Tina Puri
CPA
About Tina
Industry & Service Expertise
Articles
Tina is a manager in Assurance and Advisory Services where she primarily focuses on serving manufacturing clients and employee benefit plans. Tina’s responsibilities include coordinating engagements and working closely with staff in executing, supervising and reviewing engagements. She also has experience with performing technical accounting research and internal controls compliance.
Specializations
- Employee Benefit Plans
- Financial Reporting
- Manufacturing
Education
- Bachelor of Commerce in Accounting, Shri Ram College of Commerce, University of Delhi, India
Certifications
- Certified Public Accountant
Professional and Civic Memberships
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
CliftonStrengths
- Relator
- Deliberative
- Empathy
- Strategic
- Arranger
Industry Experience
Manufacturing & Distribution
Service Experience
Advisory
Audit
Audit & Accounting
Audit Reviews & Compilations
Employee Benefit Plans
Employee Benefit Plan Audits: What It Is and When You Might Need One
Background The Employee Retirement Income Security Act of 1974 (ERISA) requires that certain companies offering employee benefit plans must have their plan audited annually. The audit reports not only on the plan’s financial standing but the process can also. Read More >>
When Bad Things Happen to Good Plans: Preventing errors with eligible compensation plans
For even the most well-intended and conscientious plan sponsor, the complex rules and regulations regarding retirement plans can result in the occasional error in administration or operation. Operational errors are made while carrying out the plan in accordance with. Read More >>
Multiple Employer Plans: DOL Ruling May Provide U.S. Workers with Greater Access to Retirement Plans
Employer-sponsored retirement savings plans are a proven means for helping working Americans meet their financial needs after they exit the workforce. Some employers would like to offer their workers a retirement plan, but they’re discouraged by concerns related to. Read More >>