Mark is an Audit Principal with Holbrook & Manter and Certified Public Accountant with 10+ years’ experience. In addition to working with clients on various SOC engagements, Mark specializes in leading and performing annual audits and reviews of company financial statements across a diverse client base.
Mark’s abilities extend beyond the basic assurance services with his background as a Certified Fraud Examiner (CFE). As a CFE, Mark provides a wide range of services from internal control evaluations to forensic examinations. Prior to joining H&M, Mark worked for a local accounting firm in Columbus and in the audit division of Ernst & Young, LLP. At E&Y, Mark worked on integrated audits for large SEC issuers, including Limited Brands, Cardinal Health and Park National Bank. While working on these large engagements, he gained experience performing control testing under the requirements of Sarbanes-Oxley 404.
Contact Mark Today: MWelp@HolbrookManter.com
William T. Bauder, CPA, CGMA, CITP is the Manager of Assurance and Advisory Services at Holbrook & Manter, CPAs. Bringing experience and unmatched client service to each engagement, Will enjoys working with a variety of clients, particularly service control providers and those in the not-for-profit, agribusiness, manufacturing, and healthcare industries. Beyond managing audits, reviews, compilations, and general accounting engagements, Will also provides consulting services around general accounting matters, mergers and acquisitions, succession planning, internal controls, and other related management advisory services. Prior to coming to Holbrook & Manter, William served as an accountant with The Ohio State University and worked as an auditor for a Top 100 regional accounting firm where he had previously served as an intern. He has worked with clients headquartered across the country and with operations in Canada, Europe and Asia.
Contact William Today: WBauder@HolbrookManter.com
Pete Rife is a Certified Information Systems Auditor (CISA) and a Certified Information Systems Security Professional (CISSP).
Pete graduated from Ridgedale High School in Marion Ohio before attending The Ohio State University. He formed Zero One Communications, a technology integration and consulting firm which specialized in system design and deployment. During his years at Zero One Communications, he delivered solutions to a variety of industries including healthcare, financial services, manufacturing, governmental, and institutional clients. In 1998 Pete joined the technology consulting practice of Holbrook & Manter. Working with Holbrook & Manter, Pete has developed a technology management practice focused on providing medium enterprise clients with CIO-level advisory services. His recent client projects include extensive work in the healthcare and financial services sectors for several 500M+ companies across the US.
Contact Pete Today: PRife@HolbrookManter.com
Stephen C. Smith is a Principal with Holbrook & Manter. Stephen has been with H&M since 1998, primarily focusing on Accounting and Auditing and the Management Advisory Service Areas while concentrating on the firm’s Consulting and Business Development and Business Valuation Services. Stephen’s industry and focus areas include manufacturing, construction, professional services and closely held businesses.
Prior to joining H&M, Stephen gained extensive diversified management experience for a $100+ million international manufacturer of life support systems and products. His responsibilities have included finance, accounting, Security Exchange Commission (SEC) reporting, payroll, financial reporting, budgeting, accounts payable and other controllership and management oversight functions.
Stephen is an alumnus of Deloitte & Touche, where he spent five years gaining extensive management, audit, tax, consultancy and SEC experience.
For years, Stephen has been asked to speak on various subjects to groups ranging from client seminars up to the Ohio Society of CPAs. His experience and training has allowed him to provide value to his clients and audiences by focusing on the vision, strategy and structure of their operations. He leads discussions on management, business analysis, business controls, ratio analysis and industry benchmarking.
Contact Stephen today: SSmith@HolbrookManter.com
Jordan Matulevich is a graduate of Slippery Rock University where he majored in Accounting and Finance. He also took several courses in Management Information Systems (MIS). Jordan’s education in the areas of MIS and IT are in-depth and on-going so he can stay informed in regards to industry specific controls. Jordan is especially passionate about how technology effects controls due to the fact that it is always changing.
Bringing top-notch client service to each engagement, Jordan enjoys working with clients both off-site and on-site in order to gain a true understanding of their operation. Jordan thrives on building relationships with clients and communicating with them frequently during engagements in order to best test their environment and provide them with sound and timely deliverables. Jordan’s recent client engagement work has touched the areas of healthcare, construction, manufacturing and more.
Contact Jordan today: JMatulevich@HolbrookManter.com