Larson Allen LLP
Description
CliftonLarsonAllen LLP is a professional services network and the eighth largest accountancy firm in the United States. It was established in 2012 when two top 20 U.S. firms merged: Clifton Gunderson LLP and LarsonAllen LLP. It is a member of the Nexia International accounting network. Headquarters: Minneapolis, MN Revenue: 749 million USD (2017) Number of employees: 5,400 (2018) Founded: 2012 Type of business: Limited Liability Partnership (LLP) Subsidiaries: KFMR Katz Ferraro McMurtry P.C.,
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Larson Allen LLP Employees
Employee
Years
Job
Industry
Thomas Kenney Thomas Kenney's Larson Allen LLP Experience May 2006 - February 2007
Job Accounting Program Chair Woodbury, MN campus at Globe Education Network
Industry Higher Education
Experience
Globe Education Network September 2010 - Present
Larson Allen LLP May 2006 - February 2007
RSM McGladrey 2004 - 2006
KPMG US January 2000 - 2003
Skills
Accounting, Excel, Analysis, PowerPoint, Word, Budgeting, Writing, Strategic Planning, Time Management, Journal Entries, Financial Reporting, Negotiation, Outlook, Public Speaking, Budgets, Project Planning, Process Improvement, Microsoft Word, Coaching, Project Management, Event Planning, Teamwork, Team Leadership, Account Reconciliation, Team Building, Management, Research, Forecasting, GAAP, Accounts Receivable, Financial Analysis, Financial Accounting, General Ledger, Managerial Finance, Microsoft Excel, Leadership, Microsoft Office, Business Strategy, Problem Solving, Data Analysis, Change Management, Inventory Management, Accounts Payable
Education
University of Minnesota-Twin Cities 2008 — 2010
MEd, Business & Marketing Education
University of Illinois at Urbana-Champaign 1997 — 2002
MAS, BS, Accounting
Globe Education Network September 2010 - Present
Larson Allen LLP May 2006 - February 2007
RSM McGladrey 2004 - 2006
KPMG US January 2000 - 2003
Skills
Accounting, Excel, Analysis, PowerPoint, Word, Budgeting, Writing, Strategic Planning, Time Management, Journal Entries, Financial Reporting, Negotiation, Outlook, Public Speaking, Budgets, Project Planning, Process Improvement, Microsoft Word, Coaching, Project Management, Event Planning, Teamwork, Team Leadership, Account Reconciliation, Team Building, Management, Research, Forecasting, GAAP, Accounts Receivable, Financial Analysis, Financial Accounting, General Ledger, Managerial Finance, Microsoft Excel, Leadership, Microsoft Office, Business Strategy, Problem Solving, Data Analysis, Change Management, Inventory Management, Accounts Payable
Education
University of Minnesota-Twin Cities 2008 — 2010
MEd, Business & Marketing Education
University of Illinois at Urbana-Champaign 1997 — 2002
MAS, BS, Accounting
Bridget Hugues, CPA, Bridget Hugues, CPA,'s Larson Allen LLP Experience November 2007 - February 2009
Job Accountant at Christopher E Gargiulo, CPA PC
Industry Accounting
Experience
Christopher E Gargiulo, CPA PC August 2012 - Present
Barnes & Company, CPA P.C April 2006 - August 2012
Wimba, Inc December 2009 - January 2011
Larson Allen, LLP November 2007 - February 2009
Friedman LLP December 2004 - June 2007
Brinster and Bergman, LLP October 2002 - December 2004
Leslie Sufrin & Company December 1998 - October 2002
Safe Horizon February 1997 - December 1998
Skills
Tax, Accounting, Payroll, Income Tax, Auditing, Financial Reporting, Account Reconciliation, Internal Controls, Financial Analysis, Financial Statements, Accounts Receivable, Tax Returns, Finance
Education
LIU Post 1995 — 1997
Masters, Taxation
St. Joseph's College 1986 — 1991
Bachelors, Accounting
Farmingdale State College
Associates, Accounting
New York and North Carolina
CPA Certification, licensed
Christopher E Gargiulo, CPA PC August 2012 - Present
Barnes & Company, CPA P.C April 2006 - August 2012
Wimba, Inc December 2009 - January 2011
Larson Allen, LLP November 2007 - February 2009
Friedman LLP December 2004 - June 2007
Brinster and Bergman, LLP October 2002 - December 2004
Leslie Sufrin & Company December 1998 - October 2002
Safe Horizon February 1997 - December 1998
Skills
Tax, Accounting, Payroll, Income Tax, Auditing, Financial Reporting, Account Reconciliation, Internal Controls, Financial Analysis, Financial Statements, Accounts Receivable, Tax Returns, Finance
Education
LIU Post 1995 — 1997
Masters, Taxation
St. Joseph's College 1986 — 1991
Bachelors, Accounting
Farmingdale State College
Associates, Accounting
New York and North Carolina
CPA Certification, licensed
Andrew Knowles Andrew Knowles's Larson Allen LLP Experience July 2009 - August 2011
Job Corporate Controller at AcariaHealth
Industry Pharmaceuticals
Experience
AcariaHealth September 2011 - Present
Larson Allen LLP July 2009 - August 2011
Ernst & Young January 1999 - June 2009
Skills
Auditing, Financial Reporting, Accounting, Consolidation, Financial Audits, External Audit, Financial Statements, Hospitals, CPA, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, GAAP, Mergers
Education
University of Central Florida 1997 — 1998
BS, Accounting
AcariaHealth September 2011 - Present
Larson Allen LLP July 2009 - August 2011
Ernst & Young January 1999 - June 2009
Skills
Auditing, Financial Reporting, Accounting, Consolidation, Financial Audits, External Audit, Financial Statements, Hospitals, CPA, Financial Accounting, US GAAP, Sarbanes-Oxley Act, Internal Controls, GAAP, Mergers
Education
University of Central Florida 1997 — 1998
BS, Accounting
Robert M Pielech's Larson Allen LLP Experience January 2000 - Present
Job Principal Cliftonlarsonallen, LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
Larson Allen LLP January 2000 - Present
Skills
S Corporations, Tax Preparation, Tax, Corporate Tax, Income Tax, CPA, Partnership Taxation, Tax Research, Accounting, Tax Returns, Tax Accounting, Estate Planning, Estate Tax Planning, Gift Tax, Auditing, Financial Reporting, Forensic Accounting, IRS, Internal Controls, QuickBooks, Tax Advisory, Tax Law, US Tax, Business Valuation, International Tax
Education
Bentley University 1980 — 1982
MST, Taxation
CliftonLarsonAllen January 2012 - Present
Larson Allen LLP January 2000 - Present
Skills
S Corporations, Tax Preparation, Tax, Corporate Tax, Income Tax, CPA, Partnership Taxation, Tax Research, Accounting, Tax Returns, Tax Accounting, Estate Planning, Estate Tax Planning, Gift Tax, Auditing, Financial Reporting, Forensic Accounting, IRS, Internal Controls, QuickBooks, Tax Advisory, Tax Law, US Tax, Business Valuation, International Tax
Education
Bentley University 1980 — 1982
MST, Taxation
Isha Shrestha Isha Shrestha's Larson Allen LLP Experience January 2011 - April 2011
Job Catastrophe Management Analyst at Aon Benfield
Industry Accounting
Experience
Aon Benfield February 2012 - Present
UnitedHealth Group June 2011 - December 2011
Larson Allen LLP January 2011 - April 2011
MSU University August 2007 - December 2010
Skills
QuickBooks, Accounting, Financial Statements, Access, Payroll, Auditing, PeopleSoft, Account Reconciliation, Microsoft Office, Tax, Peachtree, Financial Analysis, Accounts Receivable, Journal Entries, Analysis, Invoicing, Financial Reporting, Process Scheduler, Catastrophe Modeling, RMS, Microsoft SQL Server
Education
Minnesota State University 2007 — 2011
Bachelor; Bachelor, Science Accounting; Science Finance
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science, Accounting and Corporate Finance
Aon Benfield February 2012 - Present
UnitedHealth Group June 2011 - December 2011
Larson Allen LLP January 2011 - April 2011
MSU University August 2007 - December 2010
Skills
QuickBooks, Accounting, Financial Statements, Access, Payroll, Auditing, PeopleSoft, Account Reconciliation, Microsoft Office, Tax, Peachtree, Financial Analysis, Accounts Receivable, Journal Entries, Analysis, Invoicing, Financial Reporting, Process Scheduler, Catastrophe Modeling, RMS, Microsoft SQL Server
Education
Minnesota State University 2007 — 2011
Bachelor; Bachelor, Science Accounting; Science Finance
Minnesota State University, Mankato 2007 — 2011
Bachelor of Science, Accounting and Corporate Finance
Beth Mueller, CPA Beth Mueller, CPA's Larson Allen LLP Experience October 1999 - August 2001
Job TLC Associate Director
Industry Nonprofit Organization Management
Experience
The Lincoln Center for Family and Youth January 2001 - Present
Larson Allen LLP October 1999 - August 2001
Skills
Microsoft Office, Accounting, Non-profits, Accounts Payable, Account Reconciliation, CPA, Financial Accounting, GAAP, Process Improvement
Education
Temple University - Fox School of Business and Management 1993 — 1998
BS, Accounting
The Lincoln Center for Family and Youth January 2001 - Present
Larson Allen LLP October 1999 - August 2001
Skills
Microsoft Office, Accounting, Non-profits, Accounts Payable, Account Reconciliation, CPA, Financial Accounting, GAAP, Process Improvement
Education
Temple University - Fox School of Business and Management 1993 — 1998
BS, Accounting
Phil Abbess Phil Abbess's Larson Allen LLP Experience January 2012 - Present
Job Tax Manager at CliftonLarsonAllen
Industry Accounting
Experience
Larson Allen, LLP January 2012 - Present
CliftonLarsonAllen January 2012 - Present
LeMaster & Daniels PLLC November 2007 - November 2010
Abramson Pendergast & Company January 2002 - November 2007
Moss Adams LLP August 2000 - July 2001
Clothier & Head October 1998 - January 2000
Skills
Income Tax, Tax Preparation, Tax, GAAP, CPA, Mergers, Corporate Tax, Mergers & Acquisitions, Accounting, Internal Controls, Tax Returns, Tax Accounting, Partnership Taxation, Tax Advisory, Financial Statements, Small Business, Financial Reporting, Tax Research
Education
Golden Gate University 2000 — 2005
Certificate of Taxation
Western Washington University 1994 — 1998
Accounting, Finance, Management
Larson Allen, LLP January 2012 - Present
CliftonLarsonAllen January 2012 - Present
LeMaster & Daniels PLLC November 2007 - November 2010
Abramson Pendergast & Company January 2002 - November 2007
Moss Adams LLP August 2000 - July 2001
Clothier & Head October 1998 - January 2000
Skills
Income Tax, Tax Preparation, Tax, GAAP, CPA, Mergers, Corporate Tax, Mergers & Acquisitions, Accounting, Internal Controls, Tax Returns, Tax Accounting, Partnership Taxation, Tax Advisory, Financial Statements, Small Business, Financial Reporting, Tax Research
Education
Golden Gate University 2000 — 2005
Certificate of Taxation
Western Washington University 1994 — 1998
Accounting, Finance, Management
David Querciagrossa's Larson Allen LLP Experience 1996 - 1998
Job Chief Financial Officer
Industry Computer Software
Experience
DriveTime Automotive Group 2004 - 2007
Starwood Hotels & Resorts 1998 - 2004
Larson Allen LLP 1996 - 1998
Skills
Corporate Finance, Mergers, Financial Modeling, Capital Markets, Financial Reporting, SEC Financial Reporting, Forecasting, Private Equity, Treasury, Investor Relations, Mergers & Acquisitions, Portfolio Management, Credit, Tax, Cash Flow, Strategy, Leadership, Cash Management, Asset Management, Start-ups, Loans, Strategic Planning, Entrepreneurship, Business Strategy, Auditing, Finance, Accounting
Education
Arizona State University 1987 — 1991
Bachelor’s Degree, Accounting
DriveTime Automotive Group 2004 - 2007
Starwood Hotels & Resorts 1998 - 2004
Larson Allen LLP 1996 - 1998
Skills
Corporate Finance, Mergers, Financial Modeling, Capital Markets, Financial Reporting, SEC Financial Reporting, Forecasting, Private Equity, Treasury, Investor Relations, Mergers & Acquisitions, Portfolio Management, Credit, Tax, Cash Flow, Strategy, Leadership, Cash Management, Asset Management, Start-ups, Loans, Strategic Planning, Entrepreneurship, Business Strategy, Auditing, Finance, Accounting
Education
Arizona State University 1987 — 1991
Bachelor’s Degree, Accounting
Dawn Poellinger,CMA's Larson Allen LLP Experience May 2009 - August 2011
Job VP/CFO
Industry Accounting
Experience
Select Food Products, Inc July 2011 - Present
Larson Allen LLP May 2009 - August 2011
Frank Consulting PLLP August 2007 - April 2009
Amerilab Technologies March 1997 - January 2007
Mead Metals Inc March 1995 - March 1997
Skills
Banking Relationships, Operations Management, Financial Reporting, Strategic Planning, Microsoft Office, Accounting, Budgets, Sarbanes-Oxley Act, SEC filings, Management Consulting, Forecasting, Cash Flow, CPA, Change Management, Internal Controls, ERP, Business Process..., Analysis, Financial Analysis, Auditing, Internal Audit, Business Analysis, Project Planning, Microsoft Excel, Outsourcing, Process Improvement, Account Reconciliation, Business Planning, General Ledger, Payroll, Management, Managerial Finance, Financial Accounting, GAAP
Education
State University of New York at New Paltz 1987 — 1990
BS, Accounting
SUNY New Paltz
BS, Accounting
Select Food Products, Inc July 2011 - Present
Larson Allen LLP May 2009 - August 2011
Frank Consulting PLLP August 2007 - April 2009
Amerilab Technologies March 1997 - January 2007
Mead Metals Inc March 1995 - March 1997
Skills
Banking Relationships, Operations Management, Financial Reporting, Strategic Planning, Microsoft Office, Accounting, Budgets, Sarbanes-Oxley Act, SEC filings, Management Consulting, Forecasting, Cash Flow, CPA, Change Management, Internal Controls, ERP, Business Process..., Analysis, Financial Analysis, Auditing, Internal Audit, Business Analysis, Project Planning, Microsoft Excel, Outsourcing, Process Improvement, Account Reconciliation, Business Planning, General Ledger, Payroll, Management, Managerial Finance, Financial Accounting, GAAP
Education
State University of New York at New Paltz 1987 — 1990
BS, Accounting
SUNY New Paltz
BS, Accounting
Anna Juarez's Larson Allen LLP Experience January 2008 - April 2008
Job Certified Public Accountant
Industry Defense & Space
Experience
Lockheed Martin Corporation July 2013 - Present
Lockheed Martin Corporation June 2008 - July 2013
Larson Allen, LLP January 2008 - April 2008
McGladrey & Pullen January 2007 - April 2007
Skills
Tax, Accounting, CPA, Tax Preparation, Auditing, General Ledger, Financial Analysis, Financial Statements, US GAAP, Financial Accounting, Account Reconciliation, QuickBooks, SAP, Tax Research, Income Tax, SEC filings, Team Leadership, GAAP, Sarbanes-Oxley Act, Variance Analysis, Sarbanes-Oxley, Government Contracting, Revenue Recognition, Accruals, Consolidation, Financial Reporting
Education
University of Central Florida 2007 — 2009
Masters of Science, Taxation
University of Central Florida 2005 — 2007
Bachelor's in Business Administration, Accounting
Lockheed Martin Corporation July 2013 - Present
Lockheed Martin Corporation June 2008 - July 2013
Larson Allen, LLP January 2008 - April 2008
McGladrey & Pullen January 2007 - April 2007
Skills
Tax, Accounting, CPA, Tax Preparation, Auditing, General Ledger, Financial Analysis, Financial Statements, US GAAP, Financial Accounting, Account Reconciliation, QuickBooks, SAP, Tax Research, Income Tax, SEC filings, Team Leadership, GAAP, Sarbanes-Oxley Act, Variance Analysis, Sarbanes-Oxley, Government Contracting, Revenue Recognition, Accruals, Consolidation, Financial Reporting
Education
University of Central Florida 2007 — 2009
Masters of Science, Taxation
University of Central Florida 2005 — 2007
Bachelor's in Business Administration, Accounting
Justin Reppy's Larson Allen LLP Experience June 2006 - December 2011
Job Principal at Abeles and Hoffman PC
Industry Accounting
Experience
Abeles & Hoffman, P.C. December 2012 - Present
CliftonLarsonAllen January 2012 - December 2012
LarsonAllen June 2006 - December 2011
Larson Allen LLP June 2006 - December 2011
PricewaterhouseCoopers September 2003 - June 2006
PwC 2003 - 2006
CBIZ MHM, LLC 2002 - 2003
Arthur Andersen LLP 2001 - 2001
Skills
Tax, GAAP, Corporate Tax, Tax Research, Income Tax, Auditing, Tax Preparation, Financial Reporting, CPA, Tax Accounting, Accounting, Tax Returns, Partnership Taxation, Fixed Assets, Small Business
Education
Southern Illinois University, Carbondale 1998 — 2002
Master of Science, Accounting, Specialization in taxation
CCHS 1994 — 1998
Abeles & Hoffman, P.C. December 2012 - Present
CliftonLarsonAllen January 2012 - December 2012
LarsonAllen June 2006 - December 2011
Larson Allen LLP June 2006 - December 2011
PricewaterhouseCoopers September 2003 - June 2006
PwC 2003 - 2006
CBIZ MHM, LLC 2002 - 2003
Arthur Andersen LLP 2001 - 2001
Skills
Tax, GAAP, Corporate Tax, Tax Research, Income Tax, Auditing, Tax Preparation, Financial Reporting, CPA, Tax Accounting, Accounting, Tax Returns, Partnership Taxation, Fixed Assets, Small Business
Education
Southern Illinois University, Carbondale 1998 — 2002
Master of Science, Accounting, Specialization in taxation
CCHS 1994 — 1998
Dana Tramonte's Larson Allen LLP Experience 2009 - July 2013
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
Todd Tramonte Home Selling Team - Market Experts Realty July 2013 - Present
CliftonLarsonAllen December 2011 - July 2013
Larson Allen, LLP 2009 - July 2013
LarsonAllen LLP f/k/a Henry, Held & Reilly LLP November 2008 - November 2009
Henry, Held & Reilly, LLP January 2007 - November 2009
Deloitte & Touche 2005 - 2007
Deloitte Tax, LLP 2005 - 2007
Skills
Income Tax, Tax, Accounting, Corporate Tax, Tax Research, CPA, Partnership Taxation, Tax Accounting
Education
Baylor University 2000 — 2004
MAcc, Accounting
Baylor University - Hankamer School of Business 2000 — 2004
Masters of Accounting, Accounting
Todd Tramonte Home Selling Team - Market Experts Realty July 2013 - Present
CliftonLarsonAllen December 2011 - July 2013
Larson Allen, LLP 2009 - July 2013
LarsonAllen LLP f/k/a Henry, Held & Reilly LLP November 2008 - November 2009
Henry, Held & Reilly, LLP January 2007 - November 2009
Deloitte & Touche 2005 - 2007
Deloitte Tax, LLP 2005 - 2007
Skills
Income Tax, Tax, Accounting, Corporate Tax, Tax Research, CPA, Partnership Taxation, Tax Accounting
Education
Baylor University 2000 — 2004
MAcc, Accounting
Baylor University - Hankamer School of Business 2000 — 2004
Masters of Accounting, Accounting
Dale Siegfreid's Larson Allen LLP Experience September 1977 - December 2011
Job CPA at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 1977 - Present
Larson Allen LLP September 1977 - December 2011
Education
St. Cloud State University 1974 — 1977
Bachelor's degree, Accounting
CliftonLarsonAllen September 1977 - Present
Larson Allen LLP September 1977 - December 2011
Education
St. Cloud State University 1974 — 1977
Bachelor's degree, Accounting
Laura Hermes's Larson Allen LLP Experience January 2008 - May 2009
Job Senior Tax Analyst at Ayco
Industry Accounting
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Burds Reed & Mercer, P.C. January 2014 - January 2015
Tracy Adkins, CPA, PC February 2012 - January 2014
Urgent Surgery Associates March 2005 - February 2013
7-Eleven May 2011 - February 2012
Various Contract Positions July 2009 - February 2010
Larson Allen LLP January 2008 - May 2009
Philip Vogel & Co January 2007 - December 2007
James P. Roe, CPA January 1996 - January 2006
Skills
Tax, Tax Preparation, Tax Returns, UltraTax, ProSystem fx Tax, Partnership Taxation, Corporate Tax, Income Tax, Sales Tax, Use Tax, Payroll Taxes, Payroll, Tax Accounting, Peachtree, QuickBooks, Microsoft Excel, Outlook, Bookkeeping, Accounting, Financial Reporting, Journal Entries, Financial Statements, Bank Reconciliation, Accounts Payable, Account Reconciliation, Revenue Recognition, Quicken, General Ledger, Financial Analysis, Invoicing, Depreciation, Data Entry, PowerPoint, Expenses, Access, Accruals, ADP Payroll
Education
Texas A&M University-Commerce 2012 — 2014
Master's Degree, Accounting - Taxation, 3.1 Overall GPA
The University of Texas at Arlington 1999 — 2006
BBA, Management
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Burds Reed & Mercer, P.C. January 2014 - January 2015
Tracy Adkins, CPA, PC February 2012 - January 2014
Urgent Surgery Associates March 2005 - February 2013
7-Eleven May 2011 - February 2012
Various Contract Positions July 2009 - February 2010
Larson Allen LLP January 2008 - May 2009
Philip Vogel & Co January 2007 - December 2007
James P. Roe, CPA January 1996 - January 2006
Skills
Tax, Tax Preparation, Tax Returns, UltraTax, ProSystem fx Tax, Partnership Taxation, Corporate Tax, Income Tax, Sales Tax, Use Tax, Payroll Taxes, Payroll, Tax Accounting, Peachtree, QuickBooks, Microsoft Excel, Outlook, Bookkeeping, Accounting, Financial Reporting, Journal Entries, Financial Statements, Bank Reconciliation, Accounts Payable, Account Reconciliation, Revenue Recognition, Quicken, General Ledger, Financial Analysis, Invoicing, Depreciation, Data Entry, PowerPoint, Expenses, Access, Accruals, ADP Payroll
Education
Texas A&M University-Commerce 2012 — 2014
Master's Degree, Accounting - Taxation, 3.1 Overall GPA
The University of Texas at Arlington 1999 — 2006
BBA, Management