Phyllis, Chief Tax Slayer of Accounting & Tax Paladin, LLC has over 15 years experience in bookkeeping, accounting, business management, consulting and training with construction, non-profits and other service firms. With her extensive accounting experience and her educational training in Business Administration, Total Quality Management and leadership training from Covey Leadership Center she can provide a well rounded outsource CFO that works for you. She provides tax return services to clients as an ASFP certified tax preparer and is currently on track to become an IRS Enrolled Agent (EA).
George is the King of Process Improvement both for ATP. His engineering background and experience as a certified Six Sigma Black Belt provides the know how to develop best practices to increase productivity and decrease overhead costs for any business.
Our staff includes our Cyber Security and Cloud Management Guardian, who is also serving our country in the Army as Combat Engineer (so you can rest easy that your documents and information are secure in the Cloud and on our computers; and if you need landmines cleared from your business plan). We also have a wonderful Virtual Assistant who has over 10 years experience managing accounting offices and keeps us organized and on track with our client workflow. In addition, our Social Media Guru keeps us up to speed on video conferencing, training, best practices for 3rd party apps, blog and newsletter updates and anything YouTube.
We also partner with a CPA who reviews our work on a regular basis and provides back up for our busy seasons so we never get behind in our commitments to our clients.