Heidi Caton, CPA, CFE

Personal Quote

“Bonadio is a dynamic company that has achieved phenomenal growth: we have grown from a 54 person firm 12 years ago when I started, to a 325 plus firm, and yet we still maintain that "family feel". We work hard every day to provide the most in-depth and innovative ideas along with best service in the industry.”

Background & Experience

Heidi joined Bonadio in 1997 and is the partner in the firm's Commercial Division and a member of the Construction Companies Team.  In her tenure with Bonadio Heidi has worked with a number of distributors, mortgage lenders and construction companies.  She provides a full range of accounting and tax services to a variety of privately held small to medium sized businesses including financial statement audits and reviews, tax planning, succession planning, debt placement, overhead analysis, forensic accounting and litigation support services.

As an integral part of the Construction Companies Team, Heidi is responsible for coordinating and conducting training of the Bonadio staff members who work with our construction industry clients, keeping them at the forefront of the industry's critical accounting, tax and business management issues.

Prior to joining Bonadio, she did a short stint for Paychex in the corporate accounting department just after college, but before finding her true calling at Bonadio.

Education

• B.S. - Accounting, State University of New York at Brockport

Licensing & Certifications

• CPA, New York
• CFE (Certified Fraud Examiner)

Service Expertise

• Financial statement preparation
• Tax planning
• Business reorganization
• Debt placement
• Cash flow management
• Forensic accounting
• Strategic planning
• Succession planning

Professional and Community Service Involvement

• Construction Financial Management Association, Treasurer - Greater Rochester, NY Chapter
• Association of Certified Fraud Examiners
• Associated Builders and Contractors, Inc
• State University of Brockport Advisory Board
• American Institute of Certified Public Accountant

On the Personal Side

Heidi and her husband Rick have three teen age children: Amber, Brandi and Stephen. In her spare time, you might find Heidi

on the baseball field…an avid softball player for many years, she is the most senior member of the co-ed Bonadio softball team and she prides herself on keeping up with the twenty somethings

on the water…an enthusiastic kayaker, Heidi and her husband annually kayak in the Florida Keys (last year completing a 20 mile open ocean trip), have kayaked down the Colorado River and are hoping to kayak in the Galapagos Islands

on the golf course…practicing her game of golf