Meet Our Staff    
 
   

CAROL HUMPHREYS

Carol is CFO and staff Senior Accountant. She is well versed in many company structures and business operations.

Carol has run small one operation businesses to tier one suppliers of the automotive industry, handling millions of dollars, and many things in between. She has worked as a waitress, a factory worker, a scheduler, and an office nobody.

Carol is a degreed Accountant from Detroit College of Business & Law now known as Davenport University.

Carol is licensed with the Securities & Exchange Commission to sell Mutual Funds and Variable Annuities as well as licensed with the State of Michigan for the sale of Life and Annuity Products.

Carol is registered as a Pro Advisor with QuickBooks and is certified as a Tax Professional from the American Institute of Tax Studies. Carol is a licensed Life Insurance & Variable Annuity Agent with the State of Michigan.

Carol currently sits on the Board and is Treasurer of the Romeo DDA (Downtown Development Authority) and the Romeo MRP Association.

As treasurer of these nonprofit organizations, Carol prepares the appropriate documentation for board approval and reports the status of all cash accounts.

Carol usually handles most new client interviews, business structuring, compliance, and reviews. Carol also prepares all the business, estate, trust and non-profit tax returns and compliance filings. Carol is normally the face away from the office. She is the one who conducts all off-site obligations for Romeo Accountants Inc.

Carol received the 2008 Leadership Award from the Romeo Washington Chamber of Commerce for her instrumental part in the chairing and organizing the Romeo Harvest Day on the first Saturday of October each year. Romeo Harvest Day is Romeo’s only “give back to the community” event, which involves many non-profit groups and clubs, along with retail and service businesses.
 
 

DONNA BAILEY

Donna Bailey is our Small Business & Tax Specialist.

Donna does tax preparation for individuals, including rentals and self employed business owners. Donna also teaches clients Quickbooks for proper record keeping.

Donna received her Bachelor of Business Administration Degree from Davenport University with Honors.

Donna is a Notary for Macomb County.

     
 

THERESA STEFFENS

Theresa is our Payroll Specialist, Notary and main Bookkeeper and has been with our company for over 5 years.

Theresa received her Bachelor of Accounting degree from Walsh.

Theresa prepares all payrolls, direct deposits and all tax, pension and union compliance documentation.

Theresa handles all Workman’s Compensation & Union Audits. Theresa also handles data input for checking and credit cards for our customers that require that service.
   
     
 

DOTTIE COBB

Our Office Manager and Receptionist has been with usfor over 10 years and handles most of the day to day operations of our client needs.

     
   

ESTHER LIEBETREU

Tax Season also brings in Esther Liebetreu. Esther has a degree in Accounting from Walsh and is an Enrolled Agent for the IRS.
     
 

SMOKEY

The final member of our Team is Smokey. He is a 10 year old Grey Tomcat that lives at our office. Smokey is our greeter.

Most people say he is more dog then cat. He comes running from where ever he is currently sleeping to checkout who is coming in the front door.

Usually, clients look for Smokey before they ask for us.

There have been many studies about animals in the work environment. We think they are quite right. Animals do seem to clam people down during a stressful time. We see it all the time.