About Us
Track Record of Success
With over 50 years of combined leadership and experience in financial services, our expertise covers a wide range of industries and sectors.
Lois Margolin, CPA
Lois has over 40 years of expertise providing services that help businesses operate successfully and clients become financially independent. Lois’ strength is in analyzing numbers, setting up processes and helping her clients understand their numbers. As a business owner for a number of years, Lois understands how business owners looks at their numbers and what they need to accomplish to be successful.
Lois is a graduate of the University of Florida receiving a Bachelor of Science in Accounting and has been licensed as a certified public accountant since 1982.
Stacey L. Wood, CPA
Stacey brings over 30 years of public accounting experience covering a wide array of industries. Through the years she has acquired many homeowner and condominium association clients and conducts their year-end accounting procedures as well as consulting. She is a member of the CIRA Conference division of the FICPA which allows her insight into the legislation and current events surrounding their unique accounting protocols.
Stacey is a graduate of Nova Southeastern University receiving a Bachelor of Science degree with a major in accounting and has been licensed as a certified public accountant since 1998.