Linda Senior, CPA/PFS is a manager in Councilor, Buchanan & Mitchell’s (CBM) client accounting and advisory services team. She has nearly 20 years of experience in accounting management, financial analysis and auditing responsibilities, a significant amount of which was gained serving clients through roles in public accounting.
Prior to joining CBM, Linda served for nearly 10 years with Lewis & Knopf, CPAs, including six years as a manger, reviewing tax, accounting and advisory tasks performed by team members, and streamlining financial processes through recommended accounting information systems and application updates for businesses and family offices. In that role, she also provided outsourced controller and CFO services including by providing forecasting, financial analysis and budgeting consultations. Finally, she reviewed federal legislation and consulted with clients on their eligibility to benefit from COVID-era programs such as the Paycheck Protection Program and the Employee Retention Credit.
In earlier roles, Linda ran a business that provided bookkeeping, AP and AR services to clients, and served as a controller for an auto finance company.
She is familiar with a variety of accounting software packages including QuickBooks Online, QuickBooks Desktop, Xero and Microsoft Office Suite.