Somerset is pleased to announce the recent promotions of twelve individuals to Senior Manager. Please join us in congratulating Caleb, Abby, Jeremy, Jane, Sharon, Brian, Vicki, Scott, Craig, Matt, Ashley and Jackie!
Caleb R. Bullock, CPA, CGMA, of Somerset’s Assurance and Business Development Team, has been promoted to Senior Manager. He is an active member of the Indiana CPA Society and serves as a member of the CPA Ethics Committee, as well as the Board Chair for the Political Action Committee. He was the recipient of the Indiana CPA Society’s Emerging Leaders Award, as well as a graduate of the American Institute of Certified Public Accountants’ Leadership Academy. Further, he is the Chairman for the American Institute of CPAs Young Members Alliance.
Abby L. Cox, CPA, of Somerset’s Tax Team, has been promoted to Senior Manager Abby focuses on tax compliance and strategic tax planning. At Somerset, Abby primarily works with individuals and closely held businesses, with a specialty in Healthcare and Service businesses. Abby is a member of the American Institute of CPAs and the Indiana CPA Society.
Jeremy J. Davis, CPA, of Somerset’s Entrepreneurial Team, has been promoted Senior Manager. Jeremy’s main focus is helping clients with all of their accounting and financial goals, and focuses on GAAP accounting, Financial statement reviews and compilations, business and individual taxes.
Jane A. Keller, BSN, MBA, FACHE, of Somerset’s Health Care Team, has been promoted to Senior Director Health Care Consulting. Jane is a proven healthcare administrator with more than 20 years of experience in hospital executive leadership, physician practice leadership and ambulatory services. Her areas of expertise include organizational planning, operations, governance, regulations, building collaborative teams and effective relationships with physicians. Jane is a strong business development professional with an impressive record of achieving high quality care and exceptional patient satisfaction.
Sharon S. Linville, CPA, of Somerset’s Assurance Team, has been promoted to Senior Manager. Sharon works with assurance and audit clients and has extensive experience providing audit and review services to public and privately-held companies in high technology, manufacturing, financial services, government, construction, professional services and employee benefit plans.
Brian K. Muncy, CPA, CFE, CCIFP, of Somerset’s Construction, Architects and Engineers Teams, has been promoted to Senior Manager. Brian provides assurance, tax and consulting services for construction, architecture and engineering firms and privately held businesses. He has significant experience working with construction contractors where he has assisted contractors in meeting numerous aspects of their financial and tax reporting requirements. He also has significant experience with FAR overhead rate audits and auditing not-for-profit organizations.
Victoria L. Pierceall, CPA, of Somerset’s Entrepreneurial Services Team, has been promoted to Senior Manager. Vicki focuses her time on tax compliance and planning. She works with a wide range of clients on corporate tax, partnership tax, individual tax and accounting services.
Scott Sutton, CPA, CDA, MSA, of Somerset’s Construction, Architects and Engineers Teams, has been promoted to Senior Manager. Scott has significant experience with FAR compliant overhead rate audits and provides various financial and consulting services for clients in the A/E industry. Scott works closely with clients in the financial and tax areas as well as having a considerable focus in strategic management consulting. He acts as a trusted advisor within the A/E industry on industry best practices, operational and efficiency initiatives and helping organizations improve/enhance their performance. Scott also has significant experience in business succession/management transition plans, strategic planning and the design of performance management evaluation systems.
Craig B. Todderud, CPA, of Somerset’s Dealership and Entrepreneurial Services Teams, has been promoted to Senior Manager. Craig’s areas of expertise include corporate and individual taxation, proactive tax planning, LIFO calculation and analysis, corporate benchmarking, as well as financial statements engagements. Additionally, Craig offers his clients experience in valuations of closely-held businesses, operational reviews, lost profit analysis, compliance reviews and assistance with mergers and acquisitions, including due diligence.
Matthew W. Utterback, CPA, of Somerset’s Tax Team, has been promoted to Senior Manager. Focusing on tax and nonprofit clients, Matt works on corporation, partnership and individual tax returns. In addition, his areas of specialties include payroll taxes, property taxes, not-for-profit entities, sales and use tax and tax credits. Matt also assists clients with solutions to tax notices, setting up installment plans and working with federal and state taxing authorities.
Ashley M. Vandy, CPA, MBA, of Somerset’s Health Care Team, has been promoted to Senior Manager. Ashley commits her time at Somerset to working with medical practices on various health care accounting and consulting needs. Ashley also works closely with practices on their month, quarter and year-end accounting requirements. Her expertise includes providing clients with a variety of consulting services, implementation and development of medical office buildings, strategic planning and compensation reviews.
Jaclyn F. Verbeten, CPA, of Somerset’s Tax and State and Local Tax Teams, has been promoted to Senior Manager. Prior to joining Somerset, Jackie gained industry experience with one of the Top 10 U.S. CPA and advisory firms. At Somerset, Jackie focuses on multistate work for larger business clients.