What three words would you use to describe your role?
Challenging, Rewarding, Enlightening
Remote Credentialed Tax Advisor at major Accounting Software firm, Master Tax Advisor at major Retail Tax Advisory firm, Risk Manager in banking
Long Island University, Masters in MBA/CPA Program
Corporate and Retail Banking, Risk Management, Individual and Small Business Tax Preparation and Advisory Services
If you could learn to do anything, what would it be?
What’s the coolest (or most important) trend you see today?
Technology in the internet and the cloud has changed our personal and work lifestyles from how we shop, to being able to work remotely.
What would you most like to tell yourself at age 13?
Stay positive and keep learning.
What is the toughest accountant problem you’ve tackled? How did you handle it?
The toughest accountant problems that I handle are Management Cases. When handling a management case, I try to understand the client’s issues and try to find solutions for the problem. I review the client’s account, notes, messages, status of APs and identify what may be causing an issue. I provide explanations to the client, then develop an action plan on deliverable by me and the client. I also send a follow-up message to outline the next steps. The client has my direct contact information and may contact me until the issues have been resolved.
How do you define success?
Success may be defined by my accomplishments at work, education and certifications; however, my greatest achievement is raising my beautiful twin daughters!
Why do you love working for 1-800Accountant?
It’s a relaxed, non-corporate environment where managers and colleagues are nice, knowledgeable, and learning is encouraged.
How has virtual accounting been a great fit for clients?
Virtual accounting has been a good fit for most clients. Using the Client Portal, clients are able to communicate with us, upload documents, prepare tax organizers, and maintain their bookkeeping with ease!