PRESIDENT
Rose is a New York State Certified Public Accountant. She began her accounting career in 2005 and holds a Bachelor of Science degree from the State University of New York in Business, Management, and Economics with a concentration in Accounting. She is a member of the Association of Certified Professional Accountants, the New Yo
PRESIDENT
Rose is a New York State Certified Public Accountant. She began her accounting career in 2005 and holds a Bachelor of Science degree from the State University of New York in Business, Management, and Economics with a concentration in Accounting. She is a member of the Association of Certified Professional Accountants, the New York State Society of Certified Public Accountants, and the National Association of Tax Professionals. Rose is well-versed in preparing individual, corporate, and non-profit income tax returns as well as completing audits, reviews and compilations for large businesses and non-profits.
SENIOR STAFF ACCOUNTANT
Emily began her accounting career as a bookkeeper handling payroll, accounts payable, accounts receivable, and financial reporting for small businesses and non-profits in 2014. She holds a Bachelor of Business Administration in Accounting from Western Connecticut State University. Emily is versed in handling the nee
SENIOR STAFF ACCOUNTANT
Emily began her accounting career as a bookkeeper handling payroll, accounts payable, accounts receivable, and financial reporting for small businesses and non-profits in 2014. She holds a Bachelor of Business Administration in Accounting from Western Connecticut State University. Emily is versed in handling the needs of small businesses, non-profits, and government agencies including, but not limited to, bookkeeping, sales tax, payroll tax, financial reporting, and insurance audits.
SENIOR TAX ACCOUNTANT
Zach started his career in accounting in 2020 as an office manager in charge of the technology and administrative tasks. After being immersed in taxation and accounting, Zach switched directions, and he rapidly mastered the ropes of a tax accountant. Zach is currently attending the State University of New York and is
SENIOR TAX ACCOUNTANT
Zach started his career in accounting in 2020 as an office manager in charge of the technology and administrative tasks. After being immersed in taxation and accounting, Zach switched directions, and he rapidly mastered the ropes of a tax accountant. Zach is currently attending the State University of New York and is working towards a degree in Accounting. He focuses on payroll processing and individual and business taxation.
CLIENT RELATIONSHIP & PAYROLL SPECIALIST
Renae came to us with nineteen years of experience in the financial industry. After beginning with banking, Renae moved to the payroll processing department at her former employer. She was soon promoted to Supervisor, and she ended her time in payroll overseeing approximately 500 payroll clients. Re
CLIENT RELATIONSHIP & PAYROLL SPECIALIST
Renae came to us with nineteen years of experience in the financial industry. After beginning with banking, Renae moved to the payroll processing department at her former employer. She was soon promoted to Supervisor, and she ended her time in payroll overseeing approximately 500 payroll clients. Renae oversees all payroll services and manages the administration of our office with
decades of experience in superior customer service.
FULL-CHARGE BOOKKEEPER
Mary has over forty years of experience helping small businesses manage their finances. She has worked with construction companies, real estate developers, restaurants, retailers, and many more. Her in-depth understanding of QuickBooks makes her a wealth of knowledge. Mary works with our small businesses to generate
FULL-CHARGE BOOKKEEPER
Mary has over forty years of experience helping small businesses manage their finances. She has worked with construction companies, real estate developers, restaurants, retailers, and many more. Her in-depth understanding of QuickBooks makes her a wealth of knowledge. Mary works with our small businesses to generate financial statements and reports for our clients, providing them with valuable insights into the financial performance and helping them make strategic business decisions.
BOOKKEEPER
Vanessa has been a small business owner for over twenty years and has held multiple positions on several local non-profit boards over the years. Her organization, attention to detail, customer service, and understanding of the challenges small businesses and organizations face makes her an incredible asset for our small business
BOOKKEEPER
Vanessa has been a small business owner for over twenty years and has held multiple positions on several local non-profit boards over the years. Her organization, attention to detail, customer service, and understanding of the challenges small businesses and organizations face makes her an incredible asset for our small business and non-profit clients. Vanessa is working part-time with us to assist in maintaining accounting records for our bookkeeping clients.
BUSINESS SUPPORT ADMINISTRATOR
As a full-time high school English teacher, Jordan has strong administrative experience as well as organizational and communication skills. She Bachelor of Science degree from the State University of New York in Secondary Education, English as well as a Masters of Science degree from Southern New Hampshire Un
BUSINESS SUPPORT ADMINISTRATOR
As a full-time high school English teacher, Jordan has strong administrative experience as well as organizational and communication skills. She Bachelor of Science degree from the State University of New York in Secondary Education, English as well as a Masters of Science degree from Southern New Hampshire University in Curriculum and Instruction. Jordan provides administrative assistance to our firm, and she is here to help address client issues, provide support for various business processes, and perform clerical work, such as filing, documentation, and customer service.
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