Mary entered the accounting profession in 1987. Her experience includes both private and public accounting, serving in progressive capacities encompassing all phases of financial accounting. Prior to focusing exclusively on closely-held professional service businesses, she served as a Director of Accounting for a large commercial lender. In that capacity, she oversaw the financial planning, forecasting, budgeting and reporting for a corporate division that managed $4.5 billion in assets. By blending her broad experience with exceptional professional credentials, Mary is able to address the financial concerns and needs of professional service providers. She continually updates her technical skills to provide clients with the highest quality service.

 

Certifications and Memberships

 

       Certified Public Accountant (CPA)

        Arizona State Board of Accountancy

        Licensed 1992

       American Institute of CPAs (AICPA)

       Arizona Society of CPAs (ASCPA)

       Certified QuickBooks® ProAdvisor

       American Payroll Association

       Phoenix Tax Workshop

 

Education

 

       Arizona State University

        Master of Taxation (MT)

        2007, Magna Cum Laude

 

       University of Phoenix

        Master of Business Administration (MBA)

        1997, Summa Cum Laude

 

       Arizona State University

        Bachelor of Science – Accountancy, 1987

 

Giving Back

 

Mary is the Treasurer and Board of Director member of the Colorado chapter of Smile for a Lifetime Foundation, a charitable non-profit organization that provides orthodontic care to individuals who may not have the opportunity to acquire assistance. The foundation's mission is to create self- confidence, inspire hope, and change the lives of children in a dramatic way. For more information about Smile for a Lifetime, Inc., please see their website at www.s4l.org.

 

Additional

 

Ms. Moorman was published in the American Association of Orthodontics New & Younger Members Online.