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Keith R. Hoffman

Senior Manager

Allentown Office

7010 Snowdrift Road, Suite 400
Allentown, PA 18106

Contact Info

610-378-1175 x4628

Live as if you were to die tomorrow. Learn as if you were to live forever. – Mahatma Gandhi

Keith R. Hoffman, CPA, CDFA is a Senior Manager at Herbein + Company, Inc. in our small business department and joined Herbein in 2000. Keith is responsible for overseeing family and closely held business clients and specializes in consulting services for clients in various industries including construction, real estate, hospitality and lodging, franchise, and individual taxpayers.

Keith enjoys being able to work with clients every step of the way and in all aspects of their business ranging from startups, loan determination and recommendations, introductions to other professional service contacts, year-end financial statement prep, tax return prep, everyday business recommendations, to being able to transfer or sell the business to allow a successful career completion for all parties involved.

“I am passionate about building client relationships; there are clients that I have started my career with, and grown with as their business grows, as they become owners, work through business decisions, and then assist with the succession planning.

Keith is also a Certified Divorce Financial Analyst (CDFA designation issued by the Institute for Divorce Financial Analysts). As a CDFA, Keith is trained to provide financial information and assistance to people in divorce to include evaluating the tax implications of dividing property and the settlement options for dividing pensions, marital property, and awarding of child and spousal support. Keith also has access to specialized software to develop informational reports to better communicate the financial information to the divorcing couples, attorneys, courts, and mediators.

Keith was the first representative from Pennsylvania to be nominated and graduate from the American Institute of Certified Public Accountants (AICPA) Leadership Academy in 2011, an intensive program designed to develop the skills necessary to become the next generation of leaders. Internally, Keith is a regular presenter at Herbein trainings, client seminars, local high school classrooms (to discuss the accounting profession) and for the Pennsylvania Institute of Certified Public Accountants (PICPA). Keith worked with other firm leaders to create department “Huddle Ups”, which is where everyone takes time to “Huddle Up”, and work to get on the same page as others in the firm regarding updates, deadlines, and current standings.

Keith travels to both the Greater Reading area as well as the Lehigh Valley area to service clients, and now primarily works out of our Allentown, PA office. He also graduated from Leadership Berks, a community program designed to identify emerging and current leaders in the Greater Reading area. In his free time, Keith enjoys golfing and spending time with his family.

FUN FACT: Keith loves playing Trivial Pursuit

In 2008 and 2009, Keith was named to the 40 Under 40 award list by the Pennsylvania Institute of Certified Public Accountants (now the Young Leader Award). This award recognizes members under the age of 40 who demonstrate their commitment to the accounting profession through active PICPA or community volunteer leadership, and is an example to other colleagues.

In 2011 Keith received the Pennsylvania Institute of Certified Public Accountants (PICPA) Reading Chapter Volunteer Service Award. This award recognizes recipients for outstanding service and demonstrated contributions to the chapter and PICPA through active participation in volunteer opportunities.

Specialization

Industries

Services

Associations

  • Allinial Global – Firm Member
  • American Institute of Certified Public Accountants – Member
  • Greater Reading Young Professionals – Member
  • Junior Achievement Classroom Educator – Past Volunteer
  • Leadership Berks (Class of 2009) – Graduate
  • Opportunity House – Finance Committee Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA) – Member;
    • Federal Taxation Committee – Past Member, Reading Chapter PICPA – Past President
    • PICPA 40 under 40 Members to Watch – 2008 + 2009 – Recipient
    • PICPA Reading Chapter Volunteer Service Award 2011

Education and Certifications

  • Shippensburg University –  B.S. in Business Administration – Accounting (2000)
  • Certified Public Accountant (CPA) – Commonwealth of Pennsylvania
  • Certified Divorce Financial Analyst (CDFA)