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RVEJRPA - CREDENTIALS
Mr. Estep is married to Jennifer Bethard Estep and has two children, Ryan Christopher and Gage Michael and lives in Middletown, Delaware.
...Mr. Estep is a licensed Delaware Public Accountant and holds the credentials ABA - Accredited Business Accountant, ATA - Accredited Tax Advisor, and ATP - Accredited Tax Preparer.He is a member of the National Society of Accountants, the National Association of Tax Preparers, and the Accreditation Council. Mr. Estep
practices in all areas of financial consulting, He
specializes in financial accounting, tax preparation and reporting, payroll management services, business plans, business structures, business valuations, marketing planning and promotion, business and employee policy development, budgeting and strategic planning, absentee controllership development, risk management and security review, accounting automation systems and controls, office productivity enhancement, employee placement, data operations, and internet commerce. Mr. Estep's financial experience includes work as the Chief Financial Officer of Westminster Presbyterian Church where he managed all of the financial operations of the organization including preparation of financial reports, tax reports, and trust entity reporting.Mr. Estep
installed and implemented an electronic reporting mechanism at the church which streamlined the entire financial system and is still in use today. Mr. Estep joined American Spirit Federal Credit Union in Newark , Delaware as a staff accountant and was later promoted to Vice President of Financial and Lending Operations and finally to Executive Vice President of the 10,000 member, $42 million dollar credit union.Mr. Estep was responsible for the community charter that the credit union was granted in 1999 and worked with AFTECH (A Fiserv resource provider) in building an in-house financial system for the credit union.During his tenure at the credit union, Mr. Estep was elected Treasurer of the Delaware Credit Union League Credit Union Services Organization (DELCU Financial Services, LLC.) and President of the Delaware Association for Bank Security where we worked with all size financial institutions in preventing losses, mitigating risks, and increasing profitability.Mr. Estep also joined the Newark Rotary Club and was awarded the Rookie Rotarian of Year Award for his service in increasing Rotarian communication via the internet. Mr. Estep joined the law firm of Morris, James, Hitchens, and Williams as the firm controller.
This 55 member law firm is located in Wilmington , Delaware and provides law services to organizations and individuals throughout the world.At the law firm, Mr. Estep
worked with the management committee in improving the firms overall use of technology and internal communication.He
developed a comprehensive firm intranet that allows all employees to directly interact with the accounting department without the need for paper.This increased the responsiveness of the accounting department and made the interactions with the attorney's very efficient.He
also worked to re-write the firm's antiquated policy manuals and procedures and built an internal control plan for the entire firm. In 2001, Mr. Estep was asked to join AFTECH, A Fiserv resource that builds solutions for financial, insurance, and other business entities all over the world.Mr. Estep joined AFTECH to improve client relationships and reestablish the mechanisms used for communicating with clients.
efforts and client communications system was completely renovated and restored and Mr. Estep
was recognized by Fiserv for superior performance. Since leaving AFTECH in 2002, Mr. Estep has worked in the public accounting arena with over 1,000 individual and business clients.