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MANAGEMENT

 

management

 
Kerkering, Barberio & Co., P.A.    
 
Kerkering Barberio Financial Services, Inc.
  • www.kerkeringbarberiofinancial.com
  • KB Pension Services, Inc.
    John Cotterman, QPA/QKA


     

    ALLAN J. BARBERIO, CPA*/CFP®
    abarberio@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Mr. Barberio's practice areas include business, individual, estate and trust, real estate, financial and tax counseling and wealth management and planning.  Mr. Barberio has over 30 years experience in public practice.

    Biography
    Prior to founding Kerkering, Barberio & Co., where he served as managing shareholder for 15 years, he worked in accounting management for a Fortune 500 company and locally as a senior accountant.

    Education
    Mr. Barberio graduated from Penn State University in 1966 with a B.S. degree in Accounting and attended graduate school at Case Western Reserve University in 1967.

    Organizational Involvement
    Mr. Barberio has taught accounting and taxation classes at Manatee Community College and the University of South Florida . He is currently treasurer and board member of the Winefest of Florida and the Sarasota County Committee for Economic Development. In 1989 the Longboat Key Chamber of Commerce named Mr. Barberio "Business Person of the Year." He is a current member of the Florida Institute of Certified Public Accountants (FICPA), the American Institute of Certified Public Accountants (AICPA) and the Financial Planners Association.

    In 2002, Kerkering, Barberio & Co., P.A., was named Service Company of the Year by The Greater Sarasota Chamber of Commerce's Committee for Economic Development.

    Licenses/Certifications
    Mr. Barberio is a Florida Certified Public Accountant (CPA) and is also a Certified Financial Planner (CFP). He holds NASD Series 7 and Florida Department of Insurance licenses.

    * Licensed by the State of Florida.
    CERTIFIED FINANCIAL PLANNERTM professional

     

    CHARLES R. BAUMANN, CPA*
    cbaumann@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Mr. Baumann's areas of practice are in individual and corporate taxation and litigation support services. He is especially noted for his work in tax appeals, litigation support, and valuation.

    Biography
    Mr. Baumann joined Kerkering, Barberio & Co. in 1981 and has been a shareholder since 1985. Prior to Kerkering, Barberio & Co., P.A., he worked for the Internal Revenue Service for 13 years. Mr. Baumann is noted for his professional development seminars that have been accredited by the Florida Bar and the Florida Institute of Certified Public Accountants (FICPA). Additionally, he has been qualified as an expert witness to testify in civil litigation cases regarding income tax, business valuation, and general accounting matters.

    Education
    Mr. Baumann graduated from the University of South Florida with a B.A. in Accounting.

    Organizational Involvement
    Mr. Baumann's former community involvement includes serving on the Board for Sarasota Memorial Hospital, Sarasota County United Way, Sarasota County United Way Foundation, YMCA Foundation of Sarasota Endowment Committee, the Sportsman's National Land Trust Board; The Greater Sarasota Chamber of Commerce; Mote Marine Laboratory Advisory Council; and The Great Outdoors Conservancy Board of Directors.

    Currently, Mr. Baumann's community involvement includes serving as a member of the FCCI Insurance Board (Member); Community Health Corporation Board (Chair); Mote Marine Laboratory Board (Honorary); USF Sarasota-Manatee Board (Member); USF Foundation Board of Trustees (Member); SunTrust Bank/Gulf Coast Board of Directors (Advisory/Member); and the Florida Institute of Certified Public Accountants (Member).

    Licenses/Certifications
    Mr. Baumann is a Florida Certified Public Accountant (CPA). He holds NASD Series 7 and Florida Department of Insurance licenses.

    * Licensed by the State of Florida

     

    PETER F. CECCACCI, CPA*
    pceccacci@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Mr. Ceccacci primarily practices in the areas of assurance and advisory services.  His focus areas include closely-held businesses, including construction, wholesale and distribution companies, not-for-profit organizations and healthcare organizations. Peter consults with these clients on operational and organizational procedures, internal controls, accounting pronouncements and financial reporting.

    Biography
    Mr. Ceccacci joined Kerkering, Barberio & Co. in 2007 as a shareholder.

    A Bradenton resident since 2005, Mr. Ceccacci and his wife have a son and a daughter. His hobbies include playing basketball, tennis and golf, attending theater, movies, and sporting events.

    Education
    Mr. Ceccacci received his Bachelor of Science Degree in Accounting from Susquehanna University.

    Organizational Involvement
    Mr. Ceccacci is an active member of the National Society of Certified Healthcare Business Consultants, Healthcare Financial Management Association, the Medical Group Management Association, and the American Institute of Certified Public Accountants (AICPA), the Florida Institute of Certified Public Accountants (FICPA), and currently serves on the FICPA's Health Care Industry Conference Committee.  In addition, he is an active member of the Rotary Club of Lakewood Ranch and the Budget and Finance Committee of the National Multiple Sclerosis Society, Mid-Florida Chapter as well as serves as Treasurer on the Board of Directors of the Miracle League of Manasota, Inc.

    Formerly, Mr. Ceccacci served as Chairperson of the Healthcare Committee of the New Jersey Society of Certified Public Accountants (NJSCPA) and on the Advisory Board of the Scholars Institute of the NJSCPA.  He also served on the Auditing and Accounting Standards Committee, Nonprofit Interest Group, and the Continuing Professional Education Committee of the NJSCPA.  He is a Past President of the Mercer Chapter of the NJSCPA where he has also served as Vice President, Secretary and Chairman of various committees.

    Mr. Ceccacci has made presentations to groups of both professionals and students on topics such as accounting and budgeting, financial reporting, and various managed care issues facing physician practices.  Active in both community and civic organizations, he has served as a Director and Treasurer of the Paramus Chamber of Commerce and is a Past Chairman of the Montgomery Township Steering Committee and other committees of the Chamber of Commerce of the Princeton area.

    Licenses/Certifications
    Mr. Ceccacci is a Certified Public Accountant (CPA) in Florida and New Jersey.

    * Licensed by the States of Florida and New Jersey

     

    ROBERT P. CLARKE, CPA*
    bclarke@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Mr. Clarke's professional strengths lie in the fields of individual and corporate tax preparation and consultation.

    Biography
    Mr. Clarke joined Kerkering, Barberio & Co., P.A. in 1980 and became a shareholder in January 1988. In addition, he is the Chief Financial Officer for Kerkering Barberio and its four companies.

    Education
    Mr. Clarke graduated from Villanova University with a B.S. in Accounting.

    Organizational Involvement
    Mr. Clarke is a board member and treasurer of the Rotary Club of Sarasota Keys and treasurer of the St. Armands Circle Association. He is also a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

    Licenses/Certifications
    Mr. Clarke is a Florida Certified Public Accountant (CPA). He holds NASD Series 7 and 63 and Florida Department of Insurance licenses.

    * Licensed by the State of Florida


     

    JOHN COTTERMAN, QPA/QKA
    jcotterman@kbgrp.com
    (941) 953-7452

    Areas of Practice
    As president and shareholder of KB Pension Services, Inc. (KBPS), John Cotterman provides retirement plan design, consulting and administrative services to small and medium size businesses. In addition to managing KBPS, Mr. Cotterman is responsible for marketing the company's services to the businesses of the local community as well as to all of Central and Southern Florida .

    Organizational Involvement
    Mr. Cotterman has been a member of the American Society of Pension Actuaries since 1988 and served as the Continuing Education Coordinator for Northern California for several years. He also served on the board of the Northern California chapter of the National Institute of Pension Administrators.

    Education
    Mr. Cotterman earned his Bachelor's Degree from Indiana University in 1972 with a major in mathematics.

    Licenses/Certifications
    Mr. Cotterman holds the designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator from The American Society of Pension Actuaries.

         
       

      Qualified Pension Administrator
      Qualified 401(k) Administrator


     

    BETH C. EBERSOLE, CPA*/ABV
    bebersole@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Ebersole's practice focus includes personal and small business consulting, tax planning and preparation, and business valuation. The business valuation services she provides include valuations, calculations, and consulting.

    Biography
    Ms. Ebersole was admitted as a shareholder in 2001. She heads the firm's growing Business Valuation Department.

    Education
    Ms. Ebersole graduated summa cum laude from James Madison University with a Bachelor of Business Administration with a major in accounting and a minor in economics. She has received specialized education in business valuation from the American Institute of Certified Public Accountants (AICPA), The Institute of Business Appraisers and the American Society of Appraisers.

    Organizational Involvement
    Ms. Ebersole has served on the Board of Directors of Teen Court, Inc. and Sarasota Christian School . She is also currently on the Sarasota Christian School Finance Committee.  She is a current member of the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA). 

    Licenses/Certifications
    She is a current member of the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA).  Ms. Ebersole is a Florida Certified Public Accountant (CPA). She is also Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA). She holds a NASD Series 7 license.

    * Licensed by the State of Florida
     Accredited in Business Valuation by American Institute of Certified Public Accountants

     

    PATRICIA ENTSMINGER, CPA*
    pentsminger@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Entsminger concentrates her practice in business assurance, advisory, and audit of large nonprofits and manufacturers.  Other areas of specialization include the analysis and design of internal control systems, forensic accounting, and developing programs to assess compliance with governmental regulations including federally funded contracts and grants.

    Biography
    Ms. Entsminger joined Kerkering Barberio in 1999 and was admitted as a shareholder in 2006. Prior to Kerkering, Barberio & Co., P.A., she worked four years as an auditor at a local CPA firm. 

    Education
    Ms. Entsminger graduated from the University of South Florida with a B.S. in Accounting and Finance and a Masters in Accounting. 

    Organizational Involvement
    Ms. Entsminger serves as an honorary member of the Mote Marine Laboratory, Inc. Ad Hoc Finance Advisory Committee and is a member of the Greater Sarasota Chamber YPG. She is also a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

    Licenses/Certifications
    Ms. Entsminger is a Florida Certified Public Accountant (CPA).

    * Licensed by the State of Florida 

     

    SHIRLEY IRONS FAIST, CPA*
    sfaist@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Faist's areas of practice are in estate, trust, individual and business taxation as well as estate and income tax planning.

    Biography
    Ms. Faist began her career with Ernst & Young, moved to Deloitte & Touche prior to co-founding the firm of Smith, Faist, Roberts & Co. and then merged with Kerkering, Barberio & Co. 

    Education
    Ms. Faist earned her B.A. in English from the University of Florida and has post graduate work in finance and accounting at the University of South Florida.

    Organizational Involvement
    Ms. Faist is a former member of the Sarasota County Grants Advisory Committee and a Graduate of Leadership Sarasota. She is the past treasurer of Girls, Inc., the Family Counseling Center, and the Sarasota Ballet and is the past president of Southwest Florida Estate Planning Council. She is a current member of the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA).

    Licenses/Certifications
    Ms. Faist is a Florida Certified Public Accountant (CPA).

    * Licensed by the State of Florida

     

    SHIRLEY E. FIEBER, CPA*
    sfieber@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Fieber concentrates her practice primarily in the area of taxation including personal and small business consulting, tax planning and preparation. She is involved in the firm's real estate taxation area and has experience in partnership and Limited Liability Corporation taxation.

    Biography
    Ms. Fieber joined Kerkering, Barberio & Co. in 1993 and was admitted as a shareholder in 2002.

    Education
    Ms. Fieber graduated summa cum laude from University of South Florida with a Bachelor of Science degree in accounting and a Master of Accountancy in taxation.

    Organizational Involvement
    Ms. Fieber has served on the board of the local chapter of the Florida Institute of Certified Public Accountants (FICPA) and as treasurer of the Women's Resource Center . She has volunteered in numerous other civic and charitable organizations. She has also co-authored a case study published in Strategic Management and Business Policy, a university textbook. Currently, she is a board member of the Downtown Association, the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA).

    Licenses/Certifications
    Ms. Fieber is a Florida Certified Public Accountant (CPA). She holds a NASD Series 7 license.

    * Licensed by the State of Florida

     

    LARRY GEIMER, CPA*
    lgeimer@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Mr. Geimer's primary practice areas include individual, business, estate and trust taxation, and tax planning.

    Biography
    Mr. Geimer began his career in internal audit working with two different Fortune 500 firms. He subsequently became a partner in a northern California CPA firm before moving to Sarasota in 1981. In 1984, Mr. Geimer left Touche Ross & Co. to co-found Boone Faist Geimer & Smith, P.A. Later, in 1992, he founded Larry Geimer & Associates CPA's, P.A., which then merged in 2005 with Kerkering, Barberio & Co., P.A.

    Education
    Mr. Geimer graduated from Drake University in 1974 with a B.S. degree in Accounting. He did post graduate work at Golden Gate University .

    Organizational Involvement
    Mr. Geimer is a member of the American Institute of Certified Public Accountants (AICPA) and the Tax Planning Division of the AICPA; the Florida Institute of Certified Public Accountants (FICPA); the Southwest Florida Estate Planning Council; the Association of Fundraising Professionals (AFP); and The Sertoma Club of Greater Sarasota. Additionally, he serves on the Board of the YMCA Foundation of Sarasota.

    Licenses/Certifications
    Mr. Geimer is a Florida Certified Public Accountant (CPA).
         
        * Licensed by the State of Florida

     

    RENEA M. GLENDINNING, CPA*
    rglendinning@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Glendinning heads the International Tax Department for the firm. Her primary practice areas include individual and business tax consulting.

    Biography
    Ms. Glendinning joined Kerkering, Barberio & Co., P.A. in 1987 and was admitted as a shareholder in 1997.

    Education
    Ms. Glendinning received both her Bachelor of Arts and the Master of Accountancy degrees from the College of Business Administration of the University of South Florida.

    Organizational Involvement
    Ms. Glendinning serves on the International Tax Committee of the Florida Institute of Certified Public Accountants (FICPA).  She is also a member of the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA).

    Licenses/Certifications
    Ms. Glendinning is a Florida Certified Public Accountant (CPA). She holds the Chartered Life Underwriter (CLU) designation from the American College. In addition, she holds NASD Series 6, 7, 24, and 63 and Florida Department of Insurance licenses.

     *  Licensed by the State of Florida 

     

    RICHARD E. GOBLE, CPA*
    rgoble@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Mr. Goble spearheads the firm's real estate taxation area and has extensive experience in the area of 1031 Tax-Free Exchanges. In addition, his areas of practice include mergers and acquisitions, corporate taxation and litigation support.

    Biography
    Mr. Goble joined Kerkering, Barberio & Co. in 1978 and was admitted as a shareholder in 1979. From January 2000 through December 2002, he served as managing shareholder.

    Education
    Mr. Goble graduated from Ball State University with a B.A. in accounting.

    Organizational Involvement
    Mr. Goble has taught accounting and taxation at Manatee Community College and Sarasota Vocational-Technical School, and business taxation at the University of South Florida and the American College. He has given numerous lectures to business groups and has made several television appearances. Currently, he serves as treasurer of the Manatee Community College Foundation and is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

    Licenses/Certifications
    Mr. Goble is a Florida Certified Public Accountant (CPA). He holds NASD Series 7 and 63 and Florida Department of Insurance licenses.

    * Licensed by the State of Florida


     

    MICHEAL GOLDSTEIN, CPA*/CFP®
    mgoldstein@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Mr. Goldstein's areas of practice are in individual and corporate taxation services. He is especially noted for his work in assisting businesses and individuals in wide variety of industries including construction, manufacturing, wholesale/retail, professional associations, and medical services with their tax needs.

    Biography
    Mr. Goldstein joined Kerkering, Barberio & Co. in 2002 and became a shareholder in 2006.  Mr. Goldstein started his professional accounting career in New York City.  He moved to Florida in 1988 and joined Smith, Faist, Roberts & Co. where he became a shareholder prior to its merger with Kerkering Barberio & Co. in 2002.

    Education
    Mr. Goldstein graduated from Brooklyn College with a B.A. in accounting.

    Organizational Involvement
    Mr. Goldstein served on the boards of Florida Winefest and Auction, Inc. and the Jewish Family & Children's Services of Sarasota-Manatee, Inc. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

    Currently, Mr. Goldstein's community involvement includes serving as a member of the Finance Committee of the Jewish Family & Children's Services of Sarasota-Manatee, Inc. and on the Membership Committee of Lakewood Ranch Business Alliance. 

    Licenses/Certifications
    Mr. Goldstein is a Florida Certified Public Accountant (CPA) and a Certified Financial Planner (CFP).

    * Licensed by the State of Florida
    CERTIFIED FINANCIAL PLANNER" professional

     

    SUSAN B. GRUNDY, CPA*/ABV
    sgrundy@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Grundy primarily practices in the areas of taxation and litigation support. Her practice also includes personal and small business consulting, tax planning and preparation. Additionally, she is responsible for planning and overseeing continuing education for the firm.

    Biography
    Ms. Grundy joined Kerkering, Barberio & Co. in 1985 and was admitted as a shareholder in 1991.

    Education
    Ms. Grundy graduated cum laude from the University of South Florida. She has pursued additional training in business valuation through the American Society of Appraisers and the American Institute of Certified Public Accountants (AICPA).

    Organizational Involvement
    Ms. Grundy has taught accounting and taxation classes at Manatee Community College. She has served with the Sarasota Ballet and Child Development Center. Currently she is President of the Myakka Conservancy Inc., on the Board of The Pines of Sarasota, Inc. and the Sarasota United Way Allocations Committee. Ms. Grundy is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

    Licenses/Certifications
    Ms. Grundy is a Florida Certified Public Accountant (CPA). She is also Accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA). She holds NASD Series 7 and Florida Department of Insurance licenses.

    * Licensed by the State of Florida
     Accredited in Business Valuation by American Institute of Certified Public Accountants

     

    KATHLEEN A. HARGREAVES, CPA*
    khargreaves@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Hargreaves' practice areas include business, taxation, and consulting services. She serves as manager of the firm's Healthcare Advisory Services division.

    Biography
    Ms. Hargreaves joined Kerkering, Barberio & Co., P.A. in 1992 and was admitted as shareholder in 1997. She worked for a physicians' practice management company as a consultant, eventually becoming its vice president of finance prior to joining Kerkering, Barberio & Co.

    Education
    Ms. Hargreaves graduated from Wayne State University in Detroit, Michigan with a B.S. in Business Administration.

    Organizational Involvement
    She is a member of the Florida Institute of Certified Public Accountants (FICPA) Health Care Conference Committee, the American Institute of Certified Public Accountants (AICPA); the Florida Institute of Certified Public Accountants (FICPA); the Healthcare Financial Management Association, the Medical Group Management Association and is active with The Greater Sarasota Chamber of Commerce. In addition, she is the treasurer of The Greater Sarasota Chamber of Commerce and Plymouth Harbor Continuing Care Retirement Center. Articles Published include: 
    • Physician Asset Protection Planning: A New Urgency, Florida CPA Today, March/April 2003
    • Medical Benefits for the Elderly, CPA Today, March/April, 2001
    • Turning Data Into Dollars, FOMA Journal, Winter 2000
    • Expanding Your Practice, FOMA Journal, Spring 1999
    • Successful Practice Start Up, FOMA Journal, Winter 1999
    • Compliance Planning, FOMA Journal, Fall 1999
    Licenses/Certifications
    Ms. Hargreaves is a Florida Certified Public Accountant (CPA). She holds NASD Series 7 and 63 licenses.

    * Licensed by the State of Florida

     

    BARBARA A. JONES, CPA*/CFP®
    bjones@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Jones' areas of practice include individual taxation, financial and estate planning, and estate and trust taxation. Her focus includes estate and trust taxation, 529 College Savings Plans, financial planning, and retirement plan distributions.

    Biography
    Ms. Jones moved to Florida in 1993, joined Kerkering, Barberio & Co. in 1997, and was admitted as a shareholder in 2003. She has 20 year's experience in the banking industry as a member of senior management and a consultant.

    Education
    Ms. Jones holds a B.A. in Economics from Hartwick College, Oneonta, NY and an M.S. in Professional Accounting from the University of Hartford, West Hartford, CT.

    Organizational Involvement
    Ms. Jones is the President Elect of the Rotary Club of Lakewood Ranch; Treasurer of Lakewood Ranch Business Alliance; a member of the Florida Institute of Certified Public Accountants (FICPA), Southwest Florida Estate Planning Council, Southwest Florida Planned Giving Council, and the American Institute of Certified Public Accountants (AICPA).

    Licenses/Certifications
    Ms. Jones is a Florida Certified Public Accountant (CPA) and is also a Certified Financial Planner (CFP). She holds NASD Series 7 license.

    * Licensed by the State of Florida
    CERTIFIED FINANCIAL PLANNERTM professional

     

    ROBERT J. LANE, CPA*
    rlane@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Mr. Lane serves as managing shareholder of Kerkering Barberio. As an audit shareholder in the firm, he is ultimately responsible for numerous audits and reviews of large nonprofits, general contractors, and manufacturers. Previous experience includes financial and compliance audits with a national accounting firm.

    Biography
    Mr. Lane joined Kerkering, Barberio & Co. in 1986 and was admitted as a shareholder in 1991.

    Education
    Mr. Lane received his B.B.A. from Stetson University.

    Organizational Involvement
    He is an extremely active member of The Greater Sarasota Chamber of Commerce, the Committee for Economic Development, Sarasota County Openly Plans for Excellence (SCOPE), and a member of the Florida Institute of Certified Public Accountants (FICPA). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).

    Licenses/Certifications
    Mr. Lane is a Florida Certified Public Accountant (CPA). He holds NASD Series 7 and 63 licenses.

    * Licensed by the State of Florida

     

    CAROLINE D. STRICKLAND, CPA*
    cstrickland@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Strickland concentrates her practice in individual taxation, estate and trust taxation, and financial and estate planning. In addition to her tax practice, she heads the firm's estate and trust department.

    Biography
    Ms. Strickland joined Kerkering, Barberio & Co. in 1983 and became a shareholder in 1991.

    Education
    Ms. Strickland attended Agnes Scott College, Decatur, Georgia and holds a B.A. degree from the University of North Carolina, Chapel Hill. She did her postgraduate work in accounting at the University of South Florida.

    Organizational Involvement
    She is a member and past president of the Gulf Coast Chapter of the Florida Institute of Certified Public Accountants (FICPA); member of the American Institute of Certified Public Accountants (AICPA); member and past president of the Southwest Florida Estate Planning Council; treasurer of All Faiths Food Bank Foundation; treasurer of Suncoast Community Blood Bank; member of the Endowment Committee of the Sarasota Memorial Healthcare Foundation; and member of the Grants Committee for the Community Foundation of Sarasota County.

    Licenses/Certifications
    Ms. Strickland is a Florida Certified Public Accountant (CPA).

    * Licensed by the State of Florida

     


     

    SHARELLE TURNER, CPA*/CFE
    sturner@kbgrp.com
    (941) 365-4617

    Areas of Practice
    Ms. Turner's areas of practice include litigation support services involving dissolutions of marriage, fraud/embezzlement engagements, contract disputes, personal injury, wrongful death and wrongful termination.  

    As a Forensic Accountant, she provides financial analysis and investigatory services related to existing or pending litigation; prepares reports and visual aids to support trial evidence; and provides expert witness testimony.  

    Biography

    Ms. Turner joined Kerkering, Barberio & Co. in 1996 and is a shareholder with the firm.   She has been qualified as an expert witness to testify in civil litigation cases involving fraud/embezzlement and various issues related to dissolutions of marriage.

    Education

    Ms. Turner earned both her B.A. and M.B.A. from Florida International University in Miami, FL.

    Organizational Involvement
    Ms. Turner's community involvement includes serving as a financial workshop presenter at the Women's Resource Center. She is a member of the Association of Certified Fraud Examiners and the Tampa Bay Chapter of Certified Fraud Examiners.  Additionally, she has earned the designation Accredited, Institute of Business Appraisers.  She is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA); member and former chairperson of the FICPA Fraud Task Force and former board member of Legal Aid of Manasota, Inc.  She is a member of Audubon and Sierra clubs as well as Gulf Coast Writers Association, Inc.

    Licenses/Certifications
    Ms. Turner is a Florida Certified Public Accountant (CPA) and is also a Certified Fraud Examiner (CFE) and Accredited, Institute of Business Appraisers (AIBA).

    * Licensed by the State of Florida
    Certified Fraud Examiner

     










      
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