About
Rogers, Lynch & Associates LLC |
| Memberships
* Code of Conduct * Quality
Control * Experience
|
Rogers, Lynch &
Associates LLC was founded in 1989
by Penny Rogers Lynch Baumer and Patrick M. Lynch
to provide fraud awareness and education, forensic
accounting, litigation support, financial, management,
risk management, and ABL consulting services, auditing
software and continuing education to: the commercial
finance industry, publicly held business entities,
attorneys, and closely held business entities.
|
ABL
&Financial/Management Consultants |
Patrick
M. Lynch
CPA, CFE, DABFA, CrFA,
CPCU, CLU, ChFC, ARM, AFSB, AIC, ARe
Managing Member |
Penny
Rogers Lynch Baumer
CFE, DABFA
Managing Member |
MEMBER:
AMERICAN INSTITUTE OF CPAs
| TENNESSEE SOCIETY OF CPAs | SOCIETY OF LOUISIANA
CPAs | |
OUR
STAFF HOLDS MEMBERSHIP IN THE FOLLOWING: |
American Institute of CPAs
|
Society of Chartered Property and Casualty Underwriters |
Tennessee Society of CPAs
|
Association of Certified Fraud Examiners |
Society of Louisiana CPAs
|
American College of Forensic Examiners |
American Society of Chartered Life Underwriters and
Chartered Financial Consultants |
OUR
STAFF HOLDS THE FOLLOWING
PROFESSIONAL & ACADEMIC DESIGNATIONS: |
|
CPA Certified
Public Accountant |
ARM Associate
In Risk Management |
|
CFE
Certified Fraud
Examiner |
ARe Associate
in Reinsurance |
|
ChFC Chartered
Financial Consultant |
AIC
Associate In Claims
|
|
CPCU
Chartered Property & Casualty
Underwriter |
AFSB
Associate In Fidelity & Surety
Bonding |
|
CLU
Chartered
Life Underwriter |
MS TAXATION
Master Of Science In Taxation
|
|
MBA
Master In Business Administration |
CrFA Certified
Forensic Accountant |
DABFA
Diplomate Of
The American Board Of Forensic Accounting |
|
|
I. Responsibilities
In carrying out their responsibilities as professionals,
firm members should exercise
sensitive professional and
moral judgment in all their activities.
|
II.
The Public Interest
Firm members should
accept the obligation to act in a way
that will serve the public interest, honor the public
trust, and demonstrate commitment
to professionalism.
|
III. Integrity
To maintain and broaden
public confidence, firm members
should perform all professional responsibilities
with the highest sense of integrity.
|
IV.
Objectivity & Independence
Firm members should
maintain objectivity and be free of conflicts of
interest in discharging professional responsibilities.
|
V.
Due Care
Firm members
should continually strive to improve competence
and the quality of services, and discharge professional
responsibilities to the best of the their ability.
|
VI.
Client Data
Firm members shall
not disclose any client information without the
specific consent of the client.
|
|
Our #1 strategic goal is "to provide the highest
quality professional service to our clients".
We are committed to being the quality provider of
ABL, forensic accounting, financial management,
risk management consulting services as well as auditing
software and continuing education seminars.
|
Procedures |
|
Employee Procurement --
Minimum of 5 yrs. experience & appropriate Education.
|
| Staff
Development --
CPE objective as part of the annual evaluation process.
|
| Project
Review: |
Report
is subject to Management review before presentation
to client.
|
Client
is called while engagement is in process & follow-up.
|
Follow-up
questionnaire if bank approves.
|
| Communication: |
ASAP
If problem is identified
|
Results
within 2 days of field work completion.
|
Formal
report within one week of field work completion
|
|
Our
Professional Staff Has Extensive Experience In The
Following Industries: |
Manufacturing
|
Retail
|
Property & Casualty Insurance
|
Auto Dealership
|
Insurance Premium Financing
|
Employee Leasing
|
Healthcare
|
Telecommunication
|
Construction
|
Airline
|
Electrical Public Utilities
|
Trucking
|
Wholesale
|
Mortgage Warehousing
|
Service Companies, e.g., companies
providing consulting services on an hourly fee
basis. |
|
