MEET BOB

MEET BOB

Bob has been with Edelstein since he started as an intern in 2009 and is now a partner in the firm’s assurance and advisory team. Bob’s primary clients include manufacturing, technology, life sciences, and investment companies. In addition, Bob leads the firm’s broker-dealer audits, Rule Custody exams, and craft beer niche. Bob also oversees the U.S. audits of large multinational corporations conducted under International Standards on Auditing that are used as audit evidence for publicly traded companies abroad.

Outside of audits, Bob also assists his clients by conducting quality of earning engagements, handling earn-out and working capital adjustment disputes, internal controls/risk management, complex accounting matters, and mergers & acquisition due diligence. Bob also assists with various cost accounting projects and financial modeling.

Education

Master of Science in Accounting, Suffolk University, Sawyer School of Management

Bachelor of Science in Business Administration with a concentration in Accounting, Suffolk University

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MSCPA)

Adjunct Professor at Suffolk University

BACKGROUND

BACKGROUND

Earlier in his career, Bob had a variety of internships as an undergraduate and, after graduation, held positions at various CPA firms. Bob joined Edelstein & Company as an associate in 2009 working in tax, health care, an audit. Bob also has a passion for I.T. and prior to working as an accounting, was a P.C. specialist at Suffolk University helping to support staff and student P.C. issues, while building and configuring Linux machines on a contract basis.

Outside of auditing, Bob enjoys working with his clients on financial analysis, cost accounting, and finding ways to better integrate the accounting department into other aspects of their operations.

HOW BOB CAN HELP

HOW BOB CAN HELP

  • Audits under U.S. GAAS and International Standards on Auditing
  • Broker-dealer audits
  • Rule Custody exams
  • Financial planning and analysis
  • Mergers & Acquisition due diligence
  • Complex accounting
  • Earn-out and networking capital adjustment disputes