JO-ANNE WILLIAMS BARNES: EXPERIENCED CPA AND FINANCIAL ACCOUNTANT
Our Founder, Jo-Anne Williams Barnes, is a Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA) holding a Masters of Science in Accounting (MSA) and a Masters in Business Administration (MBA). Additionally, she holds a Bachelor of Science (BS) in Accounting from the University of Baltimore and is a seasoned accounting professional with several years of experience in the field of managing financial records for non-profits, small, medium, and large businesses. Jo-Anne is a certified QuickBooks ProAdvisor, An AICPA Non-Profit Certificate II holder, A Standard for Excellence Licensed Consultant, a member of American Institute of Certified Public Accountant (AICPA), Maryland Association of Certified Public Accountants (MACPA), and Great Washington Society of Certified Public Accountants (GWSCPA) where she continues to keep abreast on the latest industry trends and changes.
Realizing trust is the primary reason people have loyal ties to a particular CPA, Jo-Anne works hard to build solid relationships which have the potential to last a lifetime. Client satisfaction is her number one goal, making her a leader in every area of accounting and business consultation. It is without doubt Jo-Anne believes the surest way to earn trust is by doing work diligently, honestly, and responsibly while adhering to the AICPA Code of Professional Conduct.
WE ARE FOCUSED ON RESULTS!
TEAM ACCOUNTING MANAGER
Grace is our Accounting Team Lead. She has worked with both small businesses and non-profit clients throughout her 20 plus accounting career. With her substantial expertise in areas as general ledger maintenance, allocations, and financial reporting she is an asset to many organizations. She loves to find innovative ways to use systems to provide more efficient methods of processing and presenting financial data and has a wealth of resources needed to advise on complex accounting issues.
Tyria has over 27 years of accounting experience and is our small business accounting coordinator. Throughout her career as a team lead she has overseen large operating budgets and is great at providing direct personal services which makes our clients know they being taken care of. She loves challenges and solving problems!
Amy is an accounting professional with over 20years of experience. Amy’s has a close relationship with all her clients and provides services with a personal touch. She enjoys the challenge of a complex account environment and her motto is to build client relationships with positive outcomes.
Davelle has 14 plus years of accounting experience, believes in direct personal service and building trusted relationships with clients. She prides herself on her intuitive insight, exceptional communication, critical thinking, and project management skills. She strongly believes in utilizing her accounting skills to help organizations succeed.