Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
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We provide unprecedented accessibility to all service team members.
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Tim has a combined 27 years of experience in public and private accounting with a focus in the manufacturing industry. This includes 15 years as CFO and CEO of a commercial business and 12 years in public accounting. He has extensive experience in the area of cost accounting including the design of policies and procedures and systems implementation. He performs a majority of the Firm’s client accounting services. His experience as a CFO and CEO brings unique insight and value to family businesses and startups, sharing his expertise with companies through the Firm’s involvement with 43North and Start-Up NY. In 2014, Tim passed the SIE, Series 7, and 66 exams acting as a referring advisor for Lumsden & McCormick Financial Services, LLC.
State University of New York at Buffalo, Master of Business Administration
Canisius College, Bachelor of Science, Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Passed SIE, Series 7, and 66 securities exams – Financial Advisor*
World Trade Center Buffalo Niagara, Treasurer
United Way of Buffalo and Erie County Leadership Training
*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
Are you buying or selling a business? If so, a quality of earnings (QOE) report can help identify potential problems and value-adding opportunities, as well as expedite the M&A due diligence process.
Starting this tax year, the Tax Cuts and Jobs Act (TCJA) has increased the threshold for businesses that qualify for the simpler cash method for federal tax purposes.
It is espeically important to check up on auditor indepence issues this year. Why? New auditor independence rules go into effect soon - what could they mean for your business?
Join Lumsden McCormick for our 25th Annual Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.
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Buffalo, beers, and distilleries—oh my! It’s no secret, the Beer & Distillery Industry of Western New York is booming. Find out how it relates to markets around the United States at this seminar.
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