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Kimberley Waite CPA*

Partner - Assurance
Three Men Standing
 
111 S. Pfingsten Road
Suite 300
Deerfield, IL 60015

847.282.6408
kim.waite@marcumllp.com
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*Licensed by the State of Illinois

Kimberley Waite is a partner in the Firm's Assurance Services division and a member of the Employee Benefit Plan group. She joined Marcum in 2015 via the Firm's merger with Frost, Ruttenberg, & Rothblatt P.C., one of the largest full-service accounting firms in the Chicago region.

Ms. Waite honed her auditing skills after joining FROST in 1991, with a particular emphasis on employee benefit plans, not-for-profit organizations, common interest realty associations and healthcare organizations. Additional clients include HUD projects, professional services firms and schools. She specializes in keeping up-to-date on the latest developments and technical issues, and regularly counsels her not-for-profit clients on financial issues and industry trends to help them operate more efficiently.

Clients attribute their long-term relationships with Ms. Waite to her technical expertise, above the call-of-duty client service and detail-oriented analytical skills. Her technical acumen and commitment to training earned her membership on the FROST's Quality Control Committee.

She is a frequent speaker on accounting and audit issues for Common Interest Realty Associations through Community Association Institute. She has also spoken on not-for-profit topics for the Illinois CPA Society and at healthcare conferences for LeadingAge Michigan.

Among her accomplishments, Ms. Waite:
  • Improved the business office processes and procedures for a not-for-profit client, resulting in substantial savings.
  • Uncovered an investment firm accounting error that recovered a substantial sum of money for a homeowners association account.
  • Counseled a retailer on how to significantly reduce its tax liability.
  • Reviewed loan commitments from different banks for a group of skilled care facilities to ensure the covenants were attainable and that the terms were favorable.
Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • DFK International - Not-for-Profit Committee, Employee Benefits Committee, A&A Committee
  • Illinois CPA Society - Not-for-Profit Committee, former member and past chair;
  • CPA Endowment Fund of Illinois Board of Directors
Articles, Seminars & Presentations
  • Can You Be the Biggest Loser? Let's Figure Out How To Trim The Fat Out of Your Budget, Fall 2012
  • So you Think Your Association's Assets Are Safe - Are You Sure?, Common Interest, 2010
  • Assessment Collections: A Challenge for Associations, Common Interest, 2009
  • Compilation, Review, Audit: Which is Best for Your Association?, Common Interest, 2006
Subject Matter Expertise

Employee Benefit Plan Audits
Not-for-Profit Audits
Common Interest Realty
Association Audits
Healthcare Organizations
Accounting and Audits
HUD Audits

Practice Focus

Employee Benefit Plans
Not-for-Profit Organizations
Common Interest Realty Associations
Healthcare Organizations
HUD Projects
Professional Services Firms
Schools

Education

Bachelor of Science, Accounting
University of Illinois

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