Jeff Gerhard, Cpa, Cfe Email & Phone Number

Bradenton, Florida Area

• Audit experience primarily in not-for-profits, municipalities, manufacturing, construction, S.E.C., healthcare, retail and wholesaling, benefit plans, and marketing industries. • Preparation of financial statements, footnote disclosures, comprehensive annual financial reports, 990 informational returns, various tax returns. • Training, supervision and mentoring of audit staff.• Presentation of financial statements to management, audit committees, finance committees and board members.

Bradenton, Florida

• Audit experience primarily in not-for-profits, municipalities, manufacturing, construction, retail and wholesaling, benefit plans, and marketing industries. • Preparation of financial statements, footnote disclosures, comprehensive annual financial reports, 990 informational returns, various tax returns. • Training, supervision and mentoring of audit staff.• Presentation of financial statements to management, audit committees, finance committees and board members.• Special projects including development of training programs and the revising of the audit process for the implementation of new audit standards.• Instruction of continuing professional education internally and externally. Sessions have included auditing standards, audit efficiency, accounting standards, and fraud prevention.

• Audit experience primarily in S.E.C., manufacturing, construction, retail, benefit plans, and service industries. • Preparation of financial statements and review of S.E.C. filings. • Training, supervision and mentoring of audit staff.

• Audit experience primarily in not-for-profits, manufacturing, and municipalities. • Preparation of financial statements, comprehensive annual financial reports, and 990 informational returns. • Training, supervision and mentoring of audit staff.• Presentation of financial statements to management, audit committees, finance committees and board members.• Special projects including standardizing the audit process and financial statements for the audit department, internal audit functions, and fraud investigation.

• Audit experience primarily in healthcare, not-for-profits, manufacturing, retail, wholesaling, municipalities, benefit plans, and marketing industries. • Preparation of financial statements, comprehensive annual financial reports, 990 informational returns, various tax returns, and both Medicare and Medicaid cost reports. • Training, supervision and mentoring of audit staff.• Presentation of financial statements to management, audit committees, finance committees and board members.• Lead instructor of an internal training session at Plante & Moran, which included reengineering the session to comply with changes in both auditing and accounting standards.

• Classes taught include Auditing I, Auditing II and Principles of Accounting to associate and bachelor degree students.

Bachelor, Accounting

Activities and Societies: Beta Alpha Psi; OASIS

Bachelor, Psychology