Jeremy Smith, CPA

Principal

716-856-3300

jsmith@LumsdenCPA.com

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Jeremy’s responsibilities include managing fieldwork, guiding staffing, coordinating efforts with management, risk analysis, and detail review of our procedures.  He has over ten years of experience working with school districts and governmental entities by providing both internal and external auditing services.  Jeremy will serve as our key client liaison and manage fieldwork, client expectations, and preparation and review of our deliverables. In addition, he will assist with overall management of the audit engagement and will provide direct supervision of the audit fieldwork team and review of the audit documentation. Jeremy maintains the continuing professional education requirements of Government Auditing Standards.

EDUCATION

St. Bonaventure University, Master of Business Administration, Accounting
St. Bonaventure University, Bachelor of Business Administration, Accounting
Jamestown Community College, Associate, Business Administration

PROFESSIONAL

American Institute of Certified Public Accountants      
New York State Society of Certified Public Accountants 

FUN FACTS

Jeremy is an avid Buffalo Bills fan! He enjoys skiing, attempting to play golf, and traveling. Traveling to New Zealand is on Jeremy's bucket list, and he loves visiting breweries to try new beers and will frequently stand in line for many hours for a good one!

Upcoming Events

2024 Exempt Organizations Conference

2024 Exempt Organizations Conference

November 01, 2024

Join us for the 2024 Exempt Organizations Conference - register today!

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Tax Breaks and Beyond: Strategies for Manufacturers

Tax Breaks and Beyond: Strategies for Manufacturers

October 22, 2024

Join us to explore critical tax breaks and strategies.

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