LitmanGerson Associates,LLP
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LitmanGerson Associates,LLP Employees
LitmanGerson Associates,LLP October 2014 - Present
Teal, Becker & Chiaramonte, CPAs, P.C. January 2014 - August 2014
Port, Kashdin & McSherry, CPA June 2012 - August 2013
Cortland Regional Sports Council January 2009 - June 2013
Syracuse University January 2010 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Financial Reporting, Lacerte, QuickBooks, Creative Solutions, Spreadsheets, Accounting, Payroll, Email Newsletter Design, Marketing
Education
Union Graduate College 2013 — 2014
Master of Business Administration (MBA), Accounting
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
LitmanGerson Associates,LLP December 1993 - Present
Skills
Tax, Corporate Tax, QuickBooks, Accounts Payable, Microsoft Office, Accounts Receivable, Tax Preparation, Management, Income Tax
Education
Middlesex Community College
LitmanGerson Associates,LLP January 2012 - Present
Hallmark Health System, Inc. October 2010 - January 2012
Tonneson + Co June 2009 - August 2009
Venta Technologies Inc June 2006 - August 2009
Skills
Meditech, Excel, Microsoft Excel, Financial Accounting, Accounting, Financial Analysis, Auditing, Financial Reporting, QuickBooks, General Ledger, Corporate Tax, Financial Statements, Tax Preparation
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2010
Masters, Accounting
University of New Hampshire -- Peter T. Paul College of Business and Economics 2005 — 2009
Bachelor of Science, Accounting
Lopez, Chaff & Wiesman Associates, Inc August 2014 - Present
Darmel Realty, LLC July 2004 - Present
Kevin P. Martin & Associates PC November 2012 - June 2014
LitmanGerson Associates,LLP January 2012 - April 2012
Edelstein & Company, LLP January 2008 - April 2012
Pitney Bowes/Imagistics 1997 - 2004
Domino's Pizza Of canada 1994 - 1997
Skills
Customer Satisfaction, QuickBooks, Entrepreneurship, Accounting, Financial Statements, Income Tax, Performance Management, Auditing, Tax, Leadership, Tax Returns, Management, Financial Reporting, Sales, Tax Preparation, Corporate Tax, Sales Management, Financial Analysis, Real Estate
Education
Arizona State University 1992 — 1994
Operations Management
DeVry University 1992 — 1994
University of Calgary 1988 — 1992
BSc, Physical education
LitmanGerson Associates,LLP December 2005 - Present
Goloboy, Gallant & Co.,P.C. January 1995 - December 2005
Skills
Income Tax, Accounting, Corporate Tax, Finance, CPA, Trusts, Tax, Small Business, Auditing, Tax Preparation, Financial Planners, Partnership Taxation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1986
Taxation
Suffolk University 1974 — 1978
BSBA, Accounting
Boston College High School 1969 — 1973
LitmanGerson Associates,LLP February 2014 - Present
All Sports Heroes August 2013 - March 2014
Four Oaks Country Club June 2013 - March 2014
Merrimack Valley Venture Forum June 2012 - March 2014
Skills
PowerPoint, Customer Service, Microsoft Excel, Accounting, Microsoft Office, Budget Forecasts, Full-Charge Bookkeeping, Cost Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Bank Reconciliation, QuickBooks, Journal Entries
Education
University of Massachusetts Lowell 2013 — 2015
Master of Science in Accounting
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Greater Lowell Technical High School
LitmanGerson Associates,LLP January 2003 - Present
LitmanGerson Associates,LLP 2003 - 2011
Goldstein & Muccio CPA's November 1982 - December 2002
Hirschfield and Company February 1978 - October 1982
Skills
Tax, Auditing, Income Tax, Financial Reporting, Accounting, Financial Accounting, Corporate Tax, Tax Preparation, GAAP, Managerial Finance, Partnership Taxation, US GAAP, QuickBooks, CPA, General Ledger, Tax Accounting, Tax Returns
Education
Bentley University 1967 — 1971
BSA, Accounting
Medford High School, Medford Mass.
High School Diploma
LitmanGerson Associates,LLP January 2015 - Present
LitmanGerson Associates, LLP July 2009 - January 2015
Merrimack Valley Venture Forum June 2008 - June 2014
Caturano and Company 1997 - July 2009
Skills
Auditing, Employee Benefits, Non-profits, Manufacturing, Financial Planners, Forecasting, Tax, Income Tax, Financial Reporting, Corporate Tax, Accounting, Financial Statements, GAAP, Budgets, Financial Analysis, Nonprofits, QuickBooks, CPA, US GAAP, Financial Accounting, Finance, Tax Preparation, Construction Accounting, Real Estate Development, Business Advisory, Due Diligence, Mergers & Acquisitions, Partnership Taxation, Small Business, General Ledger, Revenue Recognition
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
MST, Taxation
University of Massachusetts Lowell 1993 — 1997
BAAC, Accounting
Littleton High School 1988 — 1992
LitmanGerson Associates,LLP June 1997 - Present
Macdonald, Levine, Jenkins & Co. PC - CPA's 1990 - 1997
Cooper & Co. 1984 - 1990
Skills
Corporate Tax, Income Tax, Tax, Tax Preparation, Partnership Taxation, US GAAP, QuickBooks, CPA, General Ledger, Financial Accounting, Auditing, Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 1980 — 1984
BSBA, Accounting
Peabody Veterans Memorial High School
Amazon Robotics December 2014 - Present
Kiva Systems - an Amazon company June 2013 - December 2014
Kiva Systems - an Amazon company January 2012 - June 2013
LitmanGerson Associates,LLP June 2010 - January 2012
Skills
Financial Reporting, Financial Analysis, Accounting, General Ledger, Tax, Financial Accounting, Income Tax, QuickBooks, Internal Controls, US GAAP, Forecasting, Revenue Recognition, Sarbanes-Oxley Act, Variance Analysis, Operating Budgets, Capital Budgeting, Cash Management, Target Costing, Cost Variance Analysis, Business Analysis, Supply Chain Operations
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Management
Providence College 2006 — 2010
Bachelor's Degree, Accountancy, Finance
LitmanGerson Associates,LLP August 2014 - Present
WGBH April 2013 - August 2014
EY July 2011 - April 2013
Ernst & Young LLP June 2010 - August 2010
Non Profit Capital Management May 2008 - December 2009
Skills
Financial Reporting, Tax, Accounting, Financial Accounting, Auditing, Cost Accounting, Corporate Tax, Management Accounting, CPA, Internal Controls, IFRS, GAAP, External Audit, Sarbanes-Oxley Act, US GAAP, Assurance, Internal Audit, Income Tax, SEC filings, Financial Analysis
Education
University of Massachusetts, Amherst 2008 — 2011
Bachelor's Degree, Accounting, 3.48 GPA
Suffolk University - Sawyer Business School 2007 — 2008
Accounting
Peabody Veterans Memorial High School
LitmanGerson Associates,LLP October 2014 - Present
McLean Hospital September 2012 - September 2014
Ixonos, USA Ltd December 2009 - June 2011
McLean Hospital May 2001 - September 2010
Information Mapping, Inc 1996 - 1999
Skills
Organizational..., Client Relationship..., Microsoft Office, Human Resources, Payroll, Employee Benefits, Process Improvement, Business Strategy, Sales, Management Consulting, Account Management, Deferred Compensation, Business Development, New Business Development, Team Building, Time Management, Teamwork, Psychology, Email Marketing, Sales Management, Management, Interviews, Marketing Strategy
Education
Salem State University 1981 — 1985
Bachelor of Science, Psychology
LitmanGerson Associates,LLP July 2015 - Present
Skills
QuickBooks, General Ledger, Financial Statements, CCH ProSystem fx, Tax Returns, Tax Preparation, Accounting, GAAP, Auditing, Financial Reporting, Microsoft Excel, Tax
Education
Bentley University
Accounting
Bentley University
Bachelor's degree, Accounting
LitmanGerson Associates,LLP June 2010 - Present
W. C. Cammett Engineering, Inc. May 2005 - May 2010
Litman, Gerson LLP October 2003 - May 2005
Alexander, Aronson, Finning & Co., P.C. 2000 - 2003
Skills
Accounting, Financial Analysis, Corporate Tax, Tax, Tax Preparation, Financial Accounting, Auditing, Financial Reporting, General Ledger, GAAP
Education
Salem State University 1995 — 2000
BS, Accounting; Minor in Economics
Argent Wealth Management September 2014 - Present
LitmanGerson Associates,LLP December 2013 - September 2014
Edelstein & Company, LLP June 2012 - December 2013
Pillar Financial Advisors February 2001 - June 2012
Winchester Boat Club May 1993 - April 2011
Berman DeValerio Pease Tabacco Burt & Pucillo September 1989 - May 1992
Wang Laboratories September 1985 - May 1988
Nixdorf Computer 1983 - 1985
Skills
Payroll, QuickBooks, Accounts Payable, Accounts Receivable, General Ledger, Financial Statements, Accounting, Finance, Account Reconciliation, Budgets, Bank Reconciliation, Invoicing, Microsoft Excel, Peachtree, Journal Entries
Education
Massachusetts Bay Community College 1979 — 1982
Associates, Accounting
LitmanGerson Associates,LLP January 2004 - Present
LitmanGerson Associates,LLP January 2004 - Present
Skills
QuickBooks, Small Business, Financial Accounting, Accounting, Tax Preparation, General Ledger, Payroll Taxes, Income Tax, Peachtree, Account Reconciliation, CPA, Bookkeeping, Tax, Sales Tax, Financial Reporting, ProAdvisor, Sage, OS X, Mac OS X, Payroll
Education
Bentley University
Northeastern University
LitmanGerson Associates,LLP July 1997 - Present
Education
Bentley University 1993 — 1997
BS, Accountancy
LitmanGerson Associates,LLP September 2010 - Present
Skills
Auditing, Accounting, Financial Reporting, US GAAP, Tax Preparation, Tax, Corporate Tax, Nonprofits, GAAP, Financial Accounting, CPA, Income Tax, Partnership Taxation, Revenue Recognition, Tax Accounting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2010
M.S., Accounting
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
B.S., Business Administration - Accounting
Central Catholic High School 2001 — 2005
Philips February 2015 - Present
Thomas P.Craig, CPA, PC January 2010 - Present
Philips November 2014 - February 2015
Philips April 2014 - November 2014
Philips July 2013 - April 2014
Triumvirate Environmental March 2011 - July 2013
LitmanGerson Associates,LLP January 2009 - March 2011
Town of Billerica, Massachusetts 2009 - 2011
Groundwater & Environmental Services, Inc. 2005 - 2008
Earth Tech 1999 - 2005
Skills
Auditing, Forecasting, Accounting, Environmental Awareness, Accounts Payable, Financial Reporting, Remediation, Microsoft Excel, Financial Analysis, Account Reconciliation, Financial Accounting, Journal Entries
Education
Suffolk University - Sawyer Business School 2006 — 2009
Master of Science
Salem State University 1996 — 1999
Bachelor of Science
Framingham State College 1992 — 1994
Arlington Catholic High School 1988 — 1992
LitmanGerson Associates,LLP October 2014 - Present
O'Sullivan & Company P.C. March 1997 - October 2014
KPMG 1994 - 1997
Skills
CPA, Accounting, Financial Statements, Tax Preparation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MS, Accounting
University of Massachusetts at Lowell 1987 — 1991
BS, Business Administration
Raytheon June 2013 - Present
Grant Thornton LLP January 2012 - June 2013
LitmanGerson Associates,LLP January 2008 - January 2012
Education
Bentley University
Master of Science, Accountancy
Bentley University
Bachelor of Science, Accountancy
LitmanGerson Associates,LLP April 2012 - Present
Insource Services, Inc. July 2007 - April 2012
Carl B. Bindman, CPA PC August 2006 - June 2007
Education
Lasell College 2003 — 2005
North Shore Community College