Jody has over thirty-five years of accounting and tax experience. She began her career at the firm in 1994 and is currently a Senior Manager. Jody earned her bachelor of science degree in accounting from the University of Maryland and became a certified public accountant in the state of Maryland in 1984. She is a member of the Maryland Association of CPAs.
As a manager, Jody’s duties encompass managing a staff of accountants and prioritizing and assigning client workflow. She also has experience as a bookkeeper which augments her ability to identify and solve clients’ problems regarding income statements and balance sheets. Jody has serviced clients in a wide range of industries with an emphasis in construction, food service, professional service industries, and retail.
In addition to providing clients with general compliance services that include compilations, reviews, corporate and individual tax planning and preparation, Jody is an advanced certified QuickBooks ProAdvisor. She has extensive experience installing, training, and providing troubleshooting services for clients utilizing QuickBooks® software.