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Meet the Team

Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”

Executive Team Member

Elizabeth Graham Bookkeeper

Elizabeth grew up in Charlotte and Raleigh and attended Catawba College in Salisbury. She has a breadth of experience, from helping to found a start-up, to managing accounting for small businesses. Her diverse work history give her the ability to assist clients in a variety of industries. She has worked in the accounting field for over 25 years.

Elizabeth is excellent at working with small business clients and can perform all bookkeeping & payroll tasks, as well as prepare individual tax returns. The best part of day is working with the amazing clients we serve in an office environment that makes coming to work a pleasure.

On the weekends, Elizabeth can be found perusing the latest bestsellers or exploring the beaches of North and South Carolina. Her household includes her husband as well as her two pups, Bennie and Scruffy.