The Certified Public Accountant (CPA) designation is granted by the American Institute of Certified Public Accountants (AICPA) to individuals like Dawn who pass a stringed exam and meet additional education, experience, and state licensing requirements.

Dawn is a seasoned CPA and a passionate advocate for small businesses. Her leadership expertise running her own CPA firm, allows her to help clients interpret and understand their business finances, define clients tax filing requirements and implementing forward thinking tax reduction strategies.

With over 30 years of experience in public accounting, Dawn has earned a reputation for providing clients, from startups to large businesses, with the highest level of service.

Dawn graduated with a Bachelor of Science Degree in Medical Technology in 1981 from the University of Maryland. Eventually Dawn found her passion in helping small business clients focus on corporate and organizational development. Dawn enjoys learning about latest technologies available to small businesses, in order to assist her clients, streamline their business operations and grow their businesses.

As an Enrolled Agent (EA), Joe is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers throughout the United States before the Internal Revenue Service. Joe has earned unlimited practice rights as an Enrolled Agent, and can represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

Joe helps individuals and businesses across the United States take a progressive, and forward-thinking approach to their Accounting and Tax needs by advising, representing, and preparing tax returns for individuals, partnerships, and corporations. Joe also specializes in developing proactive tax planning strategies to help minimize his clients present and future tax burden.

Enrolled Agents like Joe, defer from other tax professionals because they are required to demonstrate expertise in matters of taxation by passing a stringent, and comprehensive examination process before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, Enrolled Agents primarily focus exclusively in the field of taxation and receive their right to practice directly from the U.S. government, rather than at the State level like CPAs and attorneys.

Banker, marketer, closer, and all-round ringleader of our firm, Vickie is equally as passionate about waving the cloud accounting flag at small businesses who prefer to work smarter and do business better. In fact, determined to banish the idea of traditional, stuffy accounting firms full of boring bean counters, Vickie is often heard chanting her favorite tagline “Bringing Sexy Back to Accounting.”

Vickie worked in the banking industry since the invention of the telegraph in various roles—from Teller Supervisor to miracle worker of banking issues—while consistently expanding her knowledge of banking fraud and fraud prevention processes. Now she loves working with small businesses on their tax and accounting challenges and is first in line during late November to demand access to the latest tax updates and potential tax deductions for individuals and small businesses.

She’s also furthering her interest in marketing, branding, and social media for our firm. A true Florida girl, Vickie completed her education in Winter Park, Florida. Vickie loves the outdoors, especially gardening and roaming the grounds of Biltmore Estate in Asheville, NC greeting visitors as a long-last heir of the Vanderbilt family.

Brandon holds a Bachelor Degree in Accounting with a concentration in Managerial studies, Brandon is passionate about helping clients better manage their business by taking a proactive approach to their accounting needs.

As a Xero Certified Advisor and QuickBooks ProAdvisor, Brandon is responsible for the implementation, migration and ongoing management of our client’s financial records in both Xero and QuickBooks. Brandon brings together a strong background in Accounting and a passion for Technology to help our clients grow their businesses.