No one logged in. Log in

LEADERSHIP GREATER ROCHESTER
03-Jan-2012

Article written by Gina Chase: Leadership Greater Rochester strives to build a broad-based netw..

CROSKEY LANNI, PC CONTINUES TO SUPPORT LOCAL COMMUNITY
08-Dec-2011

Through a combination of programs, Croskey Lanni, PC raised over $1,700 in donations direct..

CROSKEY LANNI, P.C. ANNOUNCES RETIREMENT OF ROBERT A. WESTBURY, CPA
22-Jun-2011

Bob Westbury is a hardworking, dedicated and trustworthy individual who focuses on client service. A..

CROSKEY, LANNI & COMPANY JOINS THE BDO SEIDMAN ALLIANCE
24-Aug-2010

FOR IMMEDIATE RELEASE ..

Our Team

David Croskey

President

David M. Croskey, CPA founded Croskey Lanni in 1986.   Today he continues as President while actively involved in advising clients in a variety of industries including Real Estate and related construction trades, Material Handling, Insurance, Restaurants, Wholesale, Distribution, Medical, Manufacturing, Technology, Aerospace and a variety of Professionals.  His experience has focused on Accounting, Administration, Operations, Tax and Strategic related matters for privately owned business’ and their respective ownership teams providing leadership in the overall success of operating, buying, transitioning or selling of these business.

Some of the successful projects Dave has worked on in the management advisory and strategic services areas have included owning, operating or fulfilling the CFO responsibilities of a variety of business; supporting or evaluating operations, administration and accounting functions; cash flow, inventory, business startups and turnarounds;  partner relations and documentation;  business and personal goal setting and Diagnostic analysis defining action plans;  Board of Director and Advisory Board leadership and/or participation; and divorce and related transitional family/business management and financial strategies.  Dave has taught and presented a variety of accounting, tax and specific topic classes.

Coinciding with these projects he is an expert in related tax matters, planning, compliance and strategies covering more than 30 years of his hand on involvement and experience.

Dave grew up in Fraser, Michigan and attended Wayne State University on scholarship.  He received 5 letters and was a 2 year Captain of WSU Championship baseball teams also playing Basketball.  Dave recently was inducted into the University’s Hall of Fame. He is co founder of the Dugout Club, a WSU baseball alumni non profit association. He is presently serving on Board of Directors at Forest Lake Country Club.  Dave has continually volunteered and/or provided financial support to a wide variety of religious, community and academic organizations.

Dave is licensed as a CPA in Michigan, Massachusetts and Florida, maintaining membership in the related State Accounting Associations and the American Institute of Certified Public Accountants.
Dave is married to Andrea Croskey and they have 3 children.   Dave has 3 children from a previous marriage.  Dave and Andrea enjoy spending time with the children and following the wide variety of athletic, academic, music and dance activities - some of which are out of state.  They also enjoy sports, music, traveling and especially family time.

Dave is looking forward to continuing his leadership role at Croskey Lanni while working with the Croskey Lanni Team as they continue their planned growth surrounding the focus of servicing their select client partners and valued relationships.  David can be reached at (248) 659-5300 ext. 220 or dcroskey@croskeylanni.com

...more

Thomas Lanni

Shareholder, Director of Accounting and Auditing

THOMAS B. LANNI, CPA began his career in public accounting in 1977 at a regional Detroit area CPA firm.  After eleven and one half years, Tom joined the firm of Krentz, Croskey and Lanni as a partner located in Rochester Hills, MI.  The firm now known as Croskey, Lanni & Company, P.C. includes a total of 6 partners and a total of twenty-four team members and operates from its offices in Rochester, MI.

Tom is currently Director of accounting and auditing and has audit, accounting and tax responsibility for clients in the following areas:  construction, manufacturing, insurance agencies, charter schools, statutory audits, ERISA audits, real estate development and various professional and service industries.  Tom’s background and over thirty years of public accounting experience includes providing audit, accounting, management advisory services, litigation support, State court appointed receiver, and representation in bankruptcy proceedings.  Tom also has an extensive background in corporate, partnership and individual tax matters and representation before the Internal Revenue Service.

Tom graduated from Walsh College in 1977 with a Bachelor of Science degree in Accountancy and received a Bachelor of Science degree in Marketing from the Detroit College of Business in 1973.

Tom currently is licensed to practice public accounting in the States of Michigan and Florida and is a member of the American Institute of Certified Public Accountants, Michigan and Florida Association of Certified Public Accountants.  Thomas can be reached at (248) 659-5300 ext. 222 or tlanni@croskeylanni.com

...more

Carolyn Jones

Shareholder, Director of Taxation

CAROLYN A. JONES, CPA, MBA, MST, QKA is a shareholder and the Director of Taxation at Croskey, Lanni and Company as well as heading up the retirement planning and administration division Barclay Planning Group, LLC.  Carolyn has been employed with the firm since 1994 and became a shareholder in 2000.  Carolyn provides consulting, accounting, and a wide range of tax services including compliance work, trust and estate planning and representation before the Internal Revenue Service on a variety of tax matters.  In addition, Carolyn oversees the personnel function at Croskey, Lanni. & Co.  

Carolyn was born and raised in Pennsylvania.  After high school she attended Muhlenberg College in Allentown, PA where she received a Bachelor of Arts degree in Accounting and Business Administration.  Carolyn has obtained her Masters in Business Administration from the University of Pittsburgh and a Masters of Taxation from Walsh College.  Carolyn began her accounting career in the tax department at Peat Marwick, Mitchell & Co., now known as KPMG and has over twenty years experience in public accounting. 

Carolyn became licensed in 1985 as a Certified Public Accountant and received her Qualified 401K Administrator certification in 2007.  Carolyn is an active member in the American Institute of Public Accountants, Michigan Association of Public Accountants, and American Society of Pension Professionals and Actuaries.  She also is member of the Employee Benefits Committee, a division of the MACPA and the Rochester Chamber of Commerce.

Carolyn resides in Clarkston with her husband Jeff and two children. Carolyn can be reached at (248) 659-5300 ext. 221 or cjones@croskeylanni.com

...more

Clifton Powell

Shareholder, Director of Business Development

CLIFTON F. POWELL, JR. CPA, PFS, CFP® is a shareholder and Director of Business Development, Marketing and Financial Services at the firm.  Cliff joined the firm the 1st of 2007 when his firm Powell & Associates merged with Croskey Lanni.  He began his career in public accounting with a local Detroit firm in January, 1965.  In July of 1970 he formed a partnership with three other CPA’s and practiced from offices in Southfield.  In July of 1974 Cliff and three other CPA’s purchased a small accounting practice in Royal Oak and in 1977 both firms merged.  The merged firms continued in Royal Oak until moving to the current Rochester location in December, 2005.  He served as managing director of the combined firm until merging with Croskey Lanni.  In addition to the traditional accounting and tax services, Cliff spends significant time consulting with clients relative to growing their business, and his responsibilities overseeing the firm’s business development, marketing and financial services. 

Cliff was born and raised in the Detroit metro area of Michigan.  He graduated from Walsh in 1966 and became licensed as a Certified Public Accountant in 1969.  Cliff graduated from the College for Financial Planning in 1987 and obtained the designation CFP® “Certified Financial Planner”.  In 2001 he obtained from the American Institute of Certified Public Accountants the designation PFS (Personal Financial Specialist).  Cliff became licensed as a registered representative in 1995 and presently holds licenses for the sale of general securities, mutual funds and insurance.

His memberships include American Institute of Certified Public Accountants, Michigan Association
of Certified Public Accountants, Financial Planning Association, Rochester Chamber, Birmingham
CPA ‘s Small Practioner’s monthly meeting group and advisor to Lake Ogemaw Summer Resort
Association.  He is a former director of the Boys and Girls club of Royal Oak and past president
and director of the Compton Village Civic Association.

Cliff lives in Rochester Hills with his wife Vickie.  Even though work consumes much of his time, he enjoys relaxing at his lake house, boating and spending time with his four grandchildren.

Cliff is looking forward to growing the consulting and financial services practice areas of Croskey Lanni and is also enthusiastic about being a key player in contributing to the continual growth of the firm. Cliff can be reached at (248) 659-5300 ext. 270 or cfpowell@croskeylanni.com

...more

Patrick Sweeney

Shareholder, Director

PATRICK M. SWEENEY, CPA is a shareholder and director at Croskey, Lanni & Company, PC.  Patrick has been employed with the firm since September 1997 and became a shareholder and director in January 2008.  His chief responsibilities involve overseeing the growth of the Not-For-Profit and Charter School auditing division at Croskey & Lanni.  Patrick also provides consulting, accounting, taxation, and attestation services to a wide variety of firm clients that include but are not limited to manufacturing and service based industries.  In addition to his extensive work in audit, taxation and consulting, Patrick also heads up our Personnel and Technology areas. 

Patrick has been a lifelong Southeast Michigan resident.  He attended Wayne State University where he received a Bachelor of Arts degree in Accounting.  Patrick began his accounting career with an internship for Ford Motor Company in Charleville, France and then continued his growth working for a large material handling dealership as an Assistant Controller.  Desiring to take his industry experiences to the next level he pursued a career in public accounting and became a CPA in 2000.  During Patrick’s tenure he developed a niche for Charter School and Not-For-Profit audits and has grown this specialty into a substantial and important division of Croskey, Lanni & Company.

Being recognized as an expert in the field Patrick frequently speaks at Charter School Seminars and attends the annual MAPSA Charter School Conference.  His services have been sought after by many of the largest charter schools in Michigan.  Patrick is also an active member in the MACPA, AICPA, MSBO and ASBO.

Patrick enjoys spending time with his family and friends.  He is also an active member in his church and enjoys golfing, traveling, and other outdoor activities.  Patrick is consistently growing the charter school niche and adding more not-for-profit and governmental clients to Croskey, Lanni & Company’s diverse client list.  He is also enthusiastic about being a leader in the continual growth of Croskey, Lanni & Company.  Patrick can be reached at (248) 659-5300 ext. 224 or psweeney@croskeylanni.com

...more

Roger DeJong

Shareholder, Director

ROGER J. DEJONG, CPA is a shareholder and director at Croskey, Lanni and Company.  His responsibilities include accounting, taxation and consulting for clients in the following areas:  Real estate development, engineering, construction contractors and related trades, health insurance providers, nonprofit and governmental organizations, restaurants, health care, insurance, retail, manufacturing, electronic and technological industries, and various professional and service industries.

Roger was born and raised in Sarnia, Ontario, Canada.  Roger attended Calvin College and Seminary graduated with a Bachelor of Science in Accountancy.  Roger began his accounting career with at a local public accounting firm for a brief period of time before joining Croskey, Lanni and Company.  Roger has accumulated a variety of talents in his many years of public accounting including attestation, management advisory, taxation, not for profit, governmental and a variety of book keeping and accounting software packages.

 Roger became a Certified Public Accountant in 1992.  He is also a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.

Roger likes to spend his free time with family and friends.  He also enjoys playing and watching a variety of sports.  Roger can be reached at (248) 659-5300 ext. 223 or rdejong@croskeylanni.com

...more

Theresa Barylski

CPA
THERESA A. BARYLSKI, CPA is a tax accountant at Croskey, Lanni and Company. Theresa has been employed with the firm since January 2003. Her primary responsibilities include preparation of business and individual tax returns and tax planning. She also provides consulting, accounting, and attestation services to a wide variety of firm clients. Theresa is also a member of the Tax Committee at Croskey, Lanni and Company.

Theresa was born and raised in the Detroit metro area. After high school graduation, Theresa attended Oakland University where she received a Bachelor’s of Science in Accounting. Theresa started her career as a cost analyst for the US Department of Defense while attending Walsh College to pursue a Masters of Science Degree in Taxation. Before coming to Croskey, Lanni and Company Theresa worked for a local firm doing a variety of accounting and tax work.

Theresa became licensed in 1998 as a Certified Public Accountant and attentively maintains her continuing education credits. She is also an active member in the MACPA.

Theresa likes to spend her free time with family and friends. She enjoys gardening, bowling, and watching a variety of sports.

Theresa plans to assist in helping Croskey, Lanni and Company reach its firm goals and diversify her talents and expertise in taxation.  Theresa can be reached at (248) 659-5300 ext. 218 or tbarylski@croskeylanni.com.
...more

Gina Chase

Operations Manager-Barclay Planning Group
GINA M. CHASE, QKA is the Operations Manager of Barclay Planning Group at Croskey, Lanni and Company. Gina has been employed with the firm since August 2000. Her primary responsibilities include setting up and administering 401(k) plans for clients. In addition, Gina completes annual discrimination testing, preparation of employee benefit tax returns, and client customer services on a daily basis. She is also an integral part of the technology committee at Croskey, Lanni and Company.

Gina was born and raised in the greater Detroit area. After high school graduation, Gina began working with Croskey, Lanni and Company as a part of the administration team before developing a specialty in Employee Benefits.

Gina recently passed the ASPPA DC-1 and DC-2 courses to obtain certification of a Qualified 401(k) Administrator and attentively maintains her continuing education courses. Gina is also a member of ASPPA, The American Society of Pension Professionals & Actuaries.

Gina plans to continue her education and knowledge of 401(k) plans. She also looks forward to expanding the Barclay Planning Group.  Gina can be reached at (248) 659-5300 ext. 215 or gchase@croskeylanni.com.
...more

Debra Genoff

Office Manager
DEBRA L. GENOFF is the office manager at Croskey, Lanni and Company. Debbie has been employed with the firm since July 1997. Her primary responsibilities include the daily activity of the Croskey, Lanni and Company’s books and records as well as payroll, human resources, and office management services. She also works closely with the partners on firm financial decisions and facilitates with client responsibilities. She is also a member of the Financial Statements, Operational Reports, and Billing Committees at Croskey, Lanni and Company.

Debbie was born and raised in the greater Detroit area. After high school graduation, Debbie attended Davenport University and Monroe County Community College. Before coming to Croskey, Lanni and Company she began her career with a CPA firm located in Southfield, Michigan managing their payroll processing division. She has since worked for a local tile distribution company performing office and accounting responsibilities and was employed at Standard Federal bank. Debbie also enjoyed several years working for a charter school management company as the head of their accounting department.

Debbie likes to spend her free time with family and friends. She enjoys reading, sewing, and traveling.   She can be reached at (248) 659-5300 ext. 227 or dgenoff@croskeylanni.com.
...more

Michele Ghinelli

Administrative
MICHELE GHINELLI can be reached at (248) 659-5300 ext. 211 or mghinelli@croskeylanni.com. ...more

Patricia Harrell

IT Manager/Business Development Coordinator
PATRICIA M. HARRELL started with Powell & Associates in 1983, and with the 2007 merger of Croskey, Lanni & Company and Powell & Associates, Patty has taken the Chairperson position of the firm’s Technology Committee.

Patty has a Bachelor of Science degree from Oakland University, focusing on Management Information Systems. She handles computer and software troubleshooting and training, Quickbooks training, processing of client financial information, individual tax return preparation and electronic filing of Croskey Lanni’s business and individual tax returns.

Patty also coordinates all of Croskey Lanni’s small business consulting work. She organizes our monthly Businesses Getting Results seminars, meets with clients to perform business and personal goal “health checks”, as well as prepares marketing materials for our firm.

Patty lives in Oxford with her husband Craig and their daughters Alicia and Tori. In her spare time she loves to exercise, cook, read and spend time with her family. She can be reached at (248) 659-5300 ext. 275 or pharrell@croskeylanni.com.
...more

Lisa Hinchman

Bookkeeper
LISA HINCHMAN is a bookkeeper at Croskey, Lanni and Company, PC. She has been employed with the firm since December, 2008. Lisa’s primary duties include client bookkeeping, payroll processing and preparing payroll tax returns.

Lisa received her Bachelor’s Degree in Accounting from Rochester College. She worked as an office manager for 8 years and as a bookkeeper in Public Accounting for three years before joining the Croskey Lanni team.

Lisa resides in Rochester with her husband and two children. In her spare time she enjoys bike riding, watching old movies, and spending time with her family.  Lisa can be reached at (248) 659-5300 ext. 229 or lhinchman@croskeylanni.com.
...more

Maureen Hennessy

CPA
MAUREEN E. HENNESSY, CPA is a staff accountant at Croskey, Lanni and Company. Maureen has been employed with the firm since December 2006. Her primary responsibilities include providing consulting, accounting, taxation, and attestation services to a wide variety of firm clients. She is also a member of the Tax Committee at Croskey, Lanni and Company.

Maureen was born in Boston, Massachusetts and moved frequently during her childhood. After high school graduation, Maureen attended St. Mary’s College where she received a Bachelor’s of Science in Chemistry. Maureen started her career as a chemist, but found a passion for accounting and attended Oakland University to further her education in accounting. Maureen started her accounting career at a local firm doing a variety of accounting work before coming to Croskey, Lanni and Company.

Maureen became licensed in 1996 as a Certified Public Accountant and attentively maintains her continuing education credits. She is also an active member in the MACPA.

Maureen likes to spend her free time with family and friends. She enjoys reading, traveling, and cooking. Maureen is also an avid tennis player and golfer.

Maureen looks forward to growing her accounting career with Croskey, Lanni and Company and helping the firm reach its goals.

Maureen can be reached at (248) 659-5300 ext. 247 or mhennessy@croskeylanni.com.
...more

Matthew Hoch

CPA
MATTHEW P. HOCH, CPA is a senior consultant at Croskey, Lanni and Company. Matt has been employed with the firm since September 2000. His primary responsibilities have included providing accounting, business consulting, tax planning, and attestation services to the firm’s client base.

Matt has lived within the state of Michigan his entire life. After high school he attended Michigan State University where he received a Bachelor of Arts degree in Accounting. Matt began his career as an assistant controller for an automotive parts manufacturing company. After gaining experience within various organizations in unique industries Matt decided to diversify his education by enrolling in the finance program at Walsh College. He received a Master of Science degree in Finance and graduated with Magna Cum Laude Honors. Shortly thereafter, he continued his professional career with Croskey, Lanni and Company.

Matt became licensed as a Certified Public Accountant in 2002 and is affiliated with the following organizations; Michigan Association of Certified Public Accountants, American Institute of Certified Public Accountants, MSU Alumni Association, and Institute of Internal Auditors.

Matt enjoys spending time with his family and friends. He participates in local bike tours and volunteers with local charities. Matt also likes to fish, travel, and play tennis and softball.

Matt looks forward to continue developing his talents and assisting with the continual growth of Croskey, Lanni and Company.   He can be reached at (248) 659-5300 ext. 219 or mhoch@croskeylanni.com
...more

Melissa May

CPA
MELISSA G. MAY, CPA is an accountant at Croskey, Lanni and Company. Melissa has been employed with the firm since November 2002. Her primary responsibilities include managing and reviewing the Charter School Audits. She also provides consulting, accounting, and taxation services to a wide variety of firm clients. She is an essential part of the Charter School Committee at Croskey, Lanni and Company.

Melissa was born and raised in the Metro Detroit area. After high school, Melissa attended Oakland University where she received two degrees; a Bachelor’s of Science in Accounting and a Bachelor’s of Science in Finance. Melissa started her accounting career at Croskey, Lanni and Company and continues to be an essential part of the team.

Melissa recently completed her CPA exam and has been a member of the Michigan Association of Certified Public Accountants since 2001. She looks forward to helping Croskey, Lanni and Company grow their Charter School niche.

Melissa likes to spend her free time with her new husband, family and friends. She also enjoys traveling, reading, and cooking. 

She can be reached at (248) 659-5300 ext. 214 or mmay@croskeylanni.com.


...more

Brian O'Reilly

Staff accountant
BRIAN P. O’REILLY is an accountant at Croskey, Lanni and Company. Employed with the firm since January 2006, his primary responsibilities include preparation of business and individual tax returns, charter school audits, and bookkeeping services. In addition, he provides consulting, accounting, and additional attestation services to a wide variety of firm clients. Brian is also a member of the Technology Committee at Croskey, Lanni and Company.

Brian was born in Kentucky and raised in the Rochester Hills. Brian is a graduate of Rochester High School and Walsh College. Before coming to Croskey, Lanni and Company Brian worked as a manager in a local bakery.

Brian has been an active member of the MACPA since 2006.

Brian likes to spend his free time with family and friends. He also enjoys golfing and watching his favorite sports teams.

Brian looks forward to being a key player in helping Croskey, Lanni and Company grow into the future. Presently he is working towards becoming a Certified Public Accountant.  Brian can be reached at (248) 659-5300 ext. 213 or boreilly@croskeylanni.com.
...more

Deborah Robinson

Staff Accountant
DEBORAH S. ROBINSON is an accountant at Croskey, Lanni and Company. Deborah has been employed with the firm since January 1986. She is responsible for the small business department which includes the activities of bookkeeping, payroll, and year end accounting of Croskey, Lanni and Company’s clients. She also provides consulting, accounting, taxation, and attestation services to a wide variety of our clients. She is a member of the Financial Statements Committee and in charge of new hire training at Croskey, Lanni and Company.

Deborah was born and raised in the greater Detroit area. After high school graduation, Deborah began her career at RLM Industries where she functioned in many accounting roles including; accounts payable, disbursements, inventory, payroll, insurance, employee benefits, pension plan testing and other managerial assignments. Deborah attended a local College where she continued her education while working at Croskey, Lanni and Company.

Deborah has been an active member in the MACPA since 2006.

Deborah likes to spend her free time with family and friends. She enjoys reading, biking, and quilting. Deborah is also active in her church and helps with the administration of Sunday School classes and is the treasurer for a mission group. She also volunteers her time in other areas of the community.

Deborah is working to grow the bookkeeping and payroll division. She also looks forward to being a key player in helping Croskey, Lanni and Company grow into the future.  Deborah can be reached at (248) 659-5300 ext. 217 or drobinson@croskeylanni.com.
...more

Deana Vollman

Administrative
DEANA A. VOLLMAN is an administrative assistant at Croskey, Lanni and Company, PC. Deana has been employed with the firm since January 2005. Her primary duties include assembly of tax returns, financial statements, and client billings. She is responsible for the daily function of the business; greeting clients, answering the phones, and assisting the partners. She is a founding member of the Tax Committee and the Marketing Team at Croskey, Lanni and Company, P.C.

Deana was born and raised in Davison, Michigan. After graduating from high school, Deana attended Baker College where she obtained an associate’s degree in executive secretarial. After college Deana explored various job opportunities with large companies. Deana was employed one of the largest automotive companies as an executive assistant to the international sales vice president, before coming to Croskey, Lanni and Company.

Deana enjoys spending time with her family and friends. She likes to spend time outdoors gardening, playing tennis, and biking. Deana also enjoys traveling with her family and is an avid scrapbooker.  She can be reached at (248) 659-5300 ext. 210 or dvollman@croskeylanni.com.
...more

Jessica Weir

Plan Administrator-Barclay Planning Group
JESSICA M. WEIR is a Plan Administrator for Barclay Planning Group at Croskey, Lanni and Company. Jessica has been employed with the firm since January 2007. Her primary responsibilities include setting up and administering 401(k) plans for firm clients. In addition, her daily activities include annual discrimination testing, preparation of employee benefit tax returns and client customer service.

Jessica grew up in Sterling Heights, Michigan. After high school graduation, Jessica attended Oakland University where she graduated Cum Laude with Bachelor’s of Science in Psychology with a minor in Sociology. While in college, Jessica began working at Re/Max as an office manager as well as the assistant to the Broker Owner of the company. She later assisted the Vice President at American BioSystems, Inc. and was also an insurance consultant at Farm Bureau Insurance before coming to Croskey, Lanni and Company.

Jessica likes to spend her free time with family and friends. She enjoys theatre, traveling (especially to Toronto), and horseback riding. Jessica is also a devoted Red Wings fan.

Jessica plans to continue her education by obtaining her Master’s degree. She is also currently studying to become a Qualified 401(k) Administrator. Jessica looks forward to expanding her career here at Croskey, Lanni and Company.   She can be reached at (248) 659-5300 ext. 231 or jweir@croskeylanni.com.
...more