Education

Jeff received his Bachelor of Science in Accounting from the State University of New York at Albany.

Location

CBIZ Advisors, LLC – New York
1065 Avenue of the Americas
11th Floor
New York, NY 10018

Profile

As a Senior Managing Director at CBIZ, Jeff has overall responsibility for the leadership and management of the New York office. Prior to this role, he led the New York office’s Accounting Services Group overseeing client service and strategic direction.

Jeff is also the Chairman of the Board of Directors for CBIZ CPAs.*

He has accounting and auditing experience assisting privately-held businesses in various industries, including apparel and manufacturing, helping to ensure strong operations and growth.

Jeff’s experience includes planning, managing, and reviewing complex engagements and specializing in accounting and transaction services for employee stock ownership plans (ESOPs). Jeff leads the Royalty Compliance Group for the New York office and has extensive experience conducting royalty audits and assisting clients in the recovery of unreported revenue from licensing.

Professional Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)

Professional Designations

  • Certified Public Accountant (CPA), New York & New Jersey

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