Our staff is comprised of experienced and educated individuals who work together as a team to accomplish the goals set forth between the firm and the client. Below please find a small glimpse into the staff at Powerful Accounting.
Director of Human Resources
Tracey is Powerful Accounting’s Executive Assistant. Tracey assists our CEO and team members in the facilitation and execution of administrative responsibilities. Tracey has owned and operated two small businesses over the last 20 years bringing with her experience in business management and customer relations. Most recently, she was employed as a Purchasing and Inventory Coordinator for an Italian food manufacture working in procurement, sourcing and logistics. She recently moved to Washington, D.C. with her husband, where she works remotely from home and occasionally from our New Haven office.
Small Business Division Leader, Advanced Certified QuickBooks ProAdvisor
Ann is Powerful Accounting’s Director of Operations, overseeing project coordination and management. Ann is an Advanced Certified QuickBooks ProAdvisor. For the last 20 years, Ann has gained her bookkeeping experience owning and operating various businesses and franchises in multiple states. Most recently, she worked as Office Manager and Controller for a seafood wholesaler, retailer and caterer with multiple locations. Ann’s bookkeeping experience extends over a wide variety of industries, including construction, restaurant, hair salon, interior decorating, computer consulting and retail. Ann’s positive approach to life has extended to her enthusiasm for bookkeeping and helping others with their accounting needs. She is also proficient in MS Office products.
Wendy Hauptmann BS, MS
Bookkeeper, Advanced Certified QuickBooks ProAdvisor
Wendy is an Advanced Certified QuickBooks ProAdvisor. Wendy specializes in education and training QuickBooks users. In addition, she has been working on special projects which include bookkeeping and accounting for clients under IRS and DRS audits. She is passionate about analyzing, investigating and reconstructing financial events and activities during these audits. Wendy has over ten years of bookkeeping experience as well as experience as a retail business owner.
Director of Application Implementation, Director of Social Media and Marketing
Amanda received her Master’s in Business Management from New England College, where she was a two sport athlete, earning numerous honors in field hockey. Amanda previously worked as an Instructor at E.O. Smith High School. Along with teaching, Amanda has enjoyed coaching a variety of College, High School, and recreational sports. She has managed and coordinated youth camps in the summer months. She is also well versed in social media and current technology trends. She was inducted into the 2014 New England College Hall of Fame.
Kelsey started as a Powerful Accounting’s intern, after finishing her Senior year at Eastern Connecticut State University, she was began at Powerful Accounting as a Staff Accountant. She graduated with a Bachelor’s of Science degree in Accounting and a Minor in Business Information Systems. Kelsey was a member of Eastern’s softball program for four years. She was also a member of Eastern’s Accounting Society as well as AITP, the Association of Information Technology Professionals.
Certified Public Accountant, Director of Income Tax Services
Lisa is a Certified Public Accountant with over 30 years of experience in the tax and accounting industry, specializing in the taxation of individuals and closely held businesses. She holds a Bachelor of Science degree in Accounting from Sacred Heart University and a Master of Science degree in Taxation from the University of New Haven. She is a principal in A & C Financial Services, LLC as well as Anderson, Brolin & Coba CPA’s, LLC. In addition, Lisa is also a tax consultant for the investment advisory and wealth management firm of Investmark Advisory Group, LLC in Stratford
Keith E. Anderson, CPA
Certified Public Accountant, Director of Wealth Management Services
Keith is a Certified Public Accountant with over 29 years of experience in the tax, accounting & financial industries. He holds a Bachelor of Science degree in Accounting from Central Connecticut State University and is a principal in A & C Financial Services, LLC as well as Anderson, Brolin & Coba CPA’s, LLC. In addition to his CPA license, Mr. Anderson is licensed as a Registered Investment Advisor and Securities Representative with FINRA. He is member of the investment team at Investmark Advisory Group, LLC in Stratford Connecticut, serving as their lead tax advisor and company Controller.