Patricia Cerbone
Director
“I assist clients in keeping their financial information organized and accessible so it can be used effectively in preparing financial statements.”
Patricia Cerbone has more than 30 years of experience in public accounting and works in the Business Services Group. She has extensive expertise in accounting and bookkeeping services, including managing client accounting functions and preparing financial reports.
Patricia serves a wide range of clients including high-net-worth individuals and small businesses, providing CFO services, financial management and consulting. She handles a variety of accounting and reporting functions across different client engagements.
Her responsibilities include cash management, monthly account reconciliations and reporting, bill payment and vendor management, accounting and general ledger maintenance, payroll processing and tax preparation support. She is proficient in QuickBooks Pro and Enterprise Desktop, as well as QuickBooks Online.
Professional Affiliations and Civic Involvement
- National Association of Enrolled Agents (NAEA)
Accreditations
- Enrolled Agent (EA)
- Certified Intuit QuickBooks Online ProAdvisor
Education
- Pace University, Bachelor of Science degree in Accounting

