Building the relationship between myself and our clients is a collaborative process. I take pride in creating and nurturing positive relationships to ensure there is support for mutual success through guidance, knowledge and providing the necessary resources to promote transparency and excellence.

Julie is a Manager in DKB’s Outsourced Accounting Services Practice.  She is focused on making sure that her team provides innovative, effective, and thoughtful solutions to each one of the firm’s clients.  With over twenty years of experience in finance and accounting, both in the private and public sector, Julie has unique accounting, and financial insight.   This expertise has allowed her to gain a deep understanding of how finance, and accounting departments should function.  Julie’s knowledge, leads to her constantly looking for ways to help her client’s improve their financial, and accounting operations.

Julie provides outsourced CFO, and controller support, to the firm’s business clients. She also has specific expertise in budget preparation, cash flow analysis and forecasting, bookkeeping, preparing and analyzing financial statements, internal control reviews, and accounting system implementation.  She also assists clients with assessment, review and creation of accounting policies, and procedures.   With any service she provides, Julie is focused on creating an environment of respect and trust.  It is her goal for her clients to always feel comfortable addressing any questions and concerns they have.  With this level of open communication, Julie can better understand their needs, and help develop a plan for current, and future financial success.

Education and Certifications

  • Bachelor of Science, Finance St. John Fisher College
  • Masters of Science, Educational Leadership University of Rochester

Community Involvement

  • Hospice Volunteer – The Advent House
  • Volunteer, Adopt a Military Family for the Holidays – Western New York Heroes

Beyond DKB

Julie and her two sons reside in Fairport, NY.  In her free time Julie likes to spend time with her friends and family, most importantly her two sons, and significant other Tom.  She loves to experience new sights and sounds around Rochester, reading, and relaxing with her two cats Ziti and Ravioli.

Services

Mike spearheads DKB’s Valuation Practice, as well as providing tax planning and compliance services to small – medium privately held businesses.  As the firm’s business valuation expert Mike provides valuation and transaction advisory services for clients in the merger and acquisition, exit and transition and litigation support space.   Mike’s tax clients mainly operate in the real state, manufacturing & distribution, and high-tech space.  In addition he provides valuation services to a variety of businesses and professionals including those looking to sell/gift a business interest, establish a charitable trust, issue options to key employees, set up an ESOP, etc.  He also helps partners/shareholders and others that may need litigation support and financial reporting services.  The combination of Mike’s valuation and tax expertise provides for a well-rounded knowledge of business and economic trends.

Mike’s knowledge of his clients business comes from real life experience, and his keen interest in absorbing and sharing knowledge.  He is a regular thought leader to DKB’s knowledge center, and is in constant communication with his clients on technical and industry trends that may impact them.

Mike’s background as commercial credit analyst and portfolio manager at a regional bank, as well as his time spent playing professional lacrosse, brings a unique personality and collection of expertise to each of his client’s situations.

Education and Certifications

  • Bachelor of Science, Economics SUNY Cortland
  • MBA in Finance, Simon Business School at the University of Rochester
  • Certified Public Accountant – State of New York
  • Certified Valuation Analyst

Professional Affiliations

American Institute of Certified Public Accountants
National Association of Certified Valuation Analysts

Community Involvement

  • Board of Directors, SUNY Cortland Foundation
  • Volunteer, Habitat for Humanity

Beyond DKB

Mike currently resides in Penfield, NY with his wife Morgan and their son Mikey, Jr.  In his spare time he enjoys playing lacrosse, pickup basketball, and “bad” golf.

Services

Industries

I believe that accounting is a collaboration. I want to get to know my clients and their business so I can proactively provide them with the necessary information to make knowledgeable decisions.

Vikki is a manager in DKB’s Not-for-Profit practice. Her collaborative approach to working with her clients allows for real-time communication, and an increased awareness to her client’s unique motivations. By looking at her client’s specific business needs, and understanding their industry in its entirety, she can fully identify risks and opportunities.

With over ten years of experience in audit and accounting, Vikki works with some of our largest not-for-profit clients. She specializes in the audits of not-for-profit organizations which include social service organizations, health and welfare agencies, churches, foundations, educational and cultural institutions, and country clubs. These not-for-profit organizations receive funding from a variety of sources including private contributions, government and private grants and member fees. Her specific expertise lies in the technical areas of tax exempt organization return preparation, unrelated business income, Consolidated Fiscal Reports, and audits under Government Accounting Standards.

Prior to joining DKB, Vikki worked for the audit division for an international public accounting firm and as an assistant controller in the private sector for a publicly traded company.

Vikki holds a Bachelor of Science degree in Business Administration and Accounting from San Diego State University. She is a member of the AICPA and NYSSCPA.

Vikki lives in Penfield with her husband and two children. She is active in her community supporting the fundraising activities for her clients and she enjoys various sporting activities including volunteering her time reviewing the financial activities for her son’s hockey team.

Services

Industries

Janet is a Manager in DKB’s Tax Practice.  She delivers personal tax consulting and compliance services, and trust and estate consulting services to her individual clients.

Janet’s background as a paralegal, before moving into the accounting industry, provides her with a unique skill set to advise on estate planning, trust and estate administration and fiduciary tax return planning and compliance.  She stays up to date with legislation surrounding the federal estate tax and other filing requirements.  Taking a long term look at her client’s situations, Janet advises on planning opportunities that may save their estate significant tax dollars.  This helps to ease the tax burden on an individual’s family members down the road.

The administration of trusts and estates is complicated.  Janet understands all the rules that go into the preparation of estate and trust income tax returns.  This allows for trustees to have peace of mind that they are handling their responsibilities with expert oversight.

With years of experience in the industry, Janet has relationships with many key advisors and collaborates with them to provide her client’s with a well-rounded experience.


Education and Certifications

  • Bachelor of Science, Accounting SUNY Brockport
  • Certified Public Accountant – State of New York

Professional Affiliations

American Institute of Certified Public Accountants

Community Involvement

  • Member, Estate Planning Council of Rochester

Beyond DKB

In her free time Janet enjoys bicycling, quilting, listening to live music or reading.

Services

Industries