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Meet The Team

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If we haven't met yet, I hope we do.

Tax returns take up a lot of the year, but QuickBooks support and training has always been a large part of my business, and has become a bridge to learning about my clients and their needs. I opened this firm in 2007 with the goal of providing extraordinary service to everyone who walks through my doors. I do one-on-one QuickBooks training specific to YOUR business.

Background: I have been an active businesswoman in Melbourne for more than 20 years, including as president of an oil and gas distributor and later as CFO for a personal injury attorney firm. Throughout my career I have had the opportunity to secure funds for a landmark building renovation, administer helpful human resources packages, nurture fiscal relationships, and remain in touch with the financial picture at a moment’s notice. I earned my MBA from University of North Florida and became a CPA in 1995.

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Mia P.

Mia joined our staff in 2025.  She is a great bookkeeper, does payroll and generates monthly financial statements.  She is very responsive to clients.  

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Pam L.

Pam has been with us for many years.  She takes a great deal of time to enter tax documents into returns, schedules appointments, greets clients and makes everyone feel welcome!

 

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