Background
For years, Holstein Consulting Group, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Holstein Consulting Group, LLC's expertise ranges from basic tax management and accounting services to more in-depth services such as financial statements and financial planning.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Holstein Consulting Group, LLC is dedicated to meeting these goals with high standards of excellence and professionalism.
Our Team
Gerald K. Holstein, CPA, is the Managing Member. Gerry is a tax expert and QuickBooks Professional Advisor.
Professional Organizations:
- American Institute of Certified Public Accountants (AICPA)
- Florida Institute of Certified Public Accountants (FICPA)
- National Association of Certified Valuation Analysts (NACVA)
- Tax Division of the AICPA
- QuickBooks Professional Advisors Program
Tax Planning and Compliance; Financial and Estate Planning and Compliance; Litigation Support; Business Structure Analysis and Planning; Deferred Compensation and Retirement Planning; Business Appraisal; Management Information Systems.
gerry@gkhcpa.com 954-370-8220 ext.100 Direct Line: 954-357-1252
Shannon Melendez, CAM, is the Administrative Assistant and first contact.
Professional Experience and Qualifications:
- Licensed Community Association Manager
- On-site property manager for two and half years at Islandia
- Accounts receivable and accounts payable supervisor for five years for multiple HOA and Condominium Associations
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Handles day to day operations:
- Member complaints and requests
- Maintenance work orders
- Vendor and general contractor contact
- Specializes in Condominium and Homeowner Associations and real estate transactions
shannonr@gkhcpa.com 954-370-8220 ext.103 Direct Line: 954-357-1251
George M. Holstein, CAM*, CPM, is a partner. George specializes in client relations and property management.
Professional Experience and Education:
- Master of Accounting – Nova Southeastern University
- Licensed Community Association Manager
- Certified Property Manager – Institute of Real Estate Management
- Proficient in QuickBooks and Microsoft Applications
- Payroll Proficient
- 15 Years Experience in Retail and Wholesale Distribution and Sales
george@gkhcpa.com 954-370-8220 ext.101 Direct Line: 954-357-1250
