Daniel K. Goff, CPA
Dan is one of the firm’s Auditing & Assurance, Peer Review, and Business & Consulting Partners. In addition to his client engagement responsibilities, Dan has been designated as the firm’s Quality Control partner. In this capacity, Dan is responsible for making sure the firm’s quality control policies and procedures are adequately designed and complied with during the conduct of all engagements. Dan also is a frequent lecturer on numerous management and technical audit topics and provides management consulting services to clients in a variety of industries, including other CPA firms. In addition to being the designated partner in charge of the Employee Benefit Plan Audit practice and providing audit services to employee benefit plans, Dan has served high technology companies, manufacturers, financial institutions, venture capital firms, professional service firms, and non-profit organizations, among others. Dan’s experience includes work in audit and accounting, mergers and acquisitions, strategic planning, budgeting, asset/liability management, profit enhancement and international banking, as well as consulting related to clergy taxation.
Dan is an alumnus of two international accounting firms and attended the National Banking School at the McIntire School of Commerce, University of Virginia, an intensive, detailed training class related to various banking related topics. He holds a bachelor's degree in business administration, with an emphasis in accounting and management, from Duquesne University.
Dan is an active member of the American and Pennsylvania Institutes of Certified Public Accountants. In the past, Dan was Chair of the PICPA Peer Review Committee, served on the PICPA’s Management of an Accounting Practice Committee and the PICPA’s Committee on Ethics. The responsibilities of the Committee on Ethics included cooperation with the Pennsylvania State Board of Accountancy and the AICPA in matters of professional ethics and disciplinary proceedings, answering inquiries regarding the Code of Professional Ethics, suggesting amendments, and investigating alleged code violations. Dan continues to be one of the most utilized peer reviewers in the country.
Dan is active in his church and in coaching youth athletics in his home community of Mt. Lebanon, where he serves as a board member and officer of the Mt. Lebanon Blue Devil Club.
Read Dan's Most Recent Blog Posts:Back to Top
Derek M. Backa, CPA, CVA
Derek Backa, a firm partner in the Tax & Compliance, and Business & Consulting departments. Derek has particular experience serving closely held businesses where he counsels and assists business owners with profitability analysis, tax planning and compliance, loan request packages, business plan development, real estate transactions, and general business matters. He also assists businesses and individuals on a wide range of financial planning matters.
Prior to joining the firm, Derek was a personal financial planning consultant for a Pittsburgh-based firm, serving corporate managers, attorneys, physicians, and engineers. In addition to his accounting and financial experience, he has more than 10 years experience in manufacturing, where his responsibilities included production scheduling and inventory control, as well as fabrication and distribution of product lines for the steel industry. In December 1998, Derek completed the National Association of Certified Valuation Analysts (NACVA) program and earned the designation of Certified Valuation Analyst (CVA).
Derek, who holds Series 7 and Series 63 securities licenses, has a bachelor's degree in business administration and accounting from the University of Pittsburgh. Derek is past chairman of the board of the Pittsburgh Chapter of the American Cancer Society and currently, serves as a board member for the Pennsylvania Division of the American Cancer Society. He is also a member of the American and Pennsylvania Institutes of Certified Public Accountants.
Read Derek's Most Recent Blog Posts:
- Real Estate Investments | The Cash Flow Approach
- Tax Filing Requirements | Changes Made To Reduce Tax Fraud
Richard J. Alfera, MST, PFS, CPA
Rick is the firm's president and managing partner of daily operations, he is also responsible for administering the firm's Tax & Compliance and Business & Consulting practices. He provides specialized tax services, planning, research, and compliance counseling to businesses in a wide variety of industries. He also has extensive experience with mergers, acquisitions, reorganizations, and business consulting including litigation support for attorneys regarding those areas of expertise. Rick acts as a business advocate, providing integrated planning for closely held businesses and family members.
Prior to joining the firm, Rick worked at an international big-four accounting firm, where he advised companies with annual sales of $1 million to $100 million, as well as several Fortune 500 companies. Subsequently, he served as a senior accountant for Rockwell International, where he was responsible for federal and multi-state income tax compliance. He also acted as the tax manager of the Allen-Bradley Company, a Rockwell subsidiary.
Among other professional teaching and training responsibilities, Rick has taught national tax training seminars. He has a master's degree in taxation, cum laude, from Robert Morris College and a bachelor's degree in accounting, cum laude, from Duquesne University.
Rick is the past President and member of the executive board of directors of the Northern Allegheny County Chamber of Commerce, a founding member of the Marketing Committee and past President of the South Hills Chamber of Commerce, a member of the Tax Section of the American Institute of Certified Public Accountants, a past board member of the Western PA School for the Deaf, a member of the Pennsylvania Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants. He is also a member of the North American Tang Soo Do Karate Association.
Read Rick's Most Recent Blog Posts:
- Types of Business Entities | S Corporations
- Types of Business Entities | Corporations
- Types of Business Entities | Partnerships
Robert H. Krebs, Jr., CPA
Bob is one of the firm’s Audit & Assurance and Peer Review partners. He has over 39 years of public accounting experience working with manufacturing companies, professional service firms, local governments and not-for-profit organizations among others. In addition, Bob has 14 years of industry experience in various financial capacities.
Among other professional teaching and training responsibilities, Bob has spoken at various AIPCA and PICPA continuing professional programs. Bob was previously the Director of the Pittsburgh region for the Becker Conveyor CPA Exam Review for more than 32 years.
Bob is an alumnus of an international accounting firm. He holds a bachelor’s degree in business administration with an emphasis in accounting from Penn State University. He is licensed to practice in Pennsylvania and West Virginia.
He is a member of the American Institute of CPA’s where he was a former member of Council and served on the Trial Board. He is a member and past President of the Pennsylvania Institute of CPAs. He continues to serve on the PICPA's Peer Review Committee, where he was a former Chairman. The Peer Review Committee has the responsibility for approving the peer reviews of CPA firms in Pennsylvania, Delaware, and the U.S. Virgin Islands. He is one of the most utilized peer reviewers in Pennsylvania.
James R. Baird, III, CPA/ABV, CVA
A Partner in the Audit & Assurance, and Business & Consulting departments, James (Jamie) works closely with our clients, their controllers, and bookkeepers, in providing tax and accounting services that best meet their diverse needs. Jamie’s experience includes serving public and closely held businesses with accounting and auditing, profit enhancement, business plan analysis, and business valuations. His experience includes working with companies in various industries including real estate, healthcare, manufacturing, and not for profit.
Jamie graduated magna cum laude from Robert Morris College with a BS in Business Administration. Jamie is a CPA, a Certified Valuation Analyst (CVA), and Accredited in Business Valuation (ABV). ABV is a professional designation awarded to CPAs who specialize in calculating the value of businesses. The certification is overseen by the AICPA and requires the applicant to pass an exam, have 1,500 hours in performing valuations and 75 hours of continuing professional education within the last five years. There are only approximately 3,200 CPA/ABV’s nationwide.
Jamie is a member of the Pennsylvania Institute of Certified Public Accountants, the American Institutes of Certified Public Accountants and Forensic and Valuation Services Section and National Association of Certified Valuation Analysts.
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Stephen J. Spitz, CPA
Steve is a Partner in the Audit & Assurance department. Prior to becoming Partner, Steve began as a consultant with GBAC in 2002, with experience primarily in audits, reviews, and compilations of financial statements of companies in various industries including governmental, not for profit, service, manufacturing, medical, and real estate. He graduated Cum Laude from Saint Francis College in Loretto, Pa., with a degree in accounting in 1998 and became a Certified Public Accountant in 2001.
Steve is one of our firm’s newest audit partners. He began providing Peer Review services as a team captain in 2016 after going through the firm’s internal peer review training and the courses required by the AICPA. Steve is a current member of the PICPA Peer Review Committee and is an integral part of our firm’s peer review service offering.
Steve is a member of the Pittsburgh Young Professionals.
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Jennifer A. Varley, CPA
Jennifer was promoted to Partner in 2017 after serving 9 years as a manager in the Audit & Assurance department at GBACO.
Jennifer joined the firm as a Manager in the firm’s Audit & Accounting Group in 2008. She has over 30 years of experience providing auditing, review and compilation services to a wide variety of clients. She has been responsible for GBACO's Nonprofit Financial Services practice and Housing & Urban Development (HUD) Audits specialty area. Her diverse experience also includes providing tax compliance and planning services for individuals, corporations, partnerships, and non-profit tax organizations.
Jennifer graduated from Duquesne University with a bachelor’s degree in business administration with a concentration in accounting. A CPA since 1987, she is also a member of the Pennsylvania Institute of Certified Public Accountants.
Explore Jen's Blog Posts
- Single Audits/Federal Audits/OMB A-133 Audits | Which is it? What is it? And Determining Who Needs One.
Ron Marling, CPA
Prior to the aquisition, Ron Marling was a co-founder of Seachrist & Associates, A.C. and principal engagement partner in the audit division, having served clients in audit and consulting services since 1982.
Ron's area of specialization include the audits of not-for-profit organizations, organizations requiring single audits under the OMB issued Uniform Guidance for Federal Awards, audits in accordance with Generally Accepted Auditing Standards, audits of ERISA plans, and audits of Low Income Tax Credit Limited Partnerships.
Ron received a Bachelor of Business Administration with a major in Accountance from Ohio University and obtained his Certified Public Account certification in 1983.
Ron has a strong belief in community service and duty to country as an Army veteran. His community involvement has included: Past President of the Wheeling Chapter of the West Virginia Society of Certified Public Accountants, Past President for Family Services – Upper Ohio Valley including member of the board for nine years, Past President Wheeling Lions Club, Past President of the Bellaire High School Alumni Association, Served four (4) years on the Bellaire Local Board of Education including one year as President, Currently, Chairman of the Board for the Bellaire High School Endowment Fund, Currently, Chairman of the Board for the First United Methodist Church of Bellaire.
Robert J. McKown, CPA
Bob is a Manager and the Firm Administrator. He brings over 30 years of diversified experience in public accounting, financial institutions, manufacturing, government and not for profit entities. Bob utilizes his managerial, computer and analytical problem-solving skills to provide consulting, including computer technology, tax, and audit services to the firm's clients.
Bob is an alumnus of a big-five accounting firm and became a CPA in 1993. He holds a bachelor's degree in accounting from Robert Morris University.
Bob is a member of the American and Pennsylvania Institutes of CPAs and is active in its Student Relationship Committee. He is serving his 20th year as a Councilman for the Borough of Whitehall, is its President and has chaired numerous of its committees. He has also been Trustee and Treasurer of Whitehall Borough Public Library. Bob serves as a Director and Vice Chairman of the Medical Rescue Team South (emergency medical service provider), is its past Chairman and has chaired its Legal and Finance Committee. Bob is a Director and Treasurer of the Friends of Whitehall Library; and past Director on the South Hills YMCA Board of Management. In addition, Bob is a past Director and President of the Brentwood Baldwin Whitehall Chamber of Commerce and is currently Treasurer of the Brentwood Business Owners Association. As an active community person, Bob has also has been involved with Baldwin High School's Music Patron Organization and the Baldwin-Whitehall PTA.
Stacey L. Schroeffel, MST , CPA
Stacey Schroeffel joined the firm in 2013 as a Senior Manager in the Tax & Compliance department. Stacey has experience at regional accounting firms where she was a Tax Manager. She provided preparation and review of Federal, State and Local tax returns for individuals, non-profit, and corporate clients.
Stacey received her Bachelor of Science in Business Administration with a major in Accounting from the Indiana University of Pennsylvania and her Master’s of Science in Taxation from Robert Morris College.
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Matthew B. Sarver, CPA
Matt was promoted to Senior Manager in the Audit & Assurance Department in July 2019. He spends the majority of his time providing auditing services to clients in a variety of industries including nonprofit organizations, manufacturing, and professional services. In addition to his normal managerial responsibilities related to the audit and accounting engagements assigned to him, Matt will be responsible for assisting with the firm’s quality control areas and his specialty areas which include ERISA plans and HUD audits.
Matt is a Magna Cum Laude graduate of Robert Morris University with a Bachelor’s of Science degree in Accounting. In addition, Matt became a certified public accountant in 2009.
Read Matt's Most Recent Blog Posts:
Charles R. Dotchin, CPA
Chuck began at the firm in January, 2020 in the Audit and Attestation department with the acquisition of the audit and attestation practice of Seachrist & Associates. He spends his time providing audit services to not-for-profit organizations, organizations requiring single audits, ERISA plans, and Low Income Tax Credit Limited Partnerships. Chuck is a graduate of Robert Morris University with a Bachelor's of Science degree in accounting.
Rita R. Day
Rita was hired in 2007 as the Office Manager of the firm. Rita's responsibilities include functions in finance and accounting, personnel and human resources, marketing/practice management and development, and general administration. She has a variety of experience working with companies in industries including education, service, technology, and manufacturing organizations, providing services similar to what her current responsibilities entail. Rita holds a Commonwealth of Pennsylvania Notary Public Commission. Rita is an active member of the Brentwood Business Owners Association and the Brentwood Baldwin Whitehall Chamber of Commerce.
Lauri A. Lisanti, MAcc, CPA, CPS
Lauri was promoted to Senior Manager within the Business & Consulting Services department in December 2018. She spends the majority of her time providing business, accounting, and computer software consulting to clients in a variety of industries including nonprofit organizations, manufacturing, retail and professional services. Lauri’s responsibilities include the installation of and training for accounting software, annual maintenance and upgrades of software, technical support, accounting services both on-site and off-site and payroll services. Lauri has extensive knowledge of several “off-the-shelf” accounting software packages, such as Peachtree and all versions of QuickBooks, including Enterprise Solutions. Lauri also assists on audits, prepares compiled and reviewed financial statements and corporate tax returns. In addition, Lauri is also a certified payroll specialist and QuickBooks ProAdvisor in both desktop and online versions.
A member of the firm since 2003, Lauri is a graduate of Chatham University with a Master of Accounting degree, where she graduated summa cum laude. Lauri also graduated from Robert Morris University with a Bachelor of Science degree in Business Administration and a Bachelor of Science degree in Accounting, where she graduated Magna Cum Laude. Lauri became a Certified Public Accountant in 2014.
Lauri is a member of the Brentwood Baldwin Whitehall Chamber of Commerce Women’s Networking Group and the Fox Chapel Branch of the American Association of University Women.
Read Lauri's Most Recent Blog Posts:
- QuickBooks Tips | Transferring Data to Your Accountant
- QuickBooks Tips | Managing Cash Flow Using the Vendor Center
- QuickBooks Tips | How to Fix Duplicate List Items
Endie (Tao) He, CPA
Tao joined the firm in 2020 as a Manager in the Tax Department. He has experience in both the private sector and with a Big Four Accounting Firm. He is currently assisting the Firm with providing services to family and closely held businesses as well as their owners. Tao also assists international clients who are not American citizens or residences. Tao specializes in construction, real estate, manufacturing, and distribution industries.
Tao received his Bachelor of Science in Business Administration/Accounting from the University of Pittsburgh. Outside of work Tao is a committee member of HEARTH to help single parents and their children to fight against domestic violence. In addition to Hearth, he is a public speaker for Pittsburgh local charities, including the Pittsburgh Chinese Cultural Festival Center (PCCC). Tao is a Board member of PCCC, and the Founding and Board member of the Asian American Leadership Forum (AALF).
Tao serves as executive director and speaker for Midwest USA Chinese Chamber of Commerce, Pittsburgh office to promote Chinese/Asian Culture inclusion and diversity initiatives. Please feel free to contact Tao If you need a speaker for your company’s Chinese/Asian culture diversity and inclusion training.
Gregory F. Plachecki
Greg joined the firm in December 2018 as a Supervisor in the Tax & Compliance department. A graduate of Xavier University in Cincinnati, Ohio, Greg has an MBA in Finance (2015) and a BSBA in Accounting (2011). Prior to joining our firm he gained three years experience with a national accounting firm and gained several years experience working in the private sector.
Michael S. Templeton
Michael Templeton is a Senior Staff Consultant in the Tax & Compliance department. Michael works closely with our Partner Group, in providing tax and accounting services that best meet their diverse needs. He has experience serving public accounting firms in the area of taxation. Michael provides specialized tax services, planning, and research to individuals and businesses in a wide variety of industries. Michael graduated from West Virginia University in 2004 with a bachelor’s degree in accounting and began his career at GBAC in November 2006.
Paul T. Steinmetz
Paul was promoted to Senior Consultant effective July, 2019. Paul began his career at the Firm as a Staff Consultant in the Audit and Accounting and Tax Groups in 2014. He spends the majority of his time providing auditing and attestation services to a variety of clients. Paul received a Bachelor of Arts in Accounting from Penn State Erie, The Behrend College in May 2014.
Haylie graduated summa cum laude in 2016 from La Roche College with a dual Bachelor of Science Degree major in Accounting and Management. She began her career as an intern with GBACO in 2016. In 2017 Haylie was hired as a full-time Staff Consultant for the Audit and Accounting department. Haylie was promoted to Senior Consultant in July, 2020.
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Wendy L. Bauman
Wendy is a business systems consultant in the Consulting Group of Goff Backa Alfera & Company, LLC. In this capacity, Wendy spends the majority of her time providing business and computer software consulting to clients in a wide variety of industries, including nonprofit organizations, manufacturing, retail and professional services. Wendy’s responsibilities include the installation of and training for accounting software, annual maintenance and upgrades of software, technical support, bookkeeping services both on-site and off-site, as well as preparation of payroll related tax returns. Wendy has extensive knowledge of several “off-the-shelf” accounting software packages including but not limited to Peachtree Complete, QuickBooks Pro (all levels and versions), Real World, Mas 200, Business Works and Mind Your Own Business (MYOB).
Wendy became the firm’s first employee when she was hired in 1988 as the firm’s administrative assistant. Since that time, Wendy has taken the initiative to become very proficient in providing the services noted above to many of the firm’s clients.
Suhao Zhang, MAcc, MMIS
Suhao was hired in January, 2020 as a Staff Consultant for the Audit & Accounting Department. Suhao graduated from Juniata College with a Bachelor of Science Degree in Accounting.
Suhao also completed a Master of Science in Accounting (MAcc) and a Master of Science in Management Information Systems (MMIS) at the University of Pittsburgh, Joseph M. Katz Graduate School of Business.
Michael A. Valentine
Michael joined the firm with the acquisition in 2020. He is part of the Audit & Assurance Department in the firm. Michael spends the majority of his time working on audits of non-profit organizations and low income tax credit limited partnerships.
Michael is a graduate of West Liberty University.
Dawn was hired in 2017 as an Administrative Specialist for the firm. Dawn provides valuable assistance to the partners and staff by utilizing her interpersonal and organizational skills to greet clients and provide administrative support. She has a variety of experience working with companies in industries including consulting, architectural & design, construction and non-profit.
Lacey N. Latta
Lacey's is a Staff Consultants with the firm. She began her employment after graduating from Slippery Rock University with a major in Accounting and Finance; Lacey was President of the Accounting Society, Student Ambassador of the Institute of Internal Auditors, Member of the Institute of Management Accountants, Pittsburgh Chapter, Campus Student Ambassador for Becker, and a graduate of the First Year Leadership Program.
Lacey's prior experience includes an accounting internship at Ellwood Quality Steel.
Paige M. Harlan
Paige was hired as an intern in January 2020 and began full-time employment with the firm in July, 2020 as part of the Audit & Assurance Department in the firm. Paige works on audits of non-profit organizations and low income tax credit limited partnerships.
Paige is a graduate of Geneva College.
Traci was hired in September, 2017 as an Administrative Specialist for the firm. Traci assists the partners and staff during busy season and with special projects.