Biographical Information:
Heidi Dreyfuss, a Senior Manager at WilkinGuttenplan, has over 30 years of experience in public accounting. She divides her time between accounting, auditing, and tax matters, focusing on closely held businesses and their owners in various industries. She provides various services to clients, including audits, reviews, compilations, agreed-upon procedures, consulting accounting, and tax services.
She has a broad base of clients and has worked with development-stage companies, U.S.-based wholly-owned subsidiaries of foreign companies, and companies in the professional services, technology & life sciences, manufacturing and distribution, financial services, and real estate industries, as well as not-for-profit organizations and employee benefit plans. Heidi also has experience working with high-net-worth individuals as well.
Professional and Civic Achievements
- Member of the New Jersey Society of Certified Public Accountants (NJCPA)
- Member of the American Institute of Certified Public Accountants (AICPA)
- Former Member of TechUnited
- QuickBooks ProAdvisor
- Treasurer, New Jersey Scholars Program
Education:
Heidi graduated with a Bachelor of Science in Business Administration (magna cum laude) from Rider University. She continues her education through regular continuing professional education (CPE) and educational seminars.
Licenses and Certifications:
- CPA License: New Jersey
- Certified Financial Planner ®
- Certified Information Technology Professional Designation (CITP)
- Chartered Global Management Accountant Designation (CGMA)
