Meet the Team
Meet the Business Services & Solutions Team
We are a dedicated team of accounting professionals. We come from various backgrounds – we are CPAs, highly-trained accounting software specialists, QuickBooks ProAdvisors, Peachtree specialists, Xero Partners and much more!
Dedicated to efficiency and accuracy, each of us is fully invested in helping our clients succeed in business. Backed by Holbrook & Manter’s 103 year history, our team is fueled by a commitment to client satisfaction. You can expect our team members to be very responsive to phone calls and emails. We will gladly come to your place of business to assist you with any accounting needs on-site, or, we can perform all tasks remotely. Whatever makes you most comfortable. We want to get to know your business and accounting needs and then work closely with you to develop a plan to meet your needs. Maybe you only need us to perform some of your accounting tasks? Or, perhaps you would like us to handle all accounting aspects so you can focus on the core of your business? No matter what the need, we can help.
Natalie has been with Holbrook & Manter since 2016, focusing on Business Services & Solutions (BSST). As a manager, her primary focus is in accounting software training and setup, Financial Statement preparation, Outsourced Accounting, and Corporate Tax.
Prior to joining the Holbrook and Manter team, Natalie worked within the Accounting and Tax Division of a family office. Here she discovered her passion for accounting. She enjoys working with individuals and small businesses to solve their accounting needs, as well as to develop best practices and processes. On a day-to-day basis, Natalie works with a variety of industries, including non-profit, professional service, and manufacturing.
Natalie graduated from the University of Dayton with an undergraduate degree in Accounting, as well as a Master of Business Administration degree. Not long after graduation, she became a Certified Public Accountant. She is a member of the Ohio Society of CPAs and the American Institute of CPA. She is also a QuickBooks Proadvisor and is certified in various accounting software and integrated apps, including Sage, Xero, Bill.com, Expensify, Gusto, etc.
Danielle has been with Holbrook & Manter since 2007 when she started as an intern in the Marysville office. Danielle’s career has grown over the years at H&M as she is currently a Director focusing on the areas of Business Services & Solutions (BSST) and Corporate Tax.
For the past twelve years, her expertise has been in helping closely held businesses with a variety of accounting and business needs. Her focus areas are Outsourced Accounting services, accounting software setup and training including QuickBooks and Xero, Financial Statement preparation and compilations, Payroll and Corporate Tax. She is a QuickBooks ProAdvisor with active certifications in Online, Desktop and Enterprise versions.
Danielle enjoys working onsite with her clients to assist them with their accounting needs and to help identify efficiencies and best practices. Danielle serves business owners in a diverse array of industries and states of their business from startups to well-established international companies. Her industry focus areas include manufacturing, professional service and family/closely held businesses.
Danielle holds the following certifications and belongs to the following associations:
- Member of Ohio Society of CPAs
- Member of American Institute of CPAs
- Leadership in Management Training
- Bachelor of Arts in Accounting and Business from Muskingum University
Carmen has been with H &M since 2008. She is currently the Director of Healthcare Services
With over 20 years of experience in public accounting her area of focus has been accounting, consulting and tax for the healthcare industry. Her focus over her career in accounting has been work with ambulatory surgery centers, physician practices and physicians. Her ability to guide them and work through their entire financial process from accounting services, revenue cycle analysis, budget assistance to tax planning and preparation, make her a valuable tool for the center and practice owners. It is not uncommon to find Carmen seated at the table of a board meeting or for her to be present at various vital meetings held by her clients. Carmen is dedicated to going the extra mile to understand the overall needs and goals of those she works with.
Carmen is a graduate of the Ohio State University. She also passed the exam and became a Certified Public Accountant. Carmen is a QuickBooks ProAdvisor and a member of the Ohio Society of CPAs, the American Institute of CPA, the Ohio Society of Ambulatory Surgery Centers, the Healthcare Financial Managerial Association and the Medical Group Management Association
Learn more about Carmen George, our healthcare accounting expert.