Craig Stevens, CPA

Title
Partner

Contacting Craig
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Personal Quote

“TBG has always had a philosophy of providing “& More” services. By going above and beyond the level and quality of service provided by our competitors, TBG has been able to grow and provide opportunities for all employees of the Firm. But more importantly, TBG has been able to develop a client base that benefits from the services provided by a team of professionals that truly cares about each client’s needs and concerns.”

Background & Experience

Craig is a Partner on TBG's Not for Profit/Tax Exempt Team, serving entities ranging from fine arts to municipalities. He has earned a well-deserved reputation for helping his clients maximize the funding they are eligible for and alerting them to opportunities for new sources of funding and support. Craig has extensive experience in both financial and compliance auditing.

In addition to providing the highest possible level of quality and responsiveness to his client’s accounting and compliance needs, Craig views his role as bringing the firm’s & More mission to life by providing access to relevant TBG services and by helping his clients network and establish contacts that will further serve in pursuit of their company’s charter or responsibilities.

Prior to joining The Bonadio Group in 1991, Craig spent five years in a national accounting firm. His experience has included providing professional services to a variety of tax-exempt, governmental, and healthcare clients.

Education

• B.A. - College of the Holy Cross
• M.B.A. - Clarkson University

Licensed

• New York

Industry & Service Expertise

• Tax-exempt, governmental, ambulatory facilities, and investment management firms
• Audits, general consulting services, tax-exempt tax returns, cost report certifications, investment performance attestations

Professional and Community Service Involvement

• Urban League of Rochester, Board Member and Treasurer
• Government Finance Officers Association (GFOA)
• Community Health Care Association of New York State (CHCANYS)
• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants
• Not-for-Profit Organization Committee
• United Way of Greater Rochester Young Leaders

Firm Teams & Committees

• Not-for-Profit/Tax-Exempt Team
• Audit Committee

On the Personal Side

Craig and his wife Patty have two young children, Maddy and Charlie. Craig enjoys golf and is a general sports enthusiast.