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Associates

 

Edward M. Roberts, CPA
Certified Public Accountant

SUMMARY OF QUALIFICATIONS
Highly motivated, reliable, confident, and committed to professional standards of performance. Exposed to a very wide range of public and private accounting and business environments.

WORK EXPERIENCE HISTORY
10/04 - Present EDWARD M. ROBERTS, CPA AND ASSOCIATES, PC, Harleysville, PA
Certified Public Accountant and Consultant
-Provide CPA services including compilations, reviews as well as corporate, partnership and individual taxation preparation for approximately 275 clients.
-Assist businesses and other CPA Firms with special projects as well as agreed upon procedures as needed with respect to consulting engagements.
-Acquired and merged a locally owned CPA firm from a retiring practitioner who serviced individuals, corporations, partnerships, and non-profit entities in a vast number of industries.
-Supervise and assist a small staff on a daily basis with a variety of management, accounting, and taxation issues customary to a CPA firm.

3/93 - Present ROBERTS AND COMPANY, PC, Doylestown, PA
Certified Public Accountant
-Provide a broad range of public accounting services including compilations, reviews, audits, as well as corporate and individual taxation services for approximately 50 clients.
-Specialize in automated accounting setup and service related industries.
-Supervise and assist small to medium size companies on a controller level.

5/91 - 2/93 NOBLE LOWNDES JOHNSON, Newtown, PA
Accounting Manager with the National Accounting Division
-Gained private accounting experience in the areas of employee benefit consulting and actuarial accounting for third party insurance divisions.
-Acted as accounting liaison between headquarters and various satellite locations as well as the external auditors.

7/89 - 4/91 ARTHUR ANDERSEN LLP., Philadelphia, PA
Experienced Staff Accountant
-Specialized in small, growth oriented businesses and worked directly with upper management who were often owners.
-Used auditing and consulting as diagnostic tools to suggest management improvements.

EDUCATION
May, 1989 THE PENNSYLVANIA STATE UNIVERSITY, State College, Pennsylvania
Bachelor of Sciences Degree - The Smeal College of Business Administration
Majored in accounting emphasizing the areas of economics, management information systems, and international business.

EXTRA-CURRICULAR ACTIVITIES AND AFFILIATIONS
Currently:
-A member of the Pennsylvania Institute of Certified Public Accountants
-Assist Robert Godshall as needed with respect to election issues and polling as a United States House of Representatives Official

Formerly:
-While in College - elected Secretary of the Penn State Accounting Club; formalized a new membership system for over 200 students, helped recruit guest speakers, and documented club meetings.
-Accounting Proctor - supervised and assisted 30 students attending introductory accounting classes.
-Served on the Board of Directors as a Treasurer of a local home association ensuring that all financial activity was properly accounted for and that assets were being used to their fullest potential.

 

 

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