Chad joined KDP in 2022 as a Senior Manager in Advisory Services and was quickly promoted to Director in 2023. Chad was born and raised in Oregon, attending Oregon State University, and graduating with a B.S. in Accounting. Following graduation in 2004, he joined Grant Thornton in Portland, Oregon, where he focused on audit and advisory services for a variety of publicly traded and privately held clients in the technology and manufacturing sectors.
After his time at Grant Thornton, he worked in various Financial Reporting and Accounting roles, including a decade of expertise in SEC Reporting for companies of all sizes across a range of industries, such as Transportation, Power and Utilities, Consumer Goods, and Life Sciences. Throughout his SEC Reporting tenures, he has prepared SEC Forms 10-K, 10-Q, 11-K, and 8-K, consolidated financial information from various global entities, collaborated with leading external audit firms to support financial statements, notes, and MD&A while ensuring internal control compliance, consolidated financial data from multiple ERP systems to produce internal monthly management reports, led the implementation of new Accounting Standards (including ASC 606, Revenue, and ASC 842, Leases), oversaw the treasury accounting function, recorded accounting entries and drafted financial statement notes for stock-based compensation programs, and closely worked with FP&A teams to create company budgets and forecasts.
In his Advisory Services role with KDP and previous positions, Chad has served as a Fractional CFO and successfully managed the entire accounting operations from day-to-day operations to quarterly SEC reporting. Chad’s experience working with a broad range of companies and clients has equipped him with real-world exposure to identify opportunities to streamline and standardize processes across a range of industries, which he is now able to leverage for KDP clients. Chad intimately understands and thoroughly enjoys the challenges and opportunities that come with growing companies to help them implement efficient and accurate financial processes that provide management with tools that they need to make meaningful decisions.
KDP Remote Technical Support is a safe, secure, and easy to use solution for obtaining “on-site” technical support without having to wait for a support specialist to travel to your site. Using a high speed internet connection, RTS is just like having one of our support specialists sitting right at your desk working to resolve your computer problems.
KDP Client File Transfer Portal provides you with the easiest and securest method of transferring your data to us 24 hours a day/7 days a week. Don’t waste time burning discs for a single file or struggling to email large files that take forever to load. This is a safe, secure, and simple way to transfer to and from KDP. This feature is for CPA materials only. Please contact us for Wealth Management secure transfers.
Medford Office:
841 O’Hare Parkway, STE 200
Medford, Oregon 97504
Phone: +1 541 773 6633
Fax: +1 541 773 1965
Bend Office:
395 SW Bluff Drive, STE 200
Bend, Oregon 97702
Phone: +1 541 382 4791
Boise Office:
101 S. 27th Street, STE 100
Boise, Idaho 83702
Phone: +1 208 373 7890
Fax: +1 208 373 7889
Business Hours:
Mon-Fri: 9:00 a.m. – 5:00 p.m.
© 2024 “KDP” is the brand name under which KDP and KDP & Co., LLC and its subsidiary entities provide professional services. KDP and KDP & Co., LLC and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. KDP is a licensed independent CPA firm that provides attest services to its clients, and KDP & Co., LLC and its subsidiary entities provide tax and business consulting services to their clients. KDP & Co., LLC and its subsidiary entities are not licensed CPA firms.
