A graduate of NYU, Joel has a broad base of experience in public accounting. Over his nearly 50 years in public accounting Joel has focused on serving the tax and financial needs of small businesses and their proprietors. Joel joined our firm in 2017. Joel has since left full time practice, but he continues to serve as a trusted advisor to a few select clients. Throughout his career Joel has been an active member of his religious community and local politics.
Kayla Craig, B.S.B.A. is a Cum-Laude graduate of High Point University. At HPU Kayla was selected to become a member of the Delta Mu Delta National Honor Society for Business Administration majors. Kayla began her career as a forensic accountant working for a NYC investigative firm. In February of 2020 she joined Craig, Fitzsimmons, and Meyer, LLP as a staff auditor. Having graduated HPU with 150 credit hours, Kayla was able to sit for CPA exam. Having passed all parts of the exam and the professional experience requirements Kayla received her CPA license from the New York State Department of Education in October 2021. Kayla is a member of the NYSSCPA’s and the AICPA. Kayla has a passion for forensic auditing and is currently preparing to achieve her Certified Fraud Examiner credential.
After spending a significant portion of her career working at several well-known NYC-based public accounting firms specializing in the not-for-profit sector, SuzAnne decided it was time for a change and moved to Long Island. Joining CFM in 2017 she brings our not-for-profit clients a wealth of information. Focusing on non-profit client shape up, write up, and tax services, our clients benefit from her 20+ years’ experience serving the non-profit sector.
Ethan Smith started his professional career as an intern with CFM where he gained valuable practical experience and insights of how an accountant can serve the public sector. Upon completion of his studies at St. Joseph’s University, graduating with a M.B.A. in Accounting Ethan became a full-time associate of CFM.
Currently, Ethan serves as Senior Auditor, focusing on serving our firm’s employee benefit plan, and public sector clientele. Ethan has experience in performing financial statement audits, various corporate and non-profit tax returns, retirement plan audits, and various other financial consulting services. Ethan brings his expertise, diversified background, and helpful approach to all of the clients he serves.
Ethan contributes to the industries that he serves by publishing content on social media outlets. Ethan understands the importance of being a year-round resource to his clients.
Ryan attended Belmont Abbey College in North Carolina where he studied accounting and was a pitcher on the Crusaders baseball team, making the NCAA DII Regional Tournament his Senior year. Ryan started his career at CFM serving as an intern during summer and winter breaks while working toward his undergraduate degree. After completing his studies at Belmont Abbey he joined CFM as a staff auditor. While working full-time at CFM Ryan furthered his education, earning a Master of Science (MS) in forensic accounting from Southern New Hampshire University (2019).
Now a Senior Auditor with CFM Ryan’s knowledge and experience allow him to provide our clients with insights into the ever-changing landscape of governmental and nonprofit entities. Ryan excels at compliance auditing and performing assessments of internal controls. Ryan also performs outsourced internal audits and assessments of controls for our internal audit clients. Ryan has experience performing non-profit, for-profit, governmental, and benefit plan audits. Ryan possesses the skills to effectively communicate with clients and audit team members; this really sets Ryan apart from many auditors.
The skills that Ryan has developed as part of an inter-collegiate team member, and from years of hands-on audit experience makes him an asset of any client engagement team. Ryan is an active member of CFM’s Information Technology and Marketing committees.
Allison Alzheimer serves as the Senior Audit Administrator for CFM. She is a graduate of Farmingdale State College and obtained a certificate in business applications from Briarcliff College. Having begun her career in the not-for-profit sector, Allison honed her accounting and auditing skills under the direct supervision of Robert Craig and David Fitzsimmons. Allison has been an integral part of the CFM team since 1997. Allison developed our current system for audit administration and is a critical member of our firmwide Information Technology and Quality Assurance Committees. Allison serves as our resident computer applications expert; she is intimately familiar with QuickBooks Pro, QuickBooks Enterprise, QBO, Bill.com, the MS Office 365 Suite, and is an expert utilizing CCH ProSystem fx. Of keen interest to our fire district clients, Allison knows how to customize QuickBooks to meet the needs of a fire district and she knows the PIPS general ledger system for fire districts inside and out. In addition to all the other services she provides our clients, she also serves to train clients and staff on the use of these computer systems.
Harry Meyer is a partner at Craig, Fitzsimmons & Meyer, LLP. Harry has over 12 years’ experience servicing various local governments, not-for-profits, and family-run businesses. Harry has served these industries in both audit and consulting capacities. As an auditor Harry has gained valuable insights in understanding how organizations operate and where their greatest control weaknesses exist. As a consultant, Harry utilizes his audit experience to aid organizations in improving their control infrastructure. Harry believes the best value an accounting firm can provide is helping the governing body and senior management leverage their resources to maximize their organization’s full potential while simultaneously achieving their goals.
Harry values public service and previously served his community as a volunteer firefighter and Fire District Treasurer. The experience and knowledge he gained while serving as a volunteer and financial officer of a local government provides him with a competitive advantage to advising the firm’s fire district clientele.
Harry has been a continual member of the American Institute of Certified Public Accounts (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA) for over 12 years. Additionally, Harry has obtained the Chartered Global Management Accountant (CGMA) designation. This designation is for accounting professionals that have developed advanced proficiencies in finance, operations, strategy, and management. Harry enjoys teaching and has lectured at the New York Government Finance Officers Association Annual Conference.
David Fitzsimmons is a partner at Craig, Fitzsimmons & Meyer, LLP. David has over 35 years’ experience providing professional accounting services to local governments and not-for-profits. David has served these industries in both audit and consulting capacities. He has gained valuable insights in understanding how organizations operate and identifying opportunities to improve controls. Over the years David has developed extensive experience working with fundraising organizations, with a particular emphasis on direct mail and split interest giving programs.
David serves as the Tax Partner for our not-for-profit clients and keeps staff and clients up-to-date with all enacted federal and state tax laws that affect non-profits. Examples of his experience include: preparation of federal and state returns of tax-exempt organizations, tax research, and assistance on for-profit and not-for-profit issues including mergers and acquisitions, unrelated business tax, split interest gifts, etc.; preparation of charitable trust returns; tax preparation and planning for executives and board members; review of quid pro quo; substantiation and disclosure policies; and representation at IRS and other regulatory audits.
David currently serves as the Treasurer for a charitable organization serving Montana’s Native American population. David is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).
Bob Craig is the Managing Partner of Craig, Fitzsimmons & Meyer, LLP and is the executive responsible for the administration of our not-for-profit, employee benefit plan and governmental practice areas. Working at Conrad R. Sump & Co. CPA’s while attending Dowling College, Bob graduated with honors in 1985, he was admitted as the youngest partner in the history of Conrad R. Sump & Co., CPA’s in 1988. Over his 30+ years in public practice Bob has developed a comprehensive knowledge and practical experience of not-for-profit and local government operations. In addition to his audit experience Bob has been directly involved in growing CFM into one of the leading public sector audit firms on Long Island while still providing professional accounting and audit services to our governmental agencies and not-for-profit clients.
Bob has been a continual member in good standing of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA) for over 30 years. Bob is a member of the AICPA’s Government Audit Quality Center, Employee Benefit Plan Quality Center, and the AICPA’s Not-for-Profit Section. Currently, Bob serves as the Co-Chair of the Suffolk County Chapter of the New York State Society of CPA’s Nonprofit and Government Accounting Committee.
Bob has lectured at the AFDSNY Leadership Summit and Vendor Expo and has taught classes focused on Governmental Financial Reporting for the Government Finance Institute of the NYS Government Finance Officers’ Association. To add, Bob has been published in various trade publications, writing articles focusing on internal controls, tax, and regulatory issues affecting not-for-profits.