Caleb Lendy, CPA
CFO/Shareholder
E-Mail: CLendy@bronswick.com
Direct: (847) 947-0975
Main: (847) 808-9800 x275
Achievements and Certifications
- Member, American Institute of Certified Public Accountants
- Illinois CPA Society
Education
- B.A. in Accounting, Loyola University
- Master of Science in Taxation, DePaul University
Specialties
- Business Advisory
- Tax Compliance & Planning
- Accounting Services
About Caleb
Many of your day-to-day responsibilities have often called for managing others, but that’s very familiar territory for you, isn’t it?
Correct. While I was getting my Bachelor’s degree in Accounting at Loyola, I also served as a Special Teams Coordinator for the football team at Walter Payton College Prep – which I did for eight years. When I started coaching, I was actually coaching guys that I had played with. I find that there are a lot of similarities here at Bronswick Benjamin (BB) as well, where I’m building relationships with others in a similar age group and helping them develop their skill sets.
When did you join BB?
I had been with Benjamin and Birkenstein, P.C. for about two years when that firm merged in 2012 with Bronswick Reicin Pollack (now Bronswick Benjamin). Since that time, I’ve been responsible for managing client engagements and those accountants on staff who assist in the completion of each engagement. The most important part of the job is maintaining the fine service our clients have come to expect. I also have substantial involvement in BB’s strategic growth initiatives and internal processes, such as how to maximize our efficiency and effectiveness.
What kinds of small and medium-sized clients do you find yourself serving these days?
They’re from a variety of industries, but I have a special focus on software and information technology, manufacturing and distribution, professional services and real estate.
If you could choose one thing about this firm that makes it so different for you, what is it?
It’s mostly the people here. You go anywhere where the accountants do similar things in regard to tax returns, audits, reviews, etc. What separates us here at BB are the people. We consistently think of ways to make this a great place to work, which culminated in our Best and Brightest award. At BB, you can foster your own skills and are really measured on your own success and merit.
I also think we try to go above and beyond to ensure the clients are being well served. Many of our clients over the years have become almost like family and friends, so we really have a vested interest in making sure that their business is performing the best that it can.
As a partner, how do you try to elevate new members of the staff to be their best?
Mentoring is a part of who we are here. I take pride in trying to help the younger staff know that they have someone to go to, whether it’s for business reasons or personal reasons. It’s good to have someone who truly cares about them to be a sounding board. Let’s face it: We’ve all been in that position. Just as mentors like Joe Benjamin and Jeff Bronswick did for me, I feel it’s very important for me to try to help them out and make sure that they’re successful in everything they want to do.