TEAM
Elizabeth Bartlett, CPA
Elizabeth is a Charleston CPA with deep roots in the Lowcountry’s financial landscape, holding a Bachelor of Science from the College of Charleston and an MBA from The Citadel. Practicing since 1989, she brings a wealth of experience from both public and private sectors, having held key roles such as Treasurer, CFO, Director of Finance, Financial Analyst, and Controller. Today, she specializes in small business management consulting, bookkeeping, and preparing a wide range of tax returns for individuals, corporations, partnerships, trusts, estates and LLCs. As a certified QuickBooks ProAdvisor and active member of both the AICPA and SCACPA, Elizabeth combines extensive knowledge with a passion for supporting her clients’ financial success.
Heidi Adams, CPA
Heidi is a CPA with over 20 years of experience in accounting, tax, auditing, and business consulting. She holds a Bachelor of Science in Accounting from Penn State and an MBA from George Mason University and is licensed in both Virginia and South Carolina. Specializing in small business consulting and tax returns, Heidi is also a certified QuickBooks ProAdvisor and an active member of AICPA and SCACPA. Since joining the firm in 2022, Heidi has used her expertise to help clients optimize their financial strategies. Outside of work, she’s an avid traveler with international experience and a martial arts enthusiast, holding black belts in both Karate and Taekwondo. Heidi’s blend of professional skills and global perspective makes her a valuable asset to our team.
Robert Hamblin, CPA
After a distinguished career in the US Navy’s submarine force, Bob transitioned to accounting, earning his CPA designation in 1996 while specializing in audit work at a small firm. He then moved into corporate accounting in Charleston, where he gained a wealth of experience in banking, homeowners associations, and nonprofit organizations. Since joining the firm in 2017, Bob has focused on business and individual tax returns, bringing depth and precision to his work. As a certified QuickBooks ProAdvisor and an active SCACPA member, Bob combines expertise with commitment to service, making him a valued resource for clients navigating complex financial waters.
Melissa Cooper, Accountant
Melissa is an experienced accounting professional with over 25 years in tax preparation, specializing in individual, corporate, partnership, and LLC returns. A Coastal Carolina University graduate and QuickBooks ProAdvisor, she provides expert financial solutions with personalized service. Melissa enjoys spending time with her husband and two daughters, whether it's relaxing at the beach or exploring family-friendly destinations with crystal-clear waters. Her dedication to both her clients and family makes her a trusted and well-rounded professional.
Grey Maxwell, Accountant
Grey joined the firm in 2025, bringing a strong academic foundation in accounting and a client-centered approach to his work. A graduate of Coastal Carolina University and certified QuickBooks ProAdvisor, he is actively pursuing his CPA license while gaining comprehensive, hands-on experience across a broad range of engagements. He has a particular interest in supporting real estate professionals and small business owners as they navigate complex tax matters with clarity and confidence. Outside the office, Grey enjoys animated storytelling, drawing, and exploring new outlets for creativity and productivity.
Mason Burns, Accountant
Mason is a tax associate with a strong foundation in accounting and real estate appraisals. He holds a Bachelor of Science in Business Administration in Accounting from Appalachian State University and is a QuickBooks ProAdvisor. Since joining the firm in 2025, Mason has contributed to a wide range of tax preparation and bookkeeping engagements while expanding his expertise in individual and business taxation. He is currently pursuing his CPA license as he advances his professional capabilities. Beyond his work at the firm, he enjoys hiking, fishing, and exploring the outdoors
Jenny Lever, Accountant
Jen is a dedicated tax associate and emerging professional in the Lowcountry’s accounting community. She holds a Bachelor of Business Administration from Charleston Southern University and a Bachelor of Science in Accounting from Western Governors University. Since joining the firm in 2025, Jen has demonstrated a strong commitment to precision, efficiency, and client service. She is actively pursuing her CPA license while delivering accurate, timely tax preparation and building meaningful, long-term relationships with the individuals and businesses she serves. Outside the office, Jen enjoys exploring local nature trails and expressing her love of music through singing and guitar.
Rachel Fleischer, Bookkeeper
Rachel joined the firm in 2025, bringing several years of corporate bookkeeping experience and a strong background in accounting administrative support. She holds a Bachelor of Science in Business Administration from the State University of New York at Buffalo and is a QuickBooks ProAdvisor. She is recognized for her meticulous attention to detail and client-centered approach. Rachel is committed to helping clients manage their financial workflows with clarity, accuracy, and confidence. Outside of the office, she enjoys spending meaningful time with friends and family.
Jerry Walkowiak, H.R. Director
Jerry Walkowiak serves as the firm’s HR Director. He leads recruiting, onboarding, training support, and employee relations. Jerry focuses on building clear processes, supporting staff development, and strengthening the firm’s culture. His experience in leadership and people development helps the team work with consistency and confidence while providing reliable service to clients.
Samantha Hunter, Office Manager
Sami is an Accounting student and QuickBooks ProAdvisor who brings strong analytical skills, a collaborative spirit, and a commitment to continuous learning. Growing up as a Navy brat on the East Coast, she developed adaptability and resilience that carry into her academic and professional pursuits. Sami balances her studies with hands-on experience, contributing to the team with reliability, curiosity, and a genuine interest in supporting clients. Outside the office, she enjoys exploring new restaurants, knitting, and spending time outdoors with her two dogs. Her enthusiasm for learning, community, and new experiences makes her a well-rounded and engaged member of the firm.
WHY CHOOSE A CPA?
An accountant is not necessarily a Certified Public Accountant, but a CPA is an accountant who has gone a step further to become certified. Only those who have acquired the educational requirements of 150 credit hours from an accredited college or university which includes coursework in accounting and other business subjects and have passed all parts of the CPA exam are granted the Certified Public Accountant license to practice by the State Board of Accountancy. Once a CPA is licensed, an annual minimum number of continuing professional education credits including an ethics training requirement are required each year to maintain this license to practice. South Carolina current requires 40 hours per year. For more information on the South Carolina requirement please visit the SC Board of Accountancy. In making your decision to choose an accountant, you should feel confident the person you select to handle your financial affairs is competent and ethical. The CPA designation gives you that sense of security, since only those individuals that have fulfilled the requirements of the State Board of Accountancy are granted the right to use the CPA designation and practice as such.
295 SEVEN FARMS DRIVE, SUITE C-278, CHARLESTON SC 29492 (MAIL)
260-F SEVEN FARMS DRIVE, CHARLESTON SC 29492 (OFFICE)
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