Meet the Accountant Behind the Numbers

Hi, I’m Heather. Accounting may not sound exciting, but for me, it clicked immediately.

I discovered my passion for accounting in my very first college class and went on to earn my Bachelor of Science in Business Administration with a concentration in Accounting from the University of Central Florida.

Over the past five years, I’ve gained hands-on experience preparing tax returns, managing bookkeeping, payroll, and sales tax filings across a wide range of industries. I currently work alongside a CPA with over 40 years of experience, supporting annual tax preparation and financial reporting, and with a remote bookkeeping firm serving clients in multiple states.

This blend of traditional CPA firm experience and modern, remote bookkeeping has shaped how I work; combining personal, hands-on service with efficient, streamlined systems that reduce unnecessary complexity.

I am also an Enrolled Agent, a federally authorized tax professional empowered to represent taxpayers before the Internal Revenue Service for eligible matters.

What matters most to me is building long-term relationships. I don’t believe accounting should feel intimidating or transactional. My role is to be a reliable financial partner, helping you understand your numbers, stay compliant, and make informed decisions with confidence.

Enrolled Agent, Circular 230