Tracy is an administrative assistant at Rodman CPAs. Her responsibilities include processing tax returns for delivery to clients, managing the CCH Electronic Filing System, assisting in setting up new clients and managing various databases, and assisting clients with questions on accessing and using our Client Portal. Tracy also assists many of the staff with administrative tasks.
(Previous work Experience – company, position, role, etc.)
Previous Employment: Newburg & Co, LLP, Waltham, MA 5+ years
Member of Saint Edwards the Confessor Church, Medfield, MA
Practice Management, Document, XCM