Bradley Bartells, Cpa Email and Phone Number
Bradley Bartells, Cpa work email
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Bradley Bartells, Cpa personal email
Bradley Bartells, Cpa phone numbers
Do you have a retirement plan or nonprofit organization which requires a financial statement audit? Then I’m your guy! We all know audits can be disruptive, boring and painful. How much fun does that sound? You should work with someone who is passionate about these industries and provides value and real world solutions to management, not just an audit opinion. That is me! Let’s talk about your needs!I use my 25 plus years of experience as a CPA to partner with my clients in the employee benefit plan, not-for-profit, and city and local government industries. I have a passion for serving my clients and providing them with the expertise they deserve. The business environment we are faced with provides us with both challenges and opportunities. My 25+ years of experience allows me to provide my clients with “best practices” recommendations for mitigating financial reporting risks, as well as compliance with applicable financial reporting requirements.The employee benefit plan, not-for-profit, and local government industries are highly specialized. The provider of assurance services to your organization or retirement plan should work for a firm who has the experience and capacity to provide you with a premium level of service. My firm is recognized as a leader in providing assurance and business advisory services to not-for-profit, city and local governments, and employee benefit plans. As a member of these departments in my firm, I am able to utilize our resources to provide your not-for-profit, city or local government agency, or employee benefit plan with the highest level of audit, assurance and business advisory services.Specialties: Providing audit, assurance, and business advisory services to employee benefit plans, city and local government agencies, and not-for-profit organizations.
Mun Cpas
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PartnerMun Cpas Jun 2017 - PresentRoseville, Ca, UsI use over 25 years of experience as a CPA to partner with my clients in the employee benefit plan, not-for-profit, and city and local government industries. I have a passion for serving my clients and providing them with the expertise they deserve.My prior experience working in the financial institutions industry provides me with a well-rounded understanding of not only state and national economic issues, but also an intimate understanding of how a well-run privately & publicly held business should operate. I am able to apply this knowledge to my current client responsibilities.I serve defined benefit pension plans, defined contribution 401K plans, and 403b plans with net assets in excess of $2 billion. I also serve cities, special districts, and not-for-profit organizations. My experience includes the following: - Audits of defined benefit and defined contribution 401K and pension plans, include those subject to 11-K and 403b requirements. - Audits of cities, special districts, other governmental agencies, and not-for-profit organizations. - Single audits and yellow book audits. - Board and Finance Committee Training. - Internal control reviews. - Agreed Upon Procedures.
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Board TreasurerInderkum Athletic Booster Club Jun 2020 - Nov 2021 -
Board MemberNational Institute Of Pension Administrators - Sacramento Chapter Jul 2018 - Nov 2021
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Senior ManagerCrowe Horwath Llp Oct 2011 - May 2017Chicago, Illinois, UsSpecialized in serving financial institutions and employee benefit plans. As an Honor Roll graduate of the Pacific Coast Banking School, I possesses a well-rounded business perspective balanced with an understanding of the financial services industry’s regulatory and financial reporting requirements. I have served financial institution audit clients have ranging in size from de novo banks to those with assets over $1 billion requiring SOX 404 audits of internal controls over financial reporting. I serve defined benefit pension plans, defined contribution 401K plans, and 403b plans with net assets in excess of $1 billion. My experience includes the following: Audits of public and private banks and thrifts Audits of defined benefit and defined contribution 401K and pension plans, include those subject to 11-K and 403b requirements SEC reporting, including assistance with securities filings SAS No. 100 Form 10-Q reviews FDICIA internal control attestations SOX Section 404 internal control audits Interest rate risk management and credit risk analysis -
Board Member & TreasurerWestern Pension & Benefits, Sacramento Chapter Jul 2011 - Jun 2015
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Senior Vice President, Assurance ServicesPerry-Smith, Llp Aug 2003 - Oct 2011My experience at Perry-Smith LLP included the following: Audits of public and private banks and thrifts Audits of defined benefit and defined contribution 401K and pension plans, include those subject to 11-K and 403b requirements SEC reporting, including assistance with securities filings SAS No. 100 Form 10-Q reviews FDICIA internal control attestations SOX Section 404 internal control audits Interest rate risk management and credit risk analysis
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Senior Accountant/Finance1St Centennial Bank Jan 2001 - May 2002
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Senior AccountantJohnston, Gremaux & Rossi Cpa'S Sep 1996 - Sep 2001Pleasant Hill, California, Us
Bradley Bartells, Cpa Skills
Bradley Bartells, Cpa Education Details
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University Of RedlandsAccounting -
Pacific Coast Banking SchoolBanking
Frequently Asked Questions about Bradley Bartells, Cpa
What company does Bradley Bartells, Cpa work for?
Bradley Bartells, Cpa works for Mun Cpas
What is Bradley Bartells, Cpa's role at the current company?
Bradley Bartells, Cpa's current role is Your “Go-To Guy” for retirement plan and nonprofit financial statement audit expertise!.
What is Bradley Bartells, Cpa's email address?
Bradley Bartells, Cpa's email address is br****@****ath.com
What is Bradley Bartells, Cpa's direct phone number?
Bradley Bartells, Cpa's direct phone number is +191620*****
What schools did Bradley Bartells, Cpa attend?
Bradley Bartells, Cpa attended University Of Redlands, Pacific Coast Banking School.
What are some of Bradley Bartells, Cpa's interests?
Bradley Bartells, Cpa has interest in Soccer, Camping, Skiing, Golfing.
What skills is Bradley Bartells, Cpa known for?
Bradley Bartells, Cpa has skills like Certified Public Accountant, Employee Benefit Plan Audits, Bank Accounting, Sec Reporting, Cpa, Sec Filings, Financial Reporting, Auditing, Internal Controls, Sarbanes Oxley Act, Employee Benefits, Enterprise Risk Management.
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