Accountants + Business Advisors

Amy Smith, CPA

Manager - Tax
  • + Organized
  • + Reliable
  • + Easy Going
  • + Hardworking
  • + Master Scheduler

“Healthy growth is growing your business at a pace that is sustainable for the long term.”

MY GROWTH STRATEGY: Big or small, clients deserve the same level of service. Small- to mid-size businesses often need assistance in areas that allow me to work directly with the owners and their staff and make a big impact. My favorite thing about helping clients grow their business is seeing them succeed and being able to assist them in some way that makes their job easier.

PROVEN TRACK RECORD: I thrive at meeting deadlines. I successfully tackle bookkeeping issues and recommend improvements to the way monthly transactions are recorded to gain efficiencies with recorded transactions after software changes, in multi-entity situations and with restructuring activities between entities.

WHEN I’M NOT AT WORK: I spend time with my husband and three children, who keep me very busy running them everywhere they need to be – hence the reason I consider myself the master scheduler. Achieving a work/life balance in my household requires me to be on top of things. Four to five times a year you’ll find me on the golf course.

ON MY BUCKET LIST: I’ve cruised through the Panama Canal and zip-lined in Belize. An Alaskan cruise and trip to Europe are still on the list.


What are some issues within your specialty that are commonly overlooked or not addressed by clients? Why are these important to address? Clients don’t always tell us about changes to their business when they happen. Finding out about changes in a timely manner — can allow us to take advantage of tax savings or prevent possible noncompliance issues.

What are some of the most pressing issues facing your clients today and how do you add value in helping them tackle them? Complying with the ever-changing tax laws is the top issue facing clients. Being able to assist them and guide them through the compliance means there is one less thing they have to deal with.


Organized + Reliable + Easy Going + Hardworking + Master Scheduler 


  • Bachelor of Business Administration, Accounting – University of Toledo


  • Ohio Society of Certified Public Accountants
  • American Institute of Certified Public Accountants