Kimberly T. Amato, MAcc (Master of Accountancy)
215-354-0500 - Ext. 14
Kimberly is a graduate of Council Rock High School South (2011), Rider University (2015) with a Bachelor of Science in Business Administration (Summa Cum Laude), and Rider University (2016) with a Master of Accountancy with concentration in Forensic Accounting (with Distinction). Kimberly has passed all four parts of the Uniform Certified Public Accountant Examination. Kimberly is currently studying for the Securities Series 6 and Series 63 exams.
She has worked at KMPG, LLP and Withum, Smith & Brown.
At ITFP, Kimberly assists the Certified Public Accountants with accounting and bookkeeping for individuals and small business owners. She is responsible for preparing business and individual tax returns under the guidance of the CPA’s, responding to inquiries from the IRS, utilizing tax software to process returns, and performing accounting services such as account analysis, adjusting journal entries and bank reconciliations. She also prepares payroll returns and quarterly compilations under the guidance of the CPA’s.
Kimberly provides support to the financial planners with investment management research and analysis, and she acts as a liaison with financial institutions to gather information.
Her additional responsibilities will include assisting with ITFP’s account receivables, billings and account payables, as well as, payroll. Kimberly is also responsible for carrying out various special projects as needed.
Kimberly has worked for ITFP since May 2017.