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Kathy joined Lumsden McCormick in the audit department as a senior accounting services specialist performing client accounting services to include bookkeeping, transactional processing, and accounting for financial statement and tax preparation. She brings with her payroll and bookkeeping experience with various types of industries and accounting software from her previous work with private companies.
Daemen College, Bachelor of Science in Accounting, Certificate in Forensic Accounting, Magna Cum Laude
Erie Community College, Associate in Business Administration
Computerized Bookkeeping Certification, Northeast Institute
Rockhurst University
- Human Resources and the Law Certificate
- Human Resources Essentials Certificate
NYS Office of State Comptroller
- Municipal Bookkeeping Certificate
- Accounting Principles and Procedures Certificate
NYS Retirement System
- Retirement Reporting Certificate
- Employer Benefit Seminar
National Notary Association, Notary Public
QuickBooks Online, Certified ProAdvisor
Bill.com, Expert Certification
Sigma Beta Delta International Honor Society, Member
Lumsden McCormick Making A Difference (MAD) Committee, Member
Meals on Wheels, Volunteer
United Way of Buffalo and Erie County Board Leadership Training
Employers already know they must pay non-exempt employees for every hour they work, however, when those employees work from home it's harder to keep track of those hours. The Department of Labor has just issued a “field assistance bulletin” to remind employers of what's required.
As disruptive as it has been, the COVID-19 pandemic doesn't excuse employers from maintaining comprehensive payroll records. If a complaint triggers an EEOC or DOL investigation, you'll want to be ready with an employee file that can support your position.
Here’s the skinny on receivables ratios, including how they’re computed and sources of potential benchmarking data.
AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.
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TaxWatch Level 2 provides learning opportunities on intermediate corporate, individual, and other entity type tax topics.
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