Nancy Nelson

Administrative Manager

Services: Charlotte Xero Accountant, Paperless Recordkeeping Systems, Assistance with Tax Notices

Nancy is a graduate of Kent State University in Ohio and holds a Bachelor of Technology degree and comes to us with an extensive background in business management and operational functions. She is responsible for managing our office technology and organization. She has a background working as an office manager in a CPA firm in Ohio.

Nancy is responsible for customer service and bookkeeping administration for our monthly accounting clients. She processes sales and use tax for our clients on a monthly basis and tracks information for processing the client workflow process.

She is an integral part of our firm operations and serves the most important role as she is Donna’s mom!