As a Staff Accountant at W3 Financial Group, I assist in preparing individual and business tax returns using platforms such as UltraTax, Excel, QuickBooks, and Accounting CS. By managing essential preparation tasks, I help create more capacity for our team to focus on client-facing service and strategic planning.
I hold a bachelor’s degree in Accounting and a Master of Business Administration (MBA) from The University of Akron. I am currently pursuing my CPA license to further enhance my ability to support clients and contribute to the team’s continued growth.
