Accounting Intern Scholarship Program Finishes Its Third Year

2014 Accounting Intern Scholarship Program interns

(l-r) The 2014 AISP interns: Gergana Tsvetkova, Corey Lettieri, Meghan Creed, Michael Bolnick, Ashley Barak, Tim Reichert, Sandra Ramirez, Sean Tews, Matt Wydra, Tim Martin

The Accounting Intern Scholarship Program (AISP) finished its third year on July 24, 2014. To celebrate, the ten interns joined representatives from all six participating firms at Arlington International Racecourse for an afternoon of fun and networking. The Weltman Bernfield team is pleased to be part of this program.

AISP accepts eight to ten interns each summer. The interns spend time at each participating firm and meet dozens of professionals. Upon completion of the program, each intern receives a $2,500 scholarship paid directly to their university. This unique program’s continued success is due to the collaboration of partners and staff at all six firms: Weltman Bernfield; Porte Brown; The Hechtman Group; BIK & Co.; Brown, Kaplan + Liss; and Horwich Coleman Levin. Everyone involved contributed a great deal of time and effort, which all of the interns greatly appreciated.

Here are comments from several of the interns:

“Thank you so much for devoting a great deal of your time to the AISP Program. I really appreciate the effort put forth in teaching me many of the necessary skills needed to work in a CPA firm. I have so much knowledge to take away from the program that I would have never learned in school.” – Meghan Creed

Getting the chance to participate in the AISP program was definitely a unique learning experience. I was exposed to so much of the accounting profession that I knew nothing about before. The opportunity to use the various software, meet accounting professionals, and interact with the other interns was great. I enjoyed the hands-on work and I feel that this internship is great at bridging the gap between the accounting theory we learn in school versus accounting in the real world. Every one of the professionals I worked with was helpful and genuinely answered any questions I had. I strongly recommend this program for any accounting major looking to apply classroom knowledge and gain real world experience.” – Sandra Ramirez

“AISP gave me a great idea of what it’s like to work in public accounting, and now I’m excited to do just that. I loved being able to work with six different firms in the program. All the participants were incredibly helpful and I know I will greatly benefit from what I learned as I start my career.” – Tim Martin

“AISP not only covers a great deal of accounting material, but also gives you a great idea of what the average day of an accountant is like. Everyone involved with the program was extremely knowledgeable, friendly, and willing to help. This program is a great medium between the classroom and the working world, and I would recommend it to anyone interested in pursuing a career in accounting.”-Sean Tews  

“Being a part of AISP has been an amazing experience. I have learned so much and have been able to apply the book knowledge I learned in school to the practical accounting we were exposed to both during training and when there was shadowing. My favorite aspect was the large amount of practical knowledge I gained. I now know what it is like to be a CPA and the tasks that are done on a day-to-day basis. I also loved going to the six different firms and being able to experience the differences in cultures. Being a part of AISP has shown me what it is like to be a CPA and where I want my career to take me.” – Ashley Barak

The firms also appreciate the effort shown by the interns and have started interviews for employment. At least one intern from 2014 has accepted an offer, which makes seven interns so far from the past three years who have found employment with a participating firm.

July 2014 Tax Tips, Scam Warnings, Updates & More

June 2014 General Client Newsletter

Relax this summer…

Did you extend your filings from March? The next corporate tax deadline is September 15 if you are a calendar year end with extended filings.

Avoid any last minute rush and make your life simpler with an “imaginary” deadline. Make time now to gather the necessary documents, set August 15 as the date to send us your paperwork and see how stress-free the rest of your summer is. Enjoy Labor Day while other business owners are thinking about the fast-approaching September 15 deadline.

Let us know how we can be a resource for you. We always look forward to hearing from you.

Also in this month’s issue:


June 2014 Midyear Tax Tips, Updates & More

June 2014 General Client Newsletter

In this month’s issue:

Fulfilling Dreams…

Larry Adler Rides Route 66 and Raises Money for Jewish Education

Larry Adler at the Launching PadRiding Route 66 has been a longtime dream of Larry Adler, CPA, member, Weltman Bernfield. This year, he fulfilled that dream and used the 2,448-mile ride as a fundraiser for another of his passions—Chicagoland Jewish High School (CJHS). Larry and his wife, Angie, began their trip in Chicago on May 6, arrived in Santa Monica on May 20 and, in the process, raised $30,000 for Jewish education through CJHS. Continue reading

Rich Kane Selected as “2014 Top 100 ProAdvisor”

Rich Kane, CPA, Advanced QuickBooks ProAdvisorWeltman Bernfield LLC is pleased to announce that Rich Kane, CPA, Weltman Bernfield, is included in the  Intuitive Accountant first annual “Top 100 ProAdvisor” list. This list recognizes the leading consultants who have embraced the QuickBooks ProAdvisor program and have leveraged it in order to serve their clients better and grow their own businesses.

Rich Kane selected as an Intuitive Accountant Top 100 ProAdvisor 2014

The Top 100 were selected from the tens of thousands of ProAdvisors in the country. The selection process started with a call for nominations. Then, there was a scoring based on multiple factors and, finally, an open vote in which over 2,000 peers voted. After Intuitive Accountant compiled the scores, Rich was one of the Top 100. Click here for the full list.

Part of the Weltman Bernfield team since January 2011, Rich is an Advanced QuickBooks ProAdvisor, a member of the Intuit Trainers/Writers Network and Accountants Today Executive Research Council, a Certified Xero Partner and a Chicago Intuit Brand Ambassador. He is experienced in all facets of accounting, including client accounting and tax, and works with clients on day-to-day transactions. Rich graduated from Northeastern Illinois University with a bachelor’s degree in business and Loyola University with a master’s degree in Business Administration.

The 2014 Accounting Intern Scholarship Program Begins…

We are proud to participate in the the 2014 Accounting Intern Scholarship Program (AISP) for the third year. This year’s session started on June 3, 2014, with an orientation session at Ravinia Green Country Club. After an informal meet and greet over breakfast, the interns received a general overview of the eight-week program. Throughout the program, the interns will spend time at each of the six participating firms learning the ins and outs of life at small to midsize CPA firms.


During “speed meeting” sessions, interns were able to talk individually with partners and staff from the six participating firms.

Following the overview, the interns took part in “speed meeting” where they moved from table to table to talk with staff members and partners from the six participating firms. This allowed for both the firms and the interns to get to know each other in a more intimate setting. As an added plus, some of the staff from the different firms were alumni from previous AISP sessions who could answer additional questions about the program.

“This is the second year that we’ve used the speed meeting format,” says Lisa Chester, AISP coordinator and marketing manager for Weltman Bernfield. “Many of the interns have said that they like this format because it gives them individual time with each firm and gives them a chance to meet people before going to the actual firm.”

The 2014 AISP interns: (front row, l-r) Sandra Ramirez, Gergana Tsvetkova, Ashley Barak, Meghan Creed, (backrow, l-r) Corey Lettieri, Tim Reichert, Tim Martin, Michael Bolnick, Sean Tews and Matt Wydra.

The 2014 AISP interns: (front row, l-r) Sandra Ramirez, Gergana Tsvetkova, Ashley Barak, Meghan Creed, (back row, l-r) Corey Lettieri, Tim Reichert, Tim Martin, Michael Bolnick, Sean Tews and Matt Wydra.

This year’s interns are:

  • Ashley Barak, Judson University
  • Michael Bolnick, Bradley University
  • Meghan Creed, Elmhurst College
  • Corey Lettieri, Illinois State University
  • Tim Martin, Roosevelt University
  • Sandra Ramirez, DePaul University
  • Tim Reichert, Roosevelt University
  • Sean Tews, Elmhurst College
  • Gergana Tsvetkova, University of Illinois at Chicago
  • Matt Wydra, Trinity Christian College

Learn more about AISP at