Stephanie Broom

Accounting Specialist

Stephanie has almost 30 years of accounting and financial management experience. Working for both small and medium-sized companies in trucking, distribution, insurance, manufacturing, and IT technology, she has been focused on general ledger accounting, forecasting and financial analysis, as well as treasury management.

A native of South Carolina, Stephanie has always lived and worked in the Charlotte-area. She earned both her undergraduate degree (Finance) and MBA (Accounting Emphasis) from Winthrop University in Rock Hill, SC. and currently holds an active CPA license in South Carolina. One of Stephanie’s favorite things to do is riding and exploring the Blue Ridge Parkway with her husband, two daughters and their dog. When not out riding somewhere, she enjoys watching college sports and playing piano.

Recent Articles
QuickBooks Custom Reports

The Power of QuickBooks Custom Reports: Real-World Use Cases

Out-of-the-box reports in QuickBooks are a great starting point, but QuickBooks custom reports are the key to creating actionable financial dashboards. We …

Year End Accounting Checklist

Comprehensive Year-End Accounting Checklist

By: Jeff Heybruck Fall is an opportune time for businesses to get 2023 financial documents in order and plan strategically for the …

QuickBooks Desktop vs Online

Advantages of QuickBooks Desktop vs. Online

By: Jeff Heybruck While QuickBooks Online has gained popularity for its accessibility and cloud-based convenience, QuickBooks Desktop continues to be a strong …