About Anthony

Tony is the Managing Principal of our Columbus office. His practice focuses on accounting/auditing requirements and business consulting for health care, nonprofit, manufacturing, real estate and governmental organizations. Tony specializes in financial reporting, industry benchmarking, financial and fraud assessment, and Uniform Grant Guidance requirements. He is a Certified Fraud Examiner and heads up the firm’s Fraud and Forensic group.

Tony provides numerous consulting services, including business plan reviews, evaluating and obtaining financing, strategic and business planning, internal controls, and performing operational and business office reviews and analyses.

Tony is on the board of the Westerville Area Chamber of Commerce and is also on the board for the Crohn’s & Colitis Foundation of Central Ohio, serving as Treasurer. He previously chaired the United Way of Delaware County’s Community Impact Council.

With more than 20 years of public accounting experience and his community involvement, Tony’s significant experience allows him to assist his clients through all their critical financial and operational needs.

Industry Expertise

  • Audit & Advisory
    • Accounting and Auditing Standards
    • Lead Person on Firm Paperless Document Management System
    • Agreed-Upon Procedure Engagements
    • Audits subject to Government Auditing Standards and Uniform Grant Guidance Requirements
    • Internal Control Review and Consulting
    • Business Office/Financial Reporting Analysis & Consulting
    • Financial Accounting Standards Expert
    • HUD-Financed Projects, Including Cost Certification Audits
    • Operational Reviews
  • Fraud, Forensic & Litigation Support
    • Lead Person on Fraud Data Extraction Software Implementation, Training and On-Going Maintenance
  • Nonprofit Organizations
  • Manufacturing
  • Healthcare
    • Skilled Nursing Facilities, both For-Profit and Philanthropic
    • Continuing Care Retirement Communities
    • Intermediate Care and Developmentally Disabled Facilities
    • Mental Health Facilities
    • Employee Benefit Plans; Defined Contribution and Defined Benefit Plans

Memberships & Associations:

  • American Institute of Certified Public Accountants (AICPA)
    • Member, Accounting and Auditing Section
  • Association of Certified Fraud Examiners (CFE)
  • Ohio Society of Certified Public Accountants (OSCPA)
  • Crohn’s & Colitis Foundation of Central Ohio
    • Board of Directors, Treasurer
  • Westerville Area Chamber of Commerce
    • Board member
  • United Way of Delaware County
    • Prior Community Financial Stability Impact Team
    • Prior Chairperson of Community Impact Council
  • SourcePoint Trusted Business Advisor

 

Education

University of Dayton

BSBA – Accounting