Colleen Surace, CPA

Colleen joins Surace and Stanton after spending over 15 years at PricewaterhouseCoopers (“PwC”).  Colleen’s experience as a Director in PwC’s assurance division ideally positions her to assume leadership of the financial statement and attest functions at Surace and Stanton. 

Colleen led audit teams serving a diverse client set including SEC registrants, privately held companies, registered investment companies, and broker-dealers.  Colleen served as the firm’s direct liaison with senior management and was vital to responsive client service and effective communication.

Colleen loves working with clients and internal teams to solve complex business and accounting issues, ensuring compliance with the rules in a way that satisfies the client’s practical business needs. In her role in PwC’s National Professional Services Group, Colleen provided technical accounting expertise to other audit teams across the country regarding topics including the new revenue standard, consolidation and investment company accounting under US GAAP and IFRS. Colleen also published internal and external articles on new and developing accounting standards to aid clients and audit teams in determining the impact to their financial statements.

Colleen analyzed management’s internal processes to identify gaps and aided management in the implementation of controls to address those gaps. Several of Colleen’s audits underwent internal and external quality reviews for which she led the response to the examiner’s inquiries and defended the audit procedures performed. No deficiencies were found by the review teams.

Colleen is excited to be joining the Surace & Stanton team. Her mix of strong technical skills, dedication to responsive, friendly client service, and integrity to her deep-set values make her an ideal fit to serve Philadelphia’s entrepreneur community. 

Colleen is excited to work with her husband Ryan!  Colleen and Ryan live in Springfield, Pennsylvania with their three daughters. Colleen teaches religious education and is an active participant in her church. When out of the office, Colleen enjoys trying new recipes in the kitchen, exercising, reading and crossword puzzles.