Kimberly R. Roffi, CPA

Partner

Contact

(631) 582-1600 x114

Professional Experience:

Kim, who has been a member of the firm since 2001, has over fifteen years of public accounting experience. Today, she is a partner of the firm and previously served as Director for the firm’s tax and business advisory practice and Director of Finance and Operations for the firm internally. Kim has written Practice Insights for Lexis Nexis’ tax research platform and has been published in Building Long Island magazine.

She is responsible for fiscal oversight, strategic planning, and management of the firm.  Kim is the practice leader of developing and strengthening the firm’s valuable business relationships. Throughout her tenure at the firm, Kim has promoted and continues to facilitate a work environment that fosters positive energy, creativity, and teamwork among employees.

Areas of Expertise:

  • Tax return preparation, planning and compliance assistance
  • Representation for Federal, State and insurance audits
  • Business and succession planning
  • Financial statement compilation
  • Budgeting and forecasting
  • Outsourced accounting and CFO services

Professional Affiliations:

 

Licenses & Certifications:

  • Certified Public Accountant
  • Recipient of the 2015 LIBN’s CFO of the Year Award
  • Recipient of the 2016 SmartCEO Brava Awards Long Island

Education:

Kim graduated Fairfield University with a B.S. in Accounting.

Kim’s Recent Posts: