The staff at Hollis, Pleiman & Company, P.A. understands that clients need a competent and reliable financial advocate to assist them in their business endeavors. We provide professional accounting and tax services for businesses, but our real strength rests in our ability to support you as you grow your business.
Hollis, Pleiman & Company, P.A. offers a FREE initial consultation. Contact our office, 904-448-5005, to set up an appointment today!
Lane is a certified public accountant and is also certified in financial forensics (CFF). The CFF is a specialization awarded by the American Institute of Certified Public Accountants (AICPA). In 2018, Lane was appointed to the Florida Institute of Certified Public Accountants (FICPA) Valuation, Forensic, Accounting, & Litigation Committee. Lane graduated from the University of Oklahoma with a BBA in Accounting. She has a MBA from Oklahoma City University and completed post graduate studies at Walden University.
Lane has worked for three of the four largest accounting firms in the world. She held the position of Audit Manager at Ernst & Young, LLC, and Coopers & Lybrand, LLC (now PWC); and started her career as a senior accountant at Peat, Marwick and Mitchell, LLC (now KPMG).She looks forward to meeting each of you and learning more about your operations.
Lane has also taught several university level courses at Keiser University in Melbourne, Florida and at Southeastern Oklahoma State University in Durant, Oklahoma. She continues to teach and has authored courses for MIS Training Institute as well as providing investigation training and education seminars for fortune 500 companies.
Lindsee joined Pleiman and Company in August 2009 and has continually progressed in both job knowledge and responsibilities. Lindsee is a licensed CPA in the state of Florida. One of her key skills is her ability to interact with people through personal relationships. Recently, she has played a key role in the transition to Hollis, Pleiman and Company, PA.
Lindsee is a 2008 graduate of the University of Florida, the Fisher School of Accounting, concentrating her studies in Tax. She has also worked for Ernst and Young as a Staff Accountant in the Tax Department during 2008 and 2009. She holds a Masters of Accounting degree from the University of Florida’s Fisher School of Accounting. While attending the university, she was a teaching assistant for a tax law and research course. Upon graduating, she worked for Ernst & Young. She is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.
Lindsee’s core competencies include state and federal tax return preparation, compilations, audit and attestation, financial and tax planning, financial statement preparation, tax and accounting research and bookkeeping. Lindsee has over 10 years of experience in accounting, audit and tax. In her new role, Lindsee manages the finance and accounting departments and oversees the accounting department, ensuring the timely preparation and accuracy of financial statements.
Christine joined the company in August of 2015 as the Receptionist/Office coordinator, supporting and assisting in payroll and data entry she has progressed tremendously in her role over the years. Now as the Office Manager, Christine oversees client satisfaction as well as employee progression and development. She oversees all day-to-day aspects of the business, and is constantly going above and beyond to provide excellent customer service to our clients.
Maria joined the firm as a Senior Tax Accountant and is responsible for preparing, processing and reviewing the appropriate federal and/or state tax returns for business and personal tax returns. Maria holds a Masters of Professional Accountancy, as well as a Bachelor of Arts in Business Administration from the University of California, Irvine. She is a licensed CPA in the state of California with over 2 years of experience, and is currently working on receiving her certification in the state of Florida.
Prior to joining the firm, she worked for Ernst and Young in San Diego, CA as a Tax Accountant. Her duties included Corporate and State Tax preparation, as well as annual and quarterly tax provisions.
Kathy is an Accounting and Tax Manager at Hollis, Pleiman. She provides valuable supervisory services to all accounting specialized and shared services staff and manages in our tax and accounting departments, which includes managing all aspects of QuickBooks and Accounting CS.
Kathy holds a Masters of Business Administration from Ellis College of New York, Institute of Technology, as well as a Bachelor’s of Science in Accounting from National University and an Associates of Arts in Paralegal Studies from Jenney College.
Kathy is a licensed CPA in the state of Virginia with over eight years of experience in corporate and public accounting. She is outgoing and detail oriented, and takes pride in forming and maintaining professional relationships with coworkers and clients. She is seeking CPA licensure in Florida. Kathy has gained experience in both corporate and public accounting and served clients in a variety of industries.
Carly joined the company in October of 2017 as an Accounting Specialists in the shared services department of the firm. She provides clients with valuable insights in bookkeeping, financial statement preparation.
She possesses a great understanding about QuickBooks, Accounting CS, Bank Reconciliations, Payroll and Financial Statements. Carly also completes and files Sales Tax and Quarterly Payroll returns for several of our clients.
Carly holds a Bachelors in Business Administration from the University of North Florida and is working on her Masters in Forensic Accounting.