Patricia R. Giudici CPA

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Patricia is a shareholder in the Audit and Assurance Services practice. She began her public accounting career in 2004 and joined the firm in 2016. She has experience in serving a diverse group of privately owned companies within the technology, distribution and logistics, manufacturing, real-estate and employee benefit plan industries, including significant experience in working with start-up companies. She has multiple years of experience working with private equity and venture capital backed companies. Patricia has a broad depth of experience in the areas of revenue recognition, complex debt and equity transactions and inventory costing. Patricia is responsible for planning and managing the execution of the assurance engagement, oversight of the preparation and review of the financial statements and audit reports, and technical matters. She is the leader of the Schneider Downs ERISA practice in addition to serving in the Emerging Technology and Private Equity practices. She has completed numerous projects relating to implementing new accounting standards for clients. She is also a frequent speaker on technical topics to both internal and external groups.

Patricia is committed to providing exceptional client service by providing the highest level of service to clients to ensure client satisfaction.

Education

B.S.B.A.—Accounting, Clarion University of Pennsylvania, minor in Information Systems

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants
Graduate—Leadership Development Initiative XX Graduate
Advisory Council Member—Standing Firm
Board Member—Bethlehem Haven
Member—Association for Corporate Growth (ACG), Pittsburgh Chapter and
ACG Pittsburgh Women’s Executive Committee
Member—Planning Committee, St. Jude’s Pittsburgh Gala

Do you have a hobby/personal passion?
I love to read and spend time with family and friends.

What was the best advice you’ve ever received?
Be yourself. This world is made up of so many unique individuals. It’s ok to be who you are.

Who is your role model?
My parents. They taught me from a very early age to work for what you want in life. They both instilled a set of values in me and my siblings that I live by each and every day.

If you could go back in time, what advice would you give your college self?
Relax. Continue to work hard to achieve everything you want, but there are lessons to be learned in life if the road you thought you were going to take is not a straight road. Embrace the curves and the bumps.

What is the best or most interesting thing about your career? Do you have a “motto”? (spoken or unspoken)
I live by the golden rule – treat others the way you want to be treated yourself. That’s a lesson that I learned from a very early age and try to always live by.

When you have an hour of free time, what do you like to do?
Read. I am a huge fan of fiction books. Anything that you would normally grab to read on a plane or a beach. I love to explore new coffee shops and sit and read while enjoying my favorite drink – coffee of course!

Do you have advice for young professionals?
Absorb as much as you can from as many different people that you can learn from. Never be afraid to ask questions. Always welcome every new opportunity with open arms because you never know what that opportunity may lead to. Also, do not try to be someone that you are not. Be yourself. One of the greatest experiences that I have had working in public accounting is working with individuals that have different perspectives and think outside of the box.

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big problem:

I’d be happy to discuss your company’s retirement plan. Email me directly here.

big thinking:

A not-for-profit client out of 401(k) compliance.

Shareholder Jason Lumpkin serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

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