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About UsOur Team - The People of CF&M
David P. Fitzsimmons, CPA – David has served the not-for-profit community since 1984. During his career David has served as the Secretary and technical advisor of the New York State Society of CPA’s Exempt Organizations Committee. This Committee is charged with providing continuing education and advice regarding tax and legal issues affecting the not-for-profit community. David has provided for the accounting and general business needs of religious orders of men and women, including the development of financial plans for funding retirement and health care needs. David has also aided in the development of investment policies and objectives for many religious communities. A partial listing of David’s current clientele with 501(c)(3) status includes:
Robert R. Craig, CPA – Robert has continually served the not-for-profit sector since 1985. Robert has comprehensive knowledge of the accounting standards governing not-for-profits, best practices in managing and governing not-for-profits and has spent a significant portion of his professional career advising clients on ways they might best meet those objectives common to every legitimate business entity, those being:
Robert is a highly sought after author and speaker on accounting and financial issues related to not-for-profit organizations. Robert currently serves on the Suffolk County Chapter of the NYSSCPA’s Not-for-Profit and Governmental Accounting Committee. Additionally, he has served the following not-for-profit boards either as a director or financial advisor:
A partial listing of Robert’s current clientele with 501(c)(3) organizations includes:
Dennis Michaels, CPA – Dennis brings value from his unique knowledge of direct mail fund raising and marketing. Additionally, he is intimately familiar with the filing requirements for charitable gift annuity programs in New York, Wisconsin, Oregon and Florida. Based upon this knowledge and experience Dennis is an expert in tax related matters and possible annuity filings. A partial listing of Dennis’ current clientele with similar engagements, all 501(c)(3) includes:
Conrad R. Sump, CPA (Retired) – Conrad is a Graduate of Gettysburg College and holds his MBA in Accounting from NYU’s Stern School of Business. Conrad founded the firm of Conrad R. Sump & Company in 1964 and was responsible for the day to day management and building of the practice for nearly 40 years. Conrad hired, supervised and trained each of the current partners of the firm. Conrad instilled a “culture of care” at the firm; building the practice based upon on a deep devotion and commitment to his clients. This commitment continues today. We have built upon Conrad’s legacy, continuing to inform and guide our clients, putting their needs first. Conrad navigated the successful transition of Conrad R. Sump & Company to Craig, Fitzsimmons & Michaels, LLP. In doing so, Conrad proved that by developing a team of dedicated professionals skilled in providing the highest quality service and personal attention to their clients, a highly specialized firm can continue to grow and prosper in an ever contracting marketplace. |
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