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 Director 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 Director 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 Director 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 Director 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 Director 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

Brett has joined Bee, Bergvall & Co. as a strategic consultant in the Catalyst Center for Business Growth.  Brett has extensive experience both as a business consultant and executive. His Business Process Automation (BPA) experience spans over thirty years and has worked on some of the most mission-critical data and document management projects in the world.  He started his career with Alpha Systems and developed expertise in Healthcare Content Management, E-Discovery, and Analytics.  He has subsequently sold three of those divisions and is now focused on consulting.  Brett has a strong background in growing revenues, executing business plans, and maximizing valuations at exit.

• Since the sale of the business, Brett has served as a strategy advisor at DataBank IMX, Kyocera and several other organizations. He has also served as an adjunct marketing professor at Cairn University.
• Brett specializes in helping business owners maximize business performance, grow stronger cultures and assist in the business exiting/transition process.

Education

• BA, BS, Marketing, Rider University
• MBA, Charleston Southern University

Professional and Community Affiliations

Chris provides accounting and tax services for privately-held companies and individuals.  He joined the firm in 2022 after graduating with his bachelor’s degree in accounting.  Chris is currently pursuing a master’s degree in accounting.

Education

• BS, Accounting, Pennsylvania State University

Professional Affiliations

• Pennsylvania Institute of Certified Public Accountants

Colleen is an experienced tax preparer. 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.

Courtney is a staff accountant in our Nonprofit and Municipal departments. She joined the firm in 2012.

Prior to joining Bee, Bergvall & Co., Courtney acquired over five years of combined experience in the nonprofit sector. Most recently, she worked as a staff accountant for an area health system where she was assigned three of the system’s entities. Her responsibilities in that role ran the spectrum of financial statement preparation and analysis. Furthering Courtney’s nonprofit experience is her past work as a telecommuncations manager at a large university.

Education

• BSBA, Accounting, Bucknell University, Summa Cum Laude
• MBA, Healthcare Management, Temple University

Professional and Community Affiliations

• Pennsylvania Institute of Certified Public Accountants

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.

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

Glendon brings to the firm a proven track record of success in serving public and private sectors.  His ten years’ of experience in accounting, tax preparation, and financial planning paired with first hand management experience, positions him to address complex projects.

Glendon has diverse experience in several industries as well as a particular expertise in the e-sports field.

Glendon lives with his family in Lexington, KY and works remotely with Bee, Bergvall & Co.

Education

• BS, Business Administration and Accounting, Eastern Kentucky University

Professional and Community Affiliations

• American Institute of Certified Public Accountants

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

For over 25 years, Jackie has been adding value to the way she provides accounting and tax services. In particular, clients rely on Jackie’s vast knowledge of multi-tax issues as well as international filings. Jackie has also proven to be a valuable asset to business owners. She advises them on potential exit strategies, identifies value-added drivers, and presents complex facts in a clear and compelling manner.

Jackie worked with J. Christopher Nurney, LTD for seven years before the two firms merged.

Education

• BS, Business Administration-Accounting, Delaware Valley College

Professional and Community Affiliations

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

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

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 is sitting for the CPA exam.

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 (CPA Candidate)

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 a QuickBooks ProAdvisor and provides consulting support to many of our clients. She also provides QuickBooks Tips on Bee Bergvall and Company’s social media pages.

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. She assists with child care for Single Moms Ministry at Calvary Chapel of Philadelphia and is a member of Christian Business Women’s Connection.

Education

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

QuickBooks 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

Marianne joined Bee Bergvall & Company in 2007. She specializes in individual and business tax. Her responsibilities in the Tax Group involve reviewing tax returns, both federal and multi-state income tax returns, prepared by staff – corporate, partnership, individual, non-profit –to insure accuracy and compliance with federal/state regulations.

Marianne’s experience is vast and includes working as a Tax Accountant for a local real estate developer for 30-plus years and as an Accounting Supervisor for an investment firm for 5 years.

Marianne is a vital member of our community and has served as President/Treasurer of the Hearing Loss Association of America, Bucks County Chapter. This all-volunteer organization helps to educate the public on hearing loss issues. Marianne is also a member of Our Lady of Good Counsel.

Education

• BS, Accounting, LaSalle University, Magna Cum Laude
• MST, Taxation, Philadelphia University

Licensed to practice in Pennsylvania

With Michele’s diversified experience in finance and accounting within various service industries, she brings accounting, auditing, and tax compliance expertise to privately-held businesses and nonprofit organizations. She works with companies in a diverse range of industries including manufacturing, and construction, offering assistance when clients face significant decisions, such as refinancing, expanding, or buy-sell agreements. Michele also provides consulting, tax planning, and tax compliance for individuals.

Michele is active in her church and the community.  She has done volunteer speaking engagements and classes for Junior Achievement and the Pennsylvania Institute of Certified Public Accountants (PICPA).

Prior to joining Bee, Bergvall & Co. in 2014, Michele worked with two large, regional accounting firms in Pennsylvania and New Jersey.

Education

• BS, Accounting, Fairleigh Dickinson University
• MS, Accounting, Fairleigh Dickinson University

Professional Affiliations

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

Community Affiliations

• Faith Church of Worcester
• Women’s Walk with Christ

Licensed to practice in Pennsylvania
Licensed to practice in New Jersey

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

• 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

Susan E. Fisher, a Certified Financial Planner™ and a Certified Gift Planning Associate, joined the firm in 2021.  Susan has over 30 years of experience as a client-focused financial wealth advisor, providing financial planning for high net worth and multi-generational clients throughout the Philadelphia, Bucks and Montgomery County regions.  She specializes in retirement income planning, charitable planning and estate and legacy planning.  Susan provides individual tax planning and seasonal filing.

Susan has functioned as a Senior Trust Advisor, a Senior Relationship Strategist, a Planned Giving officer and an Executive Director of a Community Foundation.  While raising her three children, Susan was a mathematics coordinator and teacher for a K-8 private school.

Her interests and volunteer commitments are varied and enjoyable.  Susan serves on the Executive Board and the Board of Trustees of the North Penn YMCA, on the Planned Giving and Investment Committees for the Mercer Museum in Doylestown, and on the Vestry of her local church.  Susan is a frequent public speaker, including for the Catalyst Center for Nonprofit Management, on topics such as Charitable Planning for Donors and NonProfits, Best Financial Practices for Women and All You Need to Know about Social Security and Medicare.

Susan travels frequently, recently to Botswana and Vietnam and enjoys biking and hiking.  She is thankful that her architect husband is the household’s gourmet cook.

Education

• BS, Business Administration, Houghton College, NY
• MEd, Elementary Education, Chestnut Hill College, PA
• Highest Honors Trust Administration, Pennsylvania Bankers Assn.

Professional and Community Affiliations

• Member CFP® Board of Standards
• Executive Board and Past President North Penn YMCA
• Board of Trustees North Penn YMCA
• Planning Giving Committee, Investment Committee Mercer Museum (Bucks County Historical Society), Past Trustee of BCHS
• Past Director Bucks County Estate Planning Council
• Church of the Holy Spirit; Vestry, Endowment Committee, Stewardship Committee
• Inactive holder of FINRA security licenses 6, 7 and 63

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

Wendy joined the firm in 2014. Wendy brings to the firm experience working as an Accounting Manager in the healthcare industry for five years.

Education

• BS, Accounting, Virginia Polytechnic Institute and State University

Professional and Community Affiliations

• Grace Point Church – Clerk

Licensed to practice in Pennsylvania