As a Certified Public Accountant (CPA) with 15 years of experience, I am passionate about helping individuals and businesses achieve their financial goals. I specialize in compliance filings, tax planning, and, financial consulting. Throughout my career, I have honed my skills in strategic financial analysis, regulatory reporting, and financial statement audits, providing my clients with accurate, insightful, and proactive financial guidance.
In addition to my accounting expertise, I am also a licensed REALTOR in North Carolina. This unique combination of skills allows me to provide a holistic perspective to my clients, particularly those with real estate investments. I am able to offer comprehensive advice that bridges the gap between financial management and property transactions, helping you make informed decisions that optimize both your accounting and your real estate portfolio.
My approach is built on a foundation of trust and clear communication. I believe in building strong, long-term relationships with my clients, working closely with them to understand their unique needs and challenges. Whether you're a startup looking to streamline your accounting processes or an individual seeking expert tax advice, I am dedicated to delivering comprehensive solutions that drive your success.
I hold a Master's degree in Accounting from the State University of New York at Geneseo and am committed to staying current with the latest industry developments to ensure my clients always receive the most up-to-date and effective advice.