Jack Schaefer, CPA
Partner
jschaefer@matherandcompany.com
EXPERIENCE:
Jack has over 40 years of public accounting experience (10 years with an international accounting firm) in business consulting; corporate and individual taxation; audits of non-public entities; audits of employee benefit plans; business valuations; mergers and acquisitions; and budgeting/forecasting. He has significant experience working with businesses in various industries including retail, services, and wholesale, restaurants, manufacturing, healthcare, financing, textile, equipment leasing, insurance, import/export, construction, not-for-profit, government, and employee benefit plans. Jack serves as the firm’s Director of Accounting and Auditing and liaison with the AICPA’s Employee Benefit Plan Audit Quality Center.
EDUCATION & ACHIEVEMENTS:
Certified Public Accountant (CPA) designation – 1984
Certified Valuation Analyst (CVA) designation – 1995-2007
University of Louisville, Bachelor of Science, Accounting, High Honors – 1981
Greater Louisville, Inc. CEO Strategic Planning Program, Planning Partner – 1998
Community Health Charities of Kentucky, Inc. – Former Treasurer and Finance
Committee Chairman
Woods of St. Thomas Homeowners’ Association – Former Finance Committee Chairman
Congressional Candidate Campaign Committee – Former Treasurer
Former Louisville Small Business Development Center Instructor
Kentucky Society of CPAs Peer Review Committee – Former member
PROFESSIONAL AFFILIATIONS:
American Institute of Certified Public Accountants
Kentucky Society of CPAs
