
Top Questions To Ask When Hiring 401(k) Auditors
Managing a 401(k) plan comes with significant responsibilities. When your plan requires an audit, selecting the right CPA firm can make all the difference between
Outsourced Accounting, In-Charge
Terri-Lea is an Intuit Certified Bookkeeper and a Certified QuickBooks ProAdvisor. She has been guiding small business owners in leveraging QuickBooks for their unique businesses from a technical and accounting perspective for 34 years. Her certification for QuickBooks has been used to support our customers in optimizing their financials to make them more effective in their businesses. She has a proven ability to identify and implement improvements to streamline workflow and increase efficiency, productivity, and compliance. Her close friends call her “The Optimizer.”
Areas of Expertise:
Industry Focus:
Professional Credentials & Affiliations:
Software Expertise:
Managing a 401(k) plan comes with significant responsibilities. When your plan requires an audit, selecting the right CPA firm can make all the difference between
401(k) plans have become the cornerstone of retirement planning in America. For employees, they offer a pathway to financial security. For employers, they serve as
The venture capital industry has been navigating a dynamic landscape recently. After a challenging period, global VC funding rebounded in late 2024, driven by a
Designed and maintained by MITCO Digital