Small &
Associates, LLC
Telephone: 215-504-5722 Email: Bob@SmallCPA.com www.smallcpa.com
Certified Public Accounting “Outsourcing
Services” Firm
Small & Associates, LLC
Established 2001
A certified public accounting firm dedicated to outsourced accounting, bookkeeping, financial management “CFO”, along with tax and related compliance services. Small & Associates focuses on privately held businesses in the bio-pharma, life sciences, software, technology, financial services and manufacturing companies “business to business” arena along with non-profit organizations, personal, estates and trusts. STAFF
Certified Public Accountants Robert F Small,
CPA, MBA ·
Drexel
University, MBA ·
Rider College,
B.S. Accounting
William H Kamin, CPA, MST · Villanova University - M.S. Taxation ·
Rider University - B.S. Accounting
Accounting Staff Holly A Winiesky · Bucks County College, A.S. Accounting and A.S. Para-Legal
Kelly L Jopko · Bucks County College, A.S. Business Administration
Karen E Rodriguez · Holy Family University, B.S. Administration and A.S. Para-legal
Mary Anne France-Trump · Temple University, B.S. Business Administration
Tax Document Admin Kate A Farrell · Temple University, B.S. Marketing
Robert F.
Small, CPA, MBA
215-504-5722 Bob@SmallCPA.com www.smallcpa.com
Small & Associates, LLC
Established 2001 Principal – A certified public accounting firm dedicated to outsourced CFO, financial management, accounting and administrative services, along with tax and business valuations services.
PermitsNOW, Inc.,
Rockville, MD 2000
to 2001 Chief Financial Officer – An Internet technology company that provided a central site and easy process to obtain construction permits across multiple jurisdictions for contractors, utilities, and telecommunications companies. PermitsNOW obtained multiple term sheets from new investors representing a $15.0 million Series B round and had passed through extensive due diligence. Unfortunately lack of market adoption along with irreconcilable differences among the investors, forced a wind down of the company’s operations.
ICT Group, Inc.,
Langhorne, PA 1986
to 2000
CFO/VP Finance & Administration and
then Senior Vice President of Strategic Planning and Corporate Development – A
publicly traded multinational provider of customer relationship management
services for sales, marketing, customer care and Internet support activities in
five countries. ICT Group generated more than $150 million in revenue during
1999, representing compounded annual growth exceeding thirty (30) percent
during the past 13 years.
Advanced Computer Application, Inc.,
Newtown, PA 1984
to 1986 Director of Finance and Administration – Privately held company that provided process control systems and custom software for the automotive manufacturing, chemical processing and energy industries.
Control Automation, Inc.,
Princeton, NJ 1982 to 1984
Company
Controller – Venture capital funded
company that designed and built robotic and vision systems for applications in
the electronic circuit board assembly and inspection.
Eaton Corporation, Yale Group,
Philadelphia, PA 1976
to 1982
Plant Controller and earlier as Financial
Accounting Supervisor, Senior Cost Accounting Analyst and Budget Accountant. Major manufacturing and distribution
operation of industrial vehicles for a Fortune 100 corporation generating
revenue of $400 million during 1982 in
Accreditation / Education /
Military
Certified Public Accountant;
Member of the AICPA and PICPA
Member of National
Association of Certified Valuation Analysts
Ben Franklin Technology
Partners, SE; Member of Investment Advisory Committee
Federal Tax Committee Member
for the Pennsylvania Institute of Certified Public Accountants
Masters in Business
Administration, Finance in 1982 from
Bachelor
of Science, Accounting in 1976 from
United States Navy; Supplies
Petty Officer on Destroyer “Charles H Roan DD853” |
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