Hoberman & Lesser CPAs, LLP - Business information form

2024
Business dimensions
Total gross annual turnover (revenue) in USD equivalent for the last completed financial year
$5,300,000.00
Date of end of financial year to which turnover and all data in this form refers
31st December 2023
Please confirm that this turnover covers all branches and associated subsidiary firms which offer services to members and their clients, directly or indirectly
Yes
Number of Partners/Principals
3
Number of Partners/Principals who are women
0
Number of professional staff other than Partners/Principals. Professional staff means permanent employees of your firm qualified to carry out audit, accounting, tax advisory or consulting services.
15
Number of staff who are women
3
Number of other staff. Those not included in Partners/Principals or professional staff above.
3
Number of offices
1
Areas of service
Service Approximate % of turnover in the last financial year English speaking key contact for this area
Audit and assurance 20% Steven Lesser
Accounting 10% Robert Hoberman
Tax 45% Robert Hoberman
Legal 0% not filled
Business advisory 20% HOBERMAN & LESSER
Other services, if any (please list here and give total %)
Management Consulting 5% Robert Hoberman
Total - all services (must be 100%) 100%
Principal contacts
Name Email
Person responsible for marketing Robert Hoberman [email protected]
(MGI Worldwide members only) - Person responsible for MGI network, Quality Assurance and Audit Independence Brian Levenstein [email protected]
Person responsible for Information Technology Robert Hoberman [email protected]
Detailed audit service profile
Type of audit client No. of client Total fee income (in USD for your last full financial year)
All audit clients 20 $860,000.00
Audit clients which have branches, subsidiaries or parent companies outside your country 0 $0.00
Public Interest Entity* audit clients, except listed companies 0 $0.00
Audit clients listed on a stock exchange in your own country 6 $500,000.00
Audit clients which are subsidiaries of companies listed on a stock exchange in another country 0 $0.00
International profile
What is the main language of your firm (internally and with domestic clients)?
English
Number of public key contacts listed in this directory for your firm
1
Please confirm that all public Key Contacts listed in the directory offer fluent English.
Yes
Does your telephone operator/receptionist speak English?
Yes
What is the maximum time you allow in firm to respond to enquiries from fellow members?
24 hours
Outward business exchange
How much business did you send to other members (in your country and abroad, including referrals) in the last financial year (gross fees in USD equivalent). In many cases this is likely to be a best estimate or even a guess based on the fees you would charge for the service. Include repeat business from referrals in previous years.
$0.00
Approximately how much of this was to members in your country?
0
To members outside your country?
0
Inward business exchange
How much business did you receive from other MGI Worldwide members in the last financial year (gross fees in USD equivalent), domestic and international?
$155,000.00
How much of this total inward business was repeat business from previous years?
$155,000.00
Approximately how much of this total inward business was from members in your country?
0
From members outside your country?
100
From which countries abroad, if any, did you receive business? Please list
various
Please list which MGI Worldwide meetings* were attended by members of your firm in the last calendar year
We attended conference in Copenhagen
Licensing and regulatory information
Accountants

Yes

Membership number/reference
NY, NJ, CT, TX
Auditors

Yes

Membership number/reference
not filled
Tax advisors

Yes

Membership number/reference
not filled
Other profession

Yes

Specify which
Life insurance
Membership number/reference
not filled
Is your firm subject to an external quality control review?
Yes
If your answer was No, how do you ensure your quality standards?
not filled
If your answer was Yes, how often does the external review take place?
3
What is (are) the name(s) of the reviewing organisation(s)?
Buchbinder, Tunick and Co.
What was the date of your last external review?
30th June 2021
Professional indemnity
Is Professional Indemnity Insurance available in your country?
Yes
If YES, is it obligatory?
Yes
Do you carry Professional Indemnity (PI) insurance?
Yes
Comments, if any, on PI
not filled
Comments
Explanatory comments, if needed, on this information from the member firm or from MGI Worldwide
2023
Business dimensions
Total gross annual turnover (revenue) in USD equivalent for the last completed financial year
$4,900,000.00
Date of end of financial year to which turnover and all data in this form refers
31st December 2022
Please confirm that this turnover covers all branches and associated subsidiary firms which offer services to members and their clients, directly or indirectly
Yes
Number of Partners/Principals
3
Number of Partners/Principals who are women
0
Number of professional staff other than Partners/Principals. Professional staff means permanent employees of your firm qualified to carry out audit, accounting, tax advisory or consulting services.
11
Number of staff who are women
3
Number of other staff. Those not included in Partners/Principals or professional staff above.
3
Number of offices
1
Areas of service
Service Approximate % of turnover in the last financial year English speaking key contact for this area
Audit and assurance 20% Steven Lesser
Accounting 10% Robert Hoberman
Tax 45% Robert Hoberman
Legal 0% not filled
Business advisory 20% HOBERMAN & LESSER
Other services, if any (please list here and give total %)
Management Consulting 5% Robert Hoberman
Total - all services (must be 100%) 100%
Principal contacts
Name Email
Person responsible for marketing Robert Hoberman [email protected]
(MGI Worldwide members only) - Person responsible for MGI network, Quality Assurance and Audit Independence Steve Lesser [email protected]
Person responsible for Information Technology Robert Hoberman [email protected]
Detailed audit service profile
Type of audit client No. of client Total fee income (in USD for your last full financial year)
All audit clients 20 $860,000.00
Audit clients which have branches, subsidiaries or parent companies outside your country 0 $0.00
Public Interest Entity* audit clients, except listed companies 0 $0.00
Audit clients listed on a stock exchange in your own country 6 $500,000.00
Audit clients which are subsidiaries of companies listed on a stock exchange in another country 0 $0.00
International profile
What is the main language of your firm (internally and with domestic clients)?
English
Number of public key contacts listed in this directory for your firm
1
Please confirm that all public Key Contacts listed in the directory offer fluent English.
Yes
Does your telephone operator/receptionist speak English?
Yes
What is the maximum time you allow in firm to respond to enquiries from fellow members?
24 hours
Outward business exchange
How much business did you send to other members (in your country and abroad, including referrals) in the last financial year (gross fees in USD equivalent). In many cases this is likely to be a best estimate or even a guess based on the fees you would charge for the service. Include repeat business from referrals in previous years.
$0.00
Approximately how much of this was to members in your country?
0
To members outside your country?
0
Inward business exchange
How much business did you receive from other MGI Worldwide members in the last financial year (gross fees in USD equivalent), domestic and international?
$126,000.00
How much of this total inward business was repeat business from previous years?
$57,000.00
Approximately how much of this total inward business was from members in your country?
0
From members outside your country?
100
From which countries abroad, if any, did you receive business? Please list
various
Please list which MGI Worldwide meetings* were attended by members of your firm in the last calendar year
We attended conference in Copenhagen
Licensing and regulatory information
Accountants

Yes

Membership number/reference
NY, NJ, CT, TX
Auditors

Yes

Membership number/reference
not filled
Tax advisors

Yes

Membership number/reference
not filled
Other profession

Yes

Specify which
Life insurance
Membership number/reference
not filled
Is your firm subject to an external quality control review?
Yes
If your answer was No, how do you ensure your quality standards?
not filled
If your answer was Yes, how often does the external review take place?
3
What is (are) the name(s) of the reviewing organisation(s)?
PCAOB, AICPA
What was the date of your last external review?
30th June 2018
Professional indemnity
Is Professional Indemnity Insurance available in your country?
Yes
If YES, is it obligatory?
Yes
Do you carry Professional Indemnity (PI) insurance?
Yes
Comments, if any, on PI
not filled
Comments
Explanatory comments, if needed, on this information from the member firm or from MGI Worldwide
2022
Business dimensions
Total gross annual turnover (revenue) in USD equivalent for the last completed financial year
$4,200,000.00
Date of end of financial year to which turnover and all data in this form refers
31st December 2021
Please confirm that this turnover covers all branches and associated subsidiary firms which offer services to members and their clients, directly or indirectly
Yes
Number of Partners/Principals
4
Number of Partners/Principals who are women
0
Number of professional staff other than Partners/Principals. Professional staff means permanent employees of your firm qualified to carry out audit, accounting, tax advisory or consulting services.
10
Number of staff who are women
-
Number of other staff. Those not included in Partners/Principals or professional staff above.
3
Number of offices
1
Areas of service
Service Approximate % of turnover in the last financial year English speaking key contact for this area
Audit and assurance 20% Steven Lesser
Accounting 10% Robert Hoberman
Tax 45% Robert Hoberman
Legal 0% not filled
Business advisory 20% Robert Hoberman
Other services, if any (please list here and give total %)
Management Consulting 5% Robert Hoberman
Total - all services (must be 100%) 100%
Principal contacts
Name Email
Person responsible for marketing Robert Hoberman [email protected]
(MGI Worldwide members only) - Person responsible for MGI network, Quality Assurance and Audit Independence Steve Lesser [email protected]
Person responsible for Information Technology not filled not filled
Detailed audit service profile
Type of audit client No. of client Total fee income (in USD for your last full financial year)
All audit clients 20 -
Audit clients which have branches, subsidiaries or parent companies outside your country 0 -
Public Interest Entity* audit clients, except listed companies 0 -
Audit clients listed on a stock exchange in your own country 3 -
Audit clients which are subsidiaries of companies listed on a stock exchange in another country 1 -
International profile
What is the main language of your firm (internally and with domestic clients)?
English
Number of public key contacts listed in this directory for your firm
-
Please confirm that all public Key Contacts listed in the directory offer fluent English.
-
Does your telephone operator/receptionist speak English?
Yes
What is the maximum time you allow in firm to respond to enquiries from fellow members?
24 hours
Outward business exchange
How much business did you send to other members (in your country and abroad, including referrals) in the last financial year (gross fees in USD equivalent). In many cases this is likely to be a best estimate or even a guess based on the fees you would charge for the service. Include repeat business from referrals in previous years.
-
Approximately how much of this was to members in your country?
0
To members outside your country?
-
Inward business exchange
How much business did you receive from other MGI Worldwide members in the last financial year (gross fees in USD equivalent), domestic and international?
-
How much of this total inward business was repeat business from previous years?
$0.00
Approximately how much of this total inward business was from members in your country?
-
From members outside your country?
-
From which countries abroad, if any, did you receive business? Please list
not filled
Please list which MGI Worldwide meetings* were attended by members of your firm in the last calendar year
We attended conference in Dubai
Licensing and regulatory information
Accountants

Yes

Membership number/reference
NY, NJ, CT, TX
Auditors

Yes

Membership number/reference
not filled
Tax advisors

Yes

Membership number/reference
not filled
Other profession

Yes

Specify which
Life insurance
Membership number/reference
not filled
Is your firm subject to an external quality control review?
Yes
If your answer was No, how do you ensure your quality standards?
not filled
If your answer was Yes, how often does the external review take place?
3
What is (are) the name(s) of the reviewing organisation(s)?
PCAOB, AICPA
What was the date of your last external review?
30th June 2018
Professional indemnity
Is Professional Indemnity Insurance available in your country?
Yes
If YES, is it obligatory?
Yes
Do you carry Professional Indemnity (PI) insurance?
Yes
Comments, if any, on PI
not filled
Comments
Explanatory comments, if needed, on this information from the member firm or from MGI Worldwide
not filled