Owner & Enrolled Agent (EA)
Teri specializes in providing accounting services to small and medium size businesses, individual tax planning and tax preparation. She is an Enrolled Agent and is authorized to practice and represent clients before the Internal Revenue Service. Teri is a graduate of Northwood University and has held management positions with Electronic Data Systems (EDS) and Select Care.
Prior to obtaining her CPA license, Shelly worked in the private industry and managed accounting departments and company operations. Since obtaining her license, she has dedicated herself to public accounting and tax preparation. Shelly has a vast amount of experience in many industries and is a graduate of Walsh College.
Financial Consultant & Business Development
Sam brings to Abacus Accounting a vast amount of public and private accounting experience. He has held the positions of Chief Financial Officer and Chief Operations Officer in the banking, technology and franchise industries. Sam works with small to medium size businesses in the implementation and maintenance of accounting systems, strategic planning, and business development, along with business and personal tax planning and preparation. Sam is a graduate of Walsh College and a local resident with his family. He enjoys golf, sporting events, traveling and family time.
Joan provides full-service accounting support to our clients. She provides bookkeeping, accounting, financial statement preparation and payroll services to various industries along with business and personal tax preparation. Joan has studied at Oakland Community College and Lawrence Tech. In her spare time, Joan enjoys golfing and jewelry making.
Betty owned and operated her own family business for several years and brings to the Abacus team a wide range of knowledge in the accounting, operations, tax preparation and human resources areas. Betty is a graduate of Walsh College.
Shawna provides full-service accounting, bookkeeping and payroll services to our clients along with individual tax preparation. Prior to joining the Abacus team, Shawna worked in the private industry. She has studied Accounting & Business Management at Oakland Community College and St. Mary’s. In her spare time, Shawna enjoys spending time with her family.
Alicia provides full-service accounting, bookkeeping and payroll services to our clients. She has a background in manufacturing and a strong ability to organize and get things done! Alicia is currently attending Baker College in Flint. She enjoys any activities that can be done outdoors.
Junior Accountant & Administrative Assistant
Nancy provides support in all areas at Abacus Accounting. She provides bookkeeping to our clients, tax preparation to individuals and administrative support to other team members. Nancy gained extensive knowledge of local government administration while working in the Village of Lake Orion and working years in the engineering field.
Gracie began working at Abacus Accounting in 2015. She is instrumental in maintaining harmony and relaxation. Her focus is on interactive topics such as “fetch” and walking the staff on a nice day. She will perform tricks for a bone or two and anxiously awaits your arrival!