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Mental Health Financial

Lake Worth, FL
April 14, 2020

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David W. Stopkoski, C.P.A.

**** **** ***

Lake Worth, FL 33467



C.P.A. with excellent accounting and managerial skills for corporations, governments and not-for-profits. Have the ability and management skills to work collaboratively with accounting personnel to achieve productivity and quality results.


RGF ENVIRONMENTAL GROUP, Rivera Beach, Florida 2013-2019 Chief Financial Officer for a middle market manufacturing corporation with approximately 120 employees. Supervised an accounting department for a company where sales increased 100% in a five- year period.

Prepared monthly financial statements for management and year-end financial statements for review by independent C.P.A. Firm.

Managed preparation of corporation tax returns as well as all other state and local tax returns to insure they were filed on time.

Worked with financial institutions to secure and service office mortgage, line of credit and capital leases for new equipment that allowed company manufacture products on site.

Managed cash control for company during a period of rapid expansion and provided applicable financial information to help secure several large new customers.

Worked with management to successfully negotiate the purchase of 2 companies.

Implemented new 401K plan for all employees and along with human resources negotiated annual health insurance premiums for employees.

Prepared personal investment analysis for owner and family members. Worked with banks to secure home mortgages and loans as needed by family members.

CALER DONTEN LEVINE, West Palm Beach, Florida. 2001-2013 Managed reporting, accounting, taxes, accounts payable and bill paying for corporations and high net worth families and related entities. Managed audits, reviews and compilations for corporations, employee benefit plans, governments and not-for-profits with balance sheets in excess of 1B. Supervised staff of 15 professional and clerical employees.

Performed audit preparation and consulting services for manufacturing and distribution companies that subsequently received unqualified opinions on their certified financial audits.

Cross-trained staff for multiple duties eliminating downtime and minimizing delays during absences.

Prepared and reviewed financial statements for corporations including manufacturing and distribution companies, governments, and not-for-profits. Presented financial statements and management letters to corporation and not for profits Board of Directors and Audit Committees as well as government financial statements to Town Councils.

Managed and performed physical inventories for manufacturing and distribution companies with multiple locations in the Southeastern United States and not-for-profits. Worked with client to implement shipping of inventories from suppliers directly to sites to decrease costs.

Managed and performed internal control system evaluation reviews for clients in a wide variety of industries including manufacturing, health care, closely held entities and not-for profits.

Managed and performed agreed upon procedures engagements. GOLDSTEIN LEWIN, Boca Raton, Florida


Senior Accountant

Performed audits, including SEC audits and reviews for corporations as well as audits for not-for-profits.

Performed audit planning and completed audits and reviews for corporations in manufacturing, health care, restaurants telemarketing, casinos and other business ventures.

Performed and completed audits for not-for-profits as well as Single Audits as required. Provided consulting services to not-for-profits for internal controls.

Prepared individual tax returns, corporation tax returns as well as returns for not-for- profits including federal and state returns for employee benefit plans.



Performed audits, reviews, and compilations for corporations and not-for profits. Prepared individual income tax returns, corporation returns and not-for-profit returns. EDUCATION

BS, Accounting, Rider University, Lawrenceville, NJ CERTIFICATIONS & PROFESSIONAL ASSOCIATIONS

Certified Public Accountant in Florida

Member, American Institute of Certified Public Accountants Member, Florida Institute of Certified Public Accountants Member, Finance Committee – Literacy Coalition of Beach County Past Treasurer, Mental Health Association of Palm Beach County

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