
William F. McDavid, CPA, PFS, CVA, Managing Shareholder
Bill McDavid is a 1973 graduate of the University of Florida. He received his CPA certificate in 1978 and is licensed to practice public accounting in the state of Florida. He is a member of the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA), the National Association of Certified Valuation Analysts, the Estate planning Council of Gainesville and the management of Accounting Practioners Roundtable of Gainesville. He is a past President of the North Central Florida Chapter of the FICPA.
Bill's experience encompasses federal and state taxation, financial and estate planning, litigation support, business valuations, business sales and acquisitions, business consulting and auditing of private companies and local governments. Bill has over 30 years of diversified accounting and tax experience and his most valued business knowledge and technical ability has been gained over the years by serving the diverse needs of the firm's clients in a continuing changing business environment.
Bill has been awarded the Personal Financial Specialist (PFS) credential by the AICPA. The PFS credential recognizes CPA's with considerable professional experience in financial planning. Currently, 3,400 CPA's hold the PFS credential, which represents approximately 1% of the total AICPA membership.
Bill earned the coveted Certified Valuation Analyst (CVA) designation in 1996 from the National Association of Certified Valuation Analysts (NACVA) after intensive study and passing a stringent examination.
Bill is registered with the State of Florida Department of Financial Services as an Investment Advisor Representative of McDavid & Company, CPA's.
In addition to providing professional services to the firm's clients in his area of expertise, Bill manages the Company and is responsible for the internal operations of the firm and practice development.
Suzannah D. Gudmundsen, CPA
Suzannah Gudmundsen has been a resident of Florida since 1973. She graduated with high honors from the University of Florida in 1980 with a Bachelor of Science degree in Accounting. She was licensed as a certified public accountant in 1982 and began her career with McDavid & Company in the same year.
Before joining our firm, Suzannah was employed by the Office of the Auditor General , where she was primarily involved in audit field work of State and County Agencies. Since joining our firm, she audited municipalities, governmental grants, non-profit organizations, and private companies. Suzannah also provides accounting and tax services to our small business clients and individuals. Additionally she provides assistance with business valuations and litigation support services.
Suzannah is a member of the Florida Institute of Certified Public Accountants.
Nora C. Rockwell, CPA
Nora Rockwell graduated from Florida International University in 1976, with a Bachelor of Science degree in Business Administration and a Masters in Science Management in 1982. She was licensed as a certified public accountant in the state of Florida in 1981.
Nora's experience has been in private and public accounting. She was employed by International Telephone and Telegraph, Burger King Corporation and Coopers and Lybrand before joining McDavid & Company. Since joining our firm in 1984, she has prepared compiled and reviewed financial statements on an as needed basis for our clients. Nora also provides Accounting and Tax services to our small business clients and individuals.
Nora is a member of the Florida Institute of Certified Public Accountants.
Steven R. Bostick, Jr.
Steven Bostick is a lifelong resident of Gainesville, Florida. He attended college in Arkadelphia, Arkansas and graduated from Ouachita Baptist University in 2008, with a Bachelor of Arts degree in accounting. Steven was a member of Ouachita's swimming team from 2005 - 2008. Before joining our firm, he was employed for two years with a regional accounting firm and one year with Alachua County Clerk of the Court.
Bert Toner, CPA
Bert Toner has been a resident of Florida since 1979. He graduated Summa Cum Laude from the University of Florida, Fisher School of Accounting Masters program in May, 2007. He was named the University of Florida's Outstanding Scholar in year 2007, by the Warrington College of Business Administration and the Outstanding Master of Accounting Student by Fisher School of Accounting for his exemplary academic performance. He was licensed in Florida as a certified public accountant in August, 2007.
Before joining our firm, Bert was employed by Publix Super Markets for 21 years primarily in management positions. Bert also worked for a regional, public accounting firm where he was primarily involved in providing audit and tax services for small businesses and individuals.
Bert is a member of the Florida Institute of Certified Public Accountants (FICPA.
Kathy Siegle, Accountant
Kathy Siegle joined McDavid & Company in 1994 and manages our client Accounting Department. She has over 25 years experience providing accounting, bookkeeping, and tax services. Kathy prepares all monthly financial statements for our small business clients and assumes responsibility for preparing all federal and state payroll tax returns. She also prepares federal returns for corporations, partnerships and individuals.
Additionally, Kathy serves as our Computer Network Manager and maintains our software library.
M. Jane Tyrie, Administrative Assistant
Jane Tyrie joined McDavid & Company in 2008 and manages the administrative support for the firm. In addition, she assists with our reception area. She has over 25 years of experience in professional firms and is trained in the use of office equipment, computers and specialized software. Jane also oversees our time and billing program and our electronic filing system.
Brittany Bauman, Administrative Assistant
Brittany Bauman joined McDavid & Company in 2010 and manages our reception area, as well as assisting with administrative support. She has over 10 years experience in professional offices and is trained in the use of office equipment and various computer programs, as well as specialized software. |