Kimberly T. Amato, CPA, 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).
She is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA).
Ms. Amato’s former experience includes a position with an internationally prominent CPA firm, where she served exclusively in the tax function. In addition she worked for one of the largest regional public accounting firms.
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.
Her Certified Public Accountant (CPA) designation was conferred by the Commonwealth of Pennsylvania, Department of State, and the State Board of Accountancy in January 2018.
Kimberly has worked for ITFP since May 2017.