---HAEFELE FLANAGAN

---         CERTIFIED PUBLIC ACCOUNTANTS AND CONSULTANTS

 

 

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  Meet the Partners

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Robert T. Haefele, CPA, Partner

Robert T. Haefele is the founding partner of Haefele, Flanagan & Co., with forty-five years of diverse public accounting experience with international, regional, and local CPA firms.  Rendering accounting, auditing, tax and management advisory services to clientele.  Industry exposure includes manufacturing, distribution, health care professional practices, contracting, leasing, finance, insurance, entertainment, not-for-profit entities, educational, and a multitude of service industries.

Other experience includes tenure with an international fully integrated steel manufacturer, as tax supervisor.  Past experience also includes tenure as Treasurer of a $5,000,000 service operation and as director, officer or advisor to numerous business entities.

BS, Accounting - Rider University, Lawrenceville, New Jersey

American Institute of Certified Public Accountants; New Jersey Society of Certified Public Accountants; Pennsylvania Institute of Certified Public Accountants; Chairman of the Finance Committee for the Community Board of Education; President of Municipal Council and Municipal Chairman of Finance; Legislative Delegate to the New Jersey School Board Association; Member of The Union League of Philadelphia

Thomas P. Fee, MBA, CPA/ABV/CFF, CVA, CEPA, Partner

Twenty-seven years of public accounting experience with regional CPA firms. Rendering accounting, auditing, tax and advisory services to clientele.  Industry exposure includes manufacturing, distribution, professional practices, service, contracting, leasing, investment bankers, retail, franchisors and start-up enterprises

Other experience includes tenure with an international simulation contractor as Vice President, Chief Financial Officer of an $80 million manufacturing mini-conglomerate, President of a management company, Vice President of international trading company and various consulting assignments.

MBA - The Wharton School, University of Pennsylvania

BS, Accounting - Drexel University

Certified Public Accountant in Pennsylvania and New Jersey (CPA)

Accredited in Business Valuations (ABV)

Certified Valuation Analyst (CVA)

Certified Exit Planning Advisor (CEPA)

Certified Financial Forensic Expert (CFF)

American Institute of Certified Public Accountants; New Jersey Society of Certified Public Accountants; Pennsylvania Institute of Certified Public Accountants; National Association of Certified Public Accountants; National Association of Certified Valuation Analysts; Institute of Business Appraisers; Phi Kappa Phi Honor Society; Member Board of Directors - CPA Associates International, Inc.; Member of Finance Committee - Heart of Camden

James A. Rogers, Jr., CPA, CFFA, CFF, Partner

Thirty years of public accounting experience with national and regional CPA firms.  Rendering accounting, SEC reporting, auditing, tax, litigation support, mergers and acquisitions and management advisory services to clientele.  Industry exposure includes wholesale distribution, manufacturing, service, contracting, banking, leasing, investment bankers, retail, and not-for-profit entities.

Other experience includes tenure with a $30 million wholesale paper distribution company as Controller.

BS - Accounting - LaSalle University, Philadelphia, Pennsylvania

Certified Public Accountant in Pennsylvania and New Jersey (CPA)

Certified Forensic Financial Analyst (CFFA)

Certified in Financial Forensics (CFF)

American Institute of Certified Public Accountants; New Jersey Society of Certified Public Accountants; Pennsylvania Institute of Certified Public Accountants; Association of Certified Fraud Examiners; Member of CPA Associates Today's Contractor Article Review Staff; Member of CPA Associations Litigation Committee; Building Industry Association of Philadelphia - Treasurer and Board Member; St. Joseph School - Treasurer and School Finance Committee; Board Member of Cheltenham Youth Organization

Mary L. Lynch, CPA, CFE, Partner

Twenty-one years of diverse public accounting experience with national and regional CPA firms.  Rendering accounting and assurance, SEC reporting, tax, recruitment and management advisory services to clientele.  Industry exposure includes wholesale distribution, manufacturing, contracting, leasing, real estate, mortgage bankers, retail, not-for-profit entities, and various service industries.

Serves as technical review partner for all firm accounting and assurance engagements.  Designed and maintains firm's quality control system.

BS, Accounting - Rutgers College, Rutgers University, New Brunswick, New Jersey

Certified Public Accountant in New Jersey (CPA)

 

Certified Fraud Examiner (CFE)

American Institute of Certified Public Accountants; New Jersey Society of Certified Public Accountants; Accounting and Assurance Committee Chairman and SEC Committee Member - CPA Associates International, Inc.; Active member of Our Lady of Good Counsel School and South Jersey Pines Girl Scouts Organizations

William J. Stackhouse, CPA, CITP, Partner

Twenty years of diverse public accounting experience.  Rendering accounting and assurance, SEC reporting, tax, recruitment and management advisory services to clientele.  Industry exposure includes wholesale distribution, manufacturing, contracting, leasing, real estate, mortgage bankers, retail, not-for-profit entities, and various service industries.

Bill serves as Director of Information Technology for the firm. He also provides expert tax and accounting advice to a wide range of corporate and individual clients. 

He has been with the firm since 1988. 

BS, Accounting - Drexel University, Philadelphia, Pennsylvania

Certified Public Accountant in Pennsylvania and New Jersey (CPA)

Certified Information Technology Professional  (CITP)

American Institute of Certified Public Accountants; New Jersey Society of Certified Public Accountants; Pennsylvania Institute of Certified Public Accountants; National Association of Certified Public Accountants

James R. Haefele, CPA, ABV, CFF, CVA, CFFA, Partner

Eleven years of diverse public accounting experience.  Rendering accounting and assurance, SEC reporting, tax, recruitment and management advisory services to clientele.  Industry exposure includes wholesale distribution, manufacturing, contracting, leasing, real estate, mortgage bankers, retail, not-for-profit entities, and various service industries.

In his role as shareholder, Jim assists in strategic guidance of the firm and serves as a mentor to the Haefele Flanagan staff.  He specializes in the disciplines of Business Valuation and Forensic Analysis.

He has been with the firm since 1997

BS, Accounting – Villanova University

Certified Public Accountant (CPA)

Certified Valuation Analyst (CVA)

Accredited in Business Valuation (ABV) by the AICPA

Certified Forensic Financial Analyst Candidate (CFFA)

Certified in Financial Forensics (CFF)

American Institute of Certified Public Accountants; Pennsylvania Institute of Certified Public Accountants; National Association of Certified Valuation Analysts

 

Susan E. Joseph, CPA, Principal

Twenty-one years of various public accounting experience with regional and local CPA firms. Rendering a wide range of bookkeeping, accounting and audit services as well as providing controller type services to clientele.  Industry specialty has been in non-profit organizations including HUD and Low-income housing.  Other industry exposure includes manufacturing, construction and retail.

Served as technical reviewer at previous firm including designing and maintaining the firm’s quality control system.

 

She has been with the firm since 2009

 

Bachelor of Science in Accounting – Montclair State College

Certified Public Accountant in New Jersey

American Institute of Certified Public Accountants; New Jersey Society of Certified Public Accountants; CPA Associates International, Inc.