Marcum LLP

Ted Bokios


CPA*
 
Ted  Bokios, Partner, Assurance
Partner
Assurance
*Licensed by the State of Illinois
 

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Chicago, IL 60661

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Ted Bokios is a partner in the Firm’s Assurance Services division and a member of the Food and Beverage Services group in Marcum’s Chicago office.

For more than 20 years, Mr. Bokios has focused on small and middle-market companies and closely held family businesses, providing accounting, assurance, tax planning, operational consulting, and training services. His assurance expertise includes compilations, reviews, and audits of financial statements.

Mr. Bokios brings a highly customized approach to his client’s needs. This enables him to assist entrepreneurial start-up companies navigate the complex challenges associated with launching a business, including accounting best practices, payroll, budgeting, income and sales tax compliance and planning, and retirement and succession planning. He is also proficient at providing operational analysis to help companies enhance internal controls and improve profitability, as well as guidance on the implementation of new accounting standards.

In addition, Mr. Bokios provides transactional services related to mergers and acquisitions, including agreed upon procedures and consulting. He has worked with clients in a wide variety of industries. He also has expertise in manufacturing and distribution, long-term healthcare, professional services, and not-for-profit. For manufacturing and distribution companies, he has subject matter expertise with inventory valuation issues, including overhead allocations and cost of goods sold and gross margin analysis. For long-term healthcare facilities, he has subject matter expertise with financial statement audits of facilities with HUD Section 232 loans and guidance regarding compliance requirements related to the HUD program. For not-for-profits, he has provided guidance related to restricted contribution classification.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Illinois CPA Society
  • Trusted Advisors Council
Subject Matter Expertise

Inventory Valuation
HUD Section 232 Audits

Practice Focus

Food and Beverage
Manufacturing & Distribution
Not-for-Profit
Long-Term Healthcare Facilities

Education

Bachelors in Accounting
DePaul University

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