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. She specializes in analyzing numbers, setting up processes, and helping clients understand financial data. As a business owner, she understands how numbers drive success.
Lois graduated from the University of Florida with a Bachelor of Science in Accounting and has been a certified public accountant since 1982.
Stacey L. Wood, CPA
Stacey brings over 30 years of public accounting experience across various industries. She has extensive expertise in homeowner and condominium association clients, year-end accounting procedures, and consulting.
Stacey is a graduate of Nova Southeastern University with a Bachelor's in Accounting and has been a CPA since 1998.