Westchester's Most Influential Women: Roberta Bernhardt

the number cruncher
Roberta Bernhardt

Photo by Stefan Radtke

 

Roberta Bernhardt, CPA, is one of just 11 women partners in the 106-partner accounting firm Citrin Cooperman & Co., LLP. The company has 475 employees in the tri-state area, and was acknowledged as one of the Top 100 Firms in 2010 and 2011 by Accounting Today.

- Advertisement -

Working from the White Plains office, Bernhardt, with more than 25 years in the business, is known as the advisor to those managing finances for the first time—e.g., teaching young people just starting out in their careers and divorcees or widows who find themselves in charge of an estate. “I’m teaching many how to manage family business and how to plan ahead for the next generations,” she says. “Most people overlook the psychological aspects to accounting. It’s not just number crunching—there are people skills that go into it as well.”

It was in 1978 that Bernhardt decided to return to school to become a CPA. She joined a small accounting firm and became a partner shortly thereafter. She tripled the size of the practice and eventually merged with Citrin Cooperman in 2001. The firm is the fourth largest accounting firm in Westchester and is ranked the 28th largest accounting firm in the United States by Inside Public Accounting. Bernhardt specializes in succession planning and estate and trust planning and business consulting both domestically and internationally.

 

Our Best of Westchester Readers' Ballot is open through January 15!

Our Women in Business Awards event is November 21!

Our Best of Business event is October 30!

Our CEOs & Business Leaders Golf Outing is August 5!

Our Best of Westchester Party is July 24!

Our Westchester Home Design Awards event is June 26!

Our Wine & Food Festival returns June 4-9!

Our Wunderkinds event takes place on May 23!

Our Best of Business Ballot is open through May 15!

Our Healthcare Heroes Awards event takes place on May 9!

Our Westchester Home Builders Awards take place on April 4!

Our Diversity, Equity & Inclusion Forum is March 14!

Unveiled: A Boutique Bridal Brunch is February 25!

Holiday flash sale ... subscribe and save 50%

Limited time offer. New subscribers only.