Lewis, Birch, & Ricardo LLC
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
Lewis, Birch, & Ricardo LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lewis, Birch, & Ricardo LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lewis, Birch, & Ricardo LLC Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
Lewis, Birch, & Ricardo LLC February 2005 - Present
Education
University of South Florida
Accounting