Overview
Audrey is a Manager in the Estate and Trust department, where she specializes in fiduciary accounting and the preparation of estate and trust income tax returns. Her role requires a deep understanding of trust documents, the proper allocation of principal and income, and strict compliance with fiduciary reporting standards.
Audrey’s professional background includes extensive experience in outsourced accounting services, supporting a wide range of clients across various industries. She has managed full-cycle bookkeeping, performed bank reconciliations, prepared monthly and year-end financial statements, and provided ongoing client advisory support. Her responsibilities also included payroll processing, sales tax compliance, and assisting clients in maintaining accurate and timely financial records.
Building on her accounting foundation, Audrey developed a strong background in tax preparation, working with both individuals and businesses. Her ability to bridge accounting and tax disciplines enables her to bring a well-rounded and strategic perspective to every client engagement.
Audrey combines technical expertise, attention to detail, and a strong commitment to service, making her a trusted resource for both fiduciary and traditional accounting matters.
Education
Master of Accounting, Accounting, Nova Southeastern University
Services
Industries
- Construction
- Entertainment & Arts
- Healthcare
- Law Firms
- Real Estate
