The ever-changing real estate market requires professionals who understand financial analysis, flawless timing, and an in-depth understanding of governing regulations. So many real estate professionals turn to Bodine Perry for the additional support they need to stay competitive and thrive. Learn more about how we can help with tax planning, cost segregation, financing, operations improvement, contracts, negotiations, and so much more!
Industry Team Leaders:
Bruce graduated from the University of Pittsburgh with a Bachelor of Science, Business Administration in Accounting and has extensive experience in the areas of auditing and assurance services, financial reporting, fraud, and internal control reviews. Bruce oversees the firm’s auditing department and is responsible for the quality control oversight for all auditing and attestation engagements. He prides himself in providing timely and quality service to all of his clients and has helped several clients identify and remedy control issues and improve business efficiencies. Bruce is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the Association of Certified Fraud Examiners, the Builders Association of Eastern Ohio and Western Pennsylvania, and the Boardman Civics Association. He is also President of the Boardman High School Athletic Boosters.
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Matt holds a Bachelor of Science, Business Administration in Accounting from Youngstown State University and has more than 20 years of public accounting experience. Matt has a strong background in corporate, individual, and partnership taxation and serves many area clients in construction, manufacturing, professional services, and medical practices. He is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the National Association of Certified Valuation Analysts, the Institute of Certified Construction Industry Financial Professionals, Youngstown State University’s Williamson College of Business Advisory Council, as well as Poland Rotary. Matt also sits on the boards of the Huddle Up for Kids Foundation and is the treasurer for the Poland Swim Team.
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A graduate of Youngstown State University, Dan has been providing accounting and business consultation services to all types of clientele for more nearly 30 years. In addition to his senior leadership role within the firm, Dan offers his knowledge and expertise to his valued clients with an emphasis on organizational structure and overhead sharing arrangements, buy-sell issues, profit enhancement, debt restructuring, and financing. Over the years, he has formed many solid relationships with regional bankers and attorneys, which allows him to assist with financing opportunities and other small business concerns. Dan is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants. He is also on the Board of Directors for the Golisano Children’s Museum of Naples and the East Naples Business Group, and is a new member of the Collier Building Industry Association.
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Jim holds a Bachelor of Science in Business Administration in Accounting and Finance from The Ohio State University and has more than 25 years of experience providing tax and accounting services to large professional corporations and partnerships. Jim is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, and the AICPA Business Valuation and Forensic & Litigation Services Section.
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Mitch is a Certified Public Accountant with a Masters in Accounting and Taxation from Florida Gulf Coast University. He has extensive experience in developing and executing estate and trust service strategies aimed to minimize income, estate, gift, and generation-skipping tax exposure as well as maximize multigenerational asset protection. Mitch also seeks to provide creative and effective outsourced CFO services to growing businesses and takes pride in offering the highest quality services for all engagements. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
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Marci received a Bachelor of Science in Accounting from the University of South Florida. She is a Certified Public Accountant, a Certified Peer Reviewer, a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, and the FICPA Peer Review Committee. She has extensive experience in the areas of audit and assurance, payroll services, peer reviews, estate and trust services, IRS representation, tax preparation and planning, and valuation services. Marci enjoys taking a hands-on approach with her clients to help them solve problems and achieve their personal and business goals.
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Brian has a Bachelor of Arts in Accounting from Capital University. He is a Certified Public Accountant, Certified Valuation Analyst, and is Accredited in Business Valuations. With his nearly 25 years of public accounting and private industry experience, Brian provides a wide range of services to his clients including accounting, auditing, tax planning, business valuations, cash flow projections, budgeting and forecasting, buy-sell negotiations, and assistance with bank financing. Brian enjoys working with business owners to help them solve problems and achieve their personal and business financial goals. He often brings value to the table by pointing out ways to reduce costs and enhance profitability. Brian is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is also on the Board of Trustees for St. Joseph Montessori School.
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Jud holds a Bachelor of Science in Industrial Management, a Bachelor of Science in Accounting, and a Masters of Business Administration, all from the University of Tampa. He is also a graduate of the Armed Forces Staff College in Norfolk, VA, and the Department of Defence Computer Institute Manager’s Course, in Washington DC. After proudly serving over 20 years in the U.S. Army, Jud began his career in public accounting in 1986.He offers a wide range of experience, including audit and assurance, small business start up services, succession planning, fraud and internal control review, peer reviews, estate and trust tax services, IRS representation, tax preparation and planning, and valuation services. He is a Certified Public Accountant, a Certified Valuation Analyst, a Certified Peer Reviewer, a member of the American Institute of Certified Public Accountants, and the Florida Institute of Certified Public Accountants.
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Paul brings over 15 years of both public accounting and private industry experience in various industries including not-for-profit, manufacturing, distribution, service, construction, and restaurants as well as business valuations and employee benefit plan audits. Paul graduated from Lake Erie College with a Bachelor of Science Degree in Accounting and began his career performing audits, taxes and consulting work for small to medium sized companies. He also worked at a large regional CPA firm performing audits, business valuations, and consulting work. Prior to joining Bodine Perry, Paul also worked in the accounting department at JP Morgan Chase. Paul is a member of the American Institute of Certified Public Accountants, Ohio Society of CPAs, the National Association of Certified Valuators and Analysts, the Ohio Contractors Association Finance Committee, the New Albany Chamber of Commerce Leadership Planning Committee, the Income Tax Review Board of the City of New Albany, Ohio, and the Red Shoe Society of the Ronald McDonald House of Central Ohio.
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Debbie has more than 30 years of experience and a strong background in auditing and corporate, individual and partnership taxation. Upon graduation from Mount Union College, she began her career in public accounting. Debbie has a strong knowledge of payroll and tax laws, as well as accounting software implementation and training, projections and forecasts, and IRS representation. She is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants.
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Don has been in public accounting for nearly 50 years. He has extensive experience working with small to medium-sized businesses in various industries and professions. His primary focus is working with McDonald’s Owner Operators. Don actually attended Hamburger University to potentially become a Franchisee himself, but made the decision to use his accounting and business skills to serve as their trusted advisor instead. He provides tax, accounting and consulting services including business valuations, cash-flow projections, negotiations regarding buying and selling restaurants, tax planning and projections, and assistance with bank financing. He has formed many life-long business relationships and personal friendships while providing invaluable advice and unmatched experience. He is graduate of Marshall University, a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, and founding member of the National Franchise Consultants and Accountants (NFCA), an Organization made up of nine CPA firms who collectively represent over 1200 McDonald’s Owner Operators and 5800 restaurants nationwide.
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Dyam demonstrates a high level of technical competence and commitment to quality service. He is a key member of Bodine Perry’s tax team, specializing in IRS representation, and continues to greatly contribute to the firm’s success. Dyam holds Bachelor of Science and Master of Science Degrees in Accounting and Taxation from Florida Gulf Coast University. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Prior to Bodine Perry, Dyam worked for more than eight years as an Internal Revenue Agent for the Small Business and Self-Employed Division of the IRS. During his tenure, Dyam audited Federal Income Tax returns to determine compliance, worked international cases with an emphasis on compliance of foreign information returns, managed field agents, and successfully completed multiple Frontline Group Management details. Outside of the office, Dyam is involved in many community events and organizations including being a member of the Naples Zoobilee Committee and treasurer of Rhiguetty & Grace Caring for Others Foundation Inc.
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Justin received a Bachelor of Arts in Business Administration from Malone University and has more than 14 years of public accounting experience in corporate, individual, and partnership taxation. He is a certified public accountant and a certified valuation analyst. Justin is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, and the National Association of Certified Valuators and Analysts. His clientele represents a variety of entities in all areas of business, with strong backgrounds in construction and professional services. Justin was previously a treasurer on the Board of the Salvation Army of Mahoning County and a former president of the Trumbull County Chapter of the Builders Association of Northeast Ohio and Western Pennsylvania.
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Beth holds a Bachelor of Business Administration from Marshall University, a MBA from the University of North Florida, and offers more than 30 years of accounting experience to her clients. She provides a variety of services including small business start up services, payroll, tax planning and preparation, as well as IRS representation, compilations, and sales tax audits. Beth is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. She also serves as Board Chair for the Institute for Growth & Development.
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A graduate of Ohio Wesleyan University, Barbara has been in public accounting for nearly 30 years. Barbara has extensive experience in providing accounting, tax and consulting services to small and medium-sized businesses. Her primary focus is working with McDonald’s Owner Operators. She oversees their monthly accounting requirements, provides ongoing tax planning, business valuations, cash-flow projections, and succession planning. She assists with purchases and sales of restaurants and bank financing. She has formed many long-lasting working relationships while helping her clients reach their personal and business financial goals. Barbara is a member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. She is a board member and treasurer for National Franchise Consultants and Accountants and a volunteer for Ronald McDonald House Charities.
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