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 - American Institute of Certified Public Accountants 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 BS, Accounting - Certified Public Accountant in 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 Certified Public Accountant in 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 - Certified Public Accountant in 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 - Certified Public Accountant in 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 – 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. |