Joelee Holdaway, CPA
Managing Partner
Professional Experience
Joelee has been employed in the accounting field for over 15 years in private industry and public accounting. Her education and experience in accounting and finance allows her to provide exceptional services in the areas of accounting, tax, and small business consulting. She also has a comprehensive knowledge of Quickbooks and U.S. GAAP.
Accounting and Audit Services
Joelee has experience in Accounting and Auditing in previous public accounting employment. She specialized in the preparation of financial statements in accordance with the AICPA Statements on Standards for Accounting and Review Services and Auditing. She is also experienced in the preparation of compilations, reviews, and audits across a comprehensive range of industries including Nonprofit Organizations and Contractors.
Tax Planning and Preparation
Joelee has the specialized training necessary to prepare income tax returns for individuals and businesses in compliance with complex Internal Revenue Service regulations.
Consulting
Joelee provides a wide variety of consulting services to her clients. Her specialties include strategic business planning, profit and efficiency maximization, accounting system design, and accounting software utilization.
Licenses & Credentials
Certified Public Accountant – Utah
Education
Masters of Science in Accounting – University of Nevada, Las Vegas
Professional Memberships
American Institute of Certified Public Accountants (AICPA)
Utah Association of Certified Public Accountants (UACPA)