Renato A. Zeppi, CPA, CFE Audit & Accounting Services Partner
Renato A. Zeppi is an Audit & Accounting Services Partner at Grassi. Renato is responsible for overseeing audits of family and closely held businesses, as well as audits of employee benefit plans maintained by both commercial and nonprofit entities. He has more than 40 years of public accounting and auditing experience, including seven years with the national firm of RSM.
Renato has significant experience conducting audits for both private equity groups and privately owned commercial entities in the manufacturing, wholesale, distribution, and retail industries. In this capacity, he has advised company management in planning and accounting for financial and financial-related technical issues, mergers and acquisitions, cash flow projections, IFRS accounting and transitioning into international territory, due diligence reviews over company asset and stock valuations, intangible impairment determination, accounting for share -based compensation, and review of complex tax accruals.
Renato also has extensive expertise conducting full-scope and limited-scope audits of employee benefit plans, including 401k, 403(b) and union-based health and welfare defined benefit and defined contribution plans. He has assisted Plan Administrators and their management teams in understanding the complex fair value reporting and disclosure requirements. He has also advised plan management in resolving internal control deficiencies and compliance findings and other issues of concern to both the Department of Labor and the Internal Revenue Service.
Renato has also overseen the quality control process in the local Boston office, performing QC reviews each year and assisting in the peer review process for the last seven years.
Renato is a member of the American Institute of Certified Public Accountants (AICPA), the Massachusetts Society of Certified Public Accountants (MassCPAs), and the Association of Certified Fraud Examiners (ACFE).
Renato received his Bachelor of Science in Business Administration degree from Northeastern University.