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Karl Dostal, CPA, CFP, CHBC
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Professional Experience
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Mr. Dostal has been with Cooney Faulkner & Stevens since its founding in 1999 and was promoted to partner four years ago. Prior to joining CFS, he served as a controller in the manufacturing industry. His industry experience includes professional service, manufacturing, technology and real estate. Services include tax planning, projections, research and compliance; financial statement preparation and forecasts; estate planning; financial retirement and education planning; multi-state taxation consulting and compliance; business valuations; merger and acquisition analysis; litigation support and general business consulting.
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Specialty
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Mr. Dostal has provided outsourced CFO services primarily in the medical profession assisting with financial statement preparation, compensation agreements, board of directors meetings, internal controls and accounting procedures, assistance with bank financing as well as overhead and profitability analysis.
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Education
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B.B.A. University of Cincinnati
M.B.A. Xavier University, Taxation
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Certifications
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Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
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Professional Associations
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American Institute of Certified Public Accountants
Ohio Society of Certified Public Accountants
National Society of Certified Healthcare Business Consultants
Ohio Medical Group Management Association
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Community Involvement
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Pro Seniors, Board of Directors
YMCA Youth Athletic Coach and Mentor
Accounting for Kids Volunteer
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