For years, our team at Brock CPA has been able to work with multiple locally owned businesses across Northeast Florida, providing a variety of accounting and advisory services to meet the individual needs of our clients. Over the past year, we have had the privilege of expanding our team to further work towards greater goals and fully embrace our role of advocating and guiding clients to make expert decisions for the benefit of their families and businesses. Whether you are in need of tax planning and preparation, business advisory, estate, trust and succession planning and/or CFO services, our team of professionals are ready to assist you with developing the best strategies for success.
We want to take this opportunity to introduce to you our new and existing team members that have made our team the best full-service certified public accounting firm in Northeast Florida.
Daniel Brock – Shareholder / Founder
Daniel Brock is the Shareholder / Founder of Brock CPA. A third-generation CPA with a Master’s in Accounting from Boston College, Daniel provides over 15 years of experience advising clients on smart tax and financial planning. Daniel’s passion for helping businesses and individuals prepare wisely for their future is the foundation of the firm’s success.
Kathleen Garner – Bookkeeping / Accounting Advisory
Kathleen brings over 40 years of experience to her role as a Bookkeeping / Account Advisory at Brock CPA. A Kennesaw State University grad, Kathleen is a QuickBooks Certified ProAdvisor who has enjoyed helping clients across a wide range of industries including Manufacturing, Mining, Retail & Business Services.
Katie Lee – CFO Advisory / Assurance
Katie provides Brock CPA clients a wide range of experience as a CFO Advisor. With a CPA foundation from KPMG, she has held numerous leadership roles within public and private Silicon Valley technology companies. Katie is passionate about implementing best business practices and strategic efficiencies.
Jordan Mayfield – Staff Accountant
Jordan is a Staff Accountant at Brock CPA, responsible for the preparation of tax returns for various individuals, partnerships, corporations and other entities. A recent graduate of the University of South Florida with a Bachelor’s degree in Accounting, Jordan is currently pursuing her CPA designation.
Tatiana Tonu – Staff Accountant
Tatiana is a Staff Accountant for Brock CPA. A graduate of the University of New Orleans with a BS in Accounting, her duties include bookkeeping and back-office work for clients, including sales tax filings, bill- and payroll processing, and month-end accounting. She is studying for her CPA Exam.
Stacy Dawson – Tax Manager
Stacy Dawson is a Tax Manager at Brock CPA. A Certified Public Accountant and tax specialist, Stacy provides Brock clients with over 27 years of experience using smart tax planning strategies to help preserve wealth and achieve their financial goals. Stacy is a graduate of Florida International University.
Teamwork is our motto. Our team of experts at Brock CPA are committed to working with your attorneys and investment professionals to best serve you. Whether you are operating or starting a business, evaluating investment opportunities or starting a family, Brock CPA can help you navigate the challenges and decisions you will face every step of the way.
We encourage you to contact us for further help by calling our office at (904) 330-0268, or by emailing firstname.lastname@example.org.