Partners & Key Personnel
Meet the team thats got you covered.John F. Heveron, Jr., CPA
Specific services include:
- Audit planning and financial statement review.
- Review of exempt organization annual filings.
- Consulting regarding the tax aspects and accounting requirements for related organizations.
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Consulting regarding planned giving, and regarding requirements for contributions and other revenue.
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Training regarding internal controls, budget development, expense allocation, retirement plan matters, Uniform Guidance, indirect cost rates, cost allocation plans and other administrative areas.
- Assistance with application for indirect cost rates and cost allocation plans.
John keeps his technical skills sharp through continuous reading, research, writing and training. He has authored our firm’s quarterly newsletter for more than 25 years.
Michael D. Desmond, CPA
He is the past president of the Rochester Chapter of the New York State Society of Certified Public Accountants, and is a graduate of St. John Fisher College.
Specific services to our clients include:
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Supervision and planning of financial, retirement and compliance audits, including those withUniform Guidance, HUD, US Rural Development, New York State Homes and Community Renewal, Yellow Book and State compliance requirements and ERISA.
- Taxation consulting, planning, preparation and review for individuals and businesses.
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Cost certifications for low-income tax credit housing projects, bonding, HUD, US Rural Development, Federal Home Loan Bank, rehabilitation tax credit projects and state tax credit.
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Affordable housing project audits, planning, project evaluation, tax credit research, and tax preparation.
- ERISA engagements for retirement plans.
- Assistance with the selection and implementation of computerized accounting systems.
Michael has continuously met education requirements of the AICPA, the New York State Society of CPAs and Governmental Auditing Standards.
Stephanie L. Annunziata, CPA
Her activities also include:
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Supervision and planning of financial, compliance and special-purpose audits of not for profits with various compliance requirements including Uniform Guidance, HUD, Governmental Auditing Standards, State, affordable housing and others.
- Review of annual not-for-profit filings with the IRS and New York State.
- Preparation and review of personal income tax returns.
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Involvement in a variety of continuing education programs as a developer, presenter and participant for the firm members and the nonprofit community, including auditing and compliance auditing.
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Development of work programs for risk assessment, compliance auditing and financial statement preparation.
She has continuously met education requirements of the AICPA, the New York State Society of CPAs and Governmental Auditing Standards.
When asked about her career Stephanie says, “I have been helping nonprofit organizations every day for over 28 years. Nonprofit organizations touch so many lives and there is nothing I would rather be doing than helping them and nowhere else I would rather be doing it.”
Brenda J. Smith, CPA, CIA
Brenda is a Principal of Heveron & Company CPAs, and is a Certified Public Accountant and a Certified Internal Auditor. She is a 1996 graduate of the State University of New York at Geneseo. and has been serving not-for-profit organizations since 1999. Her experience prior to joining our firm included three years of accounting for a petroleum company.
Her activities include:
- Supervision and planning of financial and compliance audits of not-for-profits and affordable housing organizations.
- Review of annual not-for-profit filings with the IRS and New York State.
- Involvement in a variety of continuing education programs as a developer, presenter and participant for the firm. Brenda has also developed and presented seminars for the New York State
- Society of CPAs, the Monroe County Bar Association, the Arts and Cultural Council, and the Advertising Council.
- We are qualified by the New York State division of professional licensing to provide continuing education. Brenda tracks our compliance with requirements for our professional license and for individual continuing education.
- Manages our internal quality review process.
Brenda is currently a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the Institute of Internal Auditors. She has continuously met the education requirements of each of these associations, as well as Governmental Auditing Standards. Brenda is also a member of the Rochester Women’s Network and she oversees our United Way campaign, which consistently meets or exceeds its goals.
When Brenda is asked why she has remained in public accounting, she replies, “Heveron & Company has felt like home for me from the start. This is what I am meant to do. Working so closely with our nonprofit and affordable housing organizations makes me feel like I am helping the Rochester community in the best way I can.”
Jeanne M. Beutner, CPA
Specific services include.
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Supervision and planning of financial and compliance audits, including those with Uniform Guidance, Governmental Auditing Standards and State compliance requirements.
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Specializing in school and other educational institution audits, including charter schools since 2005. She has also contributed to the New York State Department of Education Charter School Audit Guide and was a presenter for the New York State Education Department Charter School Fiscal Oversitewebinar.
- Review of annual not-for-profit filings with the IRS and New York State.
- Taxation consulting, planning, preparation and review for individuals and businesses.
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Involvement in a variety of continuing education programs as a developer, presenter and participant for the firm.
Daniel O'Dea, CPA, MBA
Specific services to our clients include:
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Supervision and planning of financial and compliance audits, including those with Uniform Guidance, HUD, US Rural Development, New York State Division of Housing and Community Renewal, Yellow Book and State compliance requirements.
- Review of annual not-for-profit filings with the IRS and New York State.
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Involvement in a variety of continuing education programs as a developer, presenter and participant for the firm
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Kimberly Emilo, CPA
Kim is a principal and an audit team leader with Heveron & Company CPAs. Currently, she is responsible for performing and leading audits, compilations and reviews and tax returns/annual filings primarily for nonprofit clients, including schools, religious and human service organizations.
Kimberly graduated from SUNY Brockport in August 2005 and joined Heveron & Company CPAs in November 2005. Since that time she has spent the majority of her time providing audit and other professional services to nonprofit organizations.
Kim meets all of the continuing professional educational requirements of the AICPA, the New York State Society of CPAs, and of Governmental Auditing Standards.
Kimberly is a member of the New York State Society of CPAs and previously served as the Treasurer for Literacy Rochester. She continues to serve on a sub-committee for the annual fundraising event of Literacy Rochester.