
Lawrence P. Montgomery
CPA*
*Licensed by the Commonwealth of Pennsylvania
About Lawrence
Lawrence Montgomery, IV is a partner in the Assurance Services division of the Firm’s Philadelphia office. He works closely with both publicly-held and privately owned businesses. He has experience providing SEC compliance and reporting services, consulting, and due diligence services for merger and acquisition transactions. Lawrence is often involved in providing companies assistance with complex technical accounting issues and works primarily with clients in a wide variety of industries including manufacturing and distribution, service, contractors, transportation and financial services.
Lawrence is a member of the firm’s national Audit Efficiency Committee and Revenue Recognition SEC Task Force Committee. He is also the co-editor of Marcum’s Capital Markets newsletter, the firm’s monthly online publication that covers current issues and events in the public marketplace.
In addition, he has extensive experience using IDEA data extraction software which assists in improving the efficiency and quality of assurance engagements. He also is involved in preparing presentations and instructing internal CPE courses at the firm.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
Practice Focus
Assurance
SEC Reporting
Employee Benefit Plan Audits
Due Diligence
Industry Focus
Manufacturing, Retail & Distribution
Financial Services
Transportation
Alternative Investments
Cannabis Industry
Education
Bachelor of Science, Business Administration
Duquesne University
Awards & Recognitions
Young Leaders Award (Formerly 40 Under 40), PICPA, 2013
CPA & ESQ Award-Rising Star, Smart CEO, 2015
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