Bradley Bartells, Cpa Email & Phone Number

Roseville, Ca, Us

I 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.

Chicago, Illinois, Us

Specialized 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

My 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

Pleasant Hill, California, Us

Bs, Accounting

Banking