Ann Montgomery, CPA
Partner
Rochester, NY
AREAS OF SPECIALTY
Technical accounting – research and implementation
Lease accounting
Stock-based compensation
Acquisition – due diligence and purchase accounting
Bank financing and other treasury functions
Financial projections and modeling
Ann Montgomery is a partner in Insero’s Technical Accounting Services Group with over 20 years of experience in both public accounting and industry. She has guided corporations through implementing complex GAAP pronouncements, mergers and acquisitions, bank negotiations, and conversion of equity compensation plans. Ann has a track record of contributions leading to improved financial performance, heightened productivity, and enhanced internal controls, and provides detailed analysis to her clients to help meet their financial goals.
EDUCATION
St. John Fisher College, Bachelor of Science in Accounting
CERTIFICATIONS
Certified Public Accountant – New York
PROFESSIONAL ORGANIZATIONS
American Institute of Certified Public Accountants
BOARD/COMMUNITY INVOLVEMENT
Board Member, Hillside Family of Agencies
PERSONAL SIDE
Ann resides in Webster, NY, with her husband, daughter, and dog. In her free time, Ann enjoys visiting her son in NYC, trying new restaurants with friends, and spending time in her yard.