Project Description

Email
(585) 697-9650

Ann Montgomery, CPA

Principal
Rochester, NY

AREAS OF SPECIALTY
Technical accounting and implementing new pronouncements
Lease accounting
Stock-based compensation
Purchase accounting
Bank refinancing

Ann Montgomery is a principal in Insero’s Technical Accounting Services Group with over 20 years of experience. 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
Finance Committee Member, Hillside Family of Agencies

PERSONAL SIDE
Ann resides in Webster, NY, with her husband, daughter, and puppy. In her free time Ann enjoys visiting her son in NYC, trying new restaurants with friends and spending time in her yard.

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