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Heidi Dreyfuss, CPA

Manager

Biographical Information:

Heidi Dreyfuss, a Senior Manager at WilkinGuttenplan, has over 30 years of experience in public accounting. She divides her time between accounting, auditing, and tax matters, focusing on closely-held businesses and their owners in various industries. She provides various services to clients, including audits, reviews, compilations, agreed-upon procedures, consulting accounting, and tax services.

She has a broad base of clients and has worked with development-stage companies, US-based wholly-owned subsidiaries of foreign companies, and companies in the professional services, technology & life sciences, manufacturing and distribution, financial services, and real estate industries, as well as not-for-profit organizations and employee benefit plans. Heidi also has experience working with high-net-worth individuals as well.

Professional and Civic Achievements

  • Member of the New Jersey Society of Certified Public Accountants (NJCPA)
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Former Member of TechUnited
  • QuickBooks ProAdvisor
  • Treasurer, New Jersey Scholars Program

Education:

Heidi graduated with a Bachelor of Science in Business Administration (magna cum laude) from Rider University. She continues her education through regular continuing professional education (CPE) and educational seminars.

Licenses and Certifications:

  • CPA License: New Jersey
  • Certified Financial Planner ®
  • Certified Information Technology Professional Designation (CITP)
  • Chartered Global Management Accountant Designation (CGMA)

Practice Areas:

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Heidi Dreyfuss, CPA, CFP®, CITP, CGMA

Senior Manager

Biographical Information:

Heidi Dreyfuss, a Senior Manager at WilkinGuttenplan, has over 30 years of experience in public accounting. She divides her time between accounting, auditing, and tax matters, focusing on closely-held businesses and their owners in various industries. She provides various services to clients, including audits, reviews, compilations, agreed-upon procedures, consulting accounting, and tax services.

She has a broad base of clients and has worked with development-stage companies, US-based wholly-owned subsidiaries of foreign companies, and companies in the professional services, technology & life sciences, manufacturing and distribution, financial services, and real estate industries, as well as not-for-profit organizations and employee benefit plans. Heidi also has experience working with high-net-worth individuals as well.

Professional and Civic Achievements

  • Member of the New Jersey Society of Certified Public Accountants (NJCPA)
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Former Member of TechUnited
  • QuickBooks ProAdvisor
  • Treasurer, New Jersey Scholars Program

Education:

Heidi graduated with a Bachelor of Science in Business Administration (magna cum laude) from Rider University. She continues her education through regular continuing professional education (CPE) and educational seminars.

Licenses and Certifications:

  • CPA License: New Jersey
  • Certified Financial Planner ®
  • Certified Information Technology Professional Designation (CITP)
  • Chartered Global Management Accountant Designation (CGMA)

Practice Areas: