Kelly Oneil

About Kelly Oneil

I am a Shareholder of CBIZ CPAs and the Lead Managing Director at CBIZ. I have been with the firm since 2007 and have over 20 years of extensive experience in public accounting. My technical expertise lies in providing audit and consulting services to the technology, manufacturing, distribution, apparel, government contractors, and renewable energy industries for both publicly traded and privately held companies, including many backed by venture capital. I assist clients with revenue recognition, purchase accounting, stock-based compensation, equity and debt instruments, derivatives accounting, and general business consulting. My services enable clients to make informed decisions on financial reporting matters.I am a Certified Public Accountant (CPA) in California and hold a Bachelor of Science degree in Business Administration from the State University of New York at Fredonia. I am an active member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA).CBIZ, Inc.(NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than team members across more than 160 locations in 21 major markets coast to coast. For more information, visit CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C, an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C.

Experience

1. Lead Managing Director

   CBIZ

   Jan 2011 — Present

   I joined the Firm in 2007 and have more than 20 years of experience. My expertise is providing audit and consulting services to companies in life sciences, technology, manufacturing and distribution, construction and real estate, and defense contractors for both public and large, privately-held companies (including many backed by private equity and venture capital firms). Speaking Engagements on behalf of CBIZ MHM include: BIOCOM Los Angeles - Lunch & Learn Presenter IPO Pitfalls & Creative Funding Solutions for Life Sciences CompaniesAug 2019

Education

• State University of New York at Fredonia

  Bachelor of Science, Business Administration

  1992 — 1996

Skills

• Mergers
• Sec Filings
• Sarbanes-Oxley Act
• Sarbanes-Oxley
• Financial Statements
• General Ledger
• Business Valuation
• Financial Reporting
• Accounting
• Us Gaap
• Financial Accounting
• Financial Analysis
• Mergers & Acquisitions
• Auditing
• External Audit
• Due Diligence
• Financial Audits
• Internal Controls
• Assurance
• Management
• Gaap
• Financial Modeling
• Internal Audit
• Leadership
• Forensic Accounting
• Cpa
• Revenue Recognition
• Tax