~ MEET OUR STAFF ~
Peggy has worked as an accountant / full-charge bookkeeper for over forty years within a wide variety of business types, including the hospitality industry, the non-profit sector and various service-based businesses. She does her work with small to medium sized businesses, where the work is most challenging.
With a BS in accounting and several years of experience in Financial Statement preparation, account reconciliations, and working with various auditors including Public Accountants, NYSE, ASE and CBOT auditors, Kathy brings a vast amount of knowledge to our team. Most recently she passed the IRS Enrolled Agent exam so that she can represent her tax clients before the IRS. Let Kathy undertake your business’s complex tasks to find the best innovative solutions.
Hannah brings a Master's Degree in Accounting to the team and has worked for several large tax firms over her career. She passed her CPA exam in 2019 and has developed a specialty in tax services for small to medium sized businesses. We are excited to add her experience and knowledge of both bookkeeping and tax accounting!
Katie is an Advanced Certified QuickBooks ProAdvisor with over 27 years of experience in bookkeeping and accounting practices. She is a long time member of The American Institute of Professional Bookkeepers and the Digital Bookkeepers Association. Specializing in forensic accounting and cleanups, Katie has been the local business person of the year for 3 years running.
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