Controllership and Bookkeeping

Annette has held a variety of positions including Accountant, Risk and Compliance officer and was previously with Dental Whale LLC as Accounts Receivable Associates- Patient Accounts, where she was responsible for managing and reconciling patients’ payments and Patient’s ledgers for several dental offices across the US.  Annette is most proud of being a great team player, meeting deadlines and creating policies and procedures to increase efficiency within her accounting department. Annette holds a master’s degree in accounting from the University of the West Indies, Jamaica and has over 20 years in the financial sector.

In her spare time, Annette enjoys watching movies, experiencing new foods and places, running, and spending quality time with her family. She also enjoys cooking and baking for her family and friends.

Accounting Liaison:Juan has held a variety of positions including data processing assistant and was previously with Liberty Tax as a Business Accounting Specialist where he was responsible for tax preparation and bookkeeping services for several clients. Juan is most proud of increasing bookkeeping services’ productivity by transitioning to a cloud-based system and offering a variety of new client services. Juan earned a Bachelor’s degree in finance in 2019 and has over 3 years of experience in the bookkeeping field. In his spare time, Juan enjoys outdoor activities like snowboarding, going to the beach, walks with his dog, and riding his motorcycle, as well as playing and watching sports, especially basketball.

Laurie has held a variety of positions including Senior Bookkeeper, Office Manager, Accounts Payable/Receivable Manager. She was previously with Klueg, Filippone CPAs, PC as an Accountant/Office Manager where she was responsible for the bookkeeping, tax preparation and financial statements for a variety of clients, as well as the supervision and training of administrative staff.  Laurie is most proud of how much she has learned and how far she has come since starting in a CPA firm as an administrative assistant.  She has 18 years of experience in the accounting industry.In her spare time, Laurie enjoys spending time with her husband and 3 beautiful children, traveling, fishing, camping, snowboarding and enjoying a nice boat ride in the ocean.

Dahyana Romero has held a variety of positions including Comptroller, Full-circle accountant, Office manager, Staff Accountant and was previously with Xendoo as a Senior Accountant where she was responsible for preparing financial reports, performing account reconciliations, maintaining the general ledger, and assisting with audit preparations amongst other duties.  She earned her Bachelor of Arts in Accounting at Keiser University in the city of Fort Lauderdale. In her spare time, Dahyana enjoys spending time with her family and anything involving nature.