Robert D. Bennett, Cpa,Cgma Email & Phone Number

Southfield, Mi

I help clients, who are frustrated with the lack of knowledge and resources from their current advisers, realize their potential by providing a solid background, platform and educational experiences that will help them thrive in the ever competitive multifamily, new markets and renewable energy industries.With the passage of new legislation such as the Inflation Reduction Act and new accounting pronouncements such as ASU 842: Leasing Accounting, its impact on Renewable Energy Tax Credit industry is significant. I assist my clients in navigating their way through complexities such as these to achieve their goals.

Greater Detroit Area

I help clients who have not obtained the type of service that they should expect from their current accounting firm. I am adept at carefully listening to my clients and uncovering their needs so that we can apply the proper skills, knowledge and experience to provide professional and accurate solutions in a manner that they have come to expect and deserve from their accounting advisers.

Bingham Farms, Mi

I help clients who are worried and frustrated over the process of obtaining an audit or review. I am especially proficient in guiding my clients through the process while reducing stress and meeting the demands of project.

Bingham Farms, Mi

•Perform Financial Statement audits for HUD regulated entities such as Multifamily projects including Cooperatives, Condominiums and other Home Owner Associations •Perform Financial Statement Audits, Reviews and Compilations to Real Estate, Health Care and Manufacturing industries. •Prepare Corporate, Individual and Non-Profit tax returns•Perform compliance engagements for government regulated entities•Prepare budget, forecasts and cashflow analysis •As a Quickbooks Proadvisor, I guide clients on the efficent and effective use of Quickbooks software program•Provide client relations and building opportunities as well as new revenue generation

Troy, Mi

•Hand-picked to support development of the company’s new Business Lending Center.•Designed and created lending and regulatory compliant policies and procedures used by all underwriting staff, integrating audit and commercial lending background.•Approval and declination authority for simple to complex Business Lending Center commercial loan applications with authority up to $350,000 including evaluating these loans in order to maximize organizational profit and minimize risk

Troy, Mi

Senior Internal Auditor (50%)•Created and facilitated training session on Flowcharting and Conducting Opening Client Presentations to management and co-workers. •Created standardized testing templates for inclusion in audit documentation which led to increased effectiveness and efficiency.•Reviewed written audit reports prepared by audit staff.•Interfaced with other groups inside and outside the organization such as project management, finance personnel and external auditors.Internal Asset Review Manager (50%)•Ensured the proper risk management characteristics are applied to loans.•Prepared and presented the Audit Plan to senior management for submission and approval of Audit Committee.•Created an updated version of the Loan Review Report that detailed salient facts of loan•Reviewed internal asset (loan) reviews performed by staff members.•Performed and presented performance evaluations to staff members.•Informed and negotiated with Senior Loan Management the proper risk ratings for individual loans.•Assisted in the creation of the process to identify Troubled Debt Restructurings to comply with regulations.

Troy, Mi

Senior Auditor (40%)•Promoted to Senior Auditor after one audit season•Financial statement and footnote preparation, planning and completion of all phases of audit for privately-held or non-profit financial institutions•Researched and prepared presentations on issues of concern for clients•Prepared management letters, work papers and audit programs for Audit engagements•Planned and completed audit engagements for several clients at one time•Gained comprehensive knowledge base of the operations of financial institutions•Managed and delegated tasks to staff while maintaining responsibility for completionCommercial Lending Consultant (60%)•Conducted special audits/projects consisting of loan reviews, collection control and procedures , allowance sufficiency, regulatory lending requirements, and bank secrecy •Conducted lending projects, internal audits, and fraud investigations•Provided value-added recommendations for improvement of internal controls to clients•Planned and communicated with management the scope of the engagements•Presented conclusions and findings to Directors and Client Management•Guided clients about new accounting pronouncements and reporting requirements•Conducted various special presentations including new bankruptcy laws, interest rate yield curve, and Accounting for Other Real Estate Owned•Drafted articles for submission to the firm’s newsletters such as the Mortgage Crisis, Effects of FASB 140 on Reporting of Mortgage Servicing Rights, and Control Considerations over Non-Traditional Mortgage Products

Mspa, Accountancy

Ma, Political Science