Marcy Marshall, CQBPA

Experience

Marcy started as a Tax Staff professional with Holsinger. She has later moved over to managing the Accounting Services Department as well as performing Controller and CFO Services for many clients, She still prepares individual and business taxes, and payroll tax and sales tax returns including the 990, 5500 and 1041.

Marcy has experience with a great many softwares, but specializes in QuickBooks and Xero.

In her previous experience, Marcy had a strong focus on retail facility management in the petroleum products industry. Her responsibilities required the management of daily operations, accounting functions, inventories and customer service. During this tenure, she received special commendations including “First Places Image Standards Award” and “Best of the Best Manager of the Year.”

Education

Marcy holds an Associates Degree in Accounting Business Management from the Community College of Beaver County in Monaca, Pennsylvania.

Professional Licenses

Xero ProAdvisor Certification

QuickBooks Desktop Proadvisor

QuickBooks Online Proadvisor

Stage II Vapor Recovery

Professional and Community Development

Marcy is a member of the National Association of Enrolled Agents.

She also sits on the board of directors for a local non-profit and works with many other local nonprofits.

Personal

Marcy lives with her cat in the Moon Township area and has three grown children: her son Jesse and his wife Ashley, and her daughter Sarah.