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McKonly & Asbury Announces Promotions

McKonly & Asbury is excited to announce promotions for nine of our team members! One joins our firm’s leadership team as Principal, five advance to Manager, one to Supervisor, and two to Senior Accountant.

Our focus on people continues to be the vision that drives our culture, and we are fortunate to have some of the best and brightest talent in Pennsylvania working for us! Please join us in congratulating these team members!

Principal

Josh Bantz, CPA – Principal

Josh joined McKonly & Asbury in 2006. He is a key member of our firm’s Audit & Assurance Segment, primarily working with clients in the firm’s Affordable Housing and Service Organization Controls (SOC) practices. Josh has been an integral part of the firm’s Affordable Housing team since joining the firm. He has worked closely with affordable housing clients in all phases of the development process as well as during operations and specializes in preparing real estate development forecasting, cost certifications, and financial statement audits. Josh brings over 15 years of experience in performing pre-assessment services and attestation engagements over service organization controls. He has worked closely with clients during all phases of SOC engagements, including readiness assessments as well as execution of SOC 1, SOC 2, and SOC 3 examinations. Josh works out of our firm’s Lancaster office and holds a B.S. in Accounting from Juniata College.

Manager

Colleen Bantz – Manager

Colleen joined McKonly & Asbury in 2018. As a member of our firm’s Tax Segment, she primarily assists clients in our Entrepreneurial Support & Client Accounting Segment. She also works with our firm’s real estate and individual clients on their tax needs. Colleen works out of our firm’s Lancaster office and holds a B.S. in Accounting and Finance from Grove City College.

Jessica Hutchinson – Manager

Jessica joined McKonly & Asbury in 2015. As a member of our firm’s Audit & Assurance Segment, she primarily works with clients in construction, healthcare, manufacturing, and nonprofit industries performing a variety of audit and assurance services, and earning recognition for auditing and implementing ASC 842 Leases. Jessica also serves on the firm’s PEP Squad, planning fun events for our team throughout the year. Jessica works out of our firm’s Lancaster office and holds a B.S. in Accounting from Elizabethtown College.

Stephanie Kramer – Manager

Stephanie joined McKonly & Asbury in 2016. As a member of our firm’s Audit & Assurance Segment, she audits a broad spectrum of employee benefit plans, including 401(k), 403(b), retirement, profit sharing, health and welfare, and VEBA plans. She also serves on the firm’s Wellness Committee, a group committed to ensuring that firm employees have a variety of outlets to stay healthy, active, and fit. Stephanie works out of our firm’s Camp Hill office and holds a B.S. in Accounting from Susquehanna University.

Timothy Showers – Manager

Tim joined McKonly & Asbury in 2012. As a member of our firm’s Audit & Assurance Segment, he primarily works with clients in the manufacturing and construction industries and also performs employee benefit plan audits. He is an active member of the firm’s Audit and Attestation Committee, which exercises oversight over the firm’s Audit & Assurance Segment and ensures that team members and clients are apprised of the most recent developments in technical literature. Tim works out of our firm’s Camp Hill office and holds a B.S. in Accounting and Economics from Messiah College.

Zachery Starner, MBA – Manager

Zach joined McKonly & Asbury in 2013. As a member of our firm’s Audit & Assurance Segment, he serves clients in a number of industries, including manufacturing, construction, and healthcare with compilation and review engagements. He also serves the employee benefit plan industry by performing financial statement audits, ESOP audits, and other services. Zach works out of our firm’s Camp Hill office and holds a B.S. in Accounting and an MBA from York College of Pennsylvania.

Supervisor

Kellye Leitholf – Supervisor

Kellye joined McKonly & Asbury in 2013. As a member of our firm’s Entrepreneurial Support & Client Accounting Segment, she provides accounting, consulting, and auditing services with an emphasis on small business including family-owned business. Kellye also performs a variety of back office accounting services including assisting with accounts payable and receivable; financial statement preparation; and various accounting software review/assistance, including QuickBooks, Sage and Xero. Kellye works out of our firm’s Camp Hill office and holds a B.S. in Accounting from The Pennsylvania State University. She has also completed her training and earned the recognition of a QuickBooks Online Advanced Certified ProAdvisor.

Senior Accountant

Matthew Burns – Senior Accountant

Matthew joined McKonly & Asbury in 2018. As a member of our firm’s Entrepreneurial Support & Client Accounting Segment, he provides back office accounting and tax services for a variety of clients, including small and family-owned businesses. Matthew also assists clients with accounts payable and receivable, monthly close, sales tax compliance, financial statement preparation, and QuickBooks. Matthew works out of our firm’s Camp Hill office and holds a B.S. in Accounting from University of Pittsburgh at Greensburg.

Michelle Herman – Senior Accountant

Michelle joined McKonly & Asbury in 2018. As a member of our firm’s Tax Segment, she performs tax compliance services for corporations, partnerships, and individuals. Michelle serves clients in various industries including construction, manufacturing, retail, and real estate. She is also a member of the firm’s Service Committee, assisting in organizing firm-sponsored community events. Michelle works out of our firm’s Lancaster office and holds a B.S. in Business Administration with a concentration in Accounting from Millersville University.

 


About the Author

McKonly & Asbury

McKonly & Asbury is a Certified Public Accounting Firm serving companies across Pennsylvania including Camp Hill, Lancaster, Bloomsburg, and Philadelphia. We serve the needs of affordable housing, construction, family-owned businesses, healthcare, manufacturing and distribution, and nonprofit industries. We also assist service organizations with the full suite of SOC services (including SOC 2 reports), ERTC claims, internal audits, SOX compliance, and employee benefit plan audits.

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