With nearly 20 years of experience in public accounting, Nicole is a seasoned veteran specializing in meeting the tax, accounting, payroll and advisory needs of privately held companies and nonprofits.

Nicole serves as an extension of her clients’ internal finance teams, providing controllership services to help streamline financial operations and transform data for impactful decision making. Leading the local bookkeeping group, her experience drills deeper with a strong understanding of accounts payables, accounts receivables, payroll management and monthly reporting processes, which allows her to help drive departmental efficiencies.

A tax pro as well, Nicole proactively evaluates clients’ situations to identify opportunities to minimize liabilities with state and federal tax regulations. She partners with her clients advising them on a wide range of tax matters, including annual tax planning, start-up issues, choice-of-entity elections and flow-through entity intricacies, as well as IRS tax controversy resolution.

Nicole is committed to setting her clients up to achieve measurable goals and long-term financial success. Her ability to guide them through complex financial data, limit tax liabilities and support scalable growth, makes her an invaluable asset to clients.