Margaret (Margie) Alf dedicates her practice to the highly technical specialization in employee benefit plan audits. She is a deeply knowledgeable subject resource for both clients and fellow firm associates. Margie takes an educational approach to her engagements to help clients strengthen their internal controls associated with employee benefit plans. She has a keen organizational eye, and offers insightful observation on controls and other matters.

Her goal is to help her clients achieve the best plan oversight possible. Clients recognize and appreciate Margie’s flexibility and service on their engagement. Margie also participates in the firm’s Quality Control Committee, conducting internal inspections to maintain quality control. She is responsible for developing training guidelines to ensure that CSH employees maintain their strong knowledge base.

WHAT CLIENTS SAY ABOUT MARGIE:

“Margie is always very kind and attentive and makes my life much easier during our benefit plan audits. She consistently helps answer questions that are probably outside of the audits, and if she doesn’t know the answers, she finds someone else at the firm who can help. I couldn’t imagine completing these audits without her.”

CERTIFICATIONS & LICENSURE

CPA – States of Ohio and Kentucky

PROFESSIONAL AFFILIATIONS

Ohio Society of Certified Public Accountants
American Institute of Certified Public Accountants
AICPA Employee Benefit Plan Quality Center

COMMUNITY INVOLVEMENT

Finance Committee, Greater Cincinnati Council for Pets Helping People
Planned Giving Committee, CET
Community Service Advisory Council, CET

EDUCATION

BSBA (Accounting), University of Cincinnati

Contact Information

Phone: (513) 241-3111
Fax: (513) 241-1212
Email: malf@cshco.com

Contact Margaret R

GUIDANCE FROM Margaret R