Who We Are
Our team of professionals puts our firm's core values into practice by providing solutions to our clients' needs. As one of the larger local CPA firms in the greater Daytona Beach area, we are able to provide dedicated professionals with deep industry experience as well as comprehensive accounting, tax and advisory services.
We stress to our clients that we are available to assist them every step of the way as they grow from the start-up phase with assistance in determining the form of their business entity to a stable ongoing business. We're here to provide services to help them reach their goals throughout the year, throughout their lifetime.
Our Team of Professionals
Lisa C. Park, CPA - Member
Lisa's experience includes clients in construction and related businesses and services, healthcare, manufacturing, real estate development, sales and management, condominium and homeowners' associations. Primarily involved in tax, consulting and management advisory services she is innovative and pro-active in solving client's complicated and complex matters. With more than 38 years of extensive experience in public accounting she spends much of her time as a business consultant to the firm's clients. Lisa is a 1982 graduate of the University of Pittsburgh. email@example.com
James S. Ashby, CPA - Member
Jim graduated from the University of Central Florida in 1992 and has been a CPA since 1999. His experience is primarily from providing auditing services to not for profit and government entities as well as co-operatives, construction contractors, condominium, timeshare and homeowners' associations. firstname.lastname@example.org
Cassandra R. Higgins, CPA - Member
Cassie has a diversified background in dealing with a variety of auditing, accounting and tax issues. Her primary focus is tax and consulting services. She received her CPA certification in 1997 after having graduated from Stetson University in 1996. Her experience includes clients in construction and related businesses and services, healthcare, manufacturing, real estate development, sales and management, and condominium associations. email@example.com
Anitra R. Mallory, CPA - Manager
Anitra received a bachelor of science in accounting degree from Bethune-Cookman University and her master of accounting degree from Nova Southeastern University. She has been a CPA since 2008. Her experience includes providing accounting and tax services as well as assisting small businesses with QuickBooks. Anitra previously worked for thirteen years at a local CPA firm. firstname.lastname@example.org
Jill Robinson, Accountant
Jill graduated from Indiana State University with a bachelors in accounting. Her experience is primarily working in the accounting department at a large Daytona Beach area not for profit as well as for the County of Volusia. She worked in all facets of accounting for these entities. Jill provides services to clients such as payroll and sales tax preparation, bookkeeping and compilation of financial statements and QuickBooks consulting. email@example.com
Suellen Lepole, Office Manager
Suellen has provided many years of service for local CPA firms that range from small practitioner to a large regional firm. She handles the firm's invoices, accounts receivable and payments as well as assembling clients' financial statements and tax returns. firstname.lastname@example.org
Frederick D. Weston, CPA - Retired
After 46 years of experience resulting in a diversified background in dealing with complex auditing and accounting issues Fred has retired from the accounting profession. After graduating in 1969 from Stetson University Fred spent most of his accounting career as a practitioner in the greater Daytona Beach area. Prior to practicing in Daytona, Fred worked for six years with a national CPA firm. Fred's industry experience included farming, construction, co-operatives, not for profit and government entities. Fred is looking forward to traveling more with his wife, Paula, as well as increasing his volunteer work with the Knights of Columbus and his hobby; hunting.
Paula M. Gregory, CPA - Retired
In keeping with their tradition of working together, Paula has retired with her husband Fred. Paula became a certified public accountant in 1981 after graduating from Stetson University in 1980. Her background is primarily with auditing and strategic planning and serving clients in the greater Daytona Beach area. Paula's industry experience included not for profit, condominium and homeowners associations as well as other small business entities. Paula is also looking forward to traveling more with Fred, as well as increasing her volunteer work with Futures.