Derek W. Smith, CPA, CFE, CISA

Manager 
[email protected] 
877-691-6850 Ext. 102

Derek serves as Manager in charge of the firm’s Client Advisory and Accounting Services where he works closely with clients in providing outsourced accounting and advisory services in various industries.  Derek is the resident QuickBooks/tech expert and can get to the bottom of any issue in QBO and other accounting-related tech applications. He also provides audit and attest, tax, and business advisory to non-profit, business entities  and individuals. Derek worked in his family’s owned business prior to his professional career as a CPA.

Practice Areas

Accounting Outsourcing
Business and Financial Consulting
Financial Statement Services
Tax Preparation and Advisory
Fraud Prevention and Investigations

Licenses and Designations

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Certified Information and Systems Auditor (CISA)

Education

  • Mount St. Mary’s University – Bachelor of Science, Accounting, Forensic Accounting and Information Systems

Skills

  • QuickBooks Certified ProAdvisor
  • Audit Command Language (ACL) via Galvanize (Diligent) Software
  • IDEA® Data Analysis Software
  • Basic Python Coding Language
  • Basic Java Coding Language
  • Tableau
  • CANVAS Workpaper Software
  • Microsoft (MS) Office Suite
  • TeamMate Data Software

 Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of CPAs (MACPAS)
  • Association of Certified Fraud Examiners (ACFE)

 Community Leadership and Involvement

  • International Association of Approved Basketball Officials (IAABO)
  • Catoctin Youth Association (CYA)
  • Guardian Hose Company (GHC)
  • Lions Club

Personal Interests

Derek enjoys all outdoor activities and is an avid skier. He also enjoys hiking, basketball, lacrosse, and biking.