FIND YOUR EXPERT
Deirdre M. Hartmann, CPA
Partner
Services: Accounting, Business Advisory, Client CFO Services, Individual & Business Tax Planning, International Tax, Tax Services
Industries: Family Owned Business, Healthcare, Private Equity, Small & Medium-Sized Business
Contact: (973) 298-8500 • dhartmann@nisivoccia.com • LinkedIn
With more than 25 years of experience, Deirdre specializes in personal and business income tax planning, advisory services, and complex entity structures, including foreign subsidiary corporations. She leads Nisivoccia’s Healthcare Group, advising medical, dental, and healthcare organizations across New Jersey on tax planning, operational efficiency, and long-term growth strategies.
Deirdre was instrumental in establishing the firm’s Client Advisory Services (CAS) Practice and continues to lead the team today, helping clients improve financial visibility, streamline processes, and strengthen decision-making.
A frequent lecturer, writer, and advisor, Deirdre regularly shares insights with businesses, professional and industry audiences on tax policy, healthcare finance, business advisory and operational efficiency topics, and revenue cycle analysis with small and mid-sized businesses, industry associations, and healthcare organizations.
Areas of Focus:
- Healthcare, medical, and dental practice advisory
- Business income tax planning
- Client & Accounting Outsourced Services
- Business process optimization and revenue cycle analysis
- Complex entity and subsidiary structures
Education & Licensure:
- B.S. in Accounting, Montclair State University
- Certified Public Accountant (CPA) License: New Jersey
Professional Memberships & Affiliations:
- New Jersey Society of Certified Public Accountants (NJCPA)
- Healthcare Leaders Association of New Jersey (HLA – NJ)
- New Jersey Healthcare Financial Management Association (NJHFMA)
- Small Business Council of America (SBCA)
Community & Professional Involvement:
- Advisory Board Member, County College of Morris Business Program
- Board Member, Small Business Council of America
- Former Board Member, Prevent Child Abuse of New Jersey
- Volunteer, CF Foundation for SIDS
- Volunteer, Habitat for Humanity
- Volunteer, nourish.NJ
- Volunteer, Holiday Help for the Needy
Nisivoccia Wealth Advisors LLC:
- Series 7, Series 66, and Life and Health Insurance Licensed
Honors & Recognition:
- 2019 NJCPA Ovation Award Winner, Women to Watch Category
- 2026 NJBIZ Leading Women in Business Award
Thought Leadership & Publications:
- “Tips, Overtime & Compliance: What HR and Finance Leaders Need to Know About the ‘One Big Beautiful Bill’ – EANJ
- “The Learning Curve for Advisory” – NJCPA
- “Private Equity Knocking? What to know before you let them in” – In-Network Healthcare Industry News from Investors Bank
- “New Jersey Telemedicine Providers: Do You Know the ‘Ins and Outs’ of the New Law?” – Nisivoccia LLP Blog
- “Healthcare Fraud and the CPA” – New Jersey Business Magazine
Deirdre will celebrate her 20th year of service with our firm in 2026.
Victoria Kosuda, CPA
Partner
Services: Accounting, Client CFO Services
Industries: Healthcare, Not-for-Profit Organizations, Private Equity, Real Estate, Small & Medium-Sized Business
Contact: (973) 298-8500 • marketing@nisivoccia.com
Victoria leads Nisivoccia’s Client Advisory Services (CAS) practice, where she partners closely with clients to deliver outsourced accounting, CFO-level support, and strategic financial advisory services. With deep experience in client accounting services and cloud-based accounting solutions, she helps organizations move beyond historical reporting to gain timely financial insight, improve decision-making, and support sustainable growth.
Under Victoria’s leadership, the CAS practice serves clients in healthcare, not-for-profit, real estate, private equity, and professional services. She takes a hands-on, relationship-driven approach, working as an extension of each client’s internal finance function to ensure financial reporting, forecasting, and advisory support deliver meaningful, measurable value.
Victoria is also a member of the firm’s Technology Committee, where she applies her financial technology expertise to help guide Nisivoccia’s adoption of AI, automation, and advanced data analytics. Her focus is on enhancing client insight, streamlining processes, and strengthening the firm’s proactive, advisory-driven service model. She was also recently appointed Co-Chair for the CAS Practice Group at BKR International, where she leads monthly meetings and helps BKR organize workshops and educational sessions for CAS leaders.
Prior to joining Nisivoccia, Victoria owned and operated her own firm, providing client accounting, cloud-based technology solutions, and outsourced CFO services. This experience continues to inform her practical, technology-enabled approach to CAS and advisory engagements today.
Areas of Focus:
- Client Accounting Services (CAS)
- Financial dashboards and management reporting
- Budgeting, forecasting, and variance analysis
- Cash flow management
- Cloud accounting and CFO advisory services
Education & Licensure:
- B.S. in Accounting, Montclair State University
- Certified Public Accountant (CPA) License: New Jersey
Professional Memberships & Affiliations:
- New Jersey Society of Certified Public Accountants (NJCPA)
- American Institute of Certified Public Accountants (AICPA)
- BKR International CAS Practice Group Co-Chair
Recent Speaking Engagements:
- “Strengthen Your Nonprofit’s Financial and Reporting Systems” at Nisivoccia’s Annual Nonprofit Seminar (2025)
- NJBIA “Minding Your Business”, AI’s role in Accounting Services. NJBIA AI
- Beyond Business Basics, Roxbury Public Library
Victoria celebrates her 4th year of service with our firm in 2026.
Harlene Stevens, CPA
Director of Tax
Services: Accounting, Business Advisory, Individual & Business Tax Planning, Tax Services
Industries: Healthcare, Small & Medium-Sized Business
Contact: (973)-298-8500 • marketing@nisivoccia.com • LinkedIn
Harlene specializes in personal and business income tax planning, with a strong focus on dental and medical practices. With more than 25 years of experience serving healthcare clients, she leads Nisivoccia’s Dental Practice Group and works closely with practice owners to address complex tax, cash flow, and operational considerations.
Harlene is a frequent writer and speaker on tax and practice management topics, including tax planning strategies, front-office operations, cash management, and workforce-related legislation. Her insights have been featured in a variety of industry and professional publications, and she is widely regarded as a trusted advisor to dental and medical professionals.
Areas of Focus:
- Tax planning for dental and medical practices
- Personal and business income tax planning
- Healthcare practice advisory services
- Cash management and budgeting
- Practice operations and workforce considerations
Education & Licensure:
- B.S. in Accounting, Rutgers University
- Certified Public Accountant (CPA) License: New Jersey
Professional Memberships & Affiliations:
- American Institute of Certified Public Accountants (AICPA)
- New Jersey Society of Certified Public Accountants (NJCPA)
Community & Professional Involvement:
- A volunteer member of the National Ovarian Cancer Coalition
- Morris County Chamber of Commerce Women in Business Executive Committee
Recent Speaking Engagements:
- “One Big Beautiful Bill Act (OBBBA): Key Changes” at the Small Business Forum ’25 hosted by Laddey, Clark & Ryan (2025)
- “2023 Taxing Questions and NJ State and Federal Tax Updates” at the Somerset County Business Partnership (2023)
- “What to Expect When You File Your 2022 Taxes Next Year” at the Annual Tax Talk presented by FiSig, an organization hosted by the Somerset County Business Partnership (2022)
- “The Financial Implications of Divorce: A Tax and Legal Perspective – Parts 1 & 2” for Nisivoccia clients and prospects (2022)
- “Practical Tips for Budgeting” for BWNice Warren County (2020)
- “Important State and Federal Tax Updates for Your Business” at the Roxbury Chamber of Commerce (2020)
- “Reducing Taxes with Effective Financial Planning” for the New Jersey Business Industry Association (2019)
- “You Earned It, Now Keep It” at the Morris County Chamber of Commerce Lunch and Learn (2019)
Harlene celebrates her 19th year of service with our firm in 2026.