Angela Harms, Daszkal Bolton

Angela Harms, CPA

Director

Certifications

Licensed CPA – State of Florida, Certified Global Management Accountant, (CGMA) and 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 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

AICPA, FICPA and KYCPA

Practice Areas

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