Small & Associates, LLC

One South State Street, Newtown, PA 18940

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.

Permanent Staff

Robert F Small, CPA, MBA

·          Drexel University, MBA

·          Rider College, B.S. Accounting

Kelly L Jopko

·          Bucks County College, A.S. Business Administration

Holly A Winiesky

·          Bucks County College, A.S. Accounting and Para-Legal

Annette V Villegas

·          Rider University, B.S. Accounting

 

Adjunct Staff

William H Kamin, CPA, MST

·       Villanova University – M.S. Taxation

·       Rider University – B.S. Accounting

Caety Gaeta – Admin

·       Perpetual college student

Drew R Small - Intern

·       Bucks County College, A.S. Accounting

               Jonathan A Villegas - Intern

·       Rider University - B.S. Accounting

               Colleen Dunn

·       Delaware Valley College – B.S. Accounting

 

 

Robert F. Small, CPA, MBA

One South State Street, Newtown, PA 18940

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 North America.

 

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 Drexel University, Philadelphia, PA.

Bachelor of Science, Accounting in 1976 from Rider University, Lawrenceville, NJ.

United States Navy; Supplies Petty Officer on Destroyer “Charles H Roan DD853”