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ACCOUNTING SERVICES
• Accounting, CFO Outsourcing
   and Interim Management
• Family Office Accounting
  Services
• Managing Directors
ADVISORY BUSINESS SERVICES
AUDIT AND ATTEST THROUGH SMART AND ASSOCIATES, LLP
BUSINESS CONSULTING
COMPENSATION AND BENEFITS
TAX SERVICES
TRANSACTION ADVISORY SERVICES

Jeffrey G. Palmer
Managing Director, Accounting Services
610-964-4258

Jeffrey Palmer specializes in major insurance consulting and audit engagements. These engagements included various aspects of financial reporting, statutory reporting, taxes and operational reviews. Specific consulting projects have included the review, documentation and recommendations around the financial reporting and processing of reinsurance, including alternative risk products. He has assisted two major clients with financial statement restatement projects and recently consulted on the accounting treatment of various reinsurance agreements. Jeff has developed and instructed courses on accounting for Insurance Contracts under International Accounting Standards. In addition, he has assisted with the compliance provisions of the Sarbanes-Oxley Act: Section 404.

Vincent R. Burke, CPA, CLU, CPCU
Managing Director
Advisory Business Services

Joseph Colgan, CPA
Managing Director
Accounting Services

Diane L. Franzoni, CPA
Managing Director
Accounting Services

James Hayden, CPA
Managing Director
Accounting Services

Jerry Hufton, CPA
Managing Director
Accounting Services

David A. McRoberts, CPA
Senior Managing Director
Advisory Business Services-Chicago

Jeffrey G. Palmer
Managing Director
Advisory Business Services

Barry E. Smith, CPA
Managing Director
Accounting Services

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