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Rocco Surace

Rocco Surace

Firm Ambassador

Rocco works with clients in various industries, directing the client service teams for the recurring financial statement and tax needs, as well as tending to the long-term needs as a go-to confidant.

His client services are focused on TOC Based process improvement services, succession planning, financial and tax due diligence in acquisitions and divestitures, and holistically based process improvement services.

Rocco in internationally known for his focused consulting disciplines that were developed from training and leading projects with and for some of the world leaders: Jonah designation from the Avraham Y. Goldratt Institute, process based cost management with the concept developers of activity Based Costing and, business processed based re-engineering through training with Dr. Michael Hammer obtaining his Certificate of Mastery in Re-Engineering.

Rocco considers himself very fortunate to have learned directly from Dr. Eli Goldratt, the father of TOC. He served as North American Regional Director for Goldratt Consulting from 2004 through 2006.

Professional Affiliations

  • AICPA
  • NYSSCPA
  • TOCICO

Credentials

  • CPA
  • ABV
  • CFF
  • CGMA
  • Jonah

Community Involvement

  • Eastern Niagara Chamber of Commerce
  • Buffalo Niagara Partnership
  • Niagara University
  • Eastern Niagara Hospital