Dedicated Financial Professionals Committed to Your Success
At Cervisto, LLC, we empower individuals and businesses to achieve financial clarity and confidence through personalized bookkeeping, tax preparation, and advisory services focused on integrity and growth.
Enhance Your Finances with Trusted Expert Advice
Meet the dedicated professionals who drive our success.
Meghan Tierney
Bookkeeping Team Lead
After obtaining her B.S. In Accounting from WGU, ‘Meg’ joined Cervisto and has provided clients with exacting bookkeeping, leading junior staff accountants. Meghan is the embodiment of ‘Excellence in Service.’
Drew Smith
Budget / Reports Team Lead
Drew cut his teeth in a ‘Big 3’ firm in New York City after college and joined Cervisto for the intense customer contact without the frenzied pace. Drew is studying for the CPA and will migrate to our tax team once complete.
Helen McCormick – Lee
Operations Manager
Helen served her family businesses as financial controller for many years, joining Cervisto after selling the enterprises. Integrating staff, technology, and logistics, Helen keeps the entire team moving in harmony.
Bookkeeping Solutions for Personal and Corporate Needs
Explore vital financial insights showcasing our key achievements and performance indicators.
147+
Clients Served
Our team members have served dozens of clients, reflecting our commitment to excellence.
650+
Tax Returns Processed
Our staff have prepared hundreds of tax returns each year, ensuring accuracy and compliance.
PLAN
Financial Plans Developed
Our team members have helped develop business plans for manufacturing, medical, legal, retail, and financial firms.