Thomas J. Keys

 

 

CPA, CGMA | Principal since 2021

Tom Keys has provided business, accounting and tax consulting services since 1985. He is actively involved in consulting for corporate clients, mergers and acquisitions, real estate development opportunities of all sizes, and is a trusted advisor from the start-up phase to the ultimate exit strategy.

He is also a sought-after advisor to high-net-worth individuals, and closely held companies. Tom rejoined the firm in 2013 after serving in the C-suite of real estate and manufacturing firms for several years.

His unique set of skills make him a valued advisor to business owners, developers, executives and individuals with complex holdings from the US and abroad.

Certifications:

  • Certified in Florida in 1993
  • Chartered Global Management Accountant (CGMA) designation from the AICPA in 2012

Affiliations:

  • Member of AICPA, FICPA, and various professional, civic and charitable
    organizations.
  • Director – Anchor Bank
  • Director – Leadership Business Council

 

 

Bachelors of Science Degree in Business | Major in Accounting
Indiana University Kelley School of Business
Bloomington, Indiana | 1984

 

  • Detailed tax planning and research of various issues
  • Preparation of federal and state corporate, partnership, fiduciary, individual, employee benefit plans and payroll tax returns
  • Auditing and accounting engagements for wide variety of organizations
  • GAAP consolidated financial statement preparation and note disclosures
  • Quality control
  • Internal control policies and procedures
  • Strategic, business and investment planning and analyses including due diligence
  • Outside controllership services
  • Operational analysis
  • Design and implement lean processes
  • Job costing
  • Debt and insurance negotiations and analysis
  • Cash management
  • Forecasts and budgets
  • Product pricing
  • Foreign currency translations

 

 

 

  • Marine and Marine services
  • Professional Services (Medical, financial, legal, engineering)
  • Not-for-profit
  • Construction
  • Real estate development and management
  • Manufacturing and distribution