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  7. Angela Caldwell
 

Angela Caldwell, Manager of Operations and Accounting Specialist

Role and Expertise

Hi, I’m Angie, the manager of operations. I manage our team of accounting specialists to ensure that we are meeting and exceeding our clients’ expectations. Working with Theresa Pedrotty, I manage our internal operations, which includes implementing proper administrative and operational controls, practices, policies and systems to effectively and efficiently deliver reliable accounting solutions. I also act as an accounting specialist on several clients.

I have more than 12 years bookkeeping experience providing a full range of bookkeeping services for companies in various industries, in both the for-profit and not-for-profit industries. Being responsible for a wide range of bookkeeping duties for numerous companies has honed my skills in effectively onboarding new clients and addressing their accounting-related needs. I take pride in being able to work well under pressure and provide excellent client services!

Education, Certifications, and Other Accomplishments

  • Associates of Business Administration – Accounting from Tiffin University
  • Certified QuickBooks Desktop ProAdvisor
  • Certified QuickBooks Online ProAdvisor
  • Certified Bill.com Expert and Guru
  • Certified Aero User
  • Expensify Approved Bronze Partner
  • Hubdoc Certified Advanced Partner
  • Tsheets Certified Pro