Angela Harms, CPA

Director

Certifications

Licensed CPA – Florida and Kentucky Certified Global Management Accountant (CGMA) National Social Security Advisor (NSSA)

Experience

Angela is a director in our tax practice. She has over 30 years of experience providing accounting services, tax compliance and planning as well as representation before tax agencies, business consulting, family office services, start-up planning, and M&A transaction support for a variety of businesses. Before joining Daszkal Bolton, Angela was the CFO for Mark Edward Partners, an independent full-service international insurance brokerage firm covering a wide variety of businesses and individuals advising the executive team in all areas of operations, including strategic planning, establishing and monitoring key performance metrics, and the selection, purchase and subsequent integration of acquired businesses. Prior to the CFO position, Angela was a partner in both small and regional accounting firms in Florida and Kentucky. Angela has worked with numerous clients as a fractional CFO providing part-time services to assist the executive team with projects, identify areas of risk and provide predictive outcomes and financial planning strategies. She has worked with banks and investors and helps drive performance in conjunction with the COO role. She also has extensive QuickBooks certifications and has assisted clients with setting up new businesses, cleaning up existing accounting records, providing oversight and review, training new users with ‘on-call’ assistance for ongoing questions, and adding third party applications.

Education

Eastern Kentucky University in Richmond, Kentucky with a Bachelor of Science in Business Administration & Accounting

Memberships

American Institute of Certified Public Accountants (AICPA) Florida Institute of Certified Public Accountants (FICPA) Kentucky Society of Certified Public Accountants (KYCPA)

Practice Areas

Tax Personal Tax State & Local Tax Fractional CFO Business Consulting Cash Flow Management Startup Accounting Transaction Advisory Healthcare/Professional Services Real Estate & Construction Manufacturing & Distribution Retail Technology and eCommerce

Professional Development & Community

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