O'CONNELL & COMPANY LLC HOME ABOUT OUR FIRM SERVICES CONTACT TAX TOOLS NEWS FINANCIAL GUIDES GLOSSARY LINKS PORTAL ABOUT US About Our Firm O’Connell & Company is a continuation of Robert A. O’Connell & Co. which was founded by George R. O’Connell’s father during the 1930’s. Our objective is to provide quality accounting services to a broad spectrum of clients at reasonable fees. We pride ourselves on the personal service we bring to each and every client. Over the last decade, O’Connell & Company has grown primarily through client referrals. Since 2015, O’Connell and Company has successfully acquired two accounting firms focused on providing tax and business services to individuals and closely held private companies. O’Connell & Company provides quality accounting and tax services to a wide spectrum of clients. Our expertise ranges from complex audits, reviews, and financial statement preparation to complex tax management and accounting services. Our commitment to service is why O’Connell & Company is a recognized leader in providing accounting and tax services to a vast array of clients including: Private Primary & Secondary Educational Institutions Closely-held Private Companies Real estate investment and development partnerships Restaurants Retail operations Physician and medical practices Colleges & Universities Individual, Partnership, and Corporate Tax Returns Private aircraft partnerships Religious Organizations Social Service Organizations Health and Wellness Organizations Business Associations By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards is the reason our client base returns year after year and is our main source of referrals for new clients. Our Mission We believe the quality of accounting service emanates from the people who actually perform the service. At O’Connell & Company, each client and each engagement is treated individually and must be regarded as important to the overall success of the firm. We strive to be a trusted resource for our clients, helping them achieve their goals. Providing quality services to our clients requires that all personnel must be proficient in general accounting skills, information technology, and have knowledge of the client's industry and any specialized accounting required. Providing quality professional accounting services also requires that the person providing the services have solid interpersonal skills along with a broad business background. This enables them to assist clients by being a resource for business planning and decision making, for developing sound and practical accounting and reporting systems and controls. Our Members GEORGE R. O'CONNELL George R. O'Connell, CPA is our Senior Director and President. Following his graduation from the then Saint Joseph's College, George began his career in 1964 with Robert A. O'Connell and Company. During his career he has served hundreds of clients in a variety of industries, including banking, retail sales, wholesalers, construction, manufacturing, hospitals, private schools, foundations, colleges, religious orders, and many more. He founded O'Connell & Company in 1985 as a continuation of Robert A. O’Connell and Company. George’s hobby is coaching. He has coached baseball, basketball, and soccer. For over thirty years he has been the head coach of the Immaculate Conception Parish CYO cross country and track and field teams. George serves as a board /committee member and director for a number of nonprofits, including, the Audit Committee for the Archdiocese of Philadelphia, and Coordinator for the Archdiocese of Philadelphia CYO Track and Field Program. ROBERT J. McNAMEE, III Robert McNamee, CPA graduated from West Chester University of Pennsylvania in May, 2001 with a Bachelors of Science degree in Accounting with a minor in Finance. Bob began working for O’Connell and Company in July, 2001 and was quickly promoted to senior accountant. Bob obtained his CPA license in 2007, and in August, 2009, Bob was promoted to director. Bob has years of public accounting experience working on audits, reviews and consulting engagements for nonprofit organizations including colleges and universities, private high schools and grade schools, religious orders, and social service organizations. Bob is the Treasurer for local nonprofit, Citizens and Police Together, and is a commissioner for Abington Roychester Baseball Association. Bob enjoys coaching youth sports, and has spent the past ten years coaching youth baseball and basketball in his community. TERENCE M. O'CONNELL Terence O'Connell, CPA first worked for O'Connell & Company as a intern in the summer of 2001. Terence attended Saint Joseph's University, obtaining a bachelor's degree in Accounting with a minor in Philosophy in May, 2004. Following graduation, Terence worked at PricewaterhouseCoopers. Terence began his career with O'Connell & Company in November 2005. Terence specializes in audits, reviews and compilations for private academies and high schools, small, closely held corporations and partnerships, religious institutions, and health and welfare nonprofits. Terence is an avid track and field fan, having run at Saint Joseph's University and Bishop McDevitt High School. He serves as the Starter and Committee Member for the Archdiocese of Philadelphia Cross Country Program, a volunteer coach for the Immaculate Conception & Corpus Christi Parish CYO Cross Country and Track and Field Programs, and administers the website for the Archdiocese of Philadelphia Cross Country and Track and Field programs. Our Directors KENNETH LINE Kenneth Line, CPA, MBA obtained his bachelor’s degree in 2000 and his MBA from Saint Joseph’s University in 2006. Ken’s career has spanned private and public accounting, including experience as Chief Financial Officer of a privately held security alarm company; President and Chief Financial Officer of a charter airline; a multi-location restaurant group; a real estate development group; and a private equity group. Ken has extensive experience in providing tax and assurance services to a wide range of individuals, privately held partnerships, corporations, and trusts. He has expertise in handling complex federal and multi-state tax issues, as well as estate planning and consolidated corporate filings. MICHAEL GLEMSER Michael Glemser, CPA graduated from Philadelphia University in May, 1995 with a Bachelor’s of Science degree in Accounting. Michael has over twenty years of public accounting experience, which includes audits, reviews and consulting engagements for privately held partnerships and corporations, nonprofit organizations; including social service organizations and religious institutions. Michael has extensive experience in preparation of individual, corporate, partnership, estate and trust, and nonprofit tax filings. Michael joined O’Connell & Company in January, 2015 following the merger of his firm, Glemser & Holmes. Our Tax & Auditing Manager STEPHANIE KLUG Stephanie Klug, CPA graduated from LaSalle University in May, 2007. Stephanie spent two and half years working in the tax department at PricewaterhouseCoopers before becoming a member of the O’Connell and Company staff. Stephanie has extensive experience in personal and corporate tax returns for small closely held businesses and partnerships as well as audits, reviews and consulting engagements for not-for-profit organizations including religious orders, private high schools and grade schools, social service organizations. © 2021 O'Connell & Company LLC All Rights Reserved. Web Builder CS: Websites for Accountants