Metzler Locricchio Serra & Co. PC
Description
Address: 1800 W Big Beaver Rd #100, Troy, MI 48084 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (248) 822-9010Place name: Category: : : : : Website: : : Website: http://www.mlscocpa.com/ 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
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Metzler Locricchio Serra & Co. PC Employees
Employee
Years
Job
Industry
Tim Cowley, CPA/ABV/CFF, CFE Tim Cowley, CPA/ABV/CFF, CFE's Metzler Locricchio Serra & Co. PC Experience August 2007 - November 2014
Job Supervisor
Industry Accounting
Experience
Puckett, Clement and Schellenberg, P.C. November 2014 - Present
John Cowley and Sons 2004 - Present
Oakland Community College August 2007 - December 2014
Metzler Locricchio Serra & Co. PC August 2007 - November 2014
Walsh College September 2013 - March 2014
Doeren Mayhew January 2007 - April 2007
Skills
Accounting, Tax, Litigation, Auditing, Tax Preparation, Nonprofits, Forensic Accounting, Corporate Tax, Finance, Financial Statements, Cost Accounting, Tax Returns, Business Valuation, Litigation Support, Internal Controls, Financial Accounting, Financial Reporting, QuickBooks, College Teaching, Bookkeeping, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, GAAP, CPA, Small Business, US GAAP, Managerial Finance, General Ledger, Income Tax, Certified Fraud Examiner, Tax Accounting, Strategic Financial..., Due Diligence, Accounts Receivable, Corporate Finance, Accounts Payable, Financial Planning
Education
Walsh College 2005 — 2006
MSA, Accounting
Kalamazoo College 2001 — 2005
Bachelor of Arts (BA), Economics, Business
Detroit Catholic Central
Puckett, Clement and Schellenberg, P.C. November 2014 - Present
John Cowley and Sons 2004 - Present
Oakland Community College August 2007 - December 2014
Metzler Locricchio Serra & Co. PC August 2007 - November 2014
Walsh College September 2013 - March 2014
Doeren Mayhew January 2007 - April 2007
Skills
Accounting, Tax, Litigation, Auditing, Tax Preparation, Nonprofits, Forensic Accounting, Corporate Tax, Finance, Financial Statements, Cost Accounting, Tax Returns, Business Valuation, Litigation Support, Internal Controls, Financial Accounting, Financial Reporting, QuickBooks, College Teaching, Bookkeeping, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, GAAP, CPA, Small Business, US GAAP, Managerial Finance, General Ledger, Income Tax, Certified Fraud Examiner, Tax Accounting, Strategic Financial..., Due Diligence, Accounts Receivable, Corporate Finance, Accounts Payable, Financial Planning
Education
Walsh College 2005 — 2006
MSA, Accounting
Kalamazoo College 2001 — 2005
Bachelor of Arts (BA), Economics, Business
Detroit Catholic Central
Rosann Palazzolo Rosann Palazzolo's Metzler Locricchio Serra & Co. PC Experience October 2008 - Present
Job Office Manager at Metzler Locricchio Serra & Co. PC
Industry Accounting
Experience
Metzler Locricchio Serra & Co. PC October 2008 - Present
Metzler Locricchio Serra & Co. PC August 1997 - Present
Skills
QuickBooks, Bookkeeping, General Ledger, Microsoft Word, Microsoft Excel, Microsoft Office, Office Management, Accounts Payable, Accounts Receivable, Spreadsheets, Office Administration, Data Entry, Expense Reports, Account Reconciliation, Bank Reconciliation, Outlook, Executive Support, Employee Benefits, Customer Service, Contractors, HR Policies, Invoicing, PowerPoint, Small Business, Typing
Education
Macomb Community College 1993 — 1996
Associates degree in Law Enforcement
Macomb Community College
Associate's degree, Law Enforcement Investigation and Interviewing
Metzler Locricchio Serra & Co. PC October 2008 - Present
Metzler Locricchio Serra & Co. PC August 1997 - Present
Skills
QuickBooks, Bookkeeping, General Ledger, Microsoft Word, Microsoft Excel, Microsoft Office, Office Management, Accounts Payable, Accounts Receivable, Spreadsheets, Office Administration, Data Entry, Expense Reports, Account Reconciliation, Bank Reconciliation, Outlook, Executive Support, Employee Benefits, Customer Service, Contractors, HR Policies, Invoicing, PowerPoint, Small Business, Typing
Education
Macomb Community College 1993 — 1996
Associates degree in Law Enforcement
Macomb Community College
Associate's degree, Law Enforcement Investigation and Interviewing
Gina Serra Gina Serra's Metzler Locricchio Serra & Co. PC Experience May 2013 - August 2013
Job Business Analyst at Target Corporation
Industry Marketing and Advertising
Experience
Target June 2015 - Present
Louis Vuitton May 2014 - August 2014
Metzler Locricchio Serra & Co. PC May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Product Marketing, Marketing Communications, Marketing Research, Public Speaking, Luxury Brand Marketing, Luxury Goods, Event Planning, Forecasting, Fashion, Public Relations, Advertising, Microsoft Office, Social Media, Customer Service, Leadership, Social Networking, Teamwork, Time Management
Education
Saint Mary's College 2012 — 2016
Bachelor of Business Administration, Concentration in Marketing, Minors in Advertising and Public Relations, Class of 2016
Saint Mary's College Rome Campus 2013 — 2013
Seaholm High School
Target June 2015 - Present
Louis Vuitton May 2014 - August 2014
Metzler Locricchio Serra & Co. PC May 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Product Marketing, Marketing Communications, Marketing Research, Public Speaking, Luxury Brand Marketing, Luxury Goods, Event Planning, Forecasting, Fashion, Public Relations, Advertising, Microsoft Office, Social Media, Customer Service, Leadership, Social Networking, Teamwork, Time Management
Education
Saint Mary's College 2012 — 2016
Bachelor of Business Administration, Concentration in Marketing, Minors in Advertising and Public Relations, Class of 2016
Saint Mary's College Rome Campus 2013 — 2013
Seaholm High School
Jeff Hough Jeff Hough's Metzler Locricchio Serra & Co. PC Experience 1988 - 1992
Job Vice President of Finance at Bitec, Inc.
Industry Executive Office
Experience
University of Phoenix February 2006 - Present
Bitec Inc. January 2003 - Present
C M Vending September 1996 - October 2002
Metzler Locricchio Serra & Co. PC 1988 - 1992
Metzler Locricchio Serra & Co. PC 1988 - 1992
Skills
Cash Management, Financial Reporting, Financial Systems..., Forecasting, GAAP, Cost Accounting, Cash Flow Management, Financial Analysis, Budgeting, Accounting, Financial Management, Internal Controls, Budgets, Managerial Finance, Customer Service, Microsoft Office, Public Speaking, Marketing, Negotiation, Management, Nonprofits, Process Improvement, QuickBooks, Leadership, Accounts Receivable, Strategic Planning, Microsoft Excel, Team Building, Inventory Management, Cash Flow, Microsoft Word, PowerPoint, Team Leadership, Leadership Development, Fundraising, Program Management, Human Resources, Higher Education, Training, Research, Business Strategy, Small Business, Social Networking, Coaching, Event Planning, Sales, Project Management, Contract Negotiation, Social Media, Change Management
Education
Michigan State University 1981 — 1987
BA/MBA, Accounting/Taxation
University of Phoenix February 2006 - Present
Bitec Inc. January 2003 - Present
C M Vending September 1996 - October 2002
Metzler Locricchio Serra & Co. PC 1988 - 1992
Metzler Locricchio Serra & Co. PC 1988 - 1992
Skills
Cash Management, Financial Reporting, Financial Systems..., Forecasting, GAAP, Cost Accounting, Cash Flow Management, Financial Analysis, Budgeting, Accounting, Financial Management, Internal Controls, Budgets, Managerial Finance, Customer Service, Microsoft Office, Public Speaking, Marketing, Negotiation, Management, Nonprofits, Process Improvement, QuickBooks, Leadership, Accounts Receivable, Strategic Planning, Microsoft Excel, Team Building, Inventory Management, Cash Flow, Microsoft Word, PowerPoint, Team Leadership, Leadership Development, Fundraising, Program Management, Human Resources, Higher Education, Training, Research, Business Strategy, Small Business, Social Networking, Coaching, Event Planning, Sales, Project Management, Contract Negotiation, Social Media, Change Management
Education
Michigan State University 1981 — 1987
BA/MBA, Accounting/Taxation
Matthew D. Rackley Matthew D. Rackley's Metzler Locricchio Serra & Co. PC Experience September 2013 - March 2014
Job at Ted Funke & Associates, P.C.
Industry Accounting
Experience
Ted Funke & Associates, P.C. July 2014 - Present
Metzler Locricchio Serra & Co. PC September 2013 - March 2014
Integrated Health Care Group with multiple locations September 2012 - June 2013
Godfrey Hammel, Danneels & Company, PC January 2012 - December 2012
The Business Doctor, CPA, PC June 2005 - January 2012
United States Marine Corps March 1995 - December 2004
Skills
Tax, Accounting, New Business Development, Leadership, Tax Preparation, Team Building, Mergers & Acquisitions, Analysis, Training, Finance, Internal Controls, Auditing, Budgets, Cash Flow, Payroll, Accounts Payable, Due Diligence, Financial Statements, GAAP, Financial Reporting, Management, Strategic Planning
Education
Campbell University 2000 — 2004
Bachelor of Business Administration, Accounting
Currently Sitting for the CPA Exam
Ted Funke & Associates, P.C. July 2014 - Present
Metzler Locricchio Serra & Co. PC September 2013 - March 2014
Integrated Health Care Group with multiple locations September 2012 - June 2013
Godfrey Hammel, Danneels & Company, PC January 2012 - December 2012
The Business Doctor, CPA, PC June 2005 - January 2012
United States Marine Corps March 1995 - December 2004
Skills
Tax, Accounting, New Business Development, Leadership, Tax Preparation, Team Building, Mergers & Acquisitions, Analysis, Training, Finance, Internal Controls, Auditing, Budgets, Cash Flow, Payroll, Accounts Payable, Due Diligence, Financial Statements, GAAP, Financial Reporting, Management, Strategic Planning
Education
Campbell University 2000 — 2004
Bachelor of Business Administration, Accounting
Currently Sitting for the CPA Exam
Patrick Guido Patrick Guido's Metzler Locricchio Serra & Co. PC Experience January 1987 - January 1988
Job Corporate Controller
Industry Automotive
Experience
Hydraulex Global July 2013 - Present
VPG Autos October 2006 - March 2013
Breitkreuz Molds & Plastics . December 1991 - October 2006
Rockwell Automotive December 1989 - November 1991
Magna International January 1988 - December 1989
Metzler Locricchio Serra & Co. PC January 1987 - January 1988
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Microsoft Excel, Budgets, Process Improvement, Auditing, Internal Controls, Microsoft Office, Cross-functional Team..., Management, Team Building, Business Planning, Manufacturing, Program Management, Strategic Planning, Negotiation, Procurement, Supply Chain Management, Leadership, Inventory Management, Six Sigma, Finance, Operations Management, Continuous Improvement, Managerial Finance, Cash Flow, New Business Development, Automotive, Strategy, Lean Manufacturing, Project Planning, Purchasing, Mergers & Acquisitions, Business Strategy, Contract Negotiation, SAP, Pricing, Logistics, P&L Management, Profit, Team Leadership, P&L, Treasury Management, Income Statement, Change Management, Business Development, Competitive Analysis, Business Process...
Education
Herzing University-Minneapolis
Master’s Degree, International Business
University of Detroit Mercy
Master of Business Administration (M.B.A.), Accounting and Finance
Walsh College of Accountancy and Business Administration
Bachelor of Arts (BA), Accounting
Hydraulex Global July 2013 - Present
VPG Autos October 2006 - March 2013
Breitkreuz Molds & Plastics . December 1991 - October 2006
Rockwell Automotive December 1989 - November 1991
Magna International January 1988 - December 1989
Metzler Locricchio Serra & Co. PC January 1987 - January 1988
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Microsoft Excel, Budgets, Process Improvement, Auditing, Internal Controls, Microsoft Office, Cross-functional Team..., Management, Team Building, Business Planning, Manufacturing, Program Management, Strategic Planning, Negotiation, Procurement, Supply Chain Management, Leadership, Inventory Management, Six Sigma, Finance, Operations Management, Continuous Improvement, Managerial Finance, Cash Flow, New Business Development, Automotive, Strategy, Lean Manufacturing, Project Planning, Purchasing, Mergers & Acquisitions, Business Strategy, Contract Negotiation, SAP, Pricing, Logistics, P&L Management, Profit, Team Leadership, P&L, Treasury Management, Income Statement, Change Management, Business Development, Competitive Analysis, Business Process...
Education
Herzing University-Minneapolis
Master’s Degree, International Business
University of Detroit Mercy
Master of Business Administration (M.B.A.), Accounting and Finance
Walsh College of Accountancy and Business Administration
Bachelor of Arts (BA), Accounting
Brandon Gautreau Brandon Gautreau's Metzler Locricchio Serra & Co. PC Experience February 2012 - Present
Job Associate Accountant at Metzler Locricchio Serra & Co. PC
Industry Retail
Experience
Metzler Locricchio Serra & Co. PC February 2012 - Present
Kroger May 2005 - November 2012
Skills
Accounting, Microsoft Excel, Tax Preparation, Microsoft Word, PowerPoint, Auditing, Tax, Cashiering, Income Tax, QuickBooks, Data Entry, Inventory Management, 10 Key, Time Management
Education
Walsh College 2013 — 2016
Master's in Taxation
Oakland University 2007 — 2012
Bachelor of Science (B.S.), Accounting
Metzler Locricchio Serra & Co. PC February 2012 - Present
Kroger May 2005 - November 2012
Skills
Accounting, Microsoft Excel, Tax Preparation, Microsoft Word, PowerPoint, Auditing, Tax, Cashiering, Income Tax, QuickBooks, Data Entry, Inventory Management, 10 Key, Time Management
Education
Walsh College 2013 — 2016
Master's in Taxation
Oakland University 2007 — 2012
Bachelor of Science (B.S.), Accounting
Jeff Jankowski, CFP Jeff Jankowski, CFP's Metzler Locricchio Serra & Co. PC Experience January 1987 - January 1990
Job Energy and Mining Industry Investment Adviser
Industry Investment Management
Experience
American Portfolio Management, LLC January 1993 - Present
KPMG December 2011 - May 2012
Bank of America January 1990 - January 1993
Metzler Locricchio Serra & Co. PC January 1987 - January 1990
Skills
FATCA, Offshore Trusts, Registered Investment..., Certified Financial..., Investment Management, CPA, Capital Gains Tax, Variable Annuities, Equity Indexed Annuities, Stock Market, Investment Advisory..., IRAs, Roth IRA, SEP IRA, Traditional IRA, Retirement Planning, Offshore Investments, Income Tax, International Sales, Foreign Tax Credit, Expatriate Management, Expatriate Tax, Auditing, Management
Education
Walsh College of Accountancy and Business Administration 1981 — 1996
Bachelors; Associates; Specialized, Finance; Accounting; international finance; public accounting and business management
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning and Services
American Portfolio Management, LLC January 1993 - Present
KPMG December 2011 - May 2012
Bank of America January 1990 - January 1993
Metzler Locricchio Serra & Co. PC January 1987 - January 1990
Skills
FATCA, Offshore Trusts, Registered Investment..., Certified Financial..., Investment Management, CPA, Capital Gains Tax, Variable Annuities, Equity Indexed Annuities, Stock Market, Investment Advisory..., IRAs, Roth IRA, SEP IRA, Traditional IRA, Retirement Planning, Offshore Investments, Income Tax, International Sales, Foreign Tax Credit, Expatriate Management, Expatriate Tax, Auditing, Management
Education
Walsh College of Accountancy and Business Administration 1981 — 1996
Bachelors; Associates; Specialized, Finance; Accounting; international finance; public accounting and business management
College for Financial Planning 1986 — 1987
Certified Financial Planner, Financial Planning and Services
Marie Nagle Marie Nagle's Metzler Locricchio Serra & Co. PC Experience February 2013 - April 2013
Job Property Accountant at Village Green
Industry Accounting
Experience
Village Green June 2013 - Present
Avon May 2011 - Present
Walsh College April 2012 - June 2013
Kumon May 2011 - June 2013
Metzler Locricchio Serra & Co. PC February 2013 - April 2013
CROSSMARK May 2010 - October 2011
CROSSMARK May 2009 - August 2009
Retailing 261, Introduction to Retailing, Michigan State University January 2008 - May 2008
Skills
Microsoft Excel, Retail, Accounting, Tax Preparation, Communication Skills, Customer Service, Sales, Microsoft Word, PowerPoint, Time Management, Teamwork, Financial Reporting, Financial Accounting, Research
Education
Walsh College of Accountancy and Business Administration 2012 — 2014
Master's degree, Accounting, 3.9
Michigan State University 2006 — 2010
Bachelor of Science, Retailing
Novi High School 2002 — 2006
Village Green June 2013 - Present
Avon May 2011 - Present
Walsh College April 2012 - June 2013
Kumon May 2011 - June 2013
Metzler Locricchio Serra & Co. PC February 2013 - April 2013
CROSSMARK May 2010 - October 2011
CROSSMARK May 2009 - August 2009
Retailing 261, Introduction to Retailing, Michigan State University January 2008 - May 2008
Skills
Microsoft Excel, Retail, Accounting, Tax Preparation, Communication Skills, Customer Service, Sales, Microsoft Word, PowerPoint, Time Management, Teamwork, Financial Reporting, Financial Accounting, Research
Education
Walsh College of Accountancy and Business Administration 2012 — 2014
Master's degree, Accounting, 3.9
Michigan State University 2006 — 2010
Bachelor of Science, Retailing
Novi High School 2002 — 2006
Monica Malloy Monica Malloy's Metzler Locricchio Serra & Co. PC Experience February 1993 - Present
Job Tax manager at Metzler Locricchio Serra & Co. PC
Industry Accounting
Experience
Metzler Locricchio Serra & Co. PC February 1993 - Present
Skills
Estate Tax Planning, Tax planning, Tax Return Preparation, Corporate tax, Individual tax, Partnership tax, Tax Preparation, Financial Planners, Tax, Tax Returns, Tax Research, Estate Planning, Tax Accounting, Accounting, QuickBooks, CPA, Bookkeeping, Tax Advisory, Corporate Tax, Partnership Taxation, Income Tax
Education
University of Michigan-Dearborn 1976 — 1980
Bachelor of Business Administration (BBA), Accounting
Metzler Locricchio Serra & Co. PC February 1993 - Present
Skills
Estate Tax Planning, Tax planning, Tax Return Preparation, Corporate tax, Individual tax, Partnership tax, Tax Preparation, Financial Planners, Tax, Tax Returns, Tax Research, Estate Planning, Tax Accounting, Accounting, QuickBooks, CPA, Bookkeeping, Tax Advisory, Corporate Tax, Partnership Taxation, Income Tax
Education
University of Michigan-Dearborn 1976 — 1980
Bachelor of Business Administration (BBA), Accounting
Michael Puckett, CPA, CFE Michael Puckett, CPA, CFE's Metzler Locricchio Serra & Co. PC Experience September 2003 - September 2010
Job President and Managing Principal at Puckett, Clement and Schellenberg, P.C.
Industry Accounting
Experience
Puckett, Clement and Schellenberg, P.C. November 2014 - Present
Metzler Locricchio Serra & Co. October 2010 - October 2014
Metzler Locricchio Serra & Co. PC September 2003 - September 2010
Allied Domecq 1997 - 1998
Skills
Real Estate, Manufacturing, Tax, Accounting, Mergers & Acquisitions, Microsoft Word, Strategic Planning, Microsoft Excel, Budgets, QuickBooks, Due Diligence, Auditing, CPA, Start-ups, Business Planning, Corporate Tax, Financial Reporting, Tax Preparation, Financial Analysis
Education
Walsh College 1992 — 1994
BAcct, Accounting/Business
University of Michigan 1989 — 1991
Aeronautical Engineering
Union Lake Elementary
Puckett, Clement and Schellenberg, P.C. November 2014 - Present
Metzler Locricchio Serra & Co. October 2010 - October 2014
Metzler Locricchio Serra & Co. PC September 2003 - September 2010
Allied Domecq 1997 - 1998
Skills
Real Estate, Manufacturing, Tax, Accounting, Mergers & Acquisitions, Microsoft Word, Strategic Planning, Microsoft Excel, Budgets, QuickBooks, Due Diligence, Auditing, CPA, Start-ups, Business Planning, Corporate Tax, Financial Reporting, Tax Preparation, Financial Analysis
Education
Walsh College 1992 — 1994
BAcct, Accounting/Business
University of Michigan 1989 — 1991
Aeronautical Engineering
Union Lake Elementary
Brandon Gautreau's Metzler Locricchio Serra & Co. PC Experience February 2012 - Present
Job Associate Accountant at Metzler Locricchio Serra & Co. PC
Industry Accounting
Experience
Metzler Locricchio Serra & Co. PC February 2012 - Present
Skills
QuickBooks, CCH, Profx, Microsoft Excel, Quicken, Peachtree, Tax, Accounting
Education
Oakland University 2008 — 2012
Bachelor of Science - Accounting, Accounting
Walsh College
Masters of Taxation
Metzler Locricchio Serra & Co. PC February 2012 - Present
Skills
QuickBooks, CCH, Profx, Microsoft Excel, Quicken, Peachtree, Tax, Accounting
Education
Oakland University 2008 — 2012
Bachelor of Science - Accounting, Accounting
Walsh College
Masters of Taxation
Jessica Tiffin's Metzler Locricchio Serra & Co. PC Experience December 2005 - Present
Job Supervisor at Metzler Locricchio Serra & Co. PC
Industry Accounting
Experience
Metzler Locricchio Serra & Co. PC December 2005 - Present
Grupo Antolin 2003 - November 2005
Metzler Locricchio Serra & Co. PC October 1999 - 2003
Skills
Accounting, Corporate Tax, Income Tax, Microsoft Excel, Microsoft Office, QuickBooks, Tax, Tax Preparation
Education
Baker College of Owosso 1995 — 1999
Bachelor's degree, Accounting
Metzler Locricchio Serra & Co. PC December 2005 - Present
Grupo Antolin 2003 - November 2005
Metzler Locricchio Serra & Co. PC October 1999 - 2003
Skills
Accounting, Corporate Tax, Income Tax, Microsoft Excel, Microsoft Office, QuickBooks, Tax, Tax Preparation
Education
Baker College of Owosso 1995 — 1999
Bachelor's degree, Accounting
Blake Giles's Metzler Locricchio Serra & Co. PC Experience October 2012 - Present
Job Administrative Assistant at Metzler Locricchio Serra & Co. PC
Industry Accounting
Experience
Metzler Locricchio Serra & Co. PC October 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Administrative..., Accounting
Education
Oakland University 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance
Metzler Locricchio Serra & Co. PC October 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Administrative..., Accounting
Education
Oakland University 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance