Lewis, Birch, & Ricardo LLC

Description

Address: 1401 Court St, Clearwater, FL 33756 Hours: Closed ⋅ Opens 8AM Wed Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (727) 446-3058Category: : : Website: : Place name: : : : Website: https://www.cbiz.com/about-us/locations/find-locations/cbiz-mhm-tampa-bay-clearwater Category: 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. 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 Lewis Birch & Ricardo Llc Posting publicly on the Web Write a review Reviews Be the first to review

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Lewis, Birch, & Ricardo LLC Employees

Employee
Years
Job
Industry
Craig Gilman Craig Gilman Tampa/St. Petersburg, Florida Area Details
Craig Gilman's Lewis, Birch, & Ricardo LLC Experience April 1991 - January 2014
Job Shareholder/Managing Director at CBIZ MHM (Tampa Bay)
Industry Accounting
Experience
CBIZ MHM (Tampa Bay)   February 2014 - Present
Lewis, Birch, & Ricardo LLC   April 1991 - January 2014
KPMG  September 1985 - March 1991

Skills
Accounting, Financial Reporting, Risk Management, CPA, Auditing, Tax, Nonprofits, Financial Analysis, Internal Controls, Financial Accounting, Corporate Tax, QuickBooks, Business Planning

Education
Florida State University - College of Business   1982 — 1985
B.S., Accounting & Finance

Georgia Southwestern State University   1981 — 1982
Accounting

Edward Eager, CPA Edward Eager, CPA Largo, Florida Details
Edward Eager, CPA's Lewis, Birch, & Ricardo LLC Experience January 2005 - January 2014
Job Senior Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC & Mayer Hoffman McCann P.C.   February 2014 - Present
Lewis, Birch, & Ricardo LLC   January 2005 - January 2014
Design Options  March 1998 - January 2005
Suncoast Center, Inc.   November 1994 - March 1998
Liquid Fill, Inc.   January 1989 - October 1994
KPMG US  January 1987 - January 1989
Grant Thornton LLP  August 1983 - January 1987

Skills
Financial Accounting, Nonprofits, GAAP, Financial Analysis, Finance, Tax, Variance Analysis, Auditing, Accounting, Internal Controls, Financial Reporting, Cost Accounting, Management, Corporate Tax

Education
Indiana University of Pennsylvania   1977 — 1981
Bachelor of Science (B.S.), Accounting

Lisa Tillman Lisa Tillman Tampa/St. Petersburg, Florida Area Details
Lisa Tillman's Lewis, Birch, & Ricardo LLC Experience June 1999 - January 2014
Job Litigation Support Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC  February 2014 - Present
Lewis, Birch, & Ricardo LLC   June 1999 - January 2014

Skills
Accounting, Litigation Support, Forensic Accounting, CPA, Auditing, Certified Fraud Examiner, Collaborative Divorce, Tax, Financial Analysis, Finance, Litigation, Mediation

Education
University of Central Florida

University of South Florida
Accounting

Marc Kennedy Marc Kennedy Austin, Texas Area Details
Marc Kennedy's Lewis, Birch, & Ricardo LLC Experience June 2008 - December 2009
Job Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  2013 - Present
Grant Thornton LLP  February 2012 - 2013
Lewis, Birch, & Ricardo LLC   June 2008 - December 2009
KRMT   2006 - 2007

Skills
Financial Audits, Auditing, Financial Accounting, Accounting, Yellow Book, Single Audit, Compliance, Microsoft Excel, Microsoft Word, Wordperfect, PowerPoint, QuickBooks, GAAP, General Ledger, CPA, US GAAP

Education
University of South Florida   2007 — 2008
Master's degree, Accountancy

University of South Florida   2003 — 2006
Bachelor of Business Administration (BBA), Accounting

Emily Mathurin Emily Mathurin Tampa/St. Petersburg, Florida Area Details
Emily Mathurin's Lewis, Birch, & Ricardo LLC Experience Administrative AssistantCBIZ MHM
Job Administrative Assistant at CBIZ MHM, LLC
Industry Accounting
Experience
Lewis, Birch, & Ricardo LLC   Administrative AssistantCBIZ MHM
CBIZ MHM, LLC  January 1989 - Present
Lewis, Birch, & Ricardo LLC   October 1989 - January 2014

Skills
Accounts Receivable,...

Education
Eastern Nazarene College   1970 — 1973
Associates degree, Social Work, one semester of my senior year

Eastern Nazarene College   1970 — 1973
Associate's degree, Social Work

Eastern Nazarene College   1970 — 1973
Associate's degree, Social Work

Jack G. Shammas, CPA Jack G. Shammas, CPA Clearwater, Florida Details
Jack G. Shammas, CPA's Lewis, Birch, & Ricardo LLC Experience December 2012 - December 2013
Job CPA at Cohen & Grieb, P.A.
Industry Accounting
Experience
Cohen & Grieb, P.A.   December 2013 - Present
Lewis, Birch, & Ricardo LLC   December 2012 - December 2013
PwC  October 2010 - November 2012
Raymond James  November 2009 - October 2010

Skills
Tax Accounting, Tax Preparation, CPA, Fixed Assets, QuickBooks, Bookkeeping, Microsoft Excel, Financial Accounting, Tax, Accounting, Partnership Taxation

Education
University of South Florida - College of Business Administration   2007 — 2010
Accounting Finance

Rebecca Kyriacou Rebecca Kyriacou Greater New York City Area Details
Rebecca Kyriacou's Lewis, Birch, & Ricardo LLC Experience July 2007 - April 2008
Job Controller
Industry Accounting
Experience
iPacesetters, LLC.   2012 - Present
American Institutes Holdings, Inc   May 2010 - June 2012
Crane Co.  April 2010 - May 2010
Maier,Markey & Justic LLP   April 2008 - November 2009
Lewis, Birch, & Ricardo LLC   July 2007 - April 2008
Morgan Stanley  September 2005 - July 2007

Skills
Month End Close, Monthly Reporting, Financial Analysis, Financial Reporting, Cash Management, Cash Flow, Auditing, Audit Support, Corporate Finance, Budget Analysis, Financial Forecasting, Year End Close, Fixed Assets, General Ledger..., Depreciation, General Ledger..., Fixed Asset Management, Full Cycle Accounting, Accounts Payable, Revenue Recognition, Revenue Modeling, Intercompany..., Consolidated Financial..., Account Reconciliation, Financial Statements, Accounting, Great Plains Software, Pivot Tables, Payroll, US GAAP, Corporate Tax, CPA, Sarbanes-Oxley Act, Budgets, Sales Tax, Monthly Close, Access, Essbase, Financial Accounting, Preparation, Tax Accounting, Cost Accounting, External Audit, Balance Sheet, JD Edwards, Analysis, Accruals, GAAP, Internal Controls, Finance

Education
Dominican College of Blauvelt   2002 — 2004
BA, Accounting

Rockland Community College   1999 — 2001
AS, Business Administration and Accounting

Alex McCaffrey, CPA, CFE Alex McCaffrey, CPA, CFE Greater New York City Area Details
Alex McCaffrey, CPA, CFE's Lewis, Birch, & Ricardo LLC Experience January 2006 - December 2008
Job Controller at American Racing Headers
Industry Accounting
Experience
American Racing Headers   December 2013 - Present
Kaplan Management Consultants, Inc.   June 2012 - December 2013
Garcia & Ortiz, PA   2009 - 2011
Lewis, Birch, & Ricardo LLC   January 2006 - December 2008

Skills
US GAAP reporting, Microsoft Office, Website Development, Certified Fraud Examiner, CPA, Consulting, Fraud Detection, Auditing, Internal Controls, PowerPoint, Creative Writing, CPE Presentation, Income Tax, Forensic Accounting, Accounting

Education
University of South Florida   2002 — 2008
Master's degree, Accounting

Saint Petersburg College   2000 — 2002
Associate of Arts (A.A.), Accounting and Business/Management

Centereach High School   1996 — 1999

Sarah Hoerber Sarah Hoerber Tampa, Florida Details
Sarah Hoerber's Lewis, Birch, & Ricardo LLC Experience April 2012 - January 2014
Job Litigation Support Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC  February 2014 - Present
Lewis, Birch, & Ricardo LLC   April 2012 - January 2014

Skills
Litigation Support, Expert Witness, Collaborative Law, Litigation, Financial Analysis, Financial Reporting, Accounting, Forensic Analysis, Financial Accounting

Education
Florida Atlantic University

University of West Florida

Barbara Dare Barbara Dare Charlotte, North Carolina Area Details
Barbara Dare's Lewis, Birch, & Ricardo LLC Experience 1994 - 1995
Job VP, Business Mgmt Office, MetLife Third Party Distribution
Industry Insurance
Experience
TIAA-CREF  May 2013 - June 2014
MetLife  2005 - November 2012
MetLife  2003 - 2005
MetLife  2000 - 2003
MetLife  1998 - 2000
Salomon Brothers  1996 - 1998
Lewis, Birch, & Ricardo LLC   1994 - 1995
KPMG  1993 - 1994

Skills
Business Planning, Strategic Planning, Leadership, Management, Budgets, Insurance, Series 6, Series 7, Retirement Planning, Variable Annuities, Financial Accounting, Financial Analysis, Business Analysis, Fixed Annuities

Education
University of Florida   2001 — 2003
Master's degree, Business Administration, General

Southern Illinois University, Carbondale   1991 — 1992
BA, Accounting

Carol Ann Martin Carol Ann Martin Safety Harbor, Florida Details
Carol Ann Martin's Lewis, Birch, & Ricardo LLC Experience January 2009 - April 2011
Job CFO at Salvador Dali Museum
Industry Museums and Institutions
Experience
Salvador Dali Museum  April 2011 - Present
Lewis, Birch, & Ricardo LLC   January 2009 - April 2011

Skills
Corporate Finance, Nonprofit Technology, nonprofit, Human Resources, Software, CFOs, Accounting, Fund Accounting, Financial Accounting, CPA, Financial Audits, Software Installation, Payroll, Employee Benefits, Museums, Single Audit, Auditing, Federal Grants..., Microsoft Office, IRS, Operations Management, Customer Service..., Inventory Management, Crystal Reports, Financial Reporting, Financial Statement..., Financial Analysis, Successful Business..., Website Development, University Teaching, corporate trainer, Variance Analysis, Nonprofits, GAAP, General Ledger, Internal Controls, Tax Preparation, QuickBooks

Education
University of Tampa - John H. Sykes College of Business   1993 — 1995
Masters of Business Administration

Fitchburg State University   1984 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General

Jessica Thompson Jessica Thompson Tampa/St. Petersburg, Florida Area Details
Jessica Thompson's Lewis, Birch, & Ricardo LLC Experience January 2007 - September 2009
Job Write up Bookkeeper at Brimmer, Burek & Keelan, LLP
Industry Accounting
Experience
Brimmer, Burek & Keelan, LLP   October 2011 - Present
Florida Hospital Tampa  February 2011 - October 2011
Lewis, Birch, & Ricardo LLC   January 2007 - September 2009
Quality Consulting Group   August 2004 - December 2007
Total Mechanical Services   January 2001 - December 2004
Anchor Construction   January 1995 - December 2001

Skills
Accounting, Quickbooks, Financial Reporting, Bookkeeping, Medical Billing and..., Quickbooks Proadvisor, Member AAPC, Member NACPB, Member of Alpha 1 Net, Microsoft Excel..., QuickBooks, QuickBooks Online..., Microsoft Excel, Account Reconciliation, Accounts Receivable, General Ledger, Accounts Payable, Small Business, Payroll

Education
D G Erwin Technical Center   2010 — 2010
Certified Medical Billing, Medical Insurance Specialist/Medical Biller, A

Hillsborough Community College   2004 — 2004
Accounting, Accounting, A

Travis Ferguson Travis Ferguson Tampa/St. Petersburg, Florida Area Details
Travis Ferguson's Lewis, Birch, & Ricardo LLC Experience October 2011 - January 2014
Job Accountant
Industry Accounting
Experience
Raymond James Financial, Inc.   July 2015 - Present
CliftonLarsonAllen  January 2014 - August 2015
Lewis, Birch, & Ricardo LLC   October 2011 - January 2014
Pilot Bank  March 2010 - February 2011
Superior Bank  February 2008 - December 2008
Regions Bank  March 2007 - February 2008
Wachovia, A Wells Fargo Company  August 2002 - March 2007
SunTrust Bank  May 2000 - August 2002

Skills
Credit, Loans, Commercial Banking, Banking, Branch Banking, Consumer Lending, Customer Service, Financial Analysis, Financial Reporting, Investments, Portfolio Management, Selling, Underwriting, Sales

Education
University of South Florida   2001 — 2003
MBA, Business Administration

Florida State University   1992 — 1997
Bachelors, Economics, Business Management

Amanda Stuiso Amanda Stuiso Tampa/St. Petersburg, Florida Area Details
Amanda Stuiso's Lewis, Birch, & Ricardo LLC Experience March 2009 - May 2009
Job Accounting Consultant at Eagle Business Consulting Corp.
Industry Accounting
Experience
Eagle Business Consulting Corp.   June 2009 - Present
Lewis, Birch, & Ricardo LLC   March 2009 - May 2009
Appelrouth, Farah & Company   October 2007 - January 2009
Pender Newkirk & Company  October 2006 - July 2007
SunCoast II - The Tampa Bay School of Massage Therapy, LLC   October 2003 - October 2006
Krusoe & Associates PA CPA’s   September 1999 - October 2003

Education
Florida Metropolitan University   1999 — 2001
Bachelors of Science, Business Administration: Accounting

University of Phoenix
Masters, MBA (Business Administration)

Kathy Mills Kathy Mills Tampa/St. Petersburg, Florida Area Details
Kathy Mills's Lewis, Birch, & Ricardo LLC Experience January 1995 - February 2014
Job Managing Director at CBIZ MHM (Tampa Bay)
Industry Accounting
Experience
CBIZ MHM (Tampa Bay)   February 2014 - Present
Lewis, Birch, & Ricardo LLC   January 1995 - February 2014
McGladrey & Pullen  1989 - 1994

Skills
Forensic Accounting, Litigation Support, Expert Witness, Business Valuation, Colloborative Divorce..., CPA, ABV, CFF, CVA, Alternative Dispute..., Accounting, Valuation, Bankruptcy, Fraud, Litigation, Mediation, Trials, Dispute Resolution, Appeals, Family Law, Trusts, Product Liability, Courts

Education
East Carolina University - College of Business
Accounting Degree

William Schlitt William Schlitt Vero Beach, Florida Details
William Schlitt's Lewis, Birch, & Ricardo LLC Experience June 2009 - June 2011
Job Partner at Offutt Barton Schlitt LLC
Industry Accounting
Experience
Offutt Barton Schlitt LLC   January 2013 - Present
Schlitt Tax & Accounting LLC   July 2011 - Present
Center for Spiritual Care   January 2009 - Present
Youth on a Mission   January 1997 - Present
Lewis, Birch, & Ricardo LLC   June 2009 - June 2011
KPMG  May 2004 - June 2009
Pender Newkirk & Company  February 2003 - April 2003
Schlitt Brothers Painting   May 1981 - February 2003

Skills
Corporate Tax, Tax, CPA

Education
University of Florida   2002 — 2004
Masters, Taxation

Joi D. Dubin Joi D. Dubin Tampa/St. Petersburg, Florida Area Details
Joi D. Dubin's Lewis, Birch, & Ricardo LLC Experience 2004 - 2007
Job Tax Manager at Hajek & Hajek, CPA's, P.A.
Industry Accounting
Experience
Hajek & Hajek, CPA's, P.A.   June 2014 - Present
PwC  August 2013 - May 2014
McClanathan, Burg & Associates, LLC   January 2011 - July 2013
Kirkland, Russ, Murphy & Tapp, PA   November 2007 - December 2010
Lewis, Birch, & Ricardo LLC   2004 - 2007
Rivero, Gordimer & Company   1992 - 2000

Skills
Income Tax, Accounting, Tax Compliance, Corporate Tax, Tax Accounting, Tax Returns, Tax Preparation, Federal Tax, S Corporations, Partnership Taxation, Tax, Tax Advisory, General Ledger

Education
SUNY College at Old Westbury   1982 — 1984
BA, Accounting and business

Nassau Community College   1980 — 1982
AA Accting, Accounting and finance

Denise Baker Denise Baker Tampa/St. Petersburg, Florida Area Details
Denise Baker's Lewis, Birch, & Ricardo LLC Experience December 2006 - January 2014
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC  February 2014 - Present
Lewis, Birch, & Ricardo LLC   December 2006 - January 2014
BayCare Health System  September 2006 - December 2006
Jackson Hewitt  2002 - 2003

Skills
Accounting, Tax, CPA, Financial Reporting, QuickBooks, Corporate Tax, Internal Controls, Financial Accounting, Fixed Assets, GAAP, Accounts Receivable, Tax Accounting

Education
University of South Florida   2005 — 2007
B.A,, Accounting

Douglas Birch Douglas Birch Tampa/St. Petersburg, Florida Area Details
Douglas Birch's Lewis, Birch, & Ricardo LLC Experience 1990 - Present
Job Tax Partner at Lewis, Birch, & Ricardo LLC
Industry Accounting
Experience
Lewis, Birch, & Ricardo LLC   1990 - Present

Skills
CPA, Accounting, Tax, Income Tax, Financial Accounting, GAAP, Financial Reporting, Auditing, Tax Accounting, Corporate Tax, Internal Controls, Financial Analysis, QuickBooks, Small Business, Business Valuation

Education
University of South Florida
B.A., Accounting

James Rodd James Rodd Clearwater, Florida Details
James Rodd's Lewis, Birch, & Ricardo LLC Experience December 2012 - August 2013
Job Accountant at Foelgner, Ronz & Straw P.A.
Industry Accounting
Experience
Foelgner, Ronz & Straw P.A.   August 2013 - Present
Lewis, Birch, & Ricardo LLC   December 2012 - August 2013
Tampa Bay Times  June 2000 - December 2012

Skills
Word, Excel, PowerPoint, Access, ACL, Website Development, Pivot Tables, Contract Management, Inventory Management, Managing Employees, Managing Budget

Education
University of South Florida - College of Business Administration   2009 — 2012
Bachelor's degree, Accounting

Southern Illinois University, Carbondale   1988 — 1990

Dennis Johnston Dennis Johnston Tampa/St. Petersburg, Florida Area Details
Dennis Johnston's Lewis, Birch, & Ricardo LLC Experience December 2002 - August 2006
Job CFO at MICON Packaging
Industry Packaging and Containers
Experience
MICON Packaging   September 2006 - Present
Lewis, Birch, & Ricardo LLC   December 2002 - August 2006
Florida Blue  June 1998 - November 2002

Skills
Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Employee Benefits, Managerial Finance, Budgets, Forecasting, Cash Management, Internal Controls, Financial Analysis, Financial Variance..., GAAP, Cash Flow, General Ledger, Variance Analysis, Continuous Improvement, Manufacturing, Team Building, Purchasing, Strategic Planning, Lean Manufacturing, Process Improvement, Account Management

Education
University of North Florida   1998 — 2001
Bachelor of Science (BS), Accounting

Shannon Ciesluk Shannon Ciesluk Largo, Florida Details
Shannon Ciesluk's Lewis, Birch, & Ricardo LLC Experience February 2005 - Present
Job Litigation Manager at Lewis, Birch, & Ricardo LLC
Industry Accounting
Experience
Lewis, Birch, & Ricardo LLC   February 2005 - Present

Education
University of South Florida
Accounting