When & How a Forensic Accountant or CPA with a Specialized Skill Set Can Help You
What does it mean to be a forensic accountant and when might you need to call on a forensic accountant to help you or your company with a financial dilemma?
Have you ever considered contacting a CPA for assistance on a project that requires a specialized skill?
You can use the information you will learn in this webinar recording to educate and advise your clients, evaluate your own practices, and also to know when you or a client might need the assistance of a forensic accountant or CPA specialist.
Both with GreerWalker LLP, a Carolinas-based CPA firm, Ramona Farrell, GFBAI member and Director of Litigation and Forensic Services, and Sandi Thorman, GFBAI member and Partner, will assist you with:
- Understanding the skills and capabilities of a forensic accountant
- Appreciating the depth and breadth of services offered by forensic accountants
- Awareness of the specializations offered by CPAs
- Identifying ways that forensic accountants and/or CPAs can assist you and your clients
About the presenters:
Ramona Farrell, CFBA, CFE, CFCI and Director in GreerWalker, LLP’s Greenville, SC office.
Ramona holds a master’s degree of business administration, and is a certified family business advisor, certified fraud examiner and certified financial crimes investigator. With more than 20 years of diversified financial consulting and forensic accounting experience, Ramona specializes in family business consulting, mergers & acquisitions, financial investigations and litigation. As an adjunct faculty member (2012–2016), Ramona taught Business Ethics at a university in Sacramento, CA and has presented at CPA societies and professional organizations
Sandi Thorman, CPA and Partner in GreerWalker LLP’s Charlotte, NC office.
Sandi Thorman is the leader of GreerWalker LLP’s Estate, Gift and Trust Practice and also the Professional and Financial Services Practice. Sandi has more than 20 years of tax and business advisory experience assisting closely held companies and their owners with tax planning and compliance needs. She has significant expertise working with family businesses in entity selection, entity structure, ownership changes, mergers and acquisitions, succession planning, charitable planning, and estate planning.
About the host:
Timothy Schuster, Manager in the Private Business Services Group, EisnerAmper.
GFBAI member Timothy Schuster provides tax compliance services to individual filers and assists on returns for companies in the manufacturing and real estate industries. His expertise includes dealing with jurisdictional differences with regard to notices received and other regulatory requirements. Tim also provides CPE-level instruction for EisnerAmper University.