I am a certified public accountant who has been self-employed since 1981. Over that 20+ year span, I have started two separate accounting practices from scratch which has exposed me to a variety of challenges in the small business venue. This certainly has provided a significant learning experience concerning the needs of small business in America and I deeply desire to utilize that experience in helping small business owners achieve their life vision. Also, I have served as an officer in the U.S. Marine Corps for many years which has greatly contributed to the leadership and relational gifting that I utilize today.
Finally, I am a QuickBooks Certified Professional Consultant who thoroughly enjoys helping businesses become skilled in QuickBooks accounting software. Thus, I conduct on-going seminars throughout the year as well as providing on-site training.
My philosophy for our company:
Small business owners need more than simply bookkeeping and tax preparation services; they need experienced financial advisors to assist them in achieving their business goals. Larger companies have controllers and CFO’s who help achieve financial success, but the small business owner is mostly on his or her own. No one is in a better position to help the small business owner prosper than an “experienced” CPA firm who identifies with the issues facing small business owners.
I have been in the CPA industry since January 1982. I started my own CPA practice in 1984 and joined in partnership with Don in June 2004. Don and I have the same vision of assisting small business and individuals in growing their businesses and reducing their taxes. See “Our Philosophy” tab for our company philosophy.
My education includes a Master of Business Administration degree in Finance and Accounting and a Juris Doctor degree (law degree ). Though I am not a practicing lawyer, this training gives me certain tools that most CPAs might not possess. Because of my background in taxation Don has appointed me the “tax matters partner” for the firm.
Gery’s goal is to have the office run as smoothly as possible in every way. Taking care of the administrative duties enables the accounting staff to concentrate on providing client satisfaction with quality accounting services.
Greeting clients as they come into the office on the phone, Tracy always has a smile to give them. Information coming in starts at her desk as clients drop off information and paperwork, and as the accounting work is completed; it ends at her desk for processing and client pickup. The staff has come to rely on Tracy’s front office efficiency and great