Our Team

Cindy provides strategic consulting, audit, and accounting services to businesses, nonprofits, and municipalities. She enjoys employing financial modeling and business planning to help her clients achieve their strategic goals.

Cindy also has an active role with the firm’s affiliate company the Catalyst Center for Nonprofit Management. Through facilitated discussion and financial analysis Cindy partners with nonprofit organizations to increase their capacity and improve sustainability. She also provides management and Board member training through the Center. In addition to speaking for the Center, Cindy presents locally and nationally for a number of groups including PANO, the PICPA, and a number of community foundations and governmental organizations.

A frequently requested speaker, she has spoken to nonprofit audiences on Assessing Your Financial Health, Auditing Procedures, Development Issues for Nonprofits, Tax Issues for Nonprofits, Succession Planning, and Strategic Planning.  Groups she has presented for include the Pennsylvania Association of Nonprofit Organizations (PANO), the Pennsylvania Institute of CPAs, the North Penn Nonprofit Academy, and the firm’s Catalyst Center for Nonprofit Management.  Cindy has served on a number of Boards, in various capacities including board chair.  She is Adjunct Faculty for Cairn University’s Nonprofit Leadership graduate program.

Education

• BBA, Accounting, Temple University, Magna Cum Laude
• Certificate of Educational Achievement in Governmental Accounting and Auditing
• Chartered Global Management Accountant
• PANO Standards of Excellence Certified Consultant

Professional Affiliations

• Member, C12 Group
• PICPA Board of Directors
• PICPA Foundation Scholarship Board of Directors
• PICPA Diversity, Equity, and Inclusion Steering Committee
• PICPA Government Thought Leadership Committee
• PICPA Fiscal Responsibility Task Force
• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants

Community Affiliations

• Board Member Access Services
• Lead Team Philadelphia Gospel Movement
• Student Ministry at Trinity Community Church
• International Students Inc.-West Philadelphia
• Member, Christian Business Women’s Connection

Licensed to practice in Pennsylvania

Jennifer is a Partner in our Audit and Accounting Services practice having joined the firm in 1996.  With extensive experience in public accounting, Jennifer works with nonprofit and municipal clients.  She has been substantially involved in all aspects of accounting and auditing. Her responsibilities in the audit and accounting group include the coordination of the annual audit, financial statement preparation, and consultation on accounting and reporting matters.

Jennifer was named Partner in January 2011.

Education

• BBA, Accounting, Temple University, Cum Laude
• Beta Alpha Psi, International Honors Society Member
• Award – Who’s Who Among Students in American Universities & Colleges for Outstanding Academic Achievement

Professional Affiliations

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• Government Finance Officers Association – Special Review Committee

Licensed to practice in Pennsylvania

Kate is a Partner and serves clients in both our Audit and Accounting Services and our Business and Individual Tax groups. She joined the firm in 1996. Kate has provided auditing, accounting and advisory services to a wide variety of insurance entities, including captives and commercial insurers. She has worked with more than 100 of the firm’s not-for-profit clients. As a member of the Tax Group, Kate provides tax preparation, research and planning for corporate and individual clients. In addition, she has contributed to AICPA publications including Audit Guides, Technical Practice Aids, and Trends in Financial Statement Disclosures.

Education

• BS, Accounting, University of Delaware

Professional and Community Affiliations

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• PICPA – Member of the Executive Committee
• PICPA – Member of the Peer Review Committee
• PICPA – Member of the Student Mentoring Program
• Delaware Captive Insurance Association – Conference Planning Committee
• Lansdale Business Association
• Montgomery Township 300th Anniversary Committee – Treasurer
• Boy Scouts of America – Treasurer for Pack 229

Licensed to practice in Pennsylvania

Stasia is a Partner in our Nonprofit and Municipal practice having joined the firm in 2004.   With extensive experience in public accounting, Stasia works with corporate, nonprofit, and municipal clients. Her responsibilities in the audit and accounting group include the coordination of the annual audit, financial statement preparation, and consultation on accounting and reporting matters.  Stasia was named Partner in July 2017.

Prior to joining our firm, Stasia worked with an International CPA firm where she gained experience with corporate, not-for-profit, and municipal clients as well as audits of Employee Benefit Plans.

Stasia maintains ties professionally and personally to the community through participation in numerous organizations. When Stasia enjoys spending quality time with her three daughters and husband.

Education

• BS, Accounting, Lehigh University

Professional and Community Affiliations

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• PICPA Not-for-Profit Committee
• Special Review Committee for Government Finance Officers Association
• 100+ Women Who Care Bucks County

Licensed to practice in Pennsylvania

Angie has built and strengthened client relationships for over 20 years.  Prior to joining Bee, Bergvall & Co., she managed her own firm, managing attestation engagements from planning phase to report issuance. Her experience spans the not-for-profit and government sectors, with an in-depth understanding of GAAP and GAAS standards.

Angie lives with her family in Hodges, AL and works remotely with Bee, Bergvall & Co.

Education

• BS, Accounting, University of North Alabama

Professional and Community Affiliations

• American Institute of Certified Public Accountants

Christine began her career in accounting and bookkeeping in 2003, working with small businesses.  She joined Bee, Bergvall & Co. in 2022.  As part of the Audit Department, Christine shares her expertise in bookkeeping and financial systems by assisting in financial statement preparation, audit, reviews, and compilations.

Education

• AA, Accounting, Bucks County Community College, Newtown, PA

Colleen is an experienced tax preparer who prides herself on developing strong client partnerships over the years, which are based on communication, attention to detail and staying ahead of the curve in engagement efficiencies. She works closely with her clients to understand their unique needs so she may assist in developing tax plans for the future. She has a particular expertise calculating the sale of personal and rental properties. Colleen joined the firm in 2021, bringing over five years of experience with individual and corporate taxes.

Professional Credentials

• EA, Enrolled Agent

Craig specializes in government and non-profit auditing. Craig has extensive experience and joins Bee, Bergvall & Co. from the firm of Burton & Browse. He joined Burton & Browse in 1972 and was named partner in 1980.

Education

• BA, Hanover College, Madison, Indiana

Professional and Community Affiliations

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• Bucks County Estate Planning Council
• Member, Past President, Newtown Rotary Club
• Board of Directors, Historic Fallsington, Inc.

Licensed to practice in Pennsylvania

Cindy began working in public accounting in 1987. She started with the firm of Burton & Browse as a co-op, working while she earned her accounting degrees. She is now part of the Business and Individual Tax groups at Bee, Bergvall & Co. Cindy has more than 20 years experience in all aspects of tax, accounting, and audit services for individuals, businesses and nonprofit organizations. She enjoys working with clients in a variety of industries including retail, construction, utility, service, and manufacturing.

In addition to being an accomplished CPA, she also maintains strong ties to the community through the following affiliations: American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants and as Treasurer and Director of the Riverside Symphonia, a not for profit organization.

Education

• BS, Business Accounting, Philadelphia University
• AA, Accounting, Bucks County Community College

Community Affiliations

• Member, American Business Women’s Association

Licensed to practice in Pennsylvania

Deb joined the firm in 2010. She supports the audit and tax departments with various duties including processing tax returns. She came to Bee, Bergvall & Co. with a background in supervision and customer service.

Erik Davis is a Strategic Consultant within the Firm’s Advisory practice. Erik joined the Bee, Bergvall and Co. team in 2024.  He has worked extensively in a variety of financial leadership roles in the nonprofit sector for more than 30 years.  He served as Controller and Chief Financial Officer for an accredited higher education institution, and then as Chief Financial Officer for a growing Federally Qualified Health Center in North Philadelphia.  Most recently he worked as VP of Accounting and Finance for a business services organization that provides administrative support for schools.  He has a passion for serving organizations that serve populations in underserved communities.  He has enjoyed working on administrative teams that provide leadership and support for the meaningful work that is done by nonprofit organizations.

Erik’s areas of expertise include finance, accounting, payroll, budgeting, audit preparation, employee benefits administration, grants management, strategic planning, and real estate development/construction projects.  Erik has had the privilege of working in an urban setting and has appreciated facilitating the work of organizations that provide support to underserved communities.  In addition, he has worked as a residential real estate agent and has a strong understanding of the housing industry, including barriers and challenges that can lead to housing insecurity.  Erik has enjoyed tracking and managing data effectively to support strategic planning and reporting for the organizations that he has worked with.

Education

BA in Business & Economics, Calvin University, MI

Gabi is a dedicated professional joining us from her most recent position as an Audit Senior at BDO USA LLP in Milwaukee, WI, where she led various financial statement audits and employee benefit plan audits across diverse industries, including Manufacturing, Life Sciences, and Non-Profits. Gabi’s experience encompasses both public and private engagements.  Her versatility and adaptability is highlighted through the preparation of detailed workpapers, client engagement, audit planning, and the execution of effective audit procedures. Her holistic approach to accounting mirrors a passion for precision and a dedication to contributing meaningfully to the financial landscape.

In addition to her professional career, Gabi is a Dance Teacher, Coach, and Private Instructor, with Allegro Eminence Dance Center, Waukesha, WI where she leads a competitive dance team as well as several dance classes for children at the studio.

Gabi lives with her family in Milwaukee, WI and works remotely with Bee, Bergvall & Co.

Education

• BA in Business Administration with a major in Accounting, Marquette University, WI
• Master of Science in Accounting, Marquette University, WI

Gina joined the firm in 2018.  She is a staff accountant and currently works with our clients through the tax and business department.

Education

• BS, Accounting, Seton Hall University, Cum Laude

Professional and Community Affiliations

• Pennsylvania Institute of Certified Public Accountants

Licensed to practice in New Jersey

Chris has over 52 years experience as a Certified Public Accountant, starting his career in 1964 with a national accounting firm. In 1971 he went to work for Pennsylvania Hospital as Assistant Controller and later as Controller. In 1978 he started his own CPA firm moving it to Doylestown later that year. In 2018 the firm of J. Christopher Nurney, LTD merged with Bee, Bergvall & Co.

Education

• BS, Accounting, Drexel University

Professional and Community Affiliations

• American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, Pennsylvania Society of Tax & Accounting, Professionals (Buxmont), and Bucks County Estate Planning Council. Christopher was a past treasurer for the Rotary Club of Doylestown and St. John’s Lutheran Church. He is currently on the Board of Directors serving as Treasurer for Good Friends in Morrisville. Christopher is also involved with: Central Bucks Chamber of Commerce, James A. Michener Art Museum, Pearl S. Buck, and Doylestown Business & Community Alliance.

Licensed to practice in Pennsylvania

Jim Brogan brings to the firm more than 40 years of diversified experience in the field of taxation, accounting, instruction and management.  He is a key part of the Tax Department, planning, reviewing and preparing tax returns for individuals and businesses.

Education

• BS Accounting, University of Dayton
• MT, Villanova University School of Law
• MST, Philadelphia University
• Estate Planning Certification, Villanova University School of Law

Professional and Community Affiliations

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants

Licensed to practice in Pennsylvania and New Jersey

Janet is a seasoned financial professional with a rich background in audit management and accounting. She previously served her clients as Audit Manager in the Financial Services Group within a New York-based firm. During this time, Janet oversaw audit engagements for domestic and offshore investment companies, managing portfolios ranging from $80 million to $2 billion.

Her experience extends to audits across various sectors, including real estate, investment management, wholesale, and non-profit clients, as well as to the preparation of diverse tax returns and proactive resolution of tax-related issues.

Janet’s early career was within the New York State Government, where she served as a Tax Auditor with the Department of Taxation and Finance and as a Senior State Accounts Auditor with the NYS Office of State Comptroller.

Janet lives with her family in Buckingham, PA.

Education

• BS, Accounting, New York University

Professional and Community Affiliations

• Bucks County Housing Food Pantry Volunteer

Joey brings a diversity of knowledge to the firm.  He takes pride in providing high-quality tax preparation and planning services to our individual and business clients. He also serves the firm’s nonprofit and municipal clients, specializing in audit, review, and compilation services.

While completing his accounting degree from Penn State University, Joey interned with Bee, Bergvall & Co.  Equipped with a Master’s Degree in Accounting, Joey is continuing his studies, and recently has successfully earned his CPA.

He joined the firm full-time in 2017.

Education

• BS, Accounting, Penn State University, Magna Cum Laude
• MS, Professional Accounting

Professional and Community Affiliations

• Pennsylvania Institute of Certified Public Accountants

John brings to his clients over 30 years of expertise.  Throughout his career he has worked closely with individuals and families, as well as early stage companies across all industries, closely-held businesses. He advises his clients on general tax planning strategies, and industry specific planning opportunities both from an operation and tax standpoint.

Prior to joining Bee, Bergvall & Co., he managed his own firm

Education

• BS, Accounting, Philadelphia College of Textiles and Science

Professional and Community Affiliations

• American Institute of Certified Public Accountants

Ken retired from Bee, Bergvall & Co. in 2020.

Before his retirement, Ken specialized in accounting, tax return preparation and consulting for small businesses and individuals. He also provided business valuation and litigation support to the firm. Prior to the merger with Bee, Bergvall & Co., Ken served as Managing Partner of Burton & Browse LLP. He joined Burton & Browse in August of 1964. He previously served as Chief Accountant for Traveler’s Express Co., Philadelphia from 1959-1964.

Education

• Pierce College, Philadelphia

Licensed to practice in Pennsylvania

Kevin has over 25 years of professional experience. He joined the team at Bee, Bergvall & Co. following the merger with Burton & Browse. He provides diverse accounting and consulting services to individual, corporate, fiduciary, not-for-profit and governmental clients. Areas of expertise include audits of homeowners’ associations and small business start-ups and dissolutions. Kevin provides QuickBooks installation, set-up, and consultation.

Kevin is an accomplished CPA and has recently published the article, ‘Understanding Private Operating Foundations’,  in the Catalyst Center for Nonprofit Management’s newsletter.

Kevin is a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants. In his free time he is an instructor at Kokoro Kai Martial Arts in Ambler, PA and currently holds a Rank of 1st Dan or Shodan, Isshinryu Karate.

Education

• BS, Business Administration, with a Major in Accounting, Pennsylvania State University

Licensed to practice in Pennsylvania

Laura is active in the firm’s general practice. She works primarily with tax clients, providing tax, payroll, bookkeeping and QuickBooks support through the Entrepreneurial Business Services division. Prior to the merger with Bee, Bergvall & Co., Laura was with Burton & Browse for more than 14 years.

Laura is both a QuickBooks ProAdvisor and a QuickBooks Online Payroll ProAdvisor providing consulting support to many of our clients, assisting them in navigating complex business structures.

Laura is a member of the Pennsylvania Institute of Certified Public Accountants. She is also a member of Lawndale Baptist Church since 2008 and a Deaconess at Lawndale Baptist Church.

Education

• BS, Accounting, St. Leo University, Cum Laude
• AA, Accounting, Bucks County Community College

Specialty Certifications

• QuickBooks ProAdvisor
• QuickBooks Payroll ProAdvisor

Linda began her accounting career as a taxation intern at Burton & Browse in 2012 while completing her accounting courses and studying for the CPA exam. She joined Bee Bergvall as a full-time associate in 2014.

She works in the firm’s general practice area in all areas of tax, audit, and accounting, but her primary focus is on individual and corporate taxation. In addition to taxation, she works on corporate and not-for-profit audits, reviews, and financial statement preparation services. She also has experience with payroll tax preparation services.

Linda’s prior experience was as a Senior Design Engineer, designing military communications products and firmware at a military contracting company.

Linda is a part of the American Institute of Certified Public Accountants as well as the Pennsylvania Institute of Certified Public Accountants. In her spare time, she enjoys photography Linda and spent 12  years as a volunteer with a local ballet company, as company photographer, wardrobe staff, and costume run-crew, both in the dressing room and quick change area.

Education

• Accounting & Taxation Program, Bucks County Community College
• BS, Electrical Engineering, Rutgers University College of Engineering
• MS, Electrical Engineering, Stevens Institute of Technology

Licensed to practice in Pennsylvania

Trish works with our not-for-profit and municipal clients, joining the firm in 2007. Trish lives in the Boston area and works remotely with our clients.  Her responsibilities in the audit and accounting group include the management and coordination of the annual audit, financial statement preparation, and consultation on accounting and reporting matters as well as extensive experience in preparing annual information returns.

Previously Trish worked as a Manager of Securitization Accounting and Investor Reporting for 6 years at Bank of America. She has 6 years of experience in Internal Audit working in both the non-profit and banking fields.

Trish values community and is affiliated with the Massachusetts Nonprofit Network and the Hopkinton Parent Teacher Association.

Education

• BA, Accounting, Muhlenberg College
• MBA, Finance, Temple University

Licensed to practice in Pennsylvania

QuickBooks Online ProAdvisor

Randall has experience in finance emphasizing financial reporting, legal consolidation, and consolidation systems. Although the bulk of his experience is in the private sector, Randall also has experience working with nonprofit organizations. Randall is an Enrolled Agent with the Internal Revenue Service. Only Enrolled Agents are required to demonstrate to the Internal Revenue Service their competence in matters of taxation.

Prior to joining our firm, Randall worked for 15 years in consolidations/systems for a major pharmaceutical company. In this role, he was a liaison with international subsidiaries as well as the corporate tax department. He also worked as a controller for a local firm

Education & Professional Credentials

• EA, Enrolled Agent
• BS, Business Administration & Accounting, King’s College
• Gross Monnet CPA review course

Professional and Community Affiliations

• Treasurer and Board Member, Northeast Community Services (GROW ESL)
• Past Board Member, Valley Christian School
• Past Treasurer, Huntingdon Valley Presbyterian Church

Sheila brings a depth of diverse knowledge to the firm.  Through her time in public accounting, she has served a range of clients providing tax preparation and planning to individuals and small businesses.  After many years of working within municipal government, Sheila has honed a working knowledge of what accounting and taxation procedures best serve municipalities, and she brings this wisdom directly to projects during periods of transition including turnover, growth, or reorganization.

Sheila Mauger joined the firm in 2019.

Education

• BS, Accounting, West Chester University
• Notary Public

Professional and Community Affiliations

• Sacred Heart Parish, Fair Finance Committee
• Sacred Heart Parish, Religious Education Teacher

Sherri brings 25 years of experience in public accounting, working primarily with our not-for-profit. She joined the firm in 2022. Her responsibilities in the audit and accounting group include the management and coordination of the annual audit, financial statement preparation, and consultation on accounting and reporting matters.

Prior to joining our firm, Sherri worked for many years with a local firm. Her experience includes non-profit auditing as well as work in the private sector.  She serves on the board of Sisters U and enjoys reading, traveling, watching movies and spending time with her family and dogs.  She has a special fondness for individuals with disabilities like her son Tyler, and this has led to her continued interest in non-profit entities and their missions.  Sherri resides in Harleysville with her husband and two sons.

Education

• BS, Accounting, Millersville University

Professional and Community Affiliations

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants

Licensed to practice in Pennsylvania

Sheryl brings over 25 years of experience and her expertise encompasses a varied client base. Sheryl assists clients within the accounting and audit section of the firm’s practice, where she mainly works with not-for-profit organizations, many of whom receive federal funding.

Sheryl also has experience as a Peer reviewer, conducting engagement reviews under the AICPA Peer Review Program for firms that perform services under Statements on Standards for Accounting and Review Services (SSARS) and/or certain services under the Statements on Standards for Attestation Engagements (SSAEs).

Sheryl lives with her family in Simpsonville, SC and works remotely with Bee, Bergvall & Co.

Education

• BA, Accounting, Southern Wesleyan University

With more than 40 years in public accounting, Tom brings significant small business consulting experience to the firm. He advises businesses and individuals on various accounting, tax, financial and management issues. He also manages audits, reviews, and compilations of various commercial and not-for-profit organizations. Prior to the merger with Bee, Bergvall & Co., Tom was a partner with Burton & Browse for over 30 years.

Education

• BS, Business and Economics, Lehigh University

Professional and Community Affiliations

• American Institute of Certified Public Accountants
• Pennsylvania Institute of Certified Public Accountants
• Past Treasurer, The Council of Southeast Pennsylvania

Licensed to practice in Pennsylvania and New Jersey

QuickBooks ProAdvisor