Jeri Corbett, LPT
Certified in QuickBooks Online
Approachable … Accessible … Ready to help … These are the characteristics that Jeri Corbett strives to convey to her clients. “A lot of people are apprehensive about taxes and accounting,” she says. “I try to take the sting out by making clients feel more at ease.”
Jeri began her career more than 25 years ago as a receptionist for a construction company. Her aptitude for numbers quickly became apparent and the company rewarded her proficiency with increasing levels of responsibility in accounts payable, bank loan management, job costing and cash management. With a solid accounting base, she moved into a public accounting position and attained her Tax Preparer’s license, as well as certification as a QuickBooks ProAdvisor and with QuickBooks Online.
In 1999, Jeri joined McCoy Foat. Although she left for a couple of years starting in 2014, the company’s fantastic atmosphere soon brought her back. In her words, “I was drawn to this company’s progressiveness. We all get along and there’s no shortage of resources. We complement one another very well.”
As a business tax expert, Jeri assists clients year-round with tax preparation, QuickBooks consulting and business owners’ personal taxes. “I provide start-to-finish, year-round accounting and tax support,” she explains. “I hope to be a friend and an on-call resource to help them succeed financially with up-to-date reporting and IRS compliance.” Over the years, Jeri has learned that taking the time to understand clients paves the way to success. For example, if she’s establishing QuickBooks procedures, it’s helpful to understand the client’s habits so she can design procedures in a way that will feel natural and workable for the client.
“Things shouldn’t be as hard as they are sometimes. I try to look for ways to make things easier for the clients while keeping them compliant with tax law,” Jeri says.
Jeri resides in Southwest Portland with her husband. Her two daughters attend college. Jeri enjoys movies, reading, walks and good wine. She is also well acquainted with local shopping venues, as you might expect from a mother of two girls.
Movie: Avatar (She’s looking forward to the sequel!)
Quote: “A candle loses nothing by lighting another candle.” –James Keller
Book: Lean In: Women, Work and the Will to Lead by Sheryl Sandberg