Business Details
50+ Years
experience
Expert Accounting & Audit Services in Rochester, NY
Founded in 1972, Heveron & Company CPAs & Company CPAs has built a legacy of excellence in accounting, audit, and tax services. As a certified women-owned business and a New York State Department of Education licensed provider of continuing education for CPAs, we combine decades of experience with ongoing professional development to serve our clients. Our team of certified professionals, including CPAs, a Certified Internal Auditor, and a QuickBooks Pro Advisor, delivers tailored solutions for nonprofits, affordable housing providers, businesses, and individuals. We prioritize care, competence, and common sense, ensuring our clients secure assets, improve efficiency, and unlock opportunities.With memberships in the AICPA Governmental Audit Quality Center and AGN International, we offer both local expertise and global insights. Our commitment to confidentiality, clear communication, and community impact has earned us recognition as one of New Yorks best places to work. We serve clients across Upstate New York from our Rochester headquarters, blending technical expertise with a personalized approach to meet diverse financial needs.
Services
Tax Planning & Preparation
Financial Statement Audits
Compliance Audits
Retirement Plan Audits
QuickBooks Services
Nonprofit Consulting
Affordable Housing Audits
Charter School Audits
Internal Audit Services
Continuing Education Programs
Details
- Year established: 1972
Highlights and features
- We offer 50+ years of experience in nonprofit and affordable housing accounting.
- Our team includes certified CPAs, internal auditors, and QuickBooks experts.
- We provide tailored compliance and audit solutions for federal and state requirements.
- Recognized as #1 Small Company in Best Companies to Work for in New York 2024.
- We combine local expertise with global resources through AGN International membership.
Associations and certifications
- AICPA Governmental Audit Quality Assurance Center
- AICPA Employee Benefit Plan Audit Quality Center
- AGN International
What people say
Supportive work environment
Flexible schedules
Expert nonprofit audits
Community-focused
Excellent client service
Services
Financial Statement Audits
Our financial statement audits provide the highest level of assurance through thorough examination of account balances and transactions. We ensure compliance with GAAP and regulatory requirements while identifying opportunities for financial improvement. Clients benefit from our expertise in delivering accurate, actionable insights for informed decision-making.
Nonprofit Compliance Audits
Specialized compliance audits for nonprofits spending over $750,000 in federal awards. We ensure adherence to Uniform Guidance and Governmental Auditing Standards while offering practical solutions to enhance operational efficiency and regulatory compliance for sustainable organizational growth.
Tax Planning & Preparation
Comprehensive tax strategies for individuals and businesses, leveraging current tax laws to optimize financial outcomes. Our services include strategic planning, return preparation, and compliance guidance tailored to clients' unique business structures and financial goals.
QuickBooks Consulting
Certified QuickBooks Pro Advisor services for software selection, system setup, and financial reporting optimization. We help businesses implement efficient accounting processes and provide training to ensure accurate financial management and reporting.
Retirement Plan Audits
Specialized audits for qualified retirement plans, ensuring compliance with ERISA and Department of Labor requirements. Our team identifies potential disqualification risks and provides actionable recommendations to maintain plan integrity and participant protections.
People
Stephanie L. Annunziata
Partner
CPA with 24 years of leadership experience in nonprofit audits. Focuses on staff engagement and work-life balance while maintaining technical excellence in audit and compliance services for nonprofit organizations.
John F. Heveron Jr.
Principal
CPA with 50+ years of nonprofit accounting expertise. Author of 'Nonprofit GPS' newsletter and industry speaker. Past president of NYSSCPA and inductee of their CPA Hall of Fame.
Michael D. Desmond
Partner
CPA specializing in affordable housing audits and tax credit projects. Former NYSSCPA chapter president with expertise in HUD compliance and employee benefit plan audits.
Jeanne M. Beutner
Partner
CPA with 20+ years of experience in educational institution audits. Contributor to NY State Charter School Audit Guide and presenter on charter school fiscal oversight.
Brenda J. Smith
Principal
CPA and Certified Internal Auditor with 20+ years of nonprofit audit experience. Manages firm quality control and continuing education compliance while serving as United Way campaign coordinator.
Questions
What industries do you specialize in?
We specialize in nonprofit organizations, affordable housing, small businesses, and individual tax services with deep expertise in compliance and audit requirements.
Are you a certified women-owned business?
Yes, we are a New York State certified women-owned business with 59.5% ownership and 70% female staff representation.
Do you offer continuing education for CPAs?
Yes, we are a NY State Education Department-certified provider offering ongoing training for CPAs and accounting professionals.
What geographic areas do you serve?
We primarily serve Upstate New York with clients ranging from Rochester to Albany and Buffalo.
How do you handle nonprofit compliance requirements?
We provide comprehensive compliance audits, indirect cost rate applications, and training programs tailored to nonprofit regulatory needs.
What sets you apart from other accounting firms?
Our combination of nonprofit expertise, employee-centric culture, and recognition as top workplace creates unique value for clients.
