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Courtney joined the firm in 2018. Her areas of focus include bookkeeping, greeting and assisting clients, answering phones, scheduling appointments and managing calendars for team members. Courtney also assists the firm with collating tax returns and financial statements as well as providing general administrative support for all staff members. As part of the Bookkeeping team, Courtney will divide her time between general bookkeeping for individual and businesses, sales tax filings, credit card and bank reconciliations and 1099’s.