About Us

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Text:  (814) 552-1756

Terri is a CPA with over 25 years of experience in both the private and public accounting sectors.  She is currently serving as an editor on the PA CPA Journal and is active within the PICPA.  She specializes in working with individuals and business owners, with a focus on:

  • Small business accounting and consulting

  • QuickBooks set-up and training (both desktop and online platforms)

  • Tax preparation, planning, and compliance

  • Assistance with tax notices and payment plans

  • Not-for-Profit organization set-up and annual filing assistance


  • Certified Public Accountant

  • Not-for-Profit Certification through the American Institute of Certified Public Accountants (AICPA)

  • American Institute of Certified Public Accountants

  • Pennsylvania Institute of Certified Public Accountants

  • National Society of Certified Healthcare Business Consultants

  • QuickBooks ProAdvisor

  • Blair County Chamber of Commerce 

  • Downtown Altoona Business Community

Civic Involvement

  • Hollidaysburg Community Partnership, Board Member & Former Treasurer (August 2018 to Current)

  • Blair County Concert Chorale, Treasurer (May 2019 to May 2020)

  • Hollidaysburg Tennis Boosters, Vice-President (July 2018 to August 2019)

  • Blair County Chamber of Commerce Young Entrepreneur Mentor (2019-Present)

  • PICPA Central Chapter, Past President

  • Frankstown Elementary PTO, Past President, and Treasurer

  • Hollidaysburg Soccer Association, Past Treasurer


  • PICPA 40 Under 40 Members to Watch

  • PICPA Volunteer Service Award

Making Notes


Practice Manager


Text:  (814) 352-9998

Jennifer is our practice manager and handles our firm administration and client relationship needs.  Jenny has over 15 years in customer service and assists clients with:

  • TaxDome questions and sign-up

  • Bookkeeping and accounting assistance

  • Payroll processing