“Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”
Terri is a Manager focused on serving the tax planning, compliance and financial reporting needs of Denver area businesses, nonprofit organizations and individuals.
She strives to help her clients manage, simplify and organize their financial and tax reporting challenges. Her focus is on financial statement preparation and auditing for privately held business and small non-profits. She is also proud to have assisted multiple generations of families through life and business stages and changes, helping to demystify tax, GAAP or accounting rules. Years of experience and practical insights have made her the “go to” resource when clients have issues or concerns.
Terri earned a Bachelor of Arts in Economics from the University of Kansas and completed accounting coursework at Metropolitan State University. She is licensed as a Certified Public Accountant (CPA) in Colorado. Terri is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants. She has been actively involved in various community and charitable organizations.
- Holds a CPA certificate in Colorado
- Colorado Society of CPAs
- American Institute of Certified Public Accountants (AICPA)
- BA Economics, University of Kansas