Quote To Live By:  “Excellence is doing ordinary things extraordinarily well.” -John William Gardner


  • Investment fund accounting
  • IRS Procedures and tax law
  • Scheduling and Cost Analysis
  • Small business accounting procedures Development of Forecasting Tools and Metrics
  • Extensive experience with JD Edwards Enterprise One, Oracle, SAP, Wind2, Penta Technologies, and Microsoft Office Products

  • Full Profile

    Patty brings over 19 years of accounting experience encompassing both functional and management positions in finance, project control, human resources, and benefit administration. Her experience includes project performance measurement and analysis; implementation of manpower forecasting tools; establishment of reporting metrics; development of detailed forecasts for manpower, revenue and profit including risk assessment and contingencies. She is accustomed to working with federal, state and local agencies on a variety of different issues surrounding business and tax compliance.


    B.S., Business Administration, Duquesne University, Pittsburgh, PA


    • Provide completion of accurate financial statements for clients regarding investment fund accounts
    • Balance client business accounts to prepare financial statements
    • Compile and verify information concerning corporate actions and trades
    • Process small business account transactions and general ledger activity
    • Prepare business and individual tax returns
    • Research federal and state tax codes
    • Process payroll data entries