What is your background and education?
I received both my Bachelors and Masters in Accounting from the University of Central Florida (UCF).
What are your areas of expertise in the accounting/bookkeeping field?
I have 4 years of experience in tax preparation and 2 years of experience handling most of the QBO accounting for a major client at my other firm.
Any certifications or awards?
Not currently, but I am in the final stage of my CPA application and should hopefully have that certificate in the coming months.
What service are you passionate about in the accounting field?
The best feeling when preparing a return is discovering a credit/adjustment/deduction that would likely benefit the client, and then seeing their tax refund increase significantly after applying it, knowing that you’ve provided more than your share of value to the client.
What is a quote you like to live by?
“Being smarter than you look is better than looking smarter than you are.” – Jeremy Clarkson