I serve as the first point of contact for all accounting operations; overseeing accounts payable and our financial reporting. I am tasked with making deposits, applying them to the correct account, vendor invoicing and processing employee expense accounts. Striving to maintain effective working relationships, I pride myself on being a detail-oriented person with efficient execution.
What brought me here
Prior to AdvisorEngine, I worked as a Bookkeeper/Office Manager with Able&Co - a Marketing Firm. But my career began as a State Auditor with the North Carolina Department of Revenue. I performed an array of investigative reports and audits ranging from financial statement, payroll tax, sales tax and income tax audits. I closely monitored the sale of tobacco products under the rules regulated through the Master Settlement Agreement (MSA) accord. I audited tobacco companies, ensuring compliance with state regulations on excise tax on tobacco.
How I balance life
I balance life by spending time with my husband, our son, and our two Dachshunds, Hans and Sky. We love doing everything together – none of us go anywhere without the others.
My favorite quote
“Life is 10% what happens to you and 90% how you react to it.” - Charles R. Swindoll
What I want to know most in life
What will my son be when he grows up?
Who inspires a sense of adventure in me
Although he can be a handful to keep up with sometimes, my 10-year old son is who inspires me in life. He is so well rounded and enjoys everything he experiences in life - he plays football and basketball, but also enjoys singing in the chorus. He serves as such a source of motivation for me.
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