PROFESSIONAL HISTORY
Nicole, CPA, CTC
Nicole is a seasoned CPA with over 12 years of experience in accounting and finance. She has a strong background in SOP, financial metrics, and retail business compliance that offers her valuable insights, helping her support her diverse client base. Nicole is a US Marine Veteran, which gave her effective communication skills and the ability to deliver exceptional service. Nicole is bilingual in Spanish, which enhances her communication with her clients. She started her work in the accounting industry in 2010 developing and growing her skills and knowledge after obtaining her B.S. in Financial & Accounting. By 2014, she was working as a Financial Manager developing budgets, conducting variance analyses, and implementing cost-saving strategies. By 2019, Nicole started working with CPA MOMS as a virtual CPA. Since starting a firm at CPA MOMS, she has become a certified tax coach, with a strong commitment to clients and her family.
Open Date: 11/01/20
2 Kids Under the Age of 4 Yrs Old (At Open)
Full-time Solo grew to Firm w/5 Team Members
Active Full-time Firm Owner w/3 Team Members
$244,035 1st Yr Gross Billings
$12,140 (Partial Yr 11/2020 - 12/2020)
$269,325 (2021)
$312,315 (2022)
$361,410 (2023)
Initial Video
"Looking at my 5-year future vision for my business and my family and what I want to accomplish, CPA MOMS offers the tools that will help me reach my goal quickly than on my own."
6 Month Video
"It's been an intense few months but knowing that I have CPA MOMS team support has helped. The great conversion rate of leads and bringing on team members has me struggling to get it all in flow, but I wouldn't change anything because it will be 100% worth it."
9 Month Video
"I have grown immensely in the last 9 months and have changed from being the doer to being more business management."
1 Year Video
"The CPA MOMS team is behind me & supports me. Having them has really helped me with my journey and has expedited my growth."