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Concannon Miller Shareholder Featured in Female Leaders of Finance Series

Posted by Concannon Miller on Sep 4, 2019 6:02:20 PM

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erica bortz concannon millerConcannon Miller Shareholder Erica Bortz, CPA, has been featured in Authority Magazine’s Female Leaders of Finance series.

Bortz started as a bookkeeper with Concannon Miller in 1995, rising through the ranks to become the firm’s first female shareholder in 2009. She was the architect of the firm’s successful employee benefit plan audit practice and is a leading partner in the firm’s top niche of providing accounting and tax services to McDonald’s franchisees.

Authority Magazine features interviews with a wide variety of leaders, including celebrities and executives from Fortune 500 companies.

In the interview, Bortz shares how she got into the field and offers advice for other women working in finance. Four of Concannon Miller’s 11 shareholders are women – or 36% – which is far higher than the industry average of 24%.

“Helping my clients be successful in their businesses is my greatest professional joy and I wanted to become a partner so I could serve as their most trusted advisor,” Bortz says in the profile.

Read the full Authority Magazine interview here.

Topics: Employee accomplishments

Concannon Miller’s unique, holistic and intimate approach to financial health sets us apart from smaller CPA firms with more limited resources as well as mega firms where mid-sized clients struggle for attention. Contact us here to talk about improving your business.

This communication is designed to provide accurate and authoritative information in regard to the subject matter covered. However, the general information herein is not intended to be nor should it be treated as tax, legal, or accounting advice. Additional issues could exist that would affect the tax treatment of a specific transaction and, therefore, taxpayers should seek advice from an independent tax advisor based on their particular circumstances before acting on any information presented. This information is not intended to be nor can it be used by any taxpayer for the purposes of avoiding tax penalties.

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