Marcela Perez, CPA Manager Shannon & Associates Kent, WA

Marcela Perez, CPA

Email Marcela

253-499-4169

LinkedIn profile

Marcela Perez, CPA

Manager

“I aspire to be a dedicated professional supporting my clients’ success and earning their trust. My goal is to cultivate long-term relationships and friendships where trust and open communication flourish. I aim to create a welcoming environment where individuals feel safe to embrace their true selves, fostering authenticity and growth in every interaction. It is my aspiration that my clients have unwavering confidence in my professional judgment, knowing that together, we can achieve their goals and navigate challenges with transparent and collaborative communication.”

Experience and Expertise

With over 10+ years of accounting experience, my expertise spans across diverse industries, including manufacturing and distribution companies, technology firms, real estate ventures, privately held enterprises, and financial services entities. I understand financial statement audits and reviews, ensuring accuracy and compliance for privately held companies and employee benefit audits. My hands-on experience within financial services accounting departments further enriches my insights into this sector. I bring a comprehensive skill set to empower businesses and organizations across these industries.

Approach

I take pride in my proactive approach, always anticipating my clients’ needs. It is essential to me that my clients not only know what we are doing but also understand the “why” behind our approach. Clear communication about our goals fosters trust and alignment. Additionally, I make an effort to understand the unique work styles of the individuals I collaborate with, allowing me to adapt and accommodate my approach to best suit their needs. This adaptability ensures a harmonious working relationship and a more effective outcome for all parties involved.

Certifications, Memberships, and Involvement

  • South Carolina Association of Certified Public Accounts (SCACPA), member
  • The American Institute of Certified Public Accountants (AICPA), member

Education

  • Master of Professional Accountancy (Clemson University)
  • Bachelor of Science, Business Administration, Accounting (University of South Carolina)

When not in the office you can find Marcela…

…traveling the world, spending time with my family, trying out new restaurants or coffee places, working out, playing soccer, or enjoying a nice craft cocktail.

CPAs and management consultants focused on helping you grow your business.