Heather is an accomplished, leadership-driven CPA with over 20 years of public accounting and operational leadership experience. She is an expert in navigating complex tax compliance for high-net-worth individuals, pass-through entities, and corporations (LLCs, S Corps, Trusts, Closely-Held C Corps) as well as non-profits. She also helps with firm-wide workflow operations to ensure deadline efficiencies for clients across several industries. Additionally, her experience also includes mentoring and training staff.
Her background includes not just public accounting experience but also serving as an independent consultant for companies needing fractional CFO and controller responsibilities, advanced tax preparation for corporate clients, managing full-cycle general ledger accounting, financial reporting and compliance filings.
Education
- Wheeling Jesuit University, Master’s of Business Administration
- Miami University, Bachelor’s of Science in Accounting
Professional Affiliations
- Ohio Society of Certified Public Accountants (OSCPA), Member
- Kentucky Society of Certified Public Accountants (KSCPA), Member
- American Institute of Certified Public Accountants (AICPA), Member
- Independent Member of BDO Alliance, USA
Certifications
- Certified Public Accountant (CPA), Accountancy Boards of Ohio and Kentucky
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