Mills, Potoczak & Company is a full service public accounting firm that provides a variety of "non-traditional" services.
- Our firms mission is:
We deliver high quality services to the market place efficiently, creatively, and on time.
The market place includes everyone that we come in contact with or otherwise may rely on our services.
Our services will be delivered by individuals who have an opportunity to experience a successfully balanced professional and personal life.
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MPC is owned by Mark G. Mills and William M. Potoczak. Mills, Potoczak & Company are members of the AICPA SEC Practice Section, Ohio Society of Certified Public Accountants. MPC is a founding member of the Viatical & Life Settlement Association of America and other organizations.
Our services are provided in an open and welcoming atmosphere in which all individuals point of view, convictions, beliefs and relationships are considered when providing services.
Mark G. Mills, CPA Resume
- Background:
23 years of experience in public accounting including traditional and non-traditional services to advertisers, architects and engineers, automotive suppliers, chemical companies, contractors, distribution, fast food, hotel and lodging, law firms, leasing, market research, manufacturing, plastics, printing, publishing, real estate, software, and transportation and logistics companies.
Concentration in providing "CFO" consulting services including:
Operating and long-term budgets
Strategic and business plans
Training classes in financial matters
"Work-out" and debt restructuring
Preparing and reviewing loan memoranda to obtain financing
Locating financing and leasing sources
Designing accounting procedures
Compliance with SEC reporting requirements
Business succession and other "exit" strategies
Merger and acquisition assistance (for both buyers and sellers)
On-going financial and business advice to management and owners
Education and experience:
Ohio University, 1977, BBA in Accounting
Certified Public Accountant, since 1980
Price Waterhouse 1977 1987 (senior manager, 1985)
Laventhol & Horwath 1987 1990 (principal, 1990)
Mills, Potoczak & Company 1991 present (principal, 1991)
Affiliations:
Member, American Institute and Ohio Society of CPAs
Member, National Register of Whos Who in Executives & Professionals
Trustee, and former Chairman of Easter Seals of Northeast Ohio
William M. Potoczak, CPA Resume
- Background:
Bill has 20 years of experience in public accounting and has responsibility for client service and administrative functions of the firm. Bill provides traditional accounting and audit services. In addition, Bill is responsible for the "gate keeper" services for the Viatical and life services area. Bill provides services in the manufacturing, not-for-profit, Viatical and employee benefit plan environment.
Education and experience:
Cleveland State University, 1980, Bachelors of Business Administration, Accounting
Certified Public Accountant License, State of Ohio, 1980
Kopperman & Wolf Company, Certified Public Accountants, 1979 to 1985
Ernst & Young, 1985 to 1991, Senior Manager
Mills, Potoczak & Company, Principal, since 1991
Affiliations:
Board member and Treasurer of the Aids Task Force of Cleveland
Federal Club member of the Human Rights Campaign
Recent past president and board member of the Lesbian/Gay Community Service Center of Cleveland
United Way Allocation Panel
Senior member of the Cleveland Yachting Club
Ohio Society of Certified Public Accountants
American Institute of Certified Public Accountants
© Copyright 2008 Mills, Potoczak & Company. All rights reserved.
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