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
QuickBooks Enterprise vs Online

I’m On QuickBooks Desktop Pro or Premier…Should I Migrate to QuickBooks Online or Upgrade to QuickBooks Enterprise?

by Debbi Silva If you’re on QuickBooks Desktop Pro or Premier, you’ve likely already heard about Intuit’s plan to phase out the …

Understanding Cash Flow Projections in QuickBooks

Cash Flow Forecasting 101 (and Tips for Organizations Using QuickBooks)

By: Jeff Heybruck Forecasting cash flow is one of the most difficult but impactful planning exercises a business owner can undertake. There …

Dealing with slow paying clients

Small Business Tips to Negotiate Better Payment Terms & Conditions with Customers

By: Jeff Heybruck Net 30? Yeah, right. AR from large clients can be tricky. A common refrain we hear from small business …