PKS & Company, P.A.
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PKS & Company, P.A. Employees
Employee
Years
Job
Industry
Dan O'Connell, CPA/PFS, CVA Dan O'Connell, CPA/PFS, CVA's PKS & Company, P.A. Experience December 1995 - Present
Job Partner, PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. December 1995 - Present
PKS Investment Advisors, LLC. January 1999 - Present
The Salisbury Health Group, LLC January 2007 - Present
Skills
Tax, CPA, Mergers & Acquisitions, Finance, Income Tax, Managerial Finance, Auditing, Business Valuation, Investment Properties, US GAAP, Sales, Accounting, Mergers, Small Business, Corporate Tax, GAAP, Tax Preparation, QuickBooks, Retirement Planning, Tax Returns, Financial Accounting, Strategic Financial..., Valuation, Management Consulting, Tax Research, Financial Statements, Partnership Taxation, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Budgets, Cash Flow, Account Reconciliation, Real Estate, Accounts Receivable, Corporate Law, Accounts Payable, Payroll, General Ledger, Financial Analysis, Tax Accounting, Bookkeeping, Financial Advisory
Education
Salisbury University - Perdue School of Business 1992 — 1996
BS, Accounting
PKS & Company, P.A. December 1995 - Present
PKS Investment Advisors, LLC. January 1999 - Present
The Salisbury Health Group, LLC January 2007 - Present
Skills
Tax, CPA, Mergers & Acquisitions, Finance, Income Tax, Managerial Finance, Auditing, Business Valuation, Investment Properties, US GAAP, Sales, Accounting, Mergers, Small Business, Corporate Tax, GAAP, Tax Preparation, QuickBooks, Retirement Planning, Tax Returns, Financial Accounting, Strategic Financial..., Valuation, Management Consulting, Tax Research, Financial Statements, Partnership Taxation, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Budgets, Cash Flow, Account Reconciliation, Real Estate, Accounts Receivable, Corporate Law, Accounts Payable, Payroll, General Ledger, Financial Analysis, Tax Accounting, Bookkeeping, Financial Advisory
Education
Salisbury University - Perdue School of Business 1992 — 1996
BS, Accounting
Ankit Harkhani Ankit Harkhani's PKS & Company, P.A. Experience June 2014 - Present
Job Staff Accountant at PKS & Company, P.A.
Industry Higher Education
Experience
PKS & Company, P.A. June 2014 - Present
Holloway & Marvel PA July 2013 - May 2014
Salisbury University August 2009 - May 2014
Skills
Accounting, Financial Statements, PowerPoint, Research, Microsoft Office, Bank Reconciliation, Tax Returns, Financial Accounting, Finance, Higher Education, Public Speaking, Cost Accounting, Filing, Multi Tasking, Information Systems, US GAAP, Financial Reporting
Education
Salisbury University - Perdue School of Business 2009 — 2014
Accounting
PKS & Company, P.A. June 2014 - Present
Holloway & Marvel PA July 2013 - May 2014
Salisbury University August 2009 - May 2014
Skills
Accounting, Financial Statements, PowerPoint, Research, Microsoft Office, Bank Reconciliation, Tax Returns, Financial Accounting, Finance, Higher Education, Public Speaking, Cost Accounting, Filing, Multi Tasking, Information Systems, US GAAP, Financial Reporting
Education
Salisbury University - Perdue School of Business 2009 — 2014
Accounting
Nick Erculiani Nick Erculiani's PKS & Company, P.A. Experience January 1992 - November 1995
Job Vice President Vehicle and Equipment Operations I B2B Financial Services I Change Management I Corporate Strategy
Industry Financial Services
Experience
Element Fleet Management February 2014 - Present
PHH Arval June 2011 - February 2014
PHH Arval April 2006 - June 2011
Williams Scotsman June 2004 - April 2006
PHH Arval April 2001 - June 2004
Perdue Farms November 1995 - April 2001
PKS & Company, P.A. January 1992 - November 1995
Skills
Fleet Management, Finance, Financial Analysis, Process Improvement, Business Process..., Forecasting, Financial Modeling, Risk Management, Financial Reporting, Internal Controls, Budgets, Accounting, Operations Management, Pricing, Strategic Planning, Sarbanes-Oxley Act, Business Analysis, Salesforce.com, Customer Satisfaction, Business Planning, Strategy, Executive Management, Cross-functional Team..., Management
Education
Salisbury University 1998 — 1999
MBA, Business Administration
CPA 1995 — 1995
Certified Public Accountant
Salisbury University 1988 — 1992
BS, Accounting
Saint Francis College 1989 — 1989
Undergraduate, Accounting
Element Fleet Management February 2014 - Present
PHH Arval June 2011 - February 2014
PHH Arval April 2006 - June 2011
Williams Scotsman June 2004 - April 2006
PHH Arval April 2001 - June 2004
Perdue Farms November 1995 - April 2001
PKS & Company, P.A. January 1992 - November 1995
Skills
Fleet Management, Finance, Financial Analysis, Process Improvement, Business Process..., Forecasting, Financial Modeling, Risk Management, Financial Reporting, Internal Controls, Budgets, Accounting, Operations Management, Pricing, Strategic Planning, Sarbanes-Oxley Act, Business Analysis, Salesforce.com, Customer Satisfaction, Business Planning, Strategy, Executive Management, Cross-functional Team..., Management
Education
Salisbury University 1998 — 1999
MBA, Business Administration
CPA 1995 — 1995
Certified Public Accountant
Salisbury University 1988 — 1992
BS, Accounting
Saint Francis College 1989 — 1989
Undergraduate, Accounting
Christopher L. Parker, CPA Christopher L. Parker, CPA's PKS & Company, P.A. Experience 2007 - 2011
Job Controller, Trinity Logistics
Industry Logistics and Supply Chain
Experience
Trinity Logistics 2012 - Present
PKS & Company, P.A. 2007 - 2011
Skills
Accounting, Accounts Receivable, Financial Accounting, Financial Reporting, GAAP, General Ledger, Transportation, CPA, Financial Statements, Fixed Assets, Budgets, QuickBooks, Variance Analysis
Education
Salisbury University - Perdue School of Business 1997 — 1999
Bachelor's, Accounting
Trinity Logistics 2012 - Present
PKS & Company, P.A. 2007 - 2011
Skills
Accounting, Accounts Receivable, Financial Accounting, Financial Reporting, GAAP, General Ledger, Transportation, CPA, Financial Statements, Fixed Assets, Budgets, QuickBooks, Variance Analysis
Education
Salisbury University - Perdue School of Business 1997 — 1999
Bachelor's, Accounting
Mary C. Harrell Mary C. Harrell's PKS & Company, P.A. Experience 1999 - 2001
Job Tax Director at The LBA Group
Industry Accounting
Experience
The LBA Group November 2001 - Present
PKS & Company, P.A. 1999 - 2001
Peninsula Health Group 1992 - 1999
Skills
GAAP, Accounting, Tax, CPA, Tax Returns, Income Tax, QuickBooks, Tax Preparation, Tax Accounting, General Ledger, Financial Accounting, Internal Controls, Auditing, Financial Reporting, Corporate Tax
Education
University of Florida 1962 — 1964
Jacksonville University 1961 — 1963
Sweet Briar College 1960 — 1961
The LBA Group November 2001 - Present
PKS & Company, P.A. 1999 - 2001
Peninsula Health Group 1992 - 1999
Skills
GAAP, Accounting, Tax, CPA, Tax Returns, Income Tax, QuickBooks, Tax Preparation, Tax Accounting, General Ledger, Financial Accounting, Internal Controls, Auditing, Financial Reporting, Corporate Tax
Education
University of Florida 1962 — 1964
Jacksonville University 1961 — 1963
Sweet Briar College 1960 — 1961
Samuel Bennett Samuel Bennett's PKS & Company, P.A. Experience August 2014 - June 2015
Job Accountant at MedStar Health
Industry
Experience
MedStar Health June 2015 - Present
PKS & Company, P.A. August 2014 - June 2015
Salisbury University February 2014 - May 2014
Harford Bank May 2012 - August 2013
Humanim January 2011 - August 2012
Skills
Accounting, Auditing, Time Management, QuickBooks, Financial Statements, Internal Controls, Teamwork
Education
Salisbury University - Perdue School of Business 2012 — 2014
Harford Community College 2010 — 2012
None, Accounting, Freshman to Sophmore Year
MedStar Health June 2015 - Present
PKS & Company, P.A. August 2014 - June 2015
Salisbury University February 2014 - May 2014
Harford Bank May 2012 - August 2013
Humanim January 2011 - August 2012
Skills
Accounting, Auditing, Time Management, QuickBooks, Financial Statements, Internal Controls, Teamwork
Education
Salisbury University - Perdue School of Business 2012 — 2014
Harford Community College 2010 — 2012
None, Accounting, Freshman to Sophmore Year
Brittany Stern, CPA Brittany Stern, CPA's PKS & Company, P.A. Experience January 2008 - May 2010
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2012 - Present
CliftonLarsonAllen January 2011 - December 2012
Clifton Gunderson LLP January 2011 - December 2011
PKS & Company, P.A. January 2008 - May 2010
Skills
GAAP, CPA, ProSystem fx Tax, Tax, Auditing, Financial Statements, Corporate Tax, Tax Preparation, Income Tax, Financial Modeling, US GAAP, Internal Controls, Financial Accounting, Tax Accounting, SEC filings, Tax Research
Education
Towson University 2010 — 2011
Masters, Accounting
Salisbury University 2005 — 2009
Bachelors, Accounting & Financial Planning
CliftonLarsonAllen November 2012 - Present
CliftonLarsonAllen January 2011 - December 2012
Clifton Gunderson LLP January 2011 - December 2011
PKS & Company, P.A. January 2008 - May 2010
Skills
GAAP, CPA, ProSystem fx Tax, Tax, Auditing, Financial Statements, Corporate Tax, Tax Preparation, Income Tax, Financial Modeling, US GAAP, Internal Controls, Financial Accounting, Tax Accounting, SEC filings, Tax Research
Education
Towson University 2010 — 2011
Masters, Accounting
Salisbury University 2005 — 2009
Bachelors, Accounting & Financial Planning
E. Lee McCabe, CPA, CVA E. Lee McCabe, CPA, CVA's PKS & Company, P.A. Experience March 2005 - Present
Job Audit Manager at PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. March 2005 - Present
Henderson Hutcherson & McCullough, PLLC 2000 - 2004
Skills
Business Valuation, CPA, GAAP, Financial Reporting, QuickBooks, Auditing, Financial Accounting, Accounting, Financial Statements, Corporate Tax, Accounts Receivable, Assurance, Income Tax, Tax Preparation, Tax, Accounts Payable, Forensic Accounting, Partnership Taxation, Cash Flow, Account Reconciliation, Payroll, ProSystem fx Tax, Finance, Budgets, Fixed Assets, Revenue Recognition, Sales Tax, Due Diligence, External Audit, Bookkeeping, US GAAP, Audits of Employee..., Cash Management, General Ledger, Internal Controls
Education
Carson-Newman University
Accounting
PKS & Company, P.A. March 2005 - Present
Henderson Hutcherson & McCullough, PLLC 2000 - 2004
Skills
Business Valuation, CPA, GAAP, Financial Reporting, QuickBooks, Auditing, Financial Accounting, Accounting, Financial Statements, Corporate Tax, Accounts Receivable, Assurance, Income Tax, Tax Preparation, Tax, Accounts Payable, Forensic Accounting, Partnership Taxation, Cash Flow, Account Reconciliation, Payroll, ProSystem fx Tax, Finance, Budgets, Fixed Assets, Revenue Recognition, Sales Tax, Due Diligence, External Audit, Bookkeeping, US GAAP, Audits of Employee..., Cash Management, General Ledger, Internal Controls
Education
Carson-Newman University
Accounting
Jessica Mill, MBA Jessica Mill, MBA's PKS & Company, P.A. Experience August 2014 - Present
Job Staff Accountant at PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. August 2014 - Present
Salisbury University August 2013 - May 2014
Habitat America, LLC May 2010 - August 2013
Skills
SAP ERP, Spanish, Microsoft Office, Accounting, Bank Reconciliation, Depreciation, Teamwork, Social Media
Education
Salisbury University - Perdue School of Business 2013 — 2014
Master of Business Administration (MBA)
Penn State University 2008 — 2012
Bachelor of Science (BS), Accounting
PKS & Company, P.A. August 2014 - Present
Salisbury University August 2013 - May 2014
Habitat America, LLC May 2010 - August 2013
Skills
SAP ERP, Spanish, Microsoft Office, Accounting, Bank Reconciliation, Depreciation, Teamwork, Social Media
Education
Salisbury University - Perdue School of Business 2013 — 2014
Master of Business Administration (MBA)
Penn State University 2008 — 2012
Bachelor of Science (BS), Accounting
Autumn Burns's PKS & Company, P.A. Experience 2000 - 2006
Job Controller at George, Miles & Buhr, LLC
Industry Civil Engineering
Experience
George, Miles & Buhr, LLC July 2013 - Present
George, Miles & Buhr, LLC June 2006 - July 2013
PKS & Company, P.A. 2000 - 2006
Skills
Financial Accounting, Account Reconciliation, Microsoft Excel, GAAP, Variance Analysis, Accruals, General Ledger, Financial Statements, Fixed Assets, Project Accounting
Education
Salisbury University - Perdue School of Business 1995 — 2000
Bachelor of Science (B.S.), Accounting and Finance
George, Miles & Buhr, LLC July 2013 - Present
George, Miles & Buhr, LLC June 2006 - July 2013
PKS & Company, P.A. 2000 - 2006
Skills
Financial Accounting, Account Reconciliation, Microsoft Excel, GAAP, Variance Analysis, Accruals, General Ledger, Financial Statements, Fixed Assets, Project Accounting
Education
Salisbury University - Perdue School of Business 1995 — 2000
Bachelor of Science (B.S.), Accounting and Finance
Jean Webster, CPA CPP Jean Webster, CPA CPP's PKS & Company, P.A. Experience January 1993 - Present
Job Payroll Supervisor at PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. January 1993 - Present
Vernon Esham Homes, Inc. August 2002 - February 2007
Webster Academy September 1999 - May 2006
Skills
Quickbooks, ADP, Payroll Taxes, Payroll, Payroll Processing, Payroll Administration, Multi-state Payroll, Pay, ADP Payroll
Education
The Dale Carnegie Course 2005 — 2005
The Dale Carnegie Course
Salisbury University 1982 — 1982
Secondary Education and Teaching
Marietta College 1974 — 1978
B.A., Accounting, Mathematics-Accounting, Magna Cum Laude
Woodlawn Senior High School 1971 — 1974
High School Diploma, College Prep
PKS & Company, P.A. January 1993 - Present
Vernon Esham Homes, Inc. August 2002 - February 2007
Webster Academy September 1999 - May 2006
Skills
Quickbooks, ADP, Payroll Taxes, Payroll, Payroll Processing, Payroll Administration, Multi-state Payroll, Pay, ADP Payroll
Education
The Dale Carnegie Course 2005 — 2005
The Dale Carnegie Course
Salisbury University 1982 — 1982
Secondary Education and Teaching
Marietta College 1974 — 1978
B.A., Accounting, Mathematics-Accounting, Magna Cum Laude
Woodlawn Senior High School 1971 — 1974
High School Diploma, College Prep
Nicholas Pruitt, CPA, MBA Nicholas Pruitt, CPA, MBA's PKS & Company, P.A. Experience January 2013 - November 2014
Job Certified Public Accountant
Industry Accounting
Experience
Pruitt P3 & Company, PA November 2014 - Present
PKS & Company, P.A. January 2013 - November 2014
PKS & Company, P.A. November 2010 - December 2012
PKS Investment Advisors LLC July 2009 - June 2010
Skills
Excel, Auditing, Tax Preparation, Quickbooks, Tax, Accounting, Payroll, Financial Reporting, Word, PowerPoint, Microsoft Office, Outlook, Audit, Financial Accounting, Problem Solving, Research, Internal Controls, Income Tax, GAAP, Writing, Customer Service, Reconciliation, Non-profits, Cash Flow, General Ledger, Accounts Receivable, Accounts Payable, Forecasting, Corporate Tax, Bookkeeping, Microsoft Word, Budgets, Internal Audit, US GAAP, Access, Cash Management, Sarbanes-Oxley Act, Microsoft Excel, Small Business, 1120S, Tax Returns, SEC filings, Finance, Financial Statements, ProSystem fx Tax, Account Reconciliation, Financial Analysis, CPA, QuickBooks, Strategic Financial...
Education
Salisbury University - Perdue School of Business 2005 — 2010
MBA, Accounting
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor's degree, Accounting
Pruitt P3 & Company, PA November 2014 - Present
PKS & Company, P.A. January 2013 - November 2014
PKS & Company, P.A. November 2010 - December 2012
PKS Investment Advisors LLC July 2009 - June 2010
Skills
Excel, Auditing, Tax Preparation, Quickbooks, Tax, Accounting, Payroll, Financial Reporting, Word, PowerPoint, Microsoft Office, Outlook, Audit, Financial Accounting, Problem Solving, Research, Internal Controls, Income Tax, GAAP, Writing, Customer Service, Reconciliation, Non-profits, Cash Flow, General Ledger, Accounts Receivable, Accounts Payable, Forecasting, Corporate Tax, Bookkeeping, Microsoft Word, Budgets, Internal Audit, US GAAP, Access, Cash Management, Sarbanes-Oxley Act, Microsoft Excel, Small Business, 1120S, Tax Returns, SEC filings, Finance, Financial Statements, ProSystem fx Tax, Account Reconciliation, Financial Analysis, CPA, QuickBooks, Strategic Financial...
Education
Salisbury University - Perdue School of Business 2005 — 2010
MBA, Accounting
Salisbury University - Perdue School of Business 2005 — 2009
Bachelor's degree, Accounting
Amy Kerns Amy Kerns's PKS & Company, P.A. Experience June 2010 - July 2014
Job Senior Accountant at Connections Education
Industry Accounting
Experience
Connections Education February 2015 - Present
Finest Kind Landscaping & Home Improvements February 2013 - Present
Hopkins Automotive Group July 2014 - February 2015
PKS & Company, P.A. June 2010 - July 2014
Acc January 2010 - March 2010
PwC January 2007 - November 2009
Clifton Gunderson LLP October 2005 - October 2006
Werres Corporation January 2003 - September 2004
Skills
Auditing, Account Reconciliation, Financial Statements, QuickBooks, Financial Reporting, General Ledger, Reviews, Compilation Of..., Analytical Skills, Budget Process, Tax Returns, Bookkeeping, Internal Controls, Research, Microsoft Excel, Highly motivated..., Accounting, Tax, Financial Accounting, GAAP, Income Tax, Budgets, Finance, Tax Preparation, CPA, Corporate Tax, Payroll, Process Improvement, Analytics, Communication, Staff Supervision, Performance Appraisal
Education
Towson University 2003 — 2007
Bachelor's Degree, Accounting, 3.98 GPA
Connections Education February 2015 - Present
Finest Kind Landscaping & Home Improvements February 2013 - Present
Hopkins Automotive Group July 2014 - February 2015
PKS & Company, P.A. June 2010 - July 2014
Acc January 2010 - March 2010
PwC January 2007 - November 2009
Clifton Gunderson LLP October 2005 - October 2006
Werres Corporation January 2003 - September 2004
Skills
Auditing, Account Reconciliation, Financial Statements, QuickBooks, Financial Reporting, General Ledger, Reviews, Compilation Of..., Analytical Skills, Budget Process, Tax Returns, Bookkeeping, Internal Controls, Research, Microsoft Excel, Highly motivated..., Accounting, Tax, Financial Accounting, GAAP, Income Tax, Budgets, Finance, Tax Preparation, CPA, Corporate Tax, Payroll, Process Improvement, Analytics, Communication, Staff Supervision, Performance Appraisal
Education
Towson University 2003 — 2007
Bachelor's Degree, Accounting, 3.98 GPA
Sejal Patel-Mody, CPA Sejal Patel-Mody, CPA's PKS & Company, P.A. Experience September 2008 - May 2009
Job Supervisor at Master, Sidlow & Associates, P. A.
Industry Accounting
Experience
Master, Sidlow & Associates, P. A. August 2014 - Present
Master, Sidlow & Associates, P. A. August 2009 - July 2014
PKS & Company, P.A. September 2008 - May 2009
Doherty & Associates 2005 - 2006
Skills
Tax Preparation, General Ledger, Income Tax, Accounting, Tax, Auditing, Financial Reporting, CPA, GAAP, ProSystem fx Tax, Journal Entries, Tax Research, Tax Accounting, Corporate Tax, Account Reconciliation, Tax Returns, QuickBooks, Accounts Payable, Accounts Receivable
Education
University of Delaware 2002 — 2006
Bachelor of Science (BS), Accounting
Master, Sidlow & Associates, P. A. August 2014 - Present
Master, Sidlow & Associates, P. A. August 2009 - July 2014
PKS & Company, P.A. September 2008 - May 2009
Doherty & Associates 2005 - 2006
Skills
Tax Preparation, General Ledger, Income Tax, Accounting, Tax, Auditing, Financial Reporting, CPA, GAAP, ProSystem fx Tax, Journal Entries, Tax Research, Tax Accounting, Corporate Tax, Account Reconciliation, Tax Returns, QuickBooks, Accounts Payable, Accounts Receivable
Education
University of Delaware 2002 — 2006
Bachelor of Science (BS), Accounting
Andrew Haynie, CPA, CFE Andrew Haynie, CPA, CFE's PKS & Company, P.A. Experience November 2000 - Present
Job Partner at PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. November 2000 - Present
Leatherbury & Broache June 1998 - August 2000
Skills
Accounts Receivable, QuickBooks, Financial Accounting, Corporate Tax, Partnership Taxation, Audits of Employee..., Budgets, SEC filings, CPA, General Ledger, Internal Controls, Finance, GAAP, Investments, Tax Preparation, Risk Management, Microsoft Excel, Microsoft Word, Financial Reporting, Auditing, Financial Analysis, Small Business, Non-profits, Accounts Payable, Management Consulting, Tax, Tax Research, Forensic Accounting, Strategic Financial..., Accounting, Business Valuation, Fixed Assets, Microsoft Office, Financial Statements, Income Tax, Tax Returns, Payroll, Managerial Finance, Benefits Administration, Account Reconciliation, Mergers, Sales Tax, Bookkeeping, Asset Based Lending, Cash Management, Tax Accounting, US GAAP, Entity Selection, Nonprofits, S Corporations
Education
Salisbury University - Perdue School of Business 1995 — 1998
Bachelor, Accounting
PKS & Company, P.A. November 2000 - Present
Leatherbury & Broache June 1998 - August 2000
Skills
Accounts Receivable, QuickBooks, Financial Accounting, Corporate Tax, Partnership Taxation, Audits of Employee..., Budgets, SEC filings, CPA, General Ledger, Internal Controls, Finance, GAAP, Investments, Tax Preparation, Risk Management, Microsoft Excel, Microsoft Word, Financial Reporting, Auditing, Financial Analysis, Small Business, Non-profits, Accounts Payable, Management Consulting, Tax, Tax Research, Forensic Accounting, Strategic Financial..., Accounting, Business Valuation, Fixed Assets, Microsoft Office, Financial Statements, Income Tax, Tax Returns, Payroll, Managerial Finance, Benefits Administration, Account Reconciliation, Mergers, Sales Tax, Bookkeeping, Asset Based Lending, Cash Management, Tax Accounting, US GAAP, Entity Selection, Nonprofits, S Corporations
Education
Salisbury University - Perdue School of Business 1995 — 1998
Bachelor, Accounting
James D. Maybury, CPA James D. Maybury, CPA's PKS & Company, P.A. Experience January 2007 - Present
Job Supervisor at PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. January 2007 - Present
Skills
QuickBooks, Auditing, Tax, GAAP, Microsoft Excel, Microsoft Office, Problem Solving, Microsoft Word, Corporate Tax, Financial Reporting, Financial Accounting, Income Tax, Personal Income Tax..., Financial Analysis, Financial Statements, Tax Preparation, General Ledger, Payroll, Finance, Internal Controls, Account Reconciliation, Budgets, Accounts Receivable, 1120S, Assurance, Fixed Assets, US GAAP, ProSystem fx Tax, Tax Returns, Yellow Book, Accounting, State Tax Planning, Accounts Payable, Tax Research, CPA, Strategic Financial..., Revenue Recognition, Partnership Taxation, Bookkeeping, Cash Management, Tax Accounting
Education
Salisbury University 2003 — 2009
Salisbury University - Perdue School of Business 2005 — 2008
BS, Accounting
Salisbury University - Perdue School of Business 2008 — 2009
BS, Personal Financial Planning
PKS & Company, P.A. January 2007 - Present
Skills
QuickBooks, Auditing, Tax, GAAP, Microsoft Excel, Microsoft Office, Problem Solving, Microsoft Word, Corporate Tax, Financial Reporting, Financial Accounting, Income Tax, Personal Income Tax..., Financial Analysis, Financial Statements, Tax Preparation, General Ledger, Payroll, Finance, Internal Controls, Account Reconciliation, Budgets, Accounts Receivable, 1120S, Assurance, Fixed Assets, US GAAP, ProSystem fx Tax, Tax Returns, Yellow Book, Accounting, State Tax Planning, Accounts Payable, Tax Research, CPA, Strategic Financial..., Revenue Recognition, Partnership Taxation, Bookkeeping, Cash Management, Tax Accounting
Education
Salisbury University 2003 — 2009
Salisbury University - Perdue School of Business 2005 — 2008
BS, Accounting
Salisbury University - Perdue School of Business 2008 — 2009
BS, Personal Financial Planning
Ashley Stern, CPA Ashley Stern, CPA's PKS & Company, P.A. Experience September 2009 - Present
Job Accounting Supervisor at PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. September 2009 - Present
Salisbury Jaycees January 2014 - December 2014
Salisbury Jaycees December 2012 - December 2013
Salisbury Jaycees January 2012 - December 2012
PKS & Company, P.A. February 2007 - September 2009
Skills
Tax Preparation, Auditing, Financial Planning, Income Tax, GAAP, Strategic Financial..., Accounting, QuickBooks, Tax, Financial Accounting, Financial Reporting, Microsoft Office, Tax Returns, PowerPoint, Budgets, Peachtree, Financial Analysis, Payroll, Variance Analysis, General Ledger, Financial Statements, SEC filings, Sarbanes-Oxley Act, Strategic Planning, Leadership, Customer Service, Bookkeeping, Mergers & Acquisitions, Tax Accounting, Investments, Tax Advisory, CPA, Microsoft Excel, Assurance, Internal Audit, Accounts Receivable, Sales Tax, Account Reconciliation, Analysis, Cash Flow, Managerial Finance, Small Business, Business Valuation, Tax Research, Accounts Payable, Time Management, Microsoft Word, ProSystem fx Tax, Finance, Access
Education
Salisbury University - Perdue School of Business 2008 — 2009
MBA, Masters in Business Administration
Salisbury University - Perdue School of Business 2004 — 2008
BS, Accounting
PKS & Company, P.A. September 2009 - Present
Salisbury Jaycees January 2014 - December 2014
Salisbury Jaycees December 2012 - December 2013
Salisbury Jaycees January 2012 - December 2012
PKS & Company, P.A. February 2007 - September 2009
Skills
Tax Preparation, Auditing, Financial Planning, Income Tax, GAAP, Strategic Financial..., Accounting, QuickBooks, Tax, Financial Accounting, Financial Reporting, Microsoft Office, Tax Returns, PowerPoint, Budgets, Peachtree, Financial Analysis, Payroll, Variance Analysis, General Ledger, Financial Statements, SEC filings, Sarbanes-Oxley Act, Strategic Planning, Leadership, Customer Service, Bookkeeping, Mergers & Acquisitions, Tax Accounting, Investments, Tax Advisory, CPA, Microsoft Excel, Assurance, Internal Audit, Accounts Receivable, Sales Tax, Account Reconciliation, Analysis, Cash Flow, Managerial Finance, Small Business, Business Valuation, Tax Research, Accounts Payable, Time Management, Microsoft Word, ProSystem fx Tax, Finance, Access
Education
Salisbury University - Perdue School of Business 2008 — 2009
MBA, Masters in Business Administration
Salisbury University - Perdue School of Business 2004 — 2008
BS, Accounting
Shelly Oakley Shelly Oakley's PKS & Company, P.A. Experience June 2003 - Present
Job Senior Accountant at PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. June 2003 - Present
Skills
GAAP, Financial Reporting, Financial Accounting, Fixed Assets, Account Reconciliation, General Ledger
Education
Washington College 1986 — 1990
Bachelor of Arts (B.A.), Business Administration and Management, General
Salisbury University
Master of Business Administration (M.B.A.), Business Administration and Management, General
PKS & Company, P.A. June 2003 - Present
Skills
GAAP, Financial Reporting, Financial Accounting, Fixed Assets, Account Reconciliation, General Ledger
Education
Washington College 1986 — 1990
Bachelor of Arts (B.A.), Business Administration and Management, General
Salisbury University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Amy Adkins Oates Amy Adkins Oates's PKS & Company, P.A. Experience December 1994 - June 2009
Job CPA Accountant at Plaza Condominium, Inc.
Industry Accounting
Experience
Plaza Condominium, Inc. May 2010 - Present
Self Employed July 2009 - Present
PKS & Company, P.A. December 1994 - June 2009
Skills
CPA, QuickBooks, GAAP, General Ledger, Accounting, Auditing, Financial Reporting, Financial Accounting, Corporate Tax, Financial Analysis, Financial Statements, Payroll, Internal Controls
Education
Salisbury University 1990 — 1994
Bachlor of Science, Accounting
Plaza Condominium, Inc. May 2010 - Present
Self Employed July 2009 - Present
PKS & Company, P.A. December 1994 - June 2009
Skills
CPA, QuickBooks, GAAP, General Ledger, Accounting, Auditing, Financial Reporting, Financial Accounting, Corporate Tax, Financial Analysis, Financial Statements, Payroll, Internal Controls
Education
Salisbury University 1990 — 1994
Bachlor of Science, Accounting
Meg Guy Meg Guy's PKS & Company, P.A. Experience February 2003 - October 2006
Job Healthcare Advisory Services at EEPB, PC
Industry Accounting
Experience
EEPB, PC January 2008 - Present
EEPB, PC January 2008 - Present
Master, Sidlow & Assoiates, P. A. February 2007 - April 2007
PKS & Company, P.A. February 2003 - October 2006
LBA Certified Public Accountants, PA January 1982 - December 1999
Skills
Financial Reporting, Healthcare, Financial Planning, Tax
Education
Elon University 1978 — 1981
BA, Accounting, Business Admin, Economics
EEPB, PC January 2008 - Present
EEPB, PC January 2008 - Present
Master, Sidlow & Assoiates, P. A. February 2007 - April 2007
PKS & Company, P.A. February 2003 - October 2006
LBA Certified Public Accountants, PA January 1982 - December 1999
Skills
Financial Reporting, Healthcare, Financial Planning, Tax
Education
Elon University 1978 — 1981
BA, Accounting, Business Admin, Economics
Bryant Brooks Jr Bryant Brooks Jr's PKS & Company, P.A. Experience January 2015 - Present
Job Student at Salisbury University Perdue School of Business
Industry Accounting
Experience
PKS & Company, P.A. January 2015 - Present
M&T Bank February 2011 - February 2015
Kmart Corporation November 2007 - August 2011
Skills
Accounting, Financial Analysis, Finance, Microsoft Excel, Communication, Customer Service, Access, Financial Accounting, Cash Management, QuickBooks
Education
Salisbury University - Perdue School of Business 2015 — 2016
Master of Business Administration (MBA), Accounting
Salisbury University - Perdue School of Business 2011 — 2015
Bachelor of Science (BS), Accounting
PKS & Company, P.A. January 2015 - Present
M&T Bank February 2011 - February 2015
Kmart Corporation November 2007 - August 2011
Skills
Accounting, Financial Analysis, Finance, Microsoft Excel, Communication, Customer Service, Access, Financial Accounting, Cash Management, QuickBooks
Education
Salisbury University - Perdue School of Business 2015 — 2016
Master of Business Administration (MBA), Accounting
Salisbury University - Perdue School of Business 2011 — 2015
Bachelor of Science (BS), Accounting
John M Stern Jr CPA's PKS & Company, P.A. Experience 1986 - Present
Job Owner, PKS & Compnay P.A.
Industry Accounting
Experience
PKS & Compnay P.A. OwnerPKS Investment Advisors2000 - Present
PKS & Company, P.A. 1986 - Present
Skills
Small Business, Strategic Financial..., Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, Retirement Planning, Finance, CPA, Tax Returns, Estate Planning, Mergers & Acquisitions, Budgets, Tax Accounting, Payroll, Financial Planning, Financial Analysis, QuickBooks, Wealth, Strategic Planning, Retirement
Education
Loyola University Maryland 1966 — 1970
PKS & Compnay P.A. OwnerPKS Investment Advisors2000 - Present
PKS & Company, P.A. 1986 - Present
Skills
Small Business, Strategic Financial..., Tax, Corporate Tax, Income Tax, Tax Preparation, Accounting, Retirement Planning, Finance, CPA, Tax Returns, Estate Planning, Mergers & Acquisitions, Budgets, Tax Accounting, Payroll, Financial Planning, Financial Analysis, QuickBooks, Wealth, Strategic Planning, Retirement
Education
Loyola University Maryland 1966 — 1970
Roxane Gabrielson's PKS & Company, P.A. Experience February 2012 - Present
Job Manager, PKS & Company PA
Industry Accounting
Experience
Delmarva Zoological Society July 2014 - Present
PKS & Company, P.A. February 2012 - Present
Salisbury Area Chamber of Commerce April 2013 - Present
MACPA 2000 - Present
AICPA 1993 - Present
BNI 2005 - September 2013
Whitehaven Heritage Association 2000 - Present
Delmarva Zoological Society July 2013 - July 2014
Twilley Rommel & Stephens PA January 2006 - January 2012
Roxane L Gabrielson CPA January 2004 - January 2006
Skills
Tax, Management Consulting, Small Business, Corporate Tax, Financial Planners, GAAP, Business Planning, Valuation, Mergers, Income Tax, Auditing, Budgets, Financial Accounting, Financial Reporting, Financial Audits, QuickBooks, Business Valuation, Managerial Finance, Tax Returns, Accounting, Tax Preparation, Financial Analysis, Tax Accounting, Strategic Financial..., Account Reconciliation, Payroll, Financial Statements, Cash Management, CPA, General Ledger, Accounts Receivable, Fixed Assets, Finance, Internal Controls, Accounts Payable, Bookkeeping, Real Estate, Forecasting, Estate Planning, Microsoft Excel, Banking, Cash Flow, Sales Tax, Real Estate Development, Investments, SEC filings, US GAAP, Due Diligence, Sarbanes-Oxley Act, Payroll Taxes
Education
Wilmington University 1992 — 1994
MBA, Business
Wilmington University 1989 — 1991
BS, Accounting
Montgomery County Community College 1973 — 1975
AA, Fine Arts
Souderton Area High School
Delmarva Zoological Society July 2014 - Present
PKS & Company, P.A. February 2012 - Present
Salisbury Area Chamber of Commerce April 2013 - Present
MACPA 2000 - Present
AICPA 1993 - Present
BNI 2005 - September 2013
Whitehaven Heritage Association 2000 - Present
Delmarva Zoological Society July 2013 - July 2014
Twilley Rommel & Stephens PA January 2006 - January 2012
Roxane L Gabrielson CPA January 2004 - January 2006
Skills
Tax, Management Consulting, Small Business, Corporate Tax, Financial Planners, GAAP, Business Planning, Valuation, Mergers, Income Tax, Auditing, Budgets, Financial Accounting, Financial Reporting, Financial Audits, QuickBooks, Business Valuation, Managerial Finance, Tax Returns, Accounting, Tax Preparation, Financial Analysis, Tax Accounting, Strategic Financial..., Account Reconciliation, Payroll, Financial Statements, Cash Management, CPA, General Ledger, Accounts Receivable, Fixed Assets, Finance, Internal Controls, Accounts Payable, Bookkeeping, Real Estate, Forecasting, Estate Planning, Microsoft Excel, Banking, Cash Flow, Sales Tax, Real Estate Development, Investments, SEC filings, US GAAP, Due Diligence, Sarbanes-Oxley Act, Payroll Taxes
Education
Wilmington University 1992 — 1994
MBA, Business
Wilmington University 1989 — 1991
BS, Accounting
Montgomery County Community College 1973 — 1975
AA, Fine Arts
Souderton Area High School
Ray Perdue's PKS & Company, P.A. Experience January 2009 - July 2014
Job Controller at First Shore Federal Savings and Loan
Industry Accounting
Experience
First Shore Federal Savings and Loan August 2014 - Present
PKS & Company, P.A. January 2009 - July 2014
Perdue Farms May 2007 - August 2007
Education
Salisbury University - Perdue School of Business 2004 — 2008
Bachelor of Science (B.S.), Accounting
First Shore Federal Savings and Loan August 2014 - Present
PKS & Company, P.A. January 2009 - July 2014
Perdue Farms May 2007 - August 2007
Education
Salisbury University - Perdue School of Business 2004 — 2008
Bachelor of Science (B.S.), Accounting
Deborah Oland's PKS & Company, P.A. Experience January 2008 - November 2013
Job Controller at Crystal Steel Fabricators, Inc.
Industry Construction
Experience
PKS & Company, P.A. January 2008 - November 2013
Atlantic Coast Construction June 2006 - January 2008
Tyler & Company January 1997 - November 2004
Skills
Quickbooks, Tax, Accounts Payable, Accounting, General Ledger, Accounts Receivable, GAAP, Reconciliation, Financial Accounting, Payroll, Financial Analysis, Fixed Assets, Excel, Tax Returns, Income Tax, Bookkeeping, Tax Preparation, Journal Entries, Account Reconciliation, Corporate Tax, Financial Reporting, Tax Research, Small Business, Microsoft Word, Strategic Financial..., Financial Statements, Payroll Taxes, Revenue Recognition, Partnership Taxation, Tax Accounting, Cost Accounting, Bank Reconciliation, Consolidation, Peachtree, Microsoft Excel, Business Valuation, Cash Flow, US GAAP, Sarbanes-Oxley Act, QuickBooks, Microsoft Office, Budgets, Finance, SEC filings, Balance, Sales Tax, Accruals, CPA, Estate Planning, ProSystem fx Tax
Education
Salisbury University - Perdue School of Business 1994 — 1996
BS, Accounting
James Madison University 1992 — 1993
General
Linganore High School 1989 — 1992
PKS & Company, P.A. January 2008 - November 2013
Atlantic Coast Construction June 2006 - January 2008
Tyler & Company January 1997 - November 2004
Skills
Quickbooks, Tax, Accounts Payable, Accounting, General Ledger, Accounts Receivable, GAAP, Reconciliation, Financial Accounting, Payroll, Financial Analysis, Fixed Assets, Excel, Tax Returns, Income Tax, Bookkeeping, Tax Preparation, Journal Entries, Account Reconciliation, Corporate Tax, Financial Reporting, Tax Research, Small Business, Microsoft Word, Strategic Financial..., Financial Statements, Payroll Taxes, Revenue Recognition, Partnership Taxation, Tax Accounting, Cost Accounting, Bank Reconciliation, Consolidation, Peachtree, Microsoft Excel, Business Valuation, Cash Flow, US GAAP, Sarbanes-Oxley Act, QuickBooks, Microsoft Office, Budgets, Finance, SEC filings, Balance, Sales Tax, Accruals, CPA, Estate Planning, ProSystem fx Tax
Education
Salisbury University - Perdue School of Business 1994 — 1996
BS, Accounting
James Madison University 1992 — 1993
General
Linganore High School 1989 — 1992
Leslie Aguillon's PKS & Company, P.A. Experience January 2011 - Present
Job Staff Accountant at PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. January 2011 - Present
Skills
Tax, Income Tax, Account Reconciliation, GAAP, Auditing, Tax Returns, Fixed Assets, General Ledger, QuickBooks, Corporate Tax, Accounting, Financial Reporting, Tax Preparation, Financial Accounting
Education
Liberty University 2003 — 2007
Bachelor of Science, Accounting
PKS & Company, P.A. January 2011 - Present
Skills
Tax, Income Tax, Account Reconciliation, GAAP, Auditing, Tax Returns, Fixed Assets, General Ledger, QuickBooks, Corporate Tax, Accounting, Financial Reporting, Tax Preparation, Financial Accounting
Education
Liberty University 2003 — 2007
Bachelor of Science, Accounting
Ronald Ritz's PKS & Company, P.A. Experience July 2011 - Present
Job Supervisor at PKS & Company PA
Industry Accounting
Experience
PKS & Company, P.A. July 2011 - Present
Education
The University of Akron 1981 — 1985
MS Tax, Accounting
PKS & Company, P.A. July 2011 - Present
Education
The University of Akron 1981 — 1985
MS Tax, Accounting
Gail Walkup, CAPP's PKS & Company, P.A. Experience 2001 - 2004
Job Accounts Payable Supervisor at Peninsula Regional Medical Center
Industry Hospital & Health Care
Experience
Peninsula Regional Medical Center 2008 - Present
Plymouth Tube Company 2007 - 2008
Rinnier Development Company 2005 - 2007
Icelandic USA 2004 - 2005
PKS & Company, P.A. 2001 - 2004
Skills
Accounting, Accounts Payable, Accruals, Internal Controls, Regulatory Compliance, Change Management, Leadership, Variance Analysis, Policies & Procedures, Project Implementation..., Process Improvement, Account Reconciliation, General Ledger, Microsoft Office, Lawson, Navision, McKesson MSCM & MFM, Square9 SmartSearch, Financial Analysis, Financial Reporting, Auditing, Journal Entries, Inventory Management, Fixed Assets, Accounts Receivable, Bookkeeping, Quickbooks, Budgeting, Customer Relations, Cash Flow, Shared Services, Payroll, Payroll Processing, ADP
Education
Wilmington University 2012 — 2017
MBA - Healthcare Concentration
Salisbury University 1999 — 2001
Bachelor's degree, Accounting, 3.4 GPA
Wor-Wic Community College 1995 — 1999
Associate of Arts (A.A.), General Studies, 3.9 GPA
Peninsula Regional Medical Center 2008 - Present
Plymouth Tube Company 2007 - 2008
Rinnier Development Company 2005 - 2007
Icelandic USA 2004 - 2005
PKS & Company, P.A. 2001 - 2004
Skills
Accounting, Accounts Payable, Accruals, Internal Controls, Regulatory Compliance, Change Management, Leadership, Variance Analysis, Policies & Procedures, Project Implementation..., Process Improvement, Account Reconciliation, General Ledger, Microsoft Office, Lawson, Navision, McKesson MSCM & MFM, Square9 SmartSearch, Financial Analysis, Financial Reporting, Auditing, Journal Entries, Inventory Management, Fixed Assets, Accounts Receivable, Bookkeeping, Quickbooks, Budgeting, Customer Relations, Cash Flow, Shared Services, Payroll, Payroll Processing, ADP
Education
Wilmington University 2012 — 2017
MBA - Healthcare Concentration
Salisbury University 1999 — 2001
Bachelor's degree, Accounting, 3.4 GPA
Wor-Wic Community College 1995 — 1999
Associate of Arts (A.A.), General Studies, 3.9 GPA
Alyssa Wilcox's PKS & Company, P.A. Experience January 2013 - Present
Job Staff Accountant at PKS & Company, P.A.
Industry Accounting
Experience
PKS & Company, P.A. January 2013 - Present
The Brant June 2008 - November 2012
Skills
GAAP, Tax Preparation, Financial Accounting, Accounting, QuickBooks, Financial Statements
Education
University of Maryland Eastern Shore 2009 — 2012
Bachelor of Science (BS), Accounting
PKS & Company, P.A. January 2013 - Present
The Brant June 2008 - November 2012
Skills
GAAP, Tax Preparation, Financial Accounting, Accounting, QuickBooks, Financial Statements
Education
University of Maryland Eastern Shore 2009 — 2012
Bachelor of Science (BS), Accounting