Terri Richards, CPA

Associate Principal

Entrepreneurial Services

Boca Raton

Terri joined Kaufman Rossin in 2004 and is a manager in the Entrepreneurial Services department. Terri provides a variety of services including financial statement reviews and compilations for closely-held businesses, and tax planning and compliance for corporations, partnerships and high-net worth individuals.

She has a focused expertise in financial reporting and taxation for construction clients. In addition, she provides technology consulting and training to clients including QuickBooks. As a Certified QuickBooks ProAdvisor, she trains business owners and their staff on maintaining clear financial reporting to analyze business performance and goals.

Education

  • Bachelor of Science. Accounting. University of Massachusetts.