Our Team

    

Gregory Simons, CPA    

 Principal and Founder     

Greg has been an accounting professional since 1988, having worked for two Big Four accounting firms as an auditor and manager for special projects for six years. He also worked for a Fortune 500 company as an Internal Auditor for over a year.  In 1995, Greg founded Simons Bitzer & Associates and has focused his time on providing services to small- and medium-sized businesses in Central Indiana.  He has served as Chief Financial Officer for several organizations, and has specialized in working with tax agencies to resolve difficult tax matters.  Greg’s current focus is on managing client relationships, working with businesses in strategic areas, helping clients resolve common business issues, and working with the firm’s Tax Specialists to maximize tax savings to businesses and individuals.    Greg was recently named the 2011 Outstanding CPA in Public Practice by the Indiana CPA Society.

 

 

     

Barbara Bitzer, CPA    

Principal   

Barb Bitzer, Principal of Simons Bitzer, has been an accounting professional since 1988.  She began her career serving as Senior Auditor for a Big Four accounting firm for four years and as an independent consultant for two years.  She joined Simons Bitzer in 1996 where she has focused her time on managing the accounting and controllership areas of the firm.  She has been the lead person on financial statement reviews and compilations for various organizations, served as Chief Financial Officer/Controller for several organizations, participated in strategic planning and ensured that each company’s management has received accurate and timely financial reports and that the company is in compliance with statutory filings.  Barb also facilitates regular seminars designed to educate business owners on growing their businesses and maximizing their profits and efficiencies.  Recently, Barb has instructed area nonprofit organizations how to implement processes and procedures to prevent fraud in conjunction with United Way of Central Indiana as well as Boone County Community Foundation.  Additionally, she sits on the Board of Directors of the John H. Boner Community Center and serves as advisor for several organizations in various industries in Central Indiana.    

 

Kevin Aaron    

Tax & Business Advisor   

Kevin has spent his professional career working with small to medium-sized businesses.  As an accountant, business advisor, and entrepreneur, Kevin has developed the skills to assist business owners with issues related to strategic and business planning, tax minimization, wealth creation and business coaching.  He counsels our customers on strategies related to property taxes, abatements, R&D tax credits, as well as business set-up and structure. Kevin joined the firm in 2004 and has been integral in expanding our firm in the area of business development and tax consulting.  Kevin works directly with business owners to understand and measure their profitability in order to improve their business performance.  Kevin manages and oversees the preparation of business and individual tax returns, ensuring accuracy and timeliness in reporting.    

 

     

Joan Brockman, CPA    

Senior Tax Specialist  

Joan began her public accounting career in 1989.  She has worked in the tax department of a large public accounting firm as well as an international corporation.  She is a tax consultant and holds a CPA license in Indiana.  Joan has experience in corporate, individual, nonprofit, fiduciary, gift tax compliance and customer/IRS representation and intercession.  As a tax and compliance manager, Joan works with many of the firm’s customers, including international businesses.  She brought her extensive experience to Simons Bitzer & Associates in August 2008 to expand our services in tax compliance and consulting.    

 

 

 

Lynn Greggs    

Accounting & Controllership Specialist   

Lynn Greggs  has been an accounting professional for over 20 years.  She began her career in public accounting at Ernst & Young as a Senior Auditor working primarily in the banking, healthcare, motorsports and nonprofit industries.  Later, Lynn worked as the CFO for St. Elizabeth’s Home. She also served as the Director of Accounting at the Indianapolis Motor Speedway and its related companies, including two foundations, for nine years.  Prior to joining Simons Bitzer, she served as the Director of Finance and Operations at the International School of Indiana.  In this role, Lynn directed strategic planning, budgeting, forecasting, business analysis and financial reporting for the school for five years.  Having both audited and worked for nonprofit organizations, Lynn brings a broad range of experience as well as a unique and well rounded perspective to our firm.    

 

     

Kathy Hopkins    

Accounting & Controllership Specialist   

Kathy Hopkins has been an accounting professional since 1985.  Prior to joining Simons Bitzer, she served as the Accounting Controller directing strategic planning, budgeting, forecasting, business analysis and financial reporting for 2 large commercial construction companies for a combined total of 20 years.  She has served as an officer and member of state and national board of directors for a number of not-for-profit organizations including Associated Builders & Contractors, National Center of Construction Education and Research, The Indianapolis Construction Alliance, The Indianapolis Museum of Art and Indianapolis 500 Festival Associates.  She was elected with distinction as the first female president of Associated Builders and Contractors of Indiana and held the office of Treasurer for 4 years overseeing the accounting staff and financial reporting for the organization.  In addition, Kathy has served as a facilitator and leader for strategic business planning sessions and seminars on a variety of business and software topics.    

 

Jason Saunders    

Tax & Accounting Specialist    

Jason Saunders joins Simons Bitzer & Associates as a Tax and Accounting Specialist.  Jason received his undergraduate degree in Economics from Cornell University.  He subsequently obtained his MBA from the University of Phoenix and a Masters degree in Accounting from IUPUI.  Jason has worked for University of Phoenix, Ivy Tech Community College, and most recently a local public accounting firm.  Jason truly enjoys researching new tax codes and brings extensive tax planning and preparation experience to our firm.    

 

 

 

     

Diane Giese    

Accounting Analyst

Diane Giese began her public accounting career in 1988.  Diane worked as a Controller for two companies before opening her own bookkeeping firm in Central Indiana.  In 2001, she relocated her practice to Charlotte, North Carolina. With more than 20 years of extensive experience in accounting and administration, Diane successfully launched, managed and maintained her own practice for 10 years before returning to Indianapolis.  Having worked in finance banking, mortgage lending, and CPA firm administration, her business finance knowledge solidly assists our customers as their organizations grow.  Diane is frequently asked by outside organizations to conduct QuickBooks training at both the beginner and intermediate levels.    

 

 

 

Amber McDonough    

Accounting Analyst   

Amber began her career with Simons Bitzer in early 2011.  Her attention to detail and excellent customer service were quickly recognized and she was promoted to Accounting Analyst working directly with the firm’s customers.  Amber is a graduate of Humboldt State University in Arcata, California and holds a degree in Business Administration with an emphasis in Finance.  Prior to joining Simons Bitzer, she held positions as administrative assistant and loan officer while also being a small business owner herself.  Her areas of expertise include accounts payable, accounts receivable, payroll and general accounting for multiple companies.   She has managed several tax preparation locations as well as prepared individual income taxes.  Amber brings a diverse background to our firm.    

 

      

Robin Campbell    

Office Manager   

Robin Campbell began her administrative career in 1996.  She has held positions as receptionist, legal assistant and administrative manager.  Robin joined our team in 2007 and her areas of expertise include administration, management, financing, tax administration and general accounting.  She maintains and oversees the day to day functions of the firm and works closely with our principals, team, and customers.    

 

 

 

Michelle Gill    

Technical Services Administrator   

Michelle began her career 1997 and has held positions with non-profit organizations and within the mortgage industry.  She has been a receptionist, legal assistant and account manager. She enjoys serving the technical team with all aspects of administration, data entry, and report processing. In addition, Michelle maintains a cohesive relationship between our firm and our customers.    

 

     

   

Raegan Potter     

Business Development & Marketing Manager   

Raegan has been a business development and marketing director for nearly 18 years. In her current role, she is responsible for both branding Simons Bitzer within the community as well as attracting new customers to the firm.  She enjoys communicating the firm’s services both online and off, hosting educational workshops for the local business community, and strengthening relationships with customers and referral sources. Raegan is a member of the Association for Accounting Marketing and serves on committees for both the Greater Greenwood Chamber of Commerce and the Greater Indianapolis Chamber of Commerce.