CPATAXADVISORS - Key Persons

Amy Kelly

Job Titles:
  • AMY IS OUR BOOKKEEPING MANAGER
AmyKellyisaCertifiedBookkeeperatCPATaxAdvisors.ShereceivedheraccountingdegreefromNorthwesternUniversity,passedtheCPAexamin1984,andwastheAccountingSupervisoratalargerealestatefirminChicagobeforetakingsometimeofftoraiseafamily. AmyandherhusbandownedasuccessfulretailfranchiseinRochester,NYforalmost20years,gainingvaluableexperienceintheoperationandaccountingforasmallbusinesspriortorelocatingtoFortMyersFL.PriortoCPATaxAdvisors,AmywasataxpreparerinCapeCoral.

Jennifer Belanger

Job Titles:
  • JENNIFER IS OUR OFFICE MANAGER
NearlyaFortMyersnativehavingmovedherewhenshewasjustsixyearsold,Jenniferbringsover20yearsofbusinessexperienceinofficemanagementtoourfirm. JenniferisskilledinQuickBooks,payrollpreparation,andisalsoacertifiedtranscriptionistwith"lightningspeed"onthekeyboard.Sheistypicallytheclient'sfirstpointofcontactwithouroffice.

JENNIFER IS OUR

Job Titles:
  • JENNIFER IS OUR OFFICE MANAGER
NearlyaFortMyersnativehavingmovedherewhenshewasjustsixyearsold,Jenniferbringsover20yearsofbusinessexperienceinofficemanagementtoourfirm. JenniferisskilledinQuickBooks,payrollpreparation,andisalsoacertifiedtranscriptionistwith"lightningspeed"onthekeyboard.Sheistypicallytheclient'sfirstpointofcontactwithouroffice.

Leo Titone

Job Titles:
  • LEO IS OUR FOUNDING CPA and CHIEF EXECUTIVE OFFICER
UnlikemostCPA'sLeoisanadvisorfirst,andaCPAsecond.HavingreceivedhisMBAinEntrepreneurshipin1987andhisCPAin1989,heworkedfor12yearsincorporateAmericaasaChiefFinancialOfficer,ControllerandDirectorofOperations. Recognizingtherewasagreaterneedoutsideofthetraditional"Taxes,BookkeepingandPayroll"functions,LeoformedNextLevelCPAandBusinessAdvisoryServices.Thecompanygrewfor17years,untilitwassoldtoalocalCPAinIndianapolis.In2012,Leotookthesame"outsidethebox"concepttotheSWFloridaareaasCPATaxAdvisors. HebelievesinCPATaxAdvisorsbeingtheonesourceoftrustedinformationtohelpyoumakethebestbusinessandindividualfinancialdecisionspossible. Hebringsnearly35yearsofprovenbusinessexperienceinfinancialmanagement,accounting,bookkeeping,taxstrategy,andmoretoreducebusinessandindividualtaxcostsandfullyoptimizeanorganization'sfinances.

REBECCA IS OUR

Job Titles:
  • REBECCA IS OUR PAYROLL MANAGER and NEW CLIENT COORDINATOR
Rebeccahasmanyyearsofexperienceinaccountingandpayrollandwillworkwithclientsintermsofpayrollpreparation,payrolltaxfilingandmaintainingcorporatecompliancewithfederalandstateregulatoryagencies.Sheprovidesaninternalcomplianceroleverifyingcompletenessandaccuracyforourclients. SheisaCertifiedQuickBooksAdvisorandhasmanyyearsofbookkeepingexperienceaswell.

Rebecca Stull

Job Titles:
  • REBECCA IS OUR PAYROLL MANAGER and NEW CLIENT COORDINATOR
Rebeccahasmanyyearsofexperienceinaccountingandpayrollandwillworkwithclientsintermsofpayrollpreparation,payrolltaxfilingandmaintainingcorporatecompliancewithfederalandstateregulatoryagencies.Sheprovidesaninternalcomplianceroleverifyingcompletenessandaccuracyforourclients. SheisaCertifiedQuickBooksAdvisorandhasmanyyearsofbookkeepingexperienceaswell. Herpinpointaccuracy,tenacityandworkethicaimto"wow"ourclients.

SANDRA IS OUR

Job Titles:
  • SANDRA IS OUR ADMINISTRATIVE ASSISTANT
Sandraisournewestteammember.Sandra,aBostonnative,havingmovedhere4yearsago,brings25plusyearsinofficeadministrationprimarilyinPublicAccounting.Sandrahelpswiththedaytodayoperations,scheduling,scanning,receptionistandageneralpointofcontact.Sheisvery"peopleoriented"andisawelcometoourteam.

SHERYL IS OUR

Job Titles:
  • BOOKKEEPER
  • SHERYL IS OUR BOOKKEEPER
AFloridaNative,Sherylbeganhercareerinthebankingindustry.OpeningasmallHVACcompanyinLakeCountyFl,in1992,herresponsibilitiesweretheoverallbookkeeping,payroll,andoperationsofthecompany.ShecreatedproceduresforandSales,Service,Dispatch,CustomerServiceandPurchasingdepartments,growing,andmanagingthesuccessfulcompanytoserve4centralFloridacountieswithover30employeesand20vehiclesatthetimeofthesalein2013. 2011-2013SherylhadthehonorofbeinganactivevolunteerTreasurerandBoardmemberfortheAmericanLegionAuxiliaryUnit219inFruitlandPark,FLwhereshesetupthebookkeepingsysteminQuickBooksandwashandsonwithallfundraisingactivities. Aftersellingthecompany,SherylmovedtotheOrlandoareatobeclosertofamily.Thereshebeganabookkeepingservicehelpingsmallcompaniescleanuptheirbooks.ThisincludedallbookkeepingproceduresandcleaninguptheBalanceSheetswithproperallocationofassetsandliabilities.Oneofherexpertiseareasishelpingtheserviceindustrytosetupjobcostingforbetterprofitreporting. MovingbacktoSWFloridathisyear,Sherylisnowwantingtohelpyoukeepbetterrecords,and,ofcourse,keepwhatyouearn!