Heidi has over 30 years of experience in public accounting. She divides her time between accounting, auditing, and tax matters, focusing on closely held businesses and their owners in various industries. Heidi provides various services to clients, including audits, reviews, compilations, agreed-upon procedures, consulting accounting, and tax services.
She has a broad base of clients and has worked with development-stage companies, U.S.-based wholly owned subsidiaries of foreign companies, and companies in the professional services, technology and life sciences, manufacturing and distribution, financial services, and real estate industries, as well as not-for-profit organizations and employee benefit plans.
Heidi also has experience working with high-net-worth individuals.
Professional and Civic Achievements
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, New Jersey Society of Certified Public Accountants (NJCPA)
- Former Member, TechUnited
- QuickBooks ProAdvisor
- Treasurer, New Jersey Scholars Program
Education:
- Bachelor of Science in Business Administration, magna cum laude, Rider University
Licenses and Certifications:
- CPA License: New Jersey
- Certified Financial Planner ®
- CITP: Certified Information Technology Professional Designation
- CGMA: Chartered Global Management Accountant Designation
