Terri Richards

Principal, Entrepreneurial Services at Kaufman, Rossin & Co.

Terri joined Kaufman Rossin in 2004 and is a Principal in the Entrepreneurial Services department. Terri provides a variety of services including financial statement reviews and compilations for closely-held businesses, and tax planning and compliance for corporations, partnerships and high-net worth individuals.

She has a focused expertise in financial reporting and taxation for construction clients. In addition, she provides technology consulting and training to clients including QuickBooks. As a Certified QuickBooks ProAdvisor, she trains business owners and their staff on maintaining clear financial reporting to analyze business performance and goals.

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Timeline

  • Principal, Entrepreneurial Services

    Current role

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