CS Financial & Accounting Services, Inc.
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About

Knowledge. Experience. Diligence.


History

Our firm was established with one mission: providing the support entrepreneurs need to operate and grow their businesses. Our technical expertise is in the preparation of accurate and up-to-date books that allow businesses to have a useful financial tool for tax and strategic planning. We have grown our team throughout the years to provide additional support to a broader client base and now have 125+ years of combined experience.

What Makes Us Unique

Our strong commitment to staying connected with you throughout the year guarantees your questions and concerns are handled promptly and efficiently. Each client has two accounting specialists available during business hours and by appointment. All of our staff bookkeepers and accountants have at least 10 years of experience and all of them love working with businesses in all walks of life and in all stages of growth. Our location is near to Route 40, 15/501 and 85; however, we also work at the client’s site if it is more convenient.

 

Get In Touch

We at CSFAS know that finding the right accountant is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

Book an appointment ▸

 

 

Meet the Team

Carole Scotto

FOUNDER | Carole earned an MBA from Babson College in Massachusetts. Prior to opening her firm in 1990, she worked as a financial analyst in private companies in Boston. In addition to tax preparation and accounting, Carole is experienced in strategic planning, budgeting and analysis. Carole enjoys hiking with her dogs and travels often to participate in agility training competitions.

Patricia Villa

PRACTICE MANAGER | Originally from Puerto Rico, Patricia moved to South Florida in 1998 and obtained a Master’s in Accounting from the University of Miami in 2004. She has worked as a controller with multiple businesses since then and is qualified to prepare individual and business tax returns. Beyond delivering services, she strives to build ongoing relationships with her clients by being available and responsive, and by serving as a long-term referral resource. She loves spending time engaged in community service, especially mentoring individuals in the Hispanic community.

Nancy Tennesen

STAFF BOOKKEEPER | Nancy has worked with us since 2004 and is the longest standing member of our team. She worked for GTE (now Verizon) for 30 years in NY, VA and Durham, NC. She started working with small businesses in 1999 right here in Durham and is an expert in payroll and managerial accounting. She enjoys working with clients from our office and is most likely the voice you’ll hear if you call during standard business hours.

LaVone Burnette

STAFF BOOKKEEPER | LaVone has decades of experience in bookkeeping and managerial accounting. Having been an entrepreneur herself, she understands the challenges business owners face when running their business. She loves tackling complex projects and enjoys meeting with clients onsite on a regular basis to review their financial statements and answer questions.

Vickie McGee

STAFF BOOKKEEPER | A Georgia native, Vickie has had a wide exposure to several industries, including real estate and property management. She graduated from UNC Wilmington with a BS in Business Administration and has over 20 years of experience. She has proven to have an impeccable sense of commitment to each of her clients and continues to be invested in their operational success. She is very thorough in her work and an expert at implementing and redesigning processes in place to streamline the accounting function in any business.

 

We’re unique, just like you and your small
business. We are thrilled to be your partners on the road to success!
— the csfas team