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
5 Signs You're Ready For A Fractional CFO

5 Signs You’re Ready for a Fractional CFO

By Jeff Heybruck Thinking about hiring a fractional CFO, but not sure if the business is ready? While there’s no magic business …

Setting up Quickbooks for Job Costing

Job Costing in Quickbooks: Setup Tips & Best Practices

by Jeff Heybruck Job costing, or the process of tracking the costs and expenses associated with a specific job, project or account, …

How To Run A Business In the Face of Rising Interest Rates

How To Run A Business In the Face of Rising Interest Rates

by Jeff Heybruck Beginning in 2008, financial crises drove down interest rates to just above 0%. Now, for the first time in …