THE ROTH STORY
We get you back
to what matters most.
to what matters most.
Abe Roth founded Roth&Co in 1978 with a vision of a firm built on a set of values designed not just to create a better future for its clients and employees, but to positively impact our community and the world around us. Over four decades later, Roth&Co is now a leading accounting firm, with four locations, relationships that span more than four decades, and over one hundred fifty specialized employees ready to serve as your trusted guide through the complicated maze of the financial world.
We are proud to be a purpose driven company, providing the personalized services of a small firm with the expertise of a large organization, and implement practices that maximize benefit over profit, putting people before the bottom line.
As a member of the American Institute of Certified Public Accountants, Roth&Co adheres to strict quality control standards, including continuing professional education and periodic peer reviews of our audit practice and system of quality control.
our broad spectrum of clients includes:
Roth&Co is an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members. The BDO Alliance USA was developed to provide member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.
We are a proud member of:
Our Mission
Our mission is to provide a unique combination of high-quality professional services in a caring and understanding manner tailored to our values, that enables both our clients and our team to achieve their maximum potential.
When Abe Roth founded Roth&Co his mission went well beyond business. He knew, and everyone at Roth&Co still knows, that the peace of mind that comes from knowing your business is successful affects more than just your business. It affects your whole life. Your business is how you provide for your family, secure your retirement and give back to your community. At Roth&Co we treat each client’s business like it is our own. Applying our full attention and expertise to each client, we identify the individual goals and potentials of our clients and devise strategies that are true to their capabilities and vision of success. Our goal is to assure you that your business is always in the best of hands, so that your life is freed up to enjoy those moments that are beyond business.
Here is how we do it:
- CLIENTS
- EMPLOYEES
- COMMUNITY
We understand that by engaging our services, each of our clients is entrusting us with his or her life’s work. Taking this responsibility to heart, we consider ourselves partners in our clients’ businesses and are invested in their success. We assume the role of trusted advisor with expertise that goes beyond the spreadsheet.
Roth&Co understands that different people measure success differently. Our mission is to provide our clients with a guide on their unique journeys towards individualized success.
It has been proven that the perfect company is built upon the perfect combination of expertise and service. That’s why Roth&Co believes that our firm is only as good as our team. Our clients rely on Roth&Co accountants to provide the expertise and services that guide them through the complicated maze of the financial world.
With this in mind, we put tremendous resources into recruiting accountants and support staff with razor sharp minds and a whole lot of heart. We actively cultivate an environment that supports both personal and professional growth, ensuring that the potential of each Roth&Co employee is actualized. We are proud of what we have built, and continue to build together.
Roth&Co understands that the success of the community and the success of its businesses and professionals are interdependent. For this reason, we take enormous pride in the dozens of community members we employ and the hundreds of local businesses that we have guided toward success.
As a harbinger of community growth, Roth&Co takes pride in offering public workshops and seminars, and is currently collaborating with Ami Magazine to produce new episodes of JTank, the community’s premium platform for entrepreneurs and growing businesses to secure funding and partnerships.
In this symbiotic relationship, we see the importance of encouraging community growth, and actively seek ways to give back through supporting local nonprofits, creating opportunity for professional growth and promoting education. To Roth&Co it’s not strategic; it’s sacred.
Our Team
At Roth&Co each team member is a friendly
and experienced guide through the maze that is
the financial world.
WE ARE PROUD OF WHAT WE HAVE BUILT AND CONTINUE TO BUILD TOGETHER.
- New York
- New Jersey
- Illinois
- Israel
READ BIO 
Abraham Roth, CPA
Founding Partner
Abraham Roth
Founding Partner
Abraham Roth
Founding Partner
Key Accomplishments
Founded Roth&Co and developed the firm into the premier accounting and advisory firm for thousands of clients across a range of industries.
What this means to our clients
Our entire client experience is the product of this vision and drive.
Background
Abraham Roth, Managing Partner, has over 40 years of experience in a broad range of accounting and consulting roles for businesses and not-for-profit organizations.
As founder of Roth&Co LLP in 1978, Abraham has played the principal role in the development of the firm, which has grown with over 65 staff to become the largest, and most widely recognized firm in the Brooklyn area.
Experience
In addition to his management responsibilities for the firm, Abraham is highly respected and sought-after for his decades of experience in consulting on variety of issues affecting businesses and not-for-profits, as well as his unique and creative approach to solving problems and executing critical business decisions.
Abraham is also a skilled arbitrator and mediator, and has helped many businesses and organizations resolve disputes both inside and outside the court system.
Education
Abraham received his BBA in Accounting at Baruch College Business School and is a member of the AICPA and THE NYSSCPA.
READ BIO
Zacharia Waxler, CPA
Managing Partner
Zacharia Waxler
Managing Partner
Zacharia Waxler
Managing Partner
Zacharia brings over 20 years of accounting experience to his role as co-managing partner at Roth&Co. He works with growing and mature businesses in a range of industries including real estate, e-commerce, healthcare, manufacturing and wholesale distribution, and not-for-profit.
Zacharia manages all facets of the firm and its’ development, and frequently gives lectures and presentations throughout the community, keeping the public informed on best business practices and procedures.
KEY ACCOMPLISHMENTS
1. Gained and renegotiated terms on large business loans for clients via strong network of contacts in Banking and financial institutions.
2. Developed relationships with government entities, assisting a wide variety of organizations, educational establishments, and special needs organizations.
BACKGROUND
In January 2012, Zacharia was admitted as partner of Roth&Co, LLP. He heads the audit and assurance department, overseeing all aspects of engagements including quality control, board presentations, and serving as a chief client liaison. Zacharia has seen success with consulting businesses and non for profits.
EXPERIENCE
Prior to entering public accounting, Zacharia served as a controller for a large, not-for-profit organization for five years. This experience provided Zacharia with the unique inside perspective and ability to understand the operations and finances of an organization from the point of view of both client and auditor.
Zacharia joined Roth&Co as a junior accountant in 2004. After working in a variety of services and industries, Zacharia was placed in charge of client relationships and special engagements. In January of 2008, he took the initiative to start a dedicated Audit & Assurance group, enabling Roth&Co to offer better quality audits, with increased efficiency at a more reasonable price. The Audit & Assurance group is rapidly growing and currently has over 15 professionals dedicated solely to produce a quality and professional product. In 2016 Zacharia was promoted to Co-Managing Partner, where he works alongside Abraham Roth to further grow and develop the Roth&Co firm.
EDUCATION
Zacharia received his B.S. (Honors) in Accounting from Touro College and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
BEYOND ROTH&CO
Zacharia is very active in his local community, frequently assisting them with financial related matters, and was an honoree at the Bonei Olam Dinner in Brooklyn, New York and for 2 years led a team on the Bike 4 Chai charity race, riding over 175 miles in order to raise money.
READ BIO
Alan Botwinick, CPA
Partner
Alan Botwinick
Partner
Alan Botwinick
Partner
KEY ACCOMPLISHMENTS
1. Leveraged contacts in the banking industry to help many clients gain initial and increased lines of business credit.
2. Successfully negotiated and argued interpretation of NYS law saving client over $10M in tax and penalties.
WHAT THIS MEANS FOR OUR CLIENTS
1. Better LOC terms with minimal fuss.
2. No situation is completely hopeless.
BACKGROUND
With over thirty years at Roth&Co, Alan Botwinick is partner and Co-chair of our highly specialized Real Estate Department. Alan’s knowledge and client portfolio is diverse and encompasses many industries, including wholesale and distribution companies, high net worth individuals, family businesses, and private corporations.
Alan’s primary passion is managing the innumerable intricacies that are associated with owning, operating, investing, and syndicating Real Estate entities. He excels in finding creative solutions to tough tax problems and complex property ownership structures.
EXPERIENCE
Alan began his accounting career at Roth&Co, and his persistent attention to detail, along with strong client relationships, quickly propelled him from junior to partner within 13 years. Alan’s thirty years of dedication to Roth&Co clients has established him as a mainstay of the firm and as the backbone of the Real Estate division. His drive, dedication to clients, and ability to develop and deliver exceptional resources is in strong demand. These outstanding qualities allow him to deliver the valuable results and strategic resources his clients seek and deserve.
EDUCATION
Alan received his B.S. (Honors) in Accounting and Economics from Queens College, is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants NYSSCPA).
BEYOND ROTH&CO
Alan is a regular on the basketball court and when he’s not playing, he’s rooting for his favorite New York sports teams – the Mets, Knicks, Rangers, Jets and Giants. Alan lives with his family in the Five Towns and acts as Treasurer of the Achiezer Community Resource Center and as Gabbai for his local synagogue.
READ BIO
Hershy Donath, CPA
Partner
Hershy Donath, CPA
Partner
Hershy Donath, CPA
Partner
Hershy joined Roth&Co in 2019, bringing over 15 years of public accounting experience to his role as Partner at the firm.
EXPERIENCE
Prior to joining Roth&Co, Hershy spent eight years at Ernst & Young, where he was an Executive Director in the firm’s audit practice.
Hershy has experience advising publicly traded REITs and large privately held Real Estate Funds. His real estate experience spans entities with a wide variety of underlying asset types including office, multi-family, hospitality, internationally based assets, and hard to value opportunity fund assets.
In addition, Hershy was a member of Ernst & Young’s quality network. In this role, Hershy worked with audit teams across the region, who consulted with him for guidance on complex auditing matters, and supported quality initiatives in response to the Public Company Accounting Oversight Board and internal quality reviews.
Hershy also has valuable experience working across a range of industries including, hospitality, media and entertainment, consumer products and alternative energy.
EDUCATION
Hershy holds a degree in Accounting from Ocean County College, and a Master’s degree from Beth Medrash Govoha.
Hershy is a member of the American Institute of Certified Public Accountants, as well as the New Jersey Society of Certified Public Accountants, and is a Certified Public Accountant in both New York and New Jersey.
ACCOMPLISHMENTS
1. Leading audit engagements of large public companies, advising these companies on complex accounting matters, and presenting to their audit committees.
2. Operating as a regular instructor at Ernst & Young’s regional trainings as well as at accounting and auditing executive events.
3. Recognized for mentoring skills, received his region’s top coaching award.
BEYOND ROTH&CO
When not in the office, Hershy enjoys spending time with his family in Lakewood.
READ BIO
Heshy Katz, CPA
Partner
Heshy Katz
Partner
Heshy Katz
Partner
Key Accomplishment
Champion of careful attention to detail and uncompromising quality of work.
What this means to our clients
1. We stand behind our work, and we’re proud of it.
2. Happy staff equals happy clients.
Background
Heshy Katz has over 30 years of accounting and auditing experience in a broad range of industries and holds CPA licenses in New York and New Jersey. His areas of expertise include not-for-profits, audit & assurance services, tax audits, tax planning, business consulting, and he excels in providing creative solutions to complex situations.
Experience
Heshy has been a partner at Roth&Co since 1998, and has played a major role in the growth of the firm and in establishing our reputation for uncompromising quality of work and caring personal service.
Prior to working at Roth&Co, Heshy worked as an Audit Manager for approximately 10 years, becoming highly proficient in all aspects of audits, financial statements and management advisory services.
Education
Heshy received his B.S. (Magna Cum Laude) in Accounting from Touro College and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He regularly attends conferences relating to accounting, auditing, taxation, and consulting.
Beyond Roth&Co
Heshy is very active in his local community, and is acting treasurer in his local synagogue.
READ BIO
Marc Gelbtuch, CPA/CFF
Partner
Marc Gelbtuch, CPA
Partner
Marc Gelbtuch, CPA
Partner
Moshe Gelbtuch, CPA/CFF is the Director of the Advisory Services and Tax Controversy departments at Roth&Co, LLP. In his capacity as the director of the department, he oversees a team of forensic accountants, valuation specialists, and experts in tax controversy and procedure.
The Advisory Services division provides financial management and general consulting services to business owners. He is also a key member of the firm’s Trust and Estates division. Marc is Certified in Financial Forensics, and has over 15 years of experience assisting clients growth in the for-profit and non-profit sectors and assisting clients in planning and budgeting their operations.
Experience
Marc has extensive experience performing and supervising all accounting functions for a wide variety of companies and focuses on clients in the manufacturing, retail, wholesale and real estate industries.
Marc also specializes in projects relating to due diligence, internal control, business succession planning, litigation support, asset protection, and estate planning.
Accomplishments
To assist businesses to achieve and measure profitability
- Successfully filed voluntary disclosures and represented clients before the IRS
- Regularly delivering lectures in advanced topics from estate planning regulations to foreign asset voluntary disclosure.
Education
A Touro College graduate, he is a member of the American Institute of Certified Public Accountants and the New York State Society of CPAs. He is also certified as a Forensic Financial Consultant.
Beyond Roth&Co
Marc is an avid follower of national economic trends, and serves as president of his synagogue and remains active in charitable organizations in his community.
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Moshe Schupper, CPA
Partner
Moshe Schupper, CPA
Partner
Moshe Schupper, CPA
Partner
Moshe is a partner in the firm’s New York office, bringing a breadth of accounting experience from many different fields. Moshe has been working at Roth&Co since 2008, starting in the tax department, and is now currently a partner in the firm. Prior to 2008, Moshe worked for 4 years in a large non-profit.
Moshe’s background provides him the unique ability to simultaneously look at a client’s situation from both the tax and financial statement perspectives. This multi faceted approach helps Moshe confidently navigate any issues or questions a client may have.
Experience
Moshe has experience with accounting, taxes, and audits in a variety of industries, including non-profits, healthcare, real estate, commercial enterprises, and service organizations.
Education and Accomplishments
Moshe graduated from Brooklyn College with a Bachelors of Science Degree in Accountancy.
He is an esteemed member of the:
-American Institute of Certified Public Accountants
-Institute of Internal Auditors
-New York State Society of CPAs
Outside of Roth&Co
Moshe lives in Marine Park, Brooklyn, and enjoys spending time with his wife and 3 sons.
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Moshe Seidenfeld, CPA
Partner
Moshe Seidenfeld
Partner
Moshe Seidenfeld
Partner
Moshe is a partner in the firm’s New York office, and has been with the firm since 2008. He started as a junior accountant, and worked his way up to firm partner. His focus is helping clients manage and understand the financial aspect and tax compliance aspect of their businesses. Moshe serves as a consultant to his clients and has established a solid reputation of excellence in servicing businesses beyond the books, providing tax strategies and assisting clients to successfully navigate the business world.
Moshe also serves on Roth&Co’s Banking Committee, working on building relationships with banks, to assist and facilitate loans to businesses.
Experience
Moshe has nearly 10 years of experience working closely with clients and address all of their tax and business needs. He focuses on clients in the manufacturing, retail, wholesale, service business and real estate industries.
Education and Accomplishments
Moshe received his Masters degree in accounting from Fairleigh Dickinson University.
Outside of Roth&Co
Outside of the office, Moshe enjoys spending time with his family in Brooklyn.
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Ben Spielman, CPA
Partner
Ben Spielman
Partner
Ben Spielman
Partner
Ben is a partner in the firm’s New York office, and has been with the firm since 2009. In only 7 years Ben worked his way up from junior accountant to firm partner, and now works in Roth&Co’s entrepreneurial services department. Ben performs tax and accounting work for business entities, high-net worth individuals, trusts, and estates. He has extensive experience servicing the Real Estate, E-Commerce, and Health Care Industries. Ben also serves on Roth&Co’s Banking Committee, where he works on building relationships with banks, to help secure financing for businesses.
Experience
Ben is a Certified Public Accountant and uses his 10 years of accounting and tax experience to serve any needs his clients may have, from complex tax planning to assisting clients with strategic business consulting.
Education and Accomplishments
Ben graduated from Touro College in 2009 with a Bachelors Degree in accounting. He is also a member of American Institute of Certified Public Accountants (AICPA) and the New York State Society of CPAs (NYSSCPA).
Outside of Roth&Co
Outside of the office, Ben is actively involved in his community, and sits on the board of an Israeli based non-profit organization.
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Shulem Rosenbaum, CPA/ABV
Partner
Partner
Partner
Experience & Expertise
Shulem Rosenbaum is a certified public accountant and is accredited in business valuations by the AICPA. Shulem joined Roth&Co in 2013 and has since climbed the ranks to become a partner in our Advisory Services division. Shulem started his career with tax preparation and review and tax controversy. He currently focuses on forensic accounting, business valuation, due diligence procedures, estate planning, business succession planning and asset protection, management advisory and business services, providing expert witness services, and arbitration and litigation support.
Accomplishments
Shulem was awarded the Superior Scholar award from the New York State Society of CPAs, and the highly coveted and prestigious Elijah Watt Sells Award from the AICPA. Shulem is frequently quoted in publications like the Journal of Accountancy, Microsoft News, the Hamodia newspaper and the Ami magazine. He is also a faculty member of Touro College since 2014 and serves as a professor of accounting.
Education & Affiliations
Shulem is a CPA with a Bachelor of Science in Accounting from Touro College, where he was honored with the Outstanding Scholar award. Shulem is further accredited in Business Valuations (ABV). He is a member of American Institute of Certified Public Accountants (AICPA), Forensics and Valuation Services (FVS) by AICPA, New York State Society of Certified Public Accountants (NYSSCPA).
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Rachel Stein, CPA
Partner
Rachel Stein, CPA
Partner
Rachel Stein, CPA
Partner
Rachel has been working in Roth&Co since 2010. She started as a junior accountant, and has worked her way up to Partner. Rachel has clients in multiple industries, including real estate and wholesale distributors, and is a relationship manager for a large number of high-net worth individuals.
Rachel also works with a large client base of foreign investors who are interested in investing in the United States. These foreign clients work with Rachel from many different countries, and use Rachel’s expertise to effectively manage their investments.
Education and Experience
Rachel graduated Brooklyn College in 2007 with Honors and a Bachelors of Science degree in accounting. Prior to working at Roth&Co, Rachel worked for 2 years in the tax department of a large accounting firm.
Beyond Roth&Co
When not in the office, Rachel enjoys spending time with her family in Brooklyn.
MANAGEMENT TEAM
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Mark Weissman
Chief Financial Officer
Mark Weissman
Chief Financial Officer
Mark has over 25 years of experience in accounting, finance and operations. As Roth&Co.’s Chief Financial Officer, Mark is responsible for maintaining overall leadership and management for the firm’s financial operations, including:
• Safeguarding the firm’s assets
• Assisting in developing plans to improve firm performance
• Advising leadership on strategic, business, and operating decisions
EXPERIENCE
Mark’s experience spans a diversity of industries including energy, AV technology, building materials, and food manufacturing. He has served in various executive positions providing financial and management reporting, budgeting and forecasting, treasury, project management, operations and business development.
EDUCATION
Mark received his bachelor’s degree in Accounting from Yeshiva University, Sy Syms School of Business.
BEYOND ROTH&CO
When outside of the office, Mark enjoys spending time with family and friends, traveling and sports.
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Chaya Salamon
Chief Operating Officer
Chaya Salamon
Chief Operating Officer
BACKGROUND
As the company’s Chief Operating Officer Chaya manages the firm’s day-to-day operations and designs and implements policies to promote the company’s long-term goals. Chaya’s career at Roth&Co began over 18 years ago in general administration for the emergent 25- employee firm. She built Roth&Co’s Human Resources Department from the ground up and has been instrumental in the strategic growth and development of the firm.
EXPERIENCE
As Roth&Co’s current Chief Operating Officer Chaya is responsible for ensuring the efficient operation of the day-to-day activities of the firm, including administration, project management, technology, marketing, department metrics/reporting, compensation and benefits, facilities, and events. Chaya provides stellar leadership and management; ensuring that the firm has the proper operational controls, administrative support, and resources in place to achieve the goals of its global strategic plan.
ACCOMPLISHMENTS
In her previous position as Human Resources Director, Chaya established and expanded Roth&Co’s policies and procedures for recruitment, compliance, training, and team-building. She administered talent acquisition and development, as well as employee on-boarding, retention, turnover, and employee benefits. Chaya established the Human Resources Department for a developing workforce and today it serves Roth&Co’s constantly increasing roster of employees, providing quality support for the firm’s compliance needs, benefits programs, and corporate culture.
OUTSIDE OF ROTH
A native Brooklynite, Chaya enjoys spending her free time with family and friends and supports local community causes.
P. 718.975.5321 F. 718-975-5315
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Ahron Golding, Esq.
Manager
Tax Controversy
Ahron Golding, Esq.
Manager
Ahron Golding, Esq. is a manager in Roth&Co’s tax controversy department. Ahron graduated with a law degree from the University of Maryland and received a master’s degree in tax from the Robinson College of Business. With his unique background in tax and law, Ahron has successfully saved businesses and individuals millions of dollars by resolving tax controversies with the IRS.
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Leah Loeb, CPA
Senior Manager
Tax Compliance
Leah Loeb, CPA
Senior Manager
Leah Loeb CPA is a Senior Manager for the Tax Department at Roth&Co and has been with the firm since 2007. Leah has experience in a broad range of industries including wholesale, retail, real estate, non-profits, as well as high-net-worth individuals and trusts.
ACCOMPLISHMENTS
Leah provides her clients with multi-product accounting services and assists them in all areas of their accounting needs, including establishing a QuickBooks filing system, filing sales and payroll returns, preparing reviewed financial statements and multi-state tax returns, and attaining bank financing.
Leah manages Roth&Co’s overseas tax division where client binders and returns are generated. She trains and supervises overseas staff and ensures they have the knowledge and data to compile, produce and deliver accurate filings and reports.
Leah served as the development editor of a QuickBooks textbook, QuickBooks for the Accounting Student, published in 2014.
BACKGROUND
A native of Toronto, Canada and has lived in Baltimore and New York, and presently resides in Phoenix, Arizona. Leah graduated in 2004 from Toronto’s Seneca College with a degree in accounting and finance and is a Certified Public Accountant.
BEYOND ROTH&CO
Leah enjoys spending time with her family, playing competitive basketball, and hiking. Leah also volunteers her time as an accountant consultant for local Phoenix charities.
P. 718.975.5390 F. 718-975-5319
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Abraham Schor, CPA
Manager
Accounting & Assurance Services
Abraham Schor, CPA
Manager
Abraham is a Manager in the firm’s New York office, and has over 20 years of accounting and audit experience.
Abraham is responsible for the entire audit cycle, including finalization of the audit, and presenting to the Audit Committee. He is involved in training staff members, and ensures that his team has what they need to succeed.
EXPERIENCE
Abraham has a deep understanding of financial statements in accordance with U.S. GAAP and associated reporting requirements. He also has specialized knowledge of audits in accordance with Uniform Guidance, and pensions under the requirements of the U.S. Department of Labor.
EDUCATION
Abraham received an Accounting degree from Touro College in 1998, and graduated summa cum laude.
BEYOND ROTH&CO
When outside of the office, Abraham enjoys spending time with his family in Brooklyn, New York.
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Zacharia Waxler, CPA
Managing Partner
Zacharia Waxler
Managing Partner
Zacharia Waxler
Managing Partner
Zacharia brings over 20 years of accounting experience to his role as co-managing partner at Roth&Co. He works with growing and mature businesses in a range of industries including real estate, e-commerce, healthcare, manufacturing and wholesale distribution, and not-for-profit.
Zacharia manages all facets of the firm and its’ development, and frequently gives lectures and presentations throughout the community, keeping the public informed on best business practices and procedures.
KEY ACCOMPLISHMENTS
1. Gained and renegotiated terms on large business loans for clients via strong network of contacts in Banking and financial institutions.
2. Developed relationships with government entities, assisting a wide variety of organizations, educational establishments, and special needs organizations.
BACKGROUND
In January 2012, Zacharia was admitted as partner of Roth&Co, LLP. He heads the audit and assurance department, overseeing all aspects of engagements including quality control, board presentations, and serving as a chief client liaison. Zacharia has seen success with consulting businesses and non for profits.
EXPERIENCE
Prior to entering public accounting, Zacharia served as a controller for a large, not-for-profit organization for five years. This experience provided Zacharia with the unique inside perspective and ability to understand the operations and finances of an organization from the point of view of both client and auditor.
Zacharia joined Roth&Co as a junior accountant in 2004. After working in a variety of services and industries, Zacharia was placed in charge of client relationships and special engagements. In January of 2008, he took the initiative to start a dedicated Audit & Assurance group, enabling Roth&Co to offer better quality audits, with increased efficiency at a more reasonable price. The Audit & Assurance group is rapidly growing and currently has over 15 professionals dedicated solely to produce a quality and professional product. In 2016 Zacharia was promoted to Co-Managing Partner, where he works alongside Abraham Roth to further grow and develop the Roth&Co firm.
EDUCATION
Zacharia received his B.S. (Honors) in Accounting from Touro College and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
BEYOND ROTH&CO
Zacharia is very active in his local community, frequently assisting them with financial related matters, and was an honoree at the Bonei Olam Dinner in Brooklyn, New York and for 2 years led a team on the Bike 4 Chai charity race, riding over 175 miles in order to raise money.
READ BIO
Alan Botwinick, CPA
Partner
Alan Botwinick
Partner
Alan Botwinick
Partner
KEY ACCOMPLISHMENTS
1. Leveraged contacts in the banking industry to help many clients gain initial and increased lines of business credit.
2. Successfully negotiated and argued interpretation of NYS law saving client over $10M in tax and penalties.
WHAT THIS MEANS FOR OUR CLIENTS
1. Better LOC terms with minimal fuss.
2. No situation is completely hopeless.
BACKGROUND
With over thirty years at Roth&Co, Alan Botwinick is partner and Co-chair of our highly specialized Real Estate Department. Alan’s knowledge and client portfolio is diverse and encompasses many industries, including wholesale and distribution companies, high net worth individuals, family businesses, and private corporations.
Alan’s primary passion is managing the innumerable intricacies that are associated with owning, operating, investing, and syndicating Real Estate entities. He excels in finding creative solutions to tough tax problems and complex property ownership structures.
EXPERIENCE
Alan began his accounting career at Roth&Co, and his persistent attention to detail, along with strong client relationships, quickly propelled him from junior to partner within 13 years. Alan’s thirty years of dedication to Roth&Co clients has established him as a mainstay of the firm and as the backbone of the Real Estate division. His drive, dedication to clients, and ability to develop and deliver exceptional resources is in strong demand. These outstanding qualities allow him to deliver the valuable results and strategic resources his clients seek and deserve.
EDUCATION
Alan received his B.S. (Honors) in Accounting and Economics from Queens College, is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants NYSSCPA).
BEYOND ROTH&CO
Alan is a regular on the basketball court and when he’s not playing, he’s rooting for his favorite New York sports teams – the Mets, Knicks, Rangers, Jets and Giants. Alan lives with his family in the Five Towns and acts as Treasurer of the Achiezer Community Resource Center and as Gabbai for his local synagogue.
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Hershy Donath, CPA
Partner
Hershy Donath, CPA
Partner
Hershy Donath, CPA
Partner
Hershy joined Roth&Co in 2019, bringing over 15 years of public accounting experience to his role as Partner at the firm.
EXPERIENCE
Prior to joining Roth&Co, Hershy spent eight years at Ernst & Young, where he was an Executive Director in the firm’s audit practice.
Hershy has experience advising publicly traded REITs and large privately held Real Estate Funds. His real estate experience spans entities with a wide variety of underlying asset types including office, multi-family, hospitality, internationally based assets, and hard to value opportunity fund assets.
In addition, Hershy was a member of Ernst & Young’s quality network. In this role, Hershy worked with audit teams across the region, who consulted with him for guidance on complex auditing matters, and supported quality initiatives in response to the Public Company Accounting Oversight Board and internal quality reviews.
Hershy also has valuable experience working across a range of industries including, hospitality, media and entertainment, consumer products and alternative energy.
EDUCATION
Hershy holds a degree in Accounting from Ocean County College, and a Master’s degree from Beth Medrash Govoha.
Hershy is a member of the American Institute of Certified Public Accountants, as well as the New Jersey Society of Certified Public Accountants, and is a Certified Public Accountant in both New York and New Jersey.
ACCOMPLISHMENTS
1. Leading audit engagements of large public companies, advising these companies on complex accounting matters, and presenting to their audit committees.
2. Operating as a regular instructor at Ernst & Young’s regional trainings as well as at accounting and auditing executive events.
3. Recognized for mentoring skills, received his region’s top coaching award.
BEYOND ROTH&CO
When not in the office, Hershy enjoys spending time with his family in Lakewood.
READ BIO
Heshy Katz, CPA
Partner
Heshy Katz
Partner
Heshy Katz
Partner
Key Accomplishment
Champion of careful attention to detail and uncompromising quality of work.
What this means to our clients
1. We stand behind our work, and we’re proud of it.
2. Happy staff equals happy clients.
Background
Heshy Katz has over 30 years of accounting and auditing experience in a broad range of industries and holds CPA licenses in New York and New Jersey. His areas of expertise include not-for-profits, audit & assurance services, tax audits, tax planning, business consulting, and he excels in providing creative solutions to complex situations.
Experience
Heshy has been a partner at Roth&Co since 1998, and has played a major role in the growth of the firm and in establishing our reputation for uncompromising quality of work and caring personal service.
Prior to working at Roth&Co, Heshy worked as an Audit Manager for approximately 10 years, becoming highly proficient in all aspects of audits, financial statements and management advisory services.
Education
Heshy received his B.S. (Magna Cum Laude) in Accounting from Touro College and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He regularly attends conferences relating to accounting, auditing, taxation, and consulting.
Beyond Roth&Co
Heshy is very active in his local community, and is acting treasurer in his local synagogue.
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Shulem Rosenbaum, CPA/ABV
Partner
Partner
Partner
Experience & Expertise
Shulem Rosenbaum is a certified public accountant and is accredited in business valuations by the AICPA. Shulem joined Roth&Co in 2013 and has since climbed the ranks to become a partner in our Advisory Services division. Shulem started his career with tax preparation and review and tax controversy. He currently focuses on forensic accounting, business valuation, due diligence procedures, estate planning, business succession planning and asset protection, management advisory and business services, providing expert witness services, and arbitration and litigation support.
Accomplishments
Shulem was awarded the Superior Scholar award from the New York State Society of CPAs, and the highly coveted and prestigious Elijah Watt Sells Award from the AICPA. Shulem is frequently quoted in publications like the Journal of Accountancy, Microsoft News, the Hamodia newspaper and the Ami magazine. He is also a faculty member of Touro College since 2014 and serves as a professor of accounting.
Education & Affiliations
Shulem is a CPA with a Bachelor of Science in Accounting from Touro College, where he was honored with the Outstanding Scholar award. Shulem is further accredited in Business Valuations (ABV). He is a member of American Institute of Certified Public Accountants (AICPA), Forensics and Valuation Services (FVS) by AICPA, New York State Society of Certified Public Accountants (NYSSCPA).
MANAGEMENT TEAM
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Yisroel Lowinger, CPA
Manager
Accounting & Assurance Services
Yisroel Lowinger, CPA
Manager
Israel is a Manager in the firm’s New Jersey office. He is instrumental in coordinating and reviewing audits for clients across the education, nonprofit, real estate and other industries.
EXPERIENCE
Israel has over 10 years of accounting experience, beginning his career in a midsize local firm, before making the move to Roth&Co as a Manager in 2017.
EDUCATION
Israel has a Master of Science in Accounting from Fairleigh Dickinson University. He is a member of the American Institute of Certified Public Accountants, and is a Certified Public Accountant in New York and New Jersey.
ACCOMPLISHMENTS
Israel spent time as a Professional Career Services Professor teaching QuickBooks; as well as being a Mentor for accounting students.
BEYOND ROTH&CO
Israel is an avid studier of astronomy. He is particularly intrigued with its relationship to the Jewish calendar.
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Joseph Reich, CPA
Manager
Tax Compliance
Joseph Reich, CPA
Manager
Joseph is a manager in the firm’s New Jersey office. He manages the firm’s Small Business division, and consults with small business owners, assisting them with all their tax and accounting needs.
EXPERIENCE
Joseph has over 10 years of experience in the industry, beginning his career in a small local firm, before moving to one of the large city firms and finally landing at Roth&Co
EDUCATION
Joseph received a Masters of Science in Accounting from Fairleigh Dickinson University. He is a member of the American Institute of Certified Public Accountants, and is a Certified Public Accountant in New York and New Jersey.
BEYOND ROTH&CO
Joseph is a big sports fan, and especifically enjoys baseball and volleyball.
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Yisroel Jacobs, CPA
Manager
Tax Compliance
Yisroel Jacobs, CPA
Manager
Yisroel Jacobs CPA is a Manager for Roth&Co’s Tax team based out of its New Jersey offices. He uses his specialized tax knowledge to serve clients across multiple sectors, with a specialized focus on the real estate industry. Yisroel started his career at Roth&Co in 2014 and has since assisted countless clients in navigating their reporting obligations and tax compliance issues. He oversees client’s tax planning and the preparation of accurate and timely returns and filings that will fulfill clients’ tax obligations. Yisroel provides targeted tax guidance and recommends appropriate tax strategies that align with his clients’ business goals to ensure their financial stability and success.
Yisroel graduated from Fairleigh Dickinson University with a Master’s in Accounting and is a Certified Public Accountant.
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Yisroel Kilstein, CPA
Manager
NFP Services
Yisroel Kilstein, CPA
Manager
Yisroel Kilstein CPA is a Manager in the Non-Profit Services division and is based in Roth&Co’s New Jersey office. He serves organizations, charities, schools, religious institutions, and other non-profit entities. With over six years of experience, Yisroel uses his specialized knowledge in the not-for-profit space to help his clients with their reporting obligations, compliance issues, initial structuring, and by providing general consultation services. Yisroel earned an Accounting Degree from Excelsior College and is a Certified Public Accountant. He is a member of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA).
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Joshua Bondy, CPA
Manager
Tax Compliance
Joshua Bondy, CPA
Manager
Joshua Bondy CPA is a Manager for Roth&Co’s Tax Department and is based in its New Jersey offices. He serves clients across multiple sectors with a focus on the real estate and nursing home industries. Joshua started his career at Roth&Co in 2015 and, to date, has successfully onboarded and serves multiple high-net worth clients with annual earnings in the millions. Joshua’s skill at examining and analyzing accounting records allows him to accurately interpret financial statements and recommend tax strategies that align with his clients’ business goals. Joshua is a Certified Public Accountant and earned his accounting degree from Touro College where he achieved a consistent Dean’s List ranking throughout his course of study.
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Yanky Goldenberg, CPA
Manager
Tax Compliance
Yanky Goldenberg, CPA
Manager
Yanky Goldenberg is a Manager in Roth&Co’s Entrepreneurial Services Department. He serves clients in the commercial and multi-family real estate and the healthcare industries, including skilled nursing and assisted living facilities. He focuses on tax planning and compliance services for his clients. Yanky has been with Roth&Co since 2017 and focuses on obtaining the maximum possible tax benefit for his clients. He reviews client paperwork, identifies potential tax credits, and assists in the production of their tax reports and financial and income tax statements. Yanky studies and analyzes changes in tax law to stay current on tax issues and works to identify tax savings for his clients. Yanky graduated with a master’s degree in accounting from Fairleigh Dickenson University.
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Boruch Leiser, CPA
Manager
Tax Compliance
Boruch Leiser, CPA
Manager
Boruch Leiser, CPA is a Manager for Roth&Co’s Entrepreneurial Services Division, working from its New Jersey offices. Boruch joined Roth&Co in 2018 after several years of employment in a regional accounting firm specializing in private equity investments and hedge funds. At Roth&Co, Boruch ensures that his clients’ tax strategies comply with local, state, and federal tax laws. He oversees their tax planning, preparation and filing, and services and reviews budgets and financial documents. He has built and maintains relationships with businesses and individuals to provide tax support and to supply individualized, relevant, and timely tax advice. Boruch is a graduate of Farleigh Dickinson University and is a Certified Public Accountant. He is a member of the New Jersey Society of Certified Public Accountants (NJCPA) and the American Institute of Certified Public Accountants (AICPA).
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Aaron Galster, CPA
Partner
Aaron Galster,CPA
Partner
Aaron Galster,CPA
Partner
BACKGROUND
Aaron Galster, CPA came full circle when he joined Roth&Co as a partner in the Illinois office in 2021. His career path started at Roth&Co before advancing to the Big Four, where he led engagements on some of the largest public companies. He has over nine years of public accounting experience serving Family Offices, Hedge Funds, REITs and private equity funds invested across several sectors including real estate, healthcare, venture, energy and structured credit.
EXPERIENCE
Aaron applies his technical skills to improve the process for large-scale real estate clients that require a high volume of K-1s and tax return filings. His expertise includes tax compliance at a fund and property level, transaction analysis and taxpayer dispute resolution. Aaron works closely with clients to guide them through the latest Tax Reform, providing clear analysis on the tax implication on their investment returns.
Aaron’s motto is to “know your why”. For him, this translates as building a winning culture where people perform their best and have fun doing it.
EDUCATION AND ACCOMPLISHMENTS
Aaron received a B.S. in accounting from Touro College. He is a certified public accountant in the states of Illinois and New York, and is a member of the AICPA.
OUTSIDE OF ROTH&CO
Aaron is a long-time (and the fastest) member of the Roth&Co Bike4Chai cycling team and is involved with several local charities.
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Marites Sy, CPA, CIA, CISA, CGMA
Partner
Marites Sy
Partner
Marites Sy
Partner
BACKGROUND
Marites brings over 20 years of accounting and audit experience serving various industries. Marites leads the Illinois office’s expanded information systems and reviews engagements focusing on compliance of governmental entities.
EXPERIENCE
Marites has experience in providing financial audit, Single Audit, agreed-upon procedures and compliance attestation examination for entities in the higher education, government, gaming, healthcare and small businesses industries.
Marites worked at Arthur Andersen (Philippines) and Price Waterhouse Coopers (Singapore) before joining E.C. Ortiz, now known as Roth&Co
EDUCATION
Marites received her Bachelor of Science in Accountancy from the University of Negros Occidental – Recoletos. She is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society, the Government Finance Officers Association, the Institute of Internal Auditors and ISACA. Marites is a Certified Public Accountant in Illinois and in California, a Certified Internal Auditor and a Certified Information Systems Auditor.
BEYOND ROTH&CO
Marites enjoys travelling and spending time with family and friends.
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Leilani Rodrigo, CPA, CGMA
Partner
Leilani Rodrigo
Partner
Leilani Rodrigo
Partner
BACKGROUND
Leilani has been with E.C. Ortiz – now Roth&Co, for over 20 years. She specializes in providing financial audit, Single Audit and state compliance examination services to higher educational institutions, not-for-profit organizations and governmental entities, while overseeing the Illinois office’s quality control monitoring.
EXPERIENCE
Leilani has more than 20 years of experience providing assurance and business advisory services to governmental entities, not-for-profit organizations and small businesses. Prior to joining Roth&Co, she worked at SGV & Co. (Ernst & Young Philippines) and Team Energy Philippines.
EDUCATION
Leilani graduated with Academic Distinction from the Philippine School of Business Administration, receiving her Bachelor of Science in Accountancy. She is a Certified Public Accountant in the Philippines and in Illinois, and is a member of both the American Institute of Certified Public Accountants (AICPA) and Illinois CPA Society (ICPAS). She serves as a member of the Governmental Executive Committee and the CPA Exam Award Committee of the ICPAS. Leilani previously served as a member of the Government Conference Task Force of the ICPAS and as a member of the State of Illinois Local Government Advisory Board.
BEYOND ROTH&CO
Leilani is an active supporter of the ICPAS’ programs and activities. She serves on the Board of Directors of the CPA Endowment Fund of Illinois, which raises philanthropic support to fund a variety of scholarship and outreach programs which help students pursue a career in accounting.
In her spare time, Leilani enjoys traveling, reading, and spending time with her family.
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Epifanio Sadural, CPA, CGMA
Partner
Epifanio Sadural
Partner
Epifanio Sadural
Partner
BACKGROUND
Epifanio has over 33 years of experience providing audit, accounting, tax and business advisory services to governmental entities, for-profit organizations, not-for-profit organizations and small businesses. Epifanio’s valuable experience working across a range of industries and entities expands the range of services provided by Roth&Co.
EXPERIENCE
Before joining Roth&Co, Epifanio held positions at O.B. Montessori Center, Inc., Anchor Steel Industries, Inc. and Republic-Asahi Glass Corporation. He has extensive experience in providing financial audit, state compliance examination and agreed-upon procedures of government entities.
Epifanio led the accounting, tax matters and business advisory services of E.C Ortiz, before its merger with Roth&Co. He addressed the needs of for-profit and not-for-profit organizations and small businesses, and targeted healthcare issues including Medicare and Department of Aging cost reporting.
EDUCATION
Epifanio received his Bachelor of Science in Accounting from Far Eastern University and a candidate for a Master of Business Administration from Ateneo de Manila University.
Epifanio is a Certified Public Accountant in the Philippines, Illinois and Indiana, and is a Chartered Global Management Accountant. He is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society (ICPAS), and concurrently serves as a member of the ICPAS Taxation – Individual Committee.
BEYOND ROTH&CO
Epifanio enjoys spending time with family, travelling and gardening. He supports the local community and is active in the Philippine Professional Association, and currently serves as a member of the board of Philippine American Chamber of Commerce of Greater Chicago.
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Elda Arriola, CPA
Partner
Elda Arriola
Partner
Elda Arriola
Partner
BACKGROUND
With extensive compliance and financial audit experience, Elda was a part of E.C. Ortiz for 16 years, prior to its merger with Roth&Co. Elda specializes in providing financial audit and state compliance examination services to governmental entities, not-for-profit organizations and healthcare facilities. Incorporating her skills with those of the Roth&Co team propels the firm in its expanded growth and development.
EXPERIENCE
Prior to partnering in E.C Ortiz – now Roth&Co – Elda enjoyed 17 years of combined work experience as a senior loans management officer for the Local Water Utilities Administration, as an accounting teacher for Maryknoll College Foundation, Inc. and as an accountant for Systems Sciences Consult, Inc.
EDUCATION & ACHIEVEMENTS
Elda received a Bachelor of Science in Business Administration and Accountancy and a Master of Business Administration from the University of the Philippines. She is a Certified Public Accountant, both in the Philippines and in Illinois. Elda is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. In addition, Elda oversees the continuing professional education program in Roth&Co’s Illinois office.
BEYOND ROTH&CO
Elda enjoys spending time with family, cooking, and travelling.
MANAGEMENT TEAM
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Darlene Dizon, CPA
Manager
Accounting & Assurance Services
Darlene Dizon, CPA
Manager
BACKGROUND
Darlene brings over 8 years of public accounting experience as an audit manager in Roth&Co Illinois Office. Darlene’s broad experience in audit, state agency engagements and compliance issues expands the firm’s ability to serve its wide range of clients.
EXPERIENCE
Darlene began her career as an auditor at Ernst & Young, Philippines before joining E.C. Ortiz – now Roth&Co She has experience in auditing financial statements and handling state agency engagements with the Office of the Auditor General involving financial/Single Audit and compliance examination.
She also prepares financial statements for the Regional Office of Education and for not-for-profit entities.
EDUCATION
Darlene graduated Cum Laude with a Bachelor of Science in Accountancy from Colegio De Dagupan. She is a Certified Public Accountant in Illinois, California and in the Philippines. She is a member of American Institute of Certified Public Accountants and Philippine Institute of Certified Public Accountants.
BEYOND Roth&Co
When not at work, Darlene enjoys spending time with her friends.
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Syndelle Manuel, CPA
Manager
Accounting & Assurance Services
Syndelle Manuel, CPA
Manager
BACKGROUND
Syndelle C. Manuel has nine years of compliance and financial audit experience. She was formerly employed as a Senior Associate in Sycip Gores Velayo & Co. (Ernst & Young Global Limited-Manila, Philippines) and a Senior Financial Reporting Accountant in CITCO International Support Services Limited – Philippines ROHQ until she joined E. C. Ortiz & Co., LLP in 2016. E. C. Ortiz & Co., LLP merged with Roth & Co., LLP effective July 1, 2020.
Educational Background:
Bachelor of Science in Accountancy, Colegio de Dagupan (Cum Laude) – April 2011
Credentials:
Certified Public Accountant (Illinois) – November 2020
Certified Public Accountant (California) – June 2020
Work Experience:
State Agency Engagements with the Office of the Auditor General as special assistant auditor involving financial/single audit and/or compliance examination:
- Illinois State Toll Highway Authority
- Chicago State University
- University of Illinois
- Judicial Inquiry Board
- Department of Military Affairs
- Regional Office of Education #13
- Attorney Registration and Disciplinary Commission
Engagement with other Entities/Government Agencies:
- City of East St. Louis – Financial Audit
- East St. Louis Public Library – Financial Audit
- National Inclusion Project, Inc. – Financial Audit
- Illinois Department of Healthcare and Family Services Bureau of Medicaid Integrity –
Long Term Care Facilities Post Payment Audits
- Illinois Gaming Board – Agreed Upon Procedures
- Metropolitan Enforcement Group – Financial Audit
- Regional Office of Education #34 – Compilation
- Regional Office of Education #8 – Compilation
- Intermediate Service Center #1 – Compilation
- Leo Burnett – Agreed Upon Procedures
BEYOND Roth&Co
When not in the office, Syndelle enjoys spending time with her family in Chicago.
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Dandred Solano, CPA
Manager
Accounting & Assurance Services
Dandred Solano, CPA
Manager
BACKGROUND
Dandred is a Manager in Roth&Co’s Illinois office, supervising state agency engagements for not-for-profit clients, the Office of the Auditor General and other local government entities.
EXPERIENCE
Dandred started his career in Ernst and Young, Philippines, before moving to Deloitte and Touché, Qatar. He also worked at PricewaterHouseCoopers LLP in Houston, Texas before joining E.C. Ortiz, now known as Roth&Co
EDUCATION
Dandred earned a Bachelor of Science in Accountancy from the University of the Philippines, in the Visayas Tacloban College.
Dandred is a Certified Public Accountant in the Philippines and California and is a member of the American Institute of Certified Public Accountants and the Philippine Institute of Certified Public Accountants.
BEYOND Roth&Co
Dandred enjoys the outdoors and loves hiking, skiing and tennis.
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Ivory Pineda, CPA
Manager
Accounting & Assurance Services
Ivory Pineda, CPA
Manager
Ivory Pineda CPA started her career with Ernst & Young Philippines (SGV & Co.) before joining EC Ortiz, now Roth&Co LLP, in 2017. She utilizes her broad experience in financial auditing and compliance issues to serve Roth&Co clients as a Manager for the Chicago Audit Team.
Ivory has directed financial audit engagements for a range of industries, including real estate, construction, retail, manufacturing, and not-for-profits. She manages financial audit and state compliance examination engagements of governmental entities and not-for-profit organizations. She also oversees the firm’s annual, semi-annual, and quarterly agreed-upon procedure engagements for the Illinois Gaming Board.
Ivory graduated Magna Cum Laude with a Bachelor of Science in Accounting. She was awarded the Punongbayan & Aurollo Leadership Gold Medal Award at Far Eastern University-Manila in April 2011. Ivory is a Certified Public Accountant in the state of California, Chicago, and the Philippines. Ivory is also a member of the California Society of Certified Public Accountants and the Philippine Institute of Certified Public Accountants.
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Lou Jonathan Cabrera, CISA
Manager
Accounting & Assurance Services
Lou Jonathan Cabrera, CISA
Manager
BACKGROUND
Lou Jonathan Cabrera CISA joined EC & Ortiz/Roth & Co. in July 2018. He now serves as an IT Audit Manager for the Chicago office’s Audit team where he utilizes his extensive experience in information technology, financial reporting internal controls, and compliance audits, and serves a range of clients that include government agencies, and companies in the financial services, manufacturing, utility, pharmaceutical, and information technology industries.
EXPERIENCE
Lou Jonathan leads information technology audit engagements for state agencies, universities, and casinos and prepares work programs based on the control objectives set by the Office of the Auditor General. Basing his reviews on generally accepted auditing standards, information security framework, generally accepted control practices, and applicable state laws and regulations, Lou Jonathan reviews clients’ internal control procedures and compliance records. He provides valuable advice and guidance regarding the effectiveness and efficiency of client information technology operations, information security, business continuity, computer operations, and incident/problem management.
EDUCATION
Lou Jonathan graduated from New Era University (Philippines) with a Bachelor of Science in Accountancy. He is a Certified Public Accountant (Philippines) since 2013 and a Certified Information Systems Auditor since 2019. He is a member of the Information Systems Audit and Control Association (ISACA).
BEYOND ROTH&CO
In his free time, Lou Jonathan enjoys playing basketball, tennis, bowling, and snowboarding.
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Hershy Donath, CPA
Partner
Hershy Donath, CPA
Partner
Hershy Donath, CPA
Partner
Hershy joined Roth&Co in 2019, bringing over 15 years of public accounting experience to his role as Partner at the firm.
EXPERIENCE
Prior to joining Roth&Co, Hershy spent eight years at Ernst & Young, where he was an Executive Director in the firm’s audit practice.
Hershy has experience advising publicly traded REITs and large privately held Real Estate Funds. His real estate experience spans entities with a wide variety of underlying asset types including office, multi-family, hospitality, internationally based assets, and hard to value opportunity fund assets.
In addition, Hershy was a member of Ernst & Young’s quality network. In this role, Hershy worked with audit teams across the region, who consulted with him for guidance on complex auditing matters, and supported quality initiatives in response to the Public Company Accounting Oversight Board and internal quality reviews.
Hershy also has valuable experience working across a range of industries including, hospitality, media and entertainment, consumer products and alternative energy.
EDUCATION
Hershy holds a degree in Accounting from Ocean County College, and a Master’s degree from Beth Medrash Govoha.
Hershy is a member of the American Institute of Certified Public Accountants, as well as the New Jersey Society of Certified Public Accountants, and is a Certified Public Accountant in both New York and New Jersey.
ACCOMPLISHMENTS
1. Leading audit engagements of large public companies, advising these companies on complex accounting matters, and presenting to their audit committees.
2. Operating as a regular instructor at Ernst & Young’s regional trainings as well as at accounting and auditing executive events.
3. Recognized for mentoring skills, received his region’s top coaching award.
BEYOND ROTH&CO
When not in the office, Hershy enjoys spending time with his family in Lakewood.
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Moshe Schupper, CPA
Partner
Moshe Schupper, CPA
Partner
Moshe Schupper, CPA
Partner
Moshe is a partner in the firm’s New York office, bringing a breadth of accounting experience from many different fields. Moshe has been working at Roth&Co since 2008, starting in the tax department, and is now currently a partner in the firm. Prior to 2008, Moshe worked for 4 years in a large non-profit.
Moshe’s background provides him the unique ability to simultaneously look at a client’s situation from both the tax and financial statement perspectives. This multi faceted approach helps Moshe confidently navigate any issues or questions a client may have.
Experience
Moshe has experience with accounting, taxes, and audits in a variety of industries, including non-profits, healthcare, real estate, commercial enterprises, and service organizations.
Education and Accomplishments
Moshe graduated from Brooklyn College with a Bachelors of Science Degree in Accountancy.
He is an esteemed member of the:
-American Institute of Certified Public Accountants
-Institute of Internal Auditors
-New York State Society of CPAs
Outside of Roth&Co
Moshe lives in Marine Park, Brooklyn, and enjoys spending time with his wife and 3 sons.
GIVING BACK
Roth&Co firmly believes in ensuring that the community has the tools it needs to thrive, and is a proud sponsor of many community conferences, workshops, and events. Roth&Co sponsorships span the spectrum of conferences and summits in the healthcare, real estate, yehsivas and nonprofit industries.
The professional staff at Roth&Co frequently give lectures and presentations throughout the community, keeping the public informed on best practices and procedures for businesses, yeshivas and nonprofits.
