RICHARD A. FERNANDES, CPA – MANAGING PARTNER
Fernandes has over 35 years of diversified experience in the areas
of auditing, taxation, financial planning, financial management,
real estate planning and administration, government contract accounting,
incurred cost audits, automated accounting system design and implementation
and business valuation. He has served as a team captain on quality
reviews of other CPA firms for the Maryland Association of Certified
Public Accountants and the Pennsylvania Institute of Certified
Public Accountants under the American Institute of Certified Public
Accountants' practice monitoring program. Email.
LUIGI DEGENNARO, CPA – PARTNER, AUDIT AND CHURCH SERVICES
has over 30 years of experience in providing financial planning and
income tax assistance to individuals, partnerships, trusts, LLCs,
and corporations. His responsibilities also include staffing and managing
audits, compilations and review engagements. He has extensive experience
in accounting and taxation for the following industries: government
contractors; churches; automobile dealerships; professional firms; transportation
industry organizations; construction contractors; and non-profit
organizations. He is a member of the Virginia State Board of Accountancy,
the American Institute of CPA's and the Maryland Society of Accountants. Email.
BONNIE BRUENING, CPA – PARTNER
Ms. Bruening has over 20 years of experience providing accounting, audit and tax services to small businesses, not-for-profits and small business owners. Her responsibilities include staffing and managing audits, compilation and review engagements as well as small business and individual taxation. Additionally, she is the partner in charge of parish audits for the Archdiocese of Washington. She is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. Email.
OTHER SENIOR STAFF
James M. Fernandes, CPA, MSA – Senior Accountant – Masters in Accountancy from James Madison University has related experience in corporate, partnership and personal Income tax preparation, preparation of compiled financial statements, audit staffing and client management. Email.
SUSAN M. LANTZ, CPA – Senior Accountant – Over 20 years of accounting and tax experience with small and medium size business and not for profit organizations. Experience includes: business and individual tax preparation, compiled financial statements, outsourced CFO services, software training and implementation and general business management and tax consulting. Specializes in the following industries: Real estate and property management, law firms, medical practices, car dealerships, restaurants, retail establishments, gas stations, government contractors and service centers. Member of the AICPA and the MACPA. Email.
Serena F. Fernandes – Senior Bookkeeper, Church and Church School Accounting Group and Government Contract Services Group – specializes in accounting, bookkeeping and payroll for churches and related entities. Expert in the following software: ACS, Accountrack,
Shelby, CMS, and QuickBooks.
Also an expert in government contract billing, payroll, bookkeeping
and administration. Email.
Tina M. King – Senior Bookkeeper – Over 20 years experience in all facets of bookkeeping, accounting, payroll and business management. Has owned her own business which provided her with a unique perspective with respect to small business operations and management. Email.
Jennifer Logan – Senior Bookkeeper, Accounting Department Group – Extensive experience resulting from small business ownership and
public accounting including: Payroll; Payroll taxes; Bookkeeping;
Inventory; Accounts payable; Accounts receivable; Human resources
management. Expert in Quickbooks and other software applications. Email.
Meghan Dove – Senior Bookkeeper – Extensive experience in many small business bookkeeping, payroll tax and administrative functions with emphasis on auto service and non profit. Experience with QuickBooks and other small business software and payroll tax packages. Email.
Kathryn J. Puckett – Senior Bookkeeper – Over 10 years of bookkeeping and cost analysis experience. Staff in charge of Firehouse Subs in-house bookkeeping operations. Experience includes payroll and payroll tax preparation, QuickBooks accounting software, restaurant accounting and bookkeeping, data entry, reconciliation of accounts and general ledger maintenance. Email.
Melody Roehsner – Senior Bookkeeper – Over 10 years experience in bookkeeping for churches and related schools, payroll, payroll taxes and various administrative functions. Expert in Great Plains, QuickBooks and other related software packages. Email.
Andrea Dewitt – Bookkeeper, Church Accounting Group – Over 11 years of experience in church and non profit accounting and bill paying, accounts payable, accounts receivable, payroll processing and payroll taxes, bank reconciliations. Proficient in QuickBooks, Excel, Word, Outlook and other software. Email.
Andrew DeGennaro – Staff Accountant – Graduate of George Mason University in Fairfax, Virginia. Experience includes audit staff, personal and business income tax preparation, financial statement preparation, government contract bookkeeping and accounting and personal property return preparation. Proficient in QuickBooks, Excel, Word, ProSeries and other accounting and income tax software.Email.
Stacey George – Bookkeeper, Church Accounting Group – 7 years of experience with ledger reconciliation, accounts payable, accounts receivable, church accounting and bookkeeping, payroll and payroll tax processing. Proficient in QuickBooks, Excel, Word, and other financial software programs. Email.
Paulette Mayberry – Bookkeeper – Over 25 years of bookkeeping experience in a variety of businesses as owner of her own bookkeeping business and as accounting staff. Has experience in budgeting, financial statement preparation, general ledger maintenance, payroll and payroll tax preparation, grant management, church bookkeeping and accounting, Graduate of Los Angeles Harbor College, H&R Block tax training, Intuit QuickBooks Pro Certification and Accreditation Council for Accountancy and Taxation. Email.
ROANOKE OFFICE SENIOR STAFF
Jay Moore, CPA – Senior Manager – Mr. Moore has over 40 years of diversified experience in all areas of business and personal taxation, trust taxation and planning, financial planning, audit, estate planning, accounting practice management, mergers and acquisitions and executive compensation. He was the managing partner for J. Moore & Company, PC, Certified Public Accountants and its predecessor organization for 30 years. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Email.
Shelly K. Smith, CPA – Senior Manager – Ms. Smith has over 20 years of experience in public accounting and specializes in the areas of medical practice management, business and individual taxation, pension plan administration and financial statement preparation. She is a member of the AICPA and the Virginia Society of Certified Public Accountants. Email.
KEITH M. DANCE, CPA/ABV – Senior Manager – Mr. Dance has more than 24 years of public accounting experience with audit experience in a number of areas including employee benefit plans and various not for profit organizations. Has experience with Sarbanes-Oxley projects and has extensive audit management experience. Memberships include: American Institute of Certified Public Accountants, Virginia Society of Certified Public Accountants. Mr. Dance is also certified by the American Institute of Certified Public Accountants in the field of business valuation. Email.
JEFFERY D. JOHNSON, CPA – Senior Manager – Over 25 years of public accounting experience including extensive audit experience with not for profit organizations and government contractors. Former managing partner of Dorton, Gooch, PC in Roanoke, Virginia. Member of the Virginia Institute of Certified Public Accountants, the West Virginia Board of Accountancy, the Kentucky Board of Accountancy and the American Institute of Certified Public Accountants. Email.
RICHARD M. MUTERSPAUGH, CPA – Senior Manager – Over 10 years of public accounting experience in the areas of small to medium size business income tax preparation, financial statement preparation and various management and administrative planning. Experience also includes personal income tax preparation, audit fieldwork, multi state returns, municipal government and non profit audits, tax planning and financial projections. Graduate of Roanoke College. Member of the American Institute of Certified Public Accountants and the Virginia Society of CPAs. Email.
Stacy Reece – Manager – Ms. Reece has a bachelor's degree in accounting from Radford University and over 15 years of experience in small to medium size business accounting including audit and preparation of reviewed and compiled financial statements. Her experience includes business and personal income tax planning and preparation. Proficient in the use and implementation of various accounting software packages. She has extensive experience and significant expertise with large medical groups and their principals. Email.
Kathy Worrell – Staff Accountant – Ms. Worrell has a bachelor's degree in business administration from Roanoke College and 12 years of experience in small business accounting, including compiled financial statements preparation, business and individual income tax preparation, payroll and payroll tax preparation, bank reconciliations and bill paying. She is proficient in the use of QuickBooks and MAS90 software packages. She has extensive experience and significant expertise with large medical groups and their principals. Email.
SABRINA DALY – Staff Accountant and Payroll Manager – Ms. Daly has over 20 years of experience in small business accounting, including preparation of compiled financial statements, business and personal income tax planning and preparation. She has extensive experience with QuickBooks and Peachtree accounting software and Pro Series income tax preparation software. Email.
Lisa Mickey – Bookkeeper – Ms. Mickey has over 10 years of experience in all areas of small business bookkeeping and administration. Her experience includes payroll and payroll tax preparation, general ledger maintenance, bank reconciliations and bill paying. She has extensive experience with QuickBooks software. Email.
CYNTHIA L. DIFRANCESCO, CPA – Senior Accountant – Over 15 years of income tax preparation and planning experience including: individual, corporate, trust, not for profit, employee benefit plans and estates. Also has extensive experience in IRS representation. Technology competencies include many spreadsheet, accounting, tax and data base management programs. Email.
John Marotta – Senior Accountant – Mr. Marotta is a graduate of St. Johns University and has been in public accounting for over 30 years, with expertise in small business accounting in addition to individual and business taxation. He is well versed in accounting for real estate, medical professionals, construction contractors and other closely held businesses. He has extensive experience with QuickBooks software, and provides training and set up to clients. Email.