An extremely versatile CPA, Amy has extensive experience providing accounting, auditing, tax, and financial services to small to medium-sized businesses in numerous industries, as well as larger for-profit and nonprofit organizations primarily in the healthcare field. During a career spanning over 20 years, Amy has been an auditor at the former Big Five firm, Arthur Andersen, a staff accountant at several certified public accounting firms, and the owner of an accounting practice. She has also served as the controller overseeing the day-to-day accounting functions of three healthcare systems.
Whether she is providing services to a closely-held family business or company with many organizational layers, Amy is very capable of assisting business owners and executive leadership alike with strategic planning, budget-to-actual cost analysis, financial forecasting, and data analytics. She is comfortable working with all levels of personnel within an organization, including supervising a staff of accountants or presenting results to management, and acting as an effective liaison between an organization and their external auditors.
Having placed fifth in the State of Ohio when she passed the CPA exam, Amy is a highly motivated accounting professional who has also earned the QuickBooks Certified ProAdvisor credential. She has a strong command of the inner workings of an accounting department and the complete periodic closing process. Amy is adept in performing account reconciliations and general ledger maintenance, as well as preparing financial statements and management reports. She also has in-depth experience with individual and business tax return preparation, payroll, and grant accounting.
Clients welcome Amy’s proven ability to reliably support their decision-making efforts as she assesses their unique situation, discovers useful information, and offers innovative solutions. Given her strong technical background and excellent interpersonal skills, Amy is a highly regarded member of all client projects.
Employee Benefit Plans, Financial Services, Healthcare, Nonprofit
If you could choose anyone as your mentor, who would you choose?
Beth Moore. She is an inspirational female evangelical leader, teacher, and author who has successfully balanced motherhood with her demanding professional ambitions.
Do you play a musical instrument?
Yes, I play two instruments - the piano and the clarinet.
Is there a favorite dish you make that people rave over?
Banana Punch. It’s delicious and everyone seems to like it.