The Founder

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 needs of service providers from routine tasks to complex business issues.  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
  • American Institute of CPAs (AICPA)
  • Arizona Society of CPAs (ASCPA)
  • American Payroll Association
  • Certified QuickBooks® ProAdvisor
  • Clio Certified Consultant

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

Additional

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