With more than 25 years of combined experience, the principals of the firm (Heather L. Cozby, CPA and Christine L. Bruno, CPA) have the resources and experience necessary to provide quality professional services on a timely basis and at a reasonable cost.
Heather L. Cozby, CPA, Principal – Tax Manager
• Has worked in the accounting field for over ten years
• During that time, has obtained a diverse set of skills and worked in a variety of industries. (The most significant portion of this experience came from her employment at a South Shore accounting firm specializing in financial needs of condominium associations, small businesses owners, real estate entities, and high net worth individuals.)
• Opened Heather L. Cozby P.C., a Sagamore Beach firm, in June of 2005 to service the unique accounting and tax needs of small businesses and individuals throughout the South Shore and Cape Cod
• Graduated Magna Cum Laude from the University of Massachusetts – Boston, holding a Bachelor of Science degree in Management with a concentration in Accounting
• Is actively involved in the community through local organizations, most recently as a charter member and Director of Vocational Services of the Plymouth Sunrise Rotary Club, as well as the Director of Finance of The Rising Tide Charter School
• Resides in South Plymouth with her husband John and their son Cosmo Jack
Christine L. Bruno, CPA, Principal – Audit & Accounting Manager
• Has worked as an accountant for over eighteen years
• Has been in business for herself the past seven years as Boucher & Co, a consulting business specializing in providing CFO-level expertise to smaller companies that cannot support a full-time advisor
• Worked for a multi-million dollar telecommunications company as their controller prior to opening her own consulting firm
• Received her seven years of public accounting training on the South Shore, where she audited such clients as municipalities and prepared financial statements and tax returns for small businesses and high net worth individuals
• Graduated from Southeastern Massachusetts University, holding a Bachelor of Science degree in Accounting
• Is actively involved in the community and serves on the Cape Cod Regional Chamber of Commerce Board of Directors
• Enjoys traveling and scuba diving in exotic locations with her husband Josh
• Resides in West Wareham with Josh and their dog Kona
In addition to Heather and Christine, the firm has four incredible support staff members: Kathy Barbaro, Kimberly O’Leary, Sherry Noe, and Tracy Thompson.
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