Catherine is a Certified Public Accountant with over 20 years of accounting and managerial experience. Her career includes working directly with small business owners and startup teams to set up and implement systems and processes necessary for their continued success.
A few of Catherine’s accomplishments include:
- Spearheading a major software system transition, including advising which new software to select, installation and staff training, implementation and testing stages, and managing the successful ongoing use
- Creating new systems and internal controls upon demand when her company was forced to work remotely due to the COVID-19 pandemic, allowing staff to quickly become comfortable and accurate working remotely, and to change many of the paper-based systems into more efficient, paperless processes
- Successfully entered Statement of Position with IRS to defer $5.2 million gain on business cancellation of debt for a partnership client with a complex ownership structure including assets in excess of $16 million
Catherine received a Master of Science and a Bachelor of Science, both in Accounting, and has been a Certified Public Accountant since 2010.