Matthew Berardini, CPA, ABV, CFF, CFE, CFS, FCPA

Experience

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  Camber Accounting

  Jul 2006 - Nov 2007

  Staff Accountant
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  Busby, Sanford, Brady, CPA

  Nov 2007 - Nov 2009

  Staff Accountant

  • Planed organized and implemented work for income tax returns. Communicated progress with partners and managers, as well as, provided formal and informal feedback to clients to develop and maintain strong relationships with clients.• Participated in all aspects of assurance services including compilation and review. Involved in planning attest services, analytical fact finding and testing. Identified and evaluated assurance services exceptions.• Prepared and reviewed financial statements including balance sheet, income statement (profit and loss), and statement of cash flows, to ensure GAAP compliance for numerous client types and industries. Analyzed financial statements for trends and anomalies.• Year-end tax planning by analyzing client financial information with tax and investment planning software; presented different business and investment choices. Worked with internal wealth management staff to identify investment options for partner recommendation and presentation to clients. • Responsible for and issued all the 1099 series of forms for firm and firm clients.• Analyzed client’s unique situation and identified, recommended write-up opportunities to partner in charge. Show less

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  Matthew Berardini, CPA

  Dec 2009 - Dec 2022

  Certified Public Accountant and Consultant

  Full service tax and consulting firm. Currently not taking on new clients. •Perform analytical reviews of clients’ general ledger, sub-ledgers, and trial balance statements. Post and review monthly/quarterly/year-end adjusting and closing entries. •Perform year-end tax planning by analyzing clients’ financial situation and recommending different tax, business asset, and investment choices. •Review staff accountants’ work product.•Assist clients’ controllers and bookkeepers with general accounting, developing accounting procedures, budgeting, and cash flows. Make recommendations to strengthen internal controls and more efficient use of resources. Advise clients on asset acquisition, classification, and depreciation methods •Identify and advise clients’ with compliance requirements, license filings, bookkeeping, payroll, state and local taxes, independent contractors, debt structuring, asset acquisition, business expansion, cash flow, cost benefit analysis, and Small Business Administration issues.•Received recognition awards for mentoring and leading a team of thirty CPAs, attorneys, and Enrolled Agents on tax law research and the proper application of that research. Trained and direct cancellation of debt and business return staff, to assist their clients with proper foreclosure/short sale reporting and business return compliance work. This leadership contributed to my team having the highest customer service, issue resolution statistics within a corporate setting of over 800 tax professionals. •Received recognition from quality assurance director for assisting quality assurance division on identifying and reporting program content and calculation errors. •Handled escalated or problem client assignments as delegated from managers. Recognized as a top agent nationally and moved to a pilot program to assist company clients with audit and IRS responses, amended returns, and any complex tax matters not in normal scope of company operations. Show less

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  Clanton Financial Group

  Sept 2012 - Oct 2014

  Certified Public Accountant
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  Danenhauer & Danenhauer, Inc.

  Jun 2014 - Dec 2022

  Case Manager / Forensic Accountant / Expert Witness

  Forensic Accounting – specializing in Family and Civil Lawo Qualified and testified numerous times as an expert witness in Orange County Superior Court and Los Angeles Superior Court - Family Law Division o 730 and 733 appointmentso Income Available for Support Analysiso Perquisite Analysis o Business Valuationso RSU and Stock Option Apportionments o Community/Separate Property Analyseso Tracing engagementso Marital Standard of Livingo Post Separation Accounting o Marital Balance Sheetso Moore/Marsden calculationso Dissomaster input scheduleso Retirement account tracingso Federal and state Tax Compliance Engagements o Internal Revenue Service Audit Representationso Fraud and Forensic Accounting Investigationso General Business, Tax, Accounting, and Financial Consulting Show less

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  CBIZ Forensic Consulting Group LLC

  Jan 2023 - Jan 2024

  Senior Manager - CBIZ Forensic Consulting Group LLC

  Forensic Accounting – specializing in Family and Civil Lawo Qualified and testified numerous times as an expert witness in Orange County Superior Court and Los Angeles Superior Court - Family Law Division o 730 and 733 appointmentso Income Available for Support Analysiso Perquisite Analysis o Business Valuationso RSU and Stock Option Apportionments o Community/Separate Property Analyseso Tracing engagementso Marital Standard of Livingo Post Separation Accounting o Marital Balance Sheetso Moore/Marsden calculationso Dissomaster input scheduleso Retirement account tracingso Federal and state Tax Compliance Engagements o Internal Revenue Service Audit Representationso Fraud and Forensic Accounting Investigationso General Business, Tax, Accounting, and Financial Consulting Show less

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  CBIZ Forensic Consulting Group LLC

  Jan 2024 - now

  Director