MANAGER, AUDIT AND ASSURANCE GROUP
CHAD A. BERTRAND
Chad is responsible for all aspects of audit engagements, from planning and performing the fieldwork to analysis of high-risk areas.
With extensive experience in all elements of accounting and business management, Chad has valuable insight into the industries he serves, with a primary focus on financial institutions, broker-dealers, and registered investment advisors. He conducts audits of private and public companies in accordance with U.S. generally accepted auditing standards, as well as standards of the Public Company Accounting Oversight Board. Chad has SEC experience with public reporting companies, which includes assisting clients with filings under the 1933 and 1934 Acts, reporting requirements for Sarbanes-Oxley, COSO Internal Control – Integrated Framework (2013) compliance, and obligations under the Investment Advisers Act of 1940.
Chad maintains excellent client relations and is dedicated to preparing and coordinating the financial statement audit to exceed client expectations. He works with clients to help them thoroughly understand and work through various complex accounting and financial matters that impact their business.
Meet Our People
MICHAEL A. ZENO
Analyzing today's risk and tomorrow's opportunities.
Subscribe to the S.R. Snodgrass
newsletter now.
MANAGER, AUDIT AND ASSURANCE GROUP
CHAD A. BERTRAND
Chad is responsible for all aspects of audit engagements, from planning and performing the fieldwork to analysis of high-risk areas.
With extensive experience in all elements of accounting and business management, Chad has valuable insight into the industries he serves, with a primary focus on financial institutions, broker-dealers, and registered investment advisors. He conducts audits of private and public companies in accordance with U.S. generally accepted auditing standards, as well as standards of the Public Company Accounting Oversight Board. Chad has SEC experience with public reporting companies, which includes assisting clients with filings under the 1933 and 1934 Acts, reporting requirements for Sarbanes-Oxley, COSO Internal Control – Integrated Framework (2013) compliance, and obligations under the Investment Advisers Act of 1940.
Chad maintains excellent client relations and is dedicated to preparing and coordinating the financial statement audit to exceed client expectations. He works with clients to help them thoroughly understand and work through various complex accounting and financial matters that impact their business.
Meet Our People
MICHAEL A. ZENO
Analyzing today's risk and tomorrow's opportunities.
Subscribe to the S.R. Snodgrass
newsletter now.
MANAGER, AUDIT AND ASSURANCE GROUP
CHAD A. BERTRAND
Chad is responsible for all aspects of audit engagements, from planning and performing the fieldwork to analysis of high-risk areas.
With extensive experience in all elements of accounting and business management, Chad has valuable insight into the industries he serves, with a primary focus on financial institutions, broker-dealers, and registered investment advisors. He conducts audits of private and public companies in accordance with U.S. generally accepted auditing standards, as well as standards of the Public Company Accounting Oversight Board. Chad has SEC experience with public reporting companies, which includes assisting clients with filings under the 1933 and 1934 Acts, reporting requirements for Sarbanes-Oxley, COSO Internal Control – Integrated Framework (2013) compliance, and obligations under the Investment Advisers Act of 1940.
Chad maintains excellent client relations and is dedicated to preparing and coordinating the financial statement audit to exceed client expectations. He works with clients to help them thoroughly understand and work through various complex accounting and financial matters that impact their business.