Terri has been working in the accounting industry since 1981. She has sat in virtually every seat in the accounting department so she is able to view the business from the business owner’s perspective. From accounts payable, accounts receivable, payroll, purchasing, collections and budgeting and financial reporting in positions ranging from clerk to CFO, she has done it all. She earned her Bachelor of Science degree in Accounting from the University of South Florida including the fifth year program making her eligible to sit for the CPA exam. Terri founded Balanced Accounting and Tax in 2009. With over 20 years of private industry, 8 years public accounting experience, and 6 years of owning her own accounting and tax business, she understands the concerns business owners have and can help them sleep better at night by providing the information, advice and direction to help them grow their business.
Terri is the company’s tax expert and holds the Enrolled Agent designation from the Internal Revenue Service. The IRS Enrolled Agent designation is a special status conferred on tax professionals who pass a rigorous examination on the federal income tax laws and IRS practice and procedure. Only IRS Enrolled Agents, CPAs and Lawyers are permitted to represent taxpayers before the IRS. This enrollment makes her a member of a select few who can represent clients in all fifty states before all levels of the Internal Revenue Service. She is also a notary, a Certified Professional Bookkeeper and a Certified QuickBooks Pro-Advisor. She provides training for both the beginner and advanced QuickBooks user.
Terri is a member of the National Association of Enrolled Agents, Florida Society of Enrolled Agents, and National Advisor Network. She is currently treasurer on the board of directors of Dress for Success Tampa Bay. She is very active in her local chapter of Business Networking International (BNI), Charity Chics as well as the Wesley Chapel Chamber of Commerce.
Lana has been with Balanced Accounting since January 2012. She is a Certified QuickBooks Pro-Advisor and provides QuickBooks training for Mac users. She has over 30 years of experience working in a variety of industries. She manages our Bookkeeping and Payroll Department. Her goal is to help you keep your company balanced as well as compliant with payroll and workers compensation laws and regulations. She is also an active member of the North Tampa Chamber of Commerce.
WANTED: Bandit the Un-balancing Raccoon
For stealing restful nights and playful weekends from business owners across the Tampa Bay area.
If you see this varmint, do not attempt to apprehend on your own.
Contact: Balanced Accounting and Tax.
We are professionally trained and equipped to track down and eradicate this beast and his ruthless band of loyal followers and
Give you back your nights and weekends.
Bandit is our trouble making mascot. He is the leader of a very corrupt and vicious band of misfits responsible for creating chaos and accounting nightmares for local businesses, leaving the owners to worry about bank account balances, collections agencies and mounting customer billing. Bandit and his misfit thieves are known to steal nights & weekends, leaving business owners to cleanup the mess when they should be growing their business or spending time with friends and family. Check back regularly to see what kind of trouble Bandit gets himself into next!