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
Can Fractional CFO's and Bookkeepers be at the same vendor?

Should I Use The Same Company for CFO and Bookkeeping Services or Keep Them Separate?

by Lucrum Staff Is your company considering outsourcing fractional CFO and bookkeeping services to two different companies? Using a single provider for …

Fractional CFO vs Interim CFO vs Part-Time CFO

Do I Need a Fractional CFO, Interim CFO or Part-Time CFO? What’s the Difference?

by: Lucrum Staff As a business scales, it reaches a point where more financial expertise is needed than existing resources can provide. …

Tempering Sales Optimism With Reality

When To Politely Turn Down A New Business Opportunity

By: Jeff Heybruck New business opportunities are, for good reason, exciting. But wise business leaders are able to take off the rose-colored …