Administrative Department

Debbie is the company's Firm Administrator. She is the direct supervisor of the firm's Administrative department. In addition, she is directly responsible for the procedures by which we internally process the materials and documents that we receive from, and that we produce for, our clients. She joined our firm as a secretary in 1995, and her exceptional organizational skills, resourcefulness, and dedication to improving the Administrative department has contributed significantly to the success of our firm.

Areas of responsibilities: supervision of administrative services, development of internal policies and procedures, client billing and vendor payable management, human resources, supervision of electronic filing services for tax department, client contact management.

Accounting & Tax Departments

Michael BlankenBecler, CPA
Telephone: (614) 475-7560 ext.410 Email: mikeb@blankenbecleradvisors.com

Mike is the president and sole owner of the firm. As the president, he is actively involved in the overall management of the firm. In addition, he is directly responsible for the firm's Individual Tax Services department, and the firm's Financial & Retirement Planning Services department. He received his Ohio certified public accountant license in 1982, and in 1984 founded the accounting firm that has evolved to become BlankenBecler Advisors. He received his Ohio registered investment representative license (series 6) in 2000.

Areas of expertise: individual and business taxation, business consulting, new business start-up development, financial and retirement planning, tax audit representation.

Memberships: Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants, Association of Certified Fraud Examiners.

Jon is one of the firm's staff accountants. He received his Michigan certified public accounting license in 1997. He moved to Ohio and joined our firm in 2002, subsequently receiving his Ohio certified public accounting license. He is primarily responsible for providing a variety of accounting, tax and consulting services to our clients. In addition, he has a thorough understanding of the areas of pension, profit sharing, and other retirement plans for business owners. His extensive experience with doctors, dentists, and other health care professionals qualify him to be an exceptional advisor to our clients in those industries.

Areas of expertise: general business accounting and reporting, healthcare industry accounting and reporting, individual and corporate income taxes, payroll taxes, retirement plan administration.

Memberships: Ohio Society of Certified Public Accountants, Michigan Association of Certified Public Accountants, American Institute of Certified Public Accountants.

Lisa is one of the firm's staff accountants. Since joining our firm in 2000, she has been responsible for providing a variety of accounting, bookkeeping and payroll services to our clients. In addition, she also prepares draft financial statements and draft tax returns (for review by senior accountants). Her experience and exceptional analytical skills allow her to be very effective at the reconciliation of client accounting system transactions, and the resolution of client tax reporting compliance issues. In 2002, she received her accreditation as a Certified Quickbooks® ProAdvisor, which uniquely qualifies her to offer the highest quality one-on-one training for our clients' bookkeeping staff.

Areas of responsibilities: accounting, bookkeeping and payroll services, Quickbooks® software installation and training services, draft preparation of tax returns, research and resolution of tax compliance issues, client staff bookkeeping training services.