About Me

Joelee Holdaway, CPA
Managing Partner

Professional Experience
I have been employed in the accounting field for over fifteen years in private industry and public accounting. My education and experience in accounting and finance allows me to provide exceptional services in the areas of accounting, tax, and small business consulting. I also have a comprehensive knowledge of Quickbooks and U.S. GAAP.
Accounting and Audit Services
I have experience in Accounting and Auditing in previous public accounting employment. I specialized in the preparation of financial statements in accordance with the AICPA Statements on Standards for Accounting and Review Services and Auditing. I am also experienced in the preparation of compilations, reviews, and audits across a comprehensive range of industries including Non-Profit Organizations and Contractors.
Tax Planning and Preparation
I have the specialized training necessary to prepare income tax returns for individuals and businesses  in compliance with complex Internal Revenue Service regulations.
I also provide a wide variety of consulting services to my clients. My specialties include strategic business planning, profit and efficiency maximization, accounting system design, and accounting software utilization.
Licenses & Credentials
Certified Public Accountant – Utah
 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)