Jamie is a Certified Public Accountant with over 20 years’ experience as a Controller/CFO in banking, real estate and property management, economic development and light manufacturing. She holds a Bachelor’s degree in Accounting and has five years of experience in public accounting performing audits, reviews and compilations for a variety of businesses in the transportation, mortgage lending, manufacturing, distribution, retail and health care fields, to name a few. She has also passed prestigious exams with the following organizations: IRS (Enrolled Agent), CUNA School of Financial Management for Credit Unions and the Certified Commercial Investment Member (CCIM) group for property management.
Donnie is a Certified Public Accountant specializing in international taxation. He holds a Masters degree in taxation from SUNY Albany and has almost five years of public accounting experience working for PricewaterhouseCoopers as a senior tax associate. Donnie also speaks fluent Mandarin.
Tracy has over 24 years’ experience as a full charge bookkeeper and controller with a focus in the construction and auto industries. Her expertise includes sales and use tax, highway use tax, job costing, AIA preparation, payroll processing, human resources, general ledger reconciliation and accounts payable/receivable management.