Gerry is a director of the firm, practicing primarily in the business assurance department. He is the firm’s most senior technical person responsible for making practice decisions on unusual and/or complex accounting and auditing issues. He has been in public accounting for more than thirty years.
In his practice, Gerry serves the business needs of companies ranging from owner-operated professional practices to publicly-traded multinational corporations. His clients belong to a broad spectrum of industries, including the manufacturing, distribution, mortgage banking, construction contractors, private equity, and professional services industries. As such, he is well versed in the practice of industry benchmarking for the success of his clients.
In the areas of accounting and assurance, Gerry provides his clients with comprehensive services. He acts as a trusted business adviser to companies’ management teams, and performs audits, reviews and compilations of historical and prospective financial statements of business entities, nonprofit entities, and various employee benefit trusts. He develops business plans for start-up enterprises; structures the financial and tax aspects of business mergers, acquisitions, and dispositions; and composes business succession plans. He is seasoned in providing income tax planning and compliance services and handling income tax controversies.
Gerry is a licensed Certified Public Accountant in New Jersey, Pennsylvania, Illinois and California (inactive). He is a member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants. He has also completed the requirements for the AICPA’s Business Valuation Certificate of Educational Achievement Program. Gerry graduated Magna Cum Laude with a Bachelor of Science Degree in accounting from La Salle University in 1983.
In the community, Gerry has served as the Treasurer and member of the Board of Trustees for West Jersey Chamber Music Society, Inc. since 1987. He recently served as the Finance Committee Chair/Treasurer and Board of Trustees member of The Riverton Country Club (1999-2007; 2009-2013).