technologies (A Humana Company) February 2008 - Present
Humana Military Healthcare Services July 2001 - February 2008
American Cold Storage July 2000 - July 2001
Deming, Malone, Livesay and Ostroff, CPAs November 1995 - July 2000
DMLO November 1995 - 2000
Skills
Budgets, Sarbanes-Oxley Act, Accounting, Financial Reporting, Strategic Planning, Account Reconciliation, Accounts Payable, Cash Flow, Contract Management, Business Planning, Auditing, Analysis, Accounts Receivable, Corporate Finance, Cost Accounting, Finance, Financial Accounting, Financial Analysis, Financial Statements, GAAP, General Ledger, Government Contracting, Human Resources, Income Statement, Internal Audit, Leadership, Management, Managerial Finance, Process Improvement, Project Management, Risk Management, Tax
Education
University of Louisville 2004 — 2007
Ph.D., Organizational Development and Human Resource Education
Webster University 2002 — 2004
MA, Human Resource Management
Indiana University-Southeast 1996 — 1999
MBA
West Virginia State University 1989 — 1993
BS, Business Administration/Accounting
Breanna Kingsolver's DMLO Experience June 2013 - Present
Job Supervisor at DMLO
Industry Accounting
Experience
DMLO June 2013 - Present
PwC September 2010 - August 2012
DMLO August 2009 - April 2010
PwC January 2008 - April 2008
Skills
CPA, Auditing, GAAP, Internal Controls, US GAAP, Accounting, External Audit
Education
University of Kentucky 2008 — 2009
Master's degree, Accounting
University of Kentucky 2004 — 2008
Bachelor of Science (BS), Accounting
DMLO June 2013 - Present
PwC September 2010 - August 2012
DMLO August 2009 - April 2010
PwC January 2008 - April 2008
Skills
CPA, Auditing, GAAP, Internal Controls, US GAAP, Accounting, External Audit
Education
University of Kentucky 2008 — 2009
Master's degree, Accounting
University of Kentucky 2004 — 2008
Bachelor of Science (BS), Accounting
Renee Gehring's DMLO Experience October 2013 - Present
Job Supervisor at DMLO
Industry Accounting
Experience
DMLO October 2013 - Present
DMLO CPAs November 2006 - September 2013
Oasis Solutions Group 2005 - 2006
DMLO CPAs 2000 - 2005
Amick & Company PSC 1994 - 2000
Skills
Payroll, Tax, Accounts Payable, Accounting, Bookkeeping, Internal Audit, Financial Statements, CPA, Income Tax, Fixed Assets, Tax Preparation, Accounts Receivable, Corporate Tax
Education
Sullivan University
Bachelor of Science (BS), Accounting
DMLO October 2013 - Present
DMLO CPAs November 2006 - September 2013
Oasis Solutions Group 2005 - 2006
DMLO CPAs 2000 - 2005
Amick & Company PSC 1994 - 2000
Skills
Payroll, Tax, Accounts Payable, Accounting, Bookkeeping, Internal Audit, Financial Statements, CPA, Income Tax, Fixed Assets, Tax Preparation, Accounts Receivable, Corporate Tax
Education
Sullivan University
Bachelor of Science (BS), Accounting
Marilyn Owens's DMLO Experience 1990 - Present
Job Senior Manager at DMLO, CPAs
Industry Accounting
Experience
DMLO 1990 - Present
EY 1983 - 1988
KY Natural Resources and Environmental Protection Cabinet 1977 - 1983
Investors Heritage Life Insurance Company 1971 - 1977
Skills
Mergers, Tax, Strategic Financial..., CPA, Corporate Tax, Tax Preparation, Small Business, Partnership Taxation, Income tax - business &..., Fixed Assets, Financial Analysis, Auditing, Internal Controls, Financial Accounting, Financial Reporting, GAAP, Tax Accounting, Income Tax, QuickBooks
Education
University of Kentucky 1979 — 1983
BS, Accounting
Franklin County High
DMLO 1990 - Present
EY 1983 - 1988
KY Natural Resources and Environmental Protection Cabinet 1977 - 1983
Investors Heritage Life Insurance Company 1971 - 1977
Skills
Mergers, Tax, Strategic Financial..., CPA, Corporate Tax, Tax Preparation, Small Business, Partnership Taxation, Income tax - business &..., Fixed Assets, Financial Analysis, Auditing, Internal Controls, Financial Accounting, Financial Reporting, GAAP, Tax Accounting, Income Tax, QuickBooks
Education
University of Kentucky 1979 — 1983
BS, Accounting
Franklin County High
Lisa Merchant's DMLO Experience October 1991 - Present
Job Senior Manager at DMLO
Industry Accounting
Experience
DMLO October 1991 - Present
KAHCF 1988 - October 1991
KY Division of Audits 1984 - 1988
Skills
Financial Reporting, CPA, Accounting, Financial Accounting
Education
University of Kentucky 1981 — 1985
BS, Accounting
DMLO October 1991 - Present
KAHCF 1988 - October 1991
KY Division of Audits 1984 - 1988
Skills
Financial Reporting, CPA, Accounting, Financial Accounting
Education
University of Kentucky 1981 — 1985
BS, Accounting
Bryan Self, CPA's DMLO Experience December 2012 - July 2015
Job Assurance Services at EY
Industry Accounting
Experience
EY July 2015 - Present
DMLO CPAs February 2015 - July 2015
DMLO December 2012 - July 2015
Volunteers of America of Kentucky January 2011 - December 2012
Skills
Accounting, Auditing, Internal Controls, Account Reconciliation, Financial Statements, Accounts Payable, Financial Analysis, Accounts Receivable, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, QuickBooks, PowerPoint, Public Speaking, Microsoft Dynamics, DocLink, Accpac, Adobe, General Ledger, Journal Entries, Time Management, Bank Reconciliation, Financial Reporting, Financial Accounting, Access, Fixed Assets, Tax Preparation, Corporate Tax, WordPress, GAAP, Tax, Budgets, Tax Accounting, Finance, Income Tax, Analysis, CPA
Education
Indiana University Southeast 2011 — 2013
Master of Business Administration (MBA), Business, 3.65
University of Louisville 2006 — 2010
Bachelor of Science, Business Administration, Finance
University of Louisville 2006 — 2010
Bachelor of Science, Business Administration, Accounting
EY July 2015 - Present
DMLO CPAs February 2015 - July 2015
DMLO December 2012 - July 2015
Volunteers of America of Kentucky January 2011 - December 2012
Skills
Accounting, Auditing, Internal Controls, Account Reconciliation, Financial Statements, Accounts Payable, Financial Analysis, Accounts Receivable, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, QuickBooks, PowerPoint, Public Speaking, Microsoft Dynamics, DocLink, Accpac, Adobe, General Ledger, Journal Entries, Time Management, Bank Reconciliation, Financial Reporting, Financial Accounting, Access, Fixed Assets, Tax Preparation, Corporate Tax, WordPress, GAAP, Tax, Budgets, Tax Accounting, Finance, Income Tax, Analysis, CPA
Education
Indiana University Southeast 2011 — 2013
Master of Business Administration (MBA), Business, 3.65
University of Louisville 2006 — 2010
Bachelor of Science, Business Administration, Finance
University of Louisville 2006 — 2010
Bachelor of Science, Business Administration, Accounting
Benjamin Benedict Benjamin Benedict's DMLO Experience December 2012 - Present
Job Software Specialist at DMLO
Industry Accounting
Experience
DMLO December 2012 - Present
Global Executive Management Solutions (GEMMS) October 2011 - May 2012
Skills
Active Directory, Windows, Windows 7, Windows Server, Access, Microsoft Office, Troubleshooting, System Administration, Computer Hardware, XP, SharePoint, VMware, Technical Support, Network Administration, Software Documentation, QuickBooks, Information Technology, Multifunction Devices, VoIP, Citrix, Microsoft Exchange, Servers, Remote Desktop, Microsoft Technologies
Education
Sullivan University 2011 — 2013
Associate's degree, Computer Science, A
Simpson University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting, B
DMLO December 2012 - Present
Global Executive Management Solutions (GEMMS) October 2011 - May 2012
Skills
Active Directory, Windows, Windows 7, Windows Server, Access, Microsoft Office, Troubleshooting, System Administration, Computer Hardware, XP, SharePoint, VMware, Technical Support, Network Administration, Software Documentation, QuickBooks, Information Technology, Multifunction Devices, VoIP, Citrix, Microsoft Exchange, Servers, Remote Desktop, Microsoft Technologies
Education
Sullivan University 2011 — 2013
Associate's degree, Computer Science, A
Simpson University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting, B
Debra Ausley Debra Ausley's DMLO Experience January 2005 - October 2011
Job Vice President Senior Trust Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2012 - Present
DMLO January 2005 - October 2011
Skills
Tax, Financial Statements, Tax Returns, Tax Preparation, Income Tax, CPA, QuickBooks, Small Business, Auditing, Tax Accounting, GAAP, Budgets, Financial Analysis, S Corporations, Partnership Taxation, Financial Reporting, Financial Accounting, Strategic Financial..., Strategic Planning, Customer Service, ProSystem fx Tax, High Net Worth..., Personal Trust..., Corporate Tax, Teamwork
Education
Goldey-Beacom College 2002 — 2003
MBA with concentration in Finance, Business, Master in Business with concentration in Finance
Mary Washington College 1984 — 1988
Bachelor's of Science, Accounting
PNC Wealth Management April 2012 - Present
DMLO January 2005 - October 2011
Skills
Tax, Financial Statements, Tax Returns, Tax Preparation, Income Tax, CPA, QuickBooks, Small Business, Auditing, Tax Accounting, GAAP, Budgets, Financial Analysis, S Corporations, Partnership Taxation, Financial Reporting, Financial Accounting, Strategic Financial..., Strategic Planning, Customer Service, ProSystem fx Tax, High Net Worth..., Personal Trust..., Corporate Tax, Teamwork
Education
Goldey-Beacom College 2002 — 2003
MBA with concentration in Finance, Business, Master in Business with concentration in Finance
Mary Washington College 1984 — 1988
Bachelor's of Science, Accounting
Bill Wingate's DMLO Experience February 2009 - September 2009
Job Chief Financial Officer at Commonwealth Agricultural Ventures, LLC
Industry Accounting
Experience
Commonwealth Agricultural Ventures, LLC January 2013 - Present
Wingate, CPA September 2009 - Present
Produce (2014) October 2013 - November 2013
Split Movie LLC November 2012 - December 2012
MedX12, Inc. September 2009 - October 2012
Med Ed Training 2009 - October 2012
DMLO February 2009 - September 2009
Strothman & Company June 2004 - February 2009
Strothman & Company 2001 - 2005
Ocean Tomo 2001 - 2004
Skills
Financial Reporting, Accounting, Auditing, Mergers, Audit, Strategic Planning, Financial Planning, Financial Analysis, Budgeting, Internal Controls, Management Consulting, Due Diligence, Compliance, Mergers & Acquisitions, Analysis, Business Valuation, Finance, Strategic Financial..., Valuation, Small Business, Tax, Sarbanes-Oxley Act, GAAP
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
Purdue University - Krannert School of Management 1983 — 1987
BS, Accounting
Chaminade College Prepatory 1980 — 1983
Diploma
Our Lady of the Blessed Sacrament 1971 — 1979
Diploma, Grade School
Shi-han Kyu
Commonwealth Agricultural Ventures, LLC January 2013 - Present
Wingate, CPA September 2009 - Present
Produce (2014) October 2013 - November 2013
Split Movie LLC November 2012 - December 2012
MedX12, Inc. September 2009 - October 2012
Med Ed Training 2009 - October 2012
DMLO February 2009 - September 2009
Strothman & Company June 2004 - February 2009
Strothman & Company 2001 - 2005
Ocean Tomo 2001 - 2004
Skills
Financial Reporting, Accounting, Auditing, Mergers, Audit, Strategic Planning, Financial Planning, Financial Analysis, Budgeting, Internal Controls, Management Consulting, Due Diligence, Compliance, Mergers & Acquisitions, Analysis, Business Valuation, Finance, Strategic Financial..., Valuation, Small Business, Tax, Sarbanes-Oxley Act, GAAP
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
Purdue University - Krannert School of Management 1983 — 1987
BS, Accounting
Chaminade College Prepatory 1980 — 1983
Diploma
Our Lady of the Blessed Sacrament 1971 — 1979
Diploma, Grade School
Shi-han Kyu
Chris Denny Chris Denny's DMLO Experience January 2008 - May 2012
Job Network Engineer at ULP
Industry Accounting
Experience
University of Louisville Physicians May 2012 - Present
DMLO January 2008 - May 2012
Insight Communications May 2006 - September 2007
Skills
Microsoft Certified..., A+, CompTIA, CCNA, Security+, MCSA, Auditing, Network+, Network Security, Active Directory, Network Engineering, Cisco Technologies, Cisco IOS, Cisco Routers, Cisco Nexus, Cisco Call Manager, Cisco UCS, Microsoft Exchange, VMware, DNS, Windows Server, Help Desk Support, DHCP, Troubleshooting, Citrix, Cisco Wireless, Servers, VMware ESX, CCNP, Windows 7, System Administration, Hardware, Virtualization, Linux System..., Routers, Group Policy, Switches, Networking, vSphere, VoIP, Unified Messaging, Unified Communications
Education
Western Kentucky University 2011 — 2015
Bachelors' Degree, Computer Information Technology
Jefferson Community College 2002 — 2006
AAS, Computer Science
University of Louisville Physicians May 2012 - Present
DMLO January 2008 - May 2012
Insight Communications May 2006 - September 2007
Skills
Microsoft Certified..., A+, CompTIA, CCNA, Security+, MCSA, Auditing, Network+, Network Security, Active Directory, Network Engineering, Cisco Technologies, Cisco IOS, Cisco Routers, Cisco Nexus, Cisco Call Manager, Cisco UCS, Microsoft Exchange, VMware, DNS, Windows Server, Help Desk Support, DHCP, Troubleshooting, Citrix, Cisco Wireless, Servers, VMware ESX, CCNP, Windows 7, System Administration, Hardware, Virtualization, Linux System..., Routers, Group Policy, Switches, Networking, vSphere, VoIP, Unified Messaging, Unified Communications
Education
Western Kentucky University 2011 — 2015
Bachelors' Degree, Computer Information Technology
Jefferson Community College 2002 — 2006
AAS, Computer Science
Adam Faris's DMLO Experience January 2005 - June 2011
Job Director of Finance at Center for Women and Families
Industry Accounting
Experience
Center for Women and Families June 2011 - Present
DMLO January 2005 - June 2011
Integrated Benefits Adminstrators 2002 - 2004
Video Kitchen January 1997 - December 2001
Skills
Non-profits, Audit, Auditing, Accounting, Budgeting, Financial Reporting, Microsoft Office, Financial Analysis, Fixed Assets, Internal Controls, Cash Flow, Excel, General Ledger, GAAP, Financial Accounting, Budgets, Nonprofits, Financial Statements, CPA, Finance
Education
University of Louisville 2005 — 2007
MAC, Accounting
University of Louisville 2000 — 2004
BS, Accounting
Center for Women and Families June 2011 - Present
DMLO January 2005 - June 2011
Integrated Benefits Adminstrators 2002 - 2004
Video Kitchen January 1997 - December 2001
Skills
Non-profits, Audit, Auditing, Accounting, Budgeting, Financial Reporting, Microsoft Office, Financial Analysis, Fixed Assets, Internal Controls, Cash Flow, Excel, General Ledger, GAAP, Financial Accounting, Budgets, Nonprofits, Financial Statements, CPA, Finance
Education
University of Louisville 2005 — 2007
MAC, Accounting
University of Louisville 2000 — 2004
BS, Accounting
Andrea K. Yorgy, CPA, MBA's DMLO Experience October 2006 - November 2010
Job Controller Louisville Distilling Company LLC
Industry Accounting
Experience
Louisville Distilling Company (Angel's Envy Bourbon) September 2014 - Present
Miller Transportation April 2014 - August 2014
Mountjoy Chilton Medley LLP November 2010 - April 2014
DMLO October 2006 - November 2010
Chilton & Medley January 2003 - October 2006
Skills
Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Accounting, Accounting, Accessibility, Financial Accounting, Account Management, Compilation, Financial Advice, Small Business, Manufacturing, Research, Supervisory Experience, Personal Finance, Excel, Word, CCH, Depreciation, Tax Credits, Research Analysis, Teaching Skills, PowerPoint, Data Analysis, Financials, Social Media, Quickbooks, Retail, Real Estate, Customer Service, Problem Solving, Quality Assurance, Teamwork, Team Leadership, QuickBooks, Microsoft Excel, Microsoft Word, Financial Reporting, Financial Analysis, GAAP, Tax
Education
Bellarmine University 2001 — 2003
MBA, Business
Bellarmine University 1998 — 2002
BA, Accounting
Louisville Distilling Company (Angel's Envy Bourbon) September 2014 - Present
Miller Transportation April 2014 - August 2014
Mountjoy Chilton Medley LLP November 2010 - April 2014
DMLO October 2006 - November 2010
Chilton & Medley January 2003 - October 2006
Skills
Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Accounting, Accounting, Accessibility, Financial Accounting, Account Management, Compilation, Financial Advice, Small Business, Manufacturing, Research, Supervisory Experience, Personal Finance, Excel, Word, CCH, Depreciation, Tax Credits, Research Analysis, Teaching Skills, PowerPoint, Data Analysis, Financials, Social Media, Quickbooks, Retail, Real Estate, Customer Service, Problem Solving, Quality Assurance, Teamwork, Team Leadership, QuickBooks, Microsoft Excel, Microsoft Word, Financial Reporting, Financial Analysis, GAAP, Tax
Education
Bellarmine University 2001 — 2003
MBA, Business
Bellarmine University 1998 — 2002
BA, Accounting
Philip Boudreau, CPA Philip Boudreau, CPA's DMLO Experience July 2013 - February 2015
Job Tax Accountant at Humana
Industry Accounting
Experience
Humana February 2015 - Present
DMLO July 2013 - February 2015
D'Arcangelo & Co., LLP 2010 - 2013
EY 2008 - 2009
UHY LLP 2007 - 2008
The Ayco Company, L.P., a Goldman Sachs Company 2005 - 2007
Skills
Accounting, Tax Preparation, Financial Reporting, QuickBooks, Financial Analysis, Tax Research, CPA, Income Tax, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Fixed Assets, Corporate Tax, Tax Accounting, GAAP, Partnership Taxation, Tax, Financial Statements, Account Reconciliation, Tax Returns
Education
State University of New York at Albany 2004 — 2005
Master of Science (M.S.), Taxation
State University of New York at Albany 2002 — 2004
Bachelor of Science (BS), Accounting
Hudson County Community College 1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Humana February 2015 - Present
DMLO July 2013 - February 2015
D'Arcangelo & Co., LLP 2010 - 2013
EY 2008 - 2009
UHY LLP 2007 - 2008
The Ayco Company, L.P., a Goldman Sachs Company 2005 - 2007
Skills
Accounting, Tax Preparation, Financial Reporting, QuickBooks, Financial Analysis, Tax Research, CPA, Income Tax, Financial Accounting, Sarbanes-Oxley Act, General Ledger, Fixed Assets, Corporate Tax, Tax Accounting, GAAP, Partnership Taxation, Tax, Financial Statements, Account Reconciliation, Tax Returns
Education
State University of New York at Albany 2004 — 2005
Master of Science (M.S.), Taxation
State University of New York at Albany 2002 — 2004
Bachelor of Science (BS), Accounting
Hudson County Community College 1999 — 2001
Associate of Science (A.S.), Business Administration and Management, General
Peter Pence's DMLO Experience October 2012 - Present
Job Tax Accountant at DMLO
Industry Accounting
Experience
DMLO October 2012 - Present
Skills
Tax Preparation, Tax, Accounting, GAAP, Leadership
Education
University of Louisville 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
DMLO October 2012 - Present
Skills
Tax Preparation, Tax, Accounting, GAAP, Leadership
Education
University of Louisville 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Jerry Hurt's DMLO Experience June 1991 - May 2014
Job Anything I want to be! at Retired
Industry Accounting
Experience
Retired May 2014 - Present
Retired May 2014 - May 2014
DMLO June 1991 - May 2014
Deming, Malone, Livesay & Ostroff 1991 - May 2014
Skills
CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Preparation, Auditing, Internal Controls, GAAP, Financial Reporting, QuickBooks, Tax Accounting, Financial Accounting, Financial Analysis, Financial Statements, Small Business, Strategic Financial..., General Ledger
Education
University of Kentucky 1973 — 1973
M.S., Accounting
Retired May 2014 - Present
Retired May 2014 - May 2014
DMLO June 1991 - May 2014
Deming, Malone, Livesay & Ostroff 1991 - May 2014
Skills
CPA, Accounting, Tax, Income Tax, Corporate Tax, Tax Preparation, Auditing, Internal Controls, GAAP, Financial Reporting, QuickBooks, Tax Accounting, Financial Accounting, Financial Analysis, Financial Statements, Small Business, Strategic Financial..., General Ledger
Education
University of Kentucky 1973 — 1973
M.S., Accounting
Lisa McNair, CPA's DMLO Experience October 2012 - January 2014
Job Member at Summit Strategic Advisors, LLC
Industry Accounting
Experience
Summit Strategic Advisors LLC February 2014 - Present
DMLO October 2012 - January 2014
DMLO June 1998 - September 2012
Skills
Corporate Tax, Income Tax, Estate Tax Planning, Tax, Risk Management, Tax Preparation, Partnership Taxation, Tax Accounting, S Corporations, ProSystem fx Tax, Financial Accounting, Management, Tax Returns, CPA, Accounting, Financial Reporting, Auditing, Estate Planning, Strategic Planning, Fixed Assets
Education
Georgetown College 1994 — 1998
Bachelor of Science (BS), Accounting
Ballard High School
Summit Strategic Advisors LLC February 2014 - Present
DMLO October 2012 - January 2014
DMLO June 1998 - September 2012
Skills
Corporate Tax, Income Tax, Estate Tax Planning, Tax, Risk Management, Tax Preparation, Partnership Taxation, Tax Accounting, S Corporations, ProSystem fx Tax, Financial Accounting, Management, Tax Returns, CPA, Accounting, Financial Reporting, Auditing, Estate Planning, Strategic Planning, Fixed Assets
Education
Georgetown College 1994 — 1998
Bachelor of Science (BS), Accounting
Ballard High School
Teresa Goodman Teresa Goodman's DMLO Experience July 1986 - Present
Job Accountant in the General Services Department at DMLO
Industry Accounting
Experience
DMLO July 1986 - Present
Creasey Company 1970 - May 1976
Skills
QuickBooks, Mas90, Peachtree, Mas 90, Tax Preparation, Fixed Assets, Income Tax, Accounting, Tax, Financial Accounting, Tax Accounting, Internal Controls, Financial Reporting, Corporate Tax, Partnership Taxation
Education
Jefferson Community College
DMLO July 1986 - Present
Creasey Company 1970 - May 1976
Skills
QuickBooks, Mas90, Peachtree, Mas 90, Tax Preparation, Fixed Assets, Income Tax, Accounting, Tax, Financial Accounting, Tax Accounting, Internal Controls, Financial Reporting, Corporate Tax, Partnership Taxation
Education
Jefferson Community College
Bea Rosenberg CPA's DMLO Experience January 1998 - Present
Job Specializing in estate, fiduciary and gift tax planning and compliance
Industry Accounting
Experience
DMLO January 1998 - Present
Stock Yards Bank & Trust January 1993 - December 1997
National City Bank September 1983 - December 1992
National City Bank March 1976 - December 1992
Coopers & Lybrand June 1986 - August 1988
Skills
Tax, Trusts, Tax Preparation, Income Tax, CPA, Wealth Management, Tax Accounting, Retirement Planning, Strategic Financial...
Education
University of Louisville 1986 — 1990
MBA
University of Louisville 1977 — 1985
BSBA
Leadership Louisville Class of 2010
DMLO January 1998 - Present
Stock Yards Bank & Trust January 1993 - December 1997
National City Bank September 1983 - December 1992
National City Bank March 1976 - December 1992
Coopers & Lybrand June 1986 - August 1988
Skills
Tax, Trusts, Tax Preparation, Income Tax, CPA, Wealth Management, Tax Accounting, Retirement Planning, Strategic Financial...
Education
University of Louisville 1986 — 1990
MBA
University of Louisville 1977 — 1985
BSBA
Leadership Louisville Class of 2010
Christine Koenig's DMLO Experience July 2003 - Present
Job Director/Partner, CPA at DMLO, CPAs
Industry Accounting
Experience
DMLO July 2003 - Present
KPMG September 1997 - September 2002
Skills
CPA, Income Tax, Auditing, Accounting, Employee Benefits, Tax, Financial Reporting, GAAP, Tax Preparation, Corporate Tax, Financial Statements, Internal Controls
Education
Indiana University-Southeast 2000 — 2002
Master of Business Administration, Business Administration
Murray State University 1992 — 1996
Bachelor of Arts in Business, Accounting
DMLO July 2003 - Present
KPMG September 1997 - September 2002
Skills
CPA, Income Tax, Auditing, Accounting, Employee Benefits, Tax, Financial Reporting, GAAP, Tax Preparation, Corporate Tax, Financial Statements, Internal Controls
Education
Indiana University-Southeast 2000 — 2002
Master of Business Administration, Business Administration
Murray State University 1992 — 1996
Bachelor of Arts in Business, Accounting
Angela Kimbel's DMLO Experience November 1999 - Present
Job Tax Manager, CPA at DMLO
Industry Accounting
Experience
DMLO November 1999 - Present
Strothman & Company September 1991 - October 1999
Vermont American May 1990 - September 1991
Bellarmine University September 1988 - May 1990
Education
Bellarmine University 1988 — 1992
BA, Accounting, Business
DMLO November 1999 - Present
Strothman & Company September 1991 - October 1999
Vermont American May 1990 - September 1991
Bellarmine University September 1988 - May 1990
Education
Bellarmine University 1988 — 1992
BA, Accounting, Business
Joan Cissell's DMLO Experience July 1998 - Present
Job General Services Accountant at DMLO
Industry Accounting
Experience
DMLO July 1998 - Present
US Corrections Corp September 1990 - May 1998
Education
Spalding University
B.S. of Science, Accounting
DMLO July 1998 - Present
US Corrections Corp September 1990 - May 1998
Education
Spalding University
B.S. of Science, Accounting
Erik Nieman's DMLO Experience 1987 - 1990
Job Acounting Consultant at Robert Half Finance & Accounting
Industry Financial Services
Experience
Robert Half Finance & Accounting August 2014 - Present
Comprehensive Care Services May 2012 - October 2013
Saab USA September 2009 - February 2012
General Motors February 2003 - September 2009
KENTUCKY EMPLOYERS' MUTUAL INSURANCE 1995 - 1997
Asia Link 1991 - 1994
DMLO 1987 - 1990
Skills
Cash Flow Forecasting, Small Business, Financial Accounting, Accounting Management, Automotive, Forecasting, Financial Analysis, Continuous Improvement, Variance Analysis, Process Improvement, Cost Accounting, Hyperion Enterprise, Financial Forecasting, Financial Reporting, Analysis, Trumpet, Account Reconciliation, Payroll, Accounting, General Ledger, SAP, Tax, Pricing, Managerial Finance, Management, Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, Start-ups, Finance, Auditing, Financial Statements, QuickBooks, Journal Entries, Budgets, Microsoft Excel
Education
University of Louisville 1985 — 1986
BSBA, Accounting
Purdue University 1980 — 1982
None, Engineering
Robert Half Finance & Accounting August 2014 - Present
Comprehensive Care Services May 2012 - October 2013
Saab USA September 2009 - February 2012
General Motors February 2003 - September 2009
KENTUCKY EMPLOYERS' MUTUAL INSURANCE 1995 - 1997
Asia Link 1991 - 1994
DMLO 1987 - 1990
Skills
Cash Flow Forecasting, Small Business, Financial Accounting, Accounting Management, Automotive, Forecasting, Financial Analysis, Continuous Improvement, Variance Analysis, Process Improvement, Cost Accounting, Hyperion Enterprise, Financial Forecasting, Financial Reporting, Analysis, Trumpet, Account Reconciliation, Payroll, Accounting, General Ledger, SAP, Tax, Pricing, Managerial Finance, Management, Strategic Financial..., Sarbanes-Oxley Act, Internal Controls, Start-ups, Finance, Auditing, Financial Statements, QuickBooks, Journal Entries, Budgets, Microsoft Excel
Education
University of Louisville 1985 — 1986
BSBA, Accounting
Purdue University 1980 — 1982
None, Engineering
Janice Meyers's DMLO Experience Supervisory SeniorPerry-Smith LLP1995 - 1996
Job Tax Specialist at DMLO and Accounting Consultant
Industry Accounting
Experience
DMLO Supervisory SeniorPerry-Smith LLP1995 - 1996
Ernst & Young Cincinnati 1990 - 1995
Ernst & Young 1990 - 1995
Education
University of Dayton 1987 — 1990
DMLO Supervisory SeniorPerry-Smith LLP1995 - 1996
Ernst & Young Cincinnati 1990 - 1995
Ernst & Young 1990 - 1995
Education
University of Dayton 1987 — 1990
Debbie Boyle's DMLO Experience 1997 - Present
Job Accounting at DMLO
Industry Accounting
Experience
DMLO 1997 - Present
Churney and Counts CPA June 1976 - July 1980
Education
University of Louisville 1973 — 1977
Bachelor, Accounting
DMLO 1997 - Present
Churney and Counts CPA June 1976 - July 1980
Education
University of Louisville 1973 — 1977
Bachelor, Accounting
Sandy Dorsett, CPA's DMLO Experience December 2000 - February 2012
Job Specializing in Estate, Fiduciary, Gift and Individual Income Tax
Industry Accounting
Experience
DMLO CPAs January 2014 - Present
PNC Wealth Management March 2012 - January 2014
American Bankers Association January 2000 - December 2012
DMLO December 2000 - February 2012
National City Bank 1983 - 2000
Skills
Training & Development, Technology Integration, Trust Services, Tax, Training, Accounting, Trusts, Employee Training, Banking, Financial Planners, Income Tax, Project Management, Wealth Management, Financial Reporting, Financial Analysis
Education
University of Louisville 2000 — 2004
Masters, Instructional Technology
University of Hawaii - College of Business Administration 1978 — 1981
BS, Accounting
DMLO CPAs January 2014 - Present
PNC Wealth Management March 2012 - January 2014
American Bankers Association January 2000 - December 2012
DMLO December 2000 - February 2012
National City Bank 1983 - 2000
Skills
Training & Development, Technology Integration, Trust Services, Tax, Training, Accounting, Trusts, Employee Training, Banking, Financial Planners, Income Tax, Project Management, Wealth Management, Financial Reporting, Financial Analysis
Education
University of Louisville 2000 — 2004
Masters, Instructional Technology
University of Hawaii - College of Business Administration 1978 — 1981
BS, Accounting
Sherry A. Cockrell's DMLO Experience October 2013 - Present
Job CPA, Audit Manager at DMLO
Industry Accounting
Experience
DMLO October 2013 - Present
Group Publishing, Inc. June 2007 - September 2013
Deming, Malone, Livesay & Ostroff September 1999 - May 2007
J Sutherland PSC July 1997 - September 1999
National City Bank June 1988 - July 1997
Skills
Accounting, Auditing, CPA, Financial Reporting, Forecasting, Tax, Cost Accounting, QuickBooks, Budgets, Finance, GAAP, Internal Controls, General Ledger, Financial Analysis, Process Improvement, Microsoft Excel, Nonprofits, Payroll, Fixed Assets, Financial Accounting, Strategic Planning, Accounts Payable, Paperless Adeptness, Financial Statements, Budgeting, US GAAP
Education
University of Louisville College of Business 1989 — 1995
BS, Accountancy
Indiana University-Southeast 1988 — 1989
DMLO October 2013 - Present
Group Publishing, Inc. June 2007 - September 2013
Deming, Malone, Livesay & Ostroff September 1999 - May 2007
J Sutherland PSC July 1997 - September 1999
National City Bank June 1988 - July 1997
Skills
Accounting, Auditing, CPA, Financial Reporting, Forecasting, Tax, Cost Accounting, QuickBooks, Budgets, Finance, GAAP, Internal Controls, General Ledger, Financial Analysis, Process Improvement, Microsoft Excel, Nonprofits, Payroll, Fixed Assets, Financial Accounting, Strategic Planning, Accounts Payable, Paperless Adeptness, Financial Statements, Budgeting, US GAAP
Education
University of Louisville College of Business 1989 — 1995
BS, Accountancy
Indiana University-Southeast 1988 — 1989
Jenny Lamkin's DMLO Experience February 2010 - Present
Job Accounting Professional
Industry Accounting
Experience
DMLO February 2010 - Present
Kelly King and Co CPAs 2008 - 2009
Chilton & Medley 2007 - 2008
Fields Tallent and Co CPAs 2003 - 2007
Skills
QuickBooks, Auditing, Tax, Accounting, Financial Reporting, Fixed Assets
Education
Bellarmine University 1999 — 2004
BA,BS, Accounting, Actuarial Science
Christian Academy of Louisville
DMLO February 2010 - Present
Kelly King and Co CPAs 2008 - 2009
Chilton & Medley 2007 - 2008
Fields Tallent and Co CPAs 2003 - 2007
Skills
QuickBooks, Auditing, Tax, Accounting, Financial Reporting, Fixed Assets
Education
Bellarmine University 1999 — 2004
BA,BS, Accounting, Actuarial Science
Christian Academy of Louisville
Elizabeth Dieruf's DMLO Experience March 2013 - January 2015
Job Tax Manager at HSC
Industry Financial Services
Experience
DMLO March 2013 - January 2015
Ernst & Young October 2005 - January 2013
Toyota Tsusho America, Inc September 2010 - January 2011
Jones, Nale & Mattingly January 2005 - May 2005
H&R Block January 2004 - May 2004
IRS Chief Counsel Office August 2003 - December 2003
Skills
Trusts, Tax Returns, International Tax, QuickBooks, IRS, S Corporations, Corporate Tax, Income Tax, Tax, Tax Preparation
Education
University of Denver 1999 — 2003
JD, Law/Tax
University of Louisville 1995 — 1999
Bachelor of Science (B.S.), Political Science and Government
DMLO March 2013 - January 2015
Ernst & Young October 2005 - January 2013
Toyota Tsusho America, Inc September 2010 - January 2011
Jones, Nale & Mattingly January 2005 - May 2005
H&R Block January 2004 - May 2004
IRS Chief Counsel Office August 2003 - December 2003
Skills
Trusts, Tax Returns, International Tax, QuickBooks, IRS, S Corporations, Corporate Tax, Income Tax, Tax, Tax Preparation
Education
University of Denver 1999 — 2003
JD, Law/Tax
University of Louisville 1995 — 1999
Bachelor of Science (B.S.), Political Science and Government
Nathan Dicken's DMLO Experience January 2009 - May 2013
Job Accountant at Almost Family, Inc.
Industry Accounting
Experience
Almost Family, Inc. September 2014 - Present
Archdiocese of Louisville May 2013 - September 2014
DMLO January 2009 - May 2013
DMLO January 2007 - April 2007
GE January 2006 - December 2006
Education
Bellarmine University 2004 — 2008
BA, Accounting & Economics
Almost Family, Inc. September 2014 - Present
Archdiocese of Louisville May 2013 - September 2014
DMLO January 2009 - May 2013
DMLO January 2007 - April 2007
GE January 2006 - December 2006
Education
Bellarmine University 2004 — 2008
BA, Accounting & Economics
Stephanie Ramper's DMLO Experience June 1997 - Present
Job Communications Coordinator at DMLO
Industry Accounting
Experience
DMLO June 1997 - Present
Bridgewater Credit Union 1986 - 1993
Skills
Prioritization, Project Coordination, Marketing Communications, Management, Social Media
Education
University of Louisville 1997 — 2000
BA, Computer Mediated Communications
Massasoit Community College 1994 — 1997
AS, Computer Science-Programming
DMLO June 1997 - Present
Bridgewater Credit Union 1986 - 1993
Skills
Prioritization, Project Coordination, Marketing Communications, Management, Social Media
Education
University of Louisville 1997 — 2000
BA, Computer Mediated Communications
Massasoit Community College 1994 — 1997
AS, Computer Science-Programming