Overview

Carrie is a senior member of the firm’s Accounting Services Group, bringing more than 20 years of experience to the firm. She specializes in all aspects of the accounting services function, including accounts payable/accounts receivable, maintaining and balancing accounts and reconciliations. She is also adept at maintaining and reviewing corporate financial records and tax compliance, including preparation and individual, corporate, partnership, retirement and payroll tax returns.

Proactive

With years of experience, Carrie has a keen eye for details and a high proficiency in desktop and mobile platforms, operating systems, databases and application suites in a variety of areas. She believes that knowledge is powerful and is always looking for new ways to remove obstacles and develop creative solutions to meet her clients’ needs. Carrie is also an educator, working closely with her clients to ensure that not only do they have a thorough understanding of the services she is providing and that they are well advised.

Outside of the Office

Outside of the office, Carrie is an avid athlete. She loves to run, and you can often find her training for her next triathlon or ultra-marathon.

Certifications & Licenses

• Enrolled Agent
• QuickBooks Certified ProAdvisor

Memberships & Affiliations

• National Association of Enrolled Agents
• Illinois Association of Enrolled Agents

Education

• Studies in Mathematics and Computer Science, Indiana Wesleyan University
• Management Information Systems coursework, University of Wisconsin- Milwaukee
• Business studies, College of Lake County (Illinois)

Blogs

How to Protect Your Practice from Ransomware Attacks

Businesses and, more importantly, medical practices, face constant threat from cyberattacks. Incidents in health care are on the rise according to the The U.S. Department of Health and Human Services Office for Civil Rights.  This year, one of the largest ransomware cyberattacks in history disrupted payments to providers for weeks when Change Healthcare System was […]

Are You Overlooking the Implicit Costs of Your Medical Practice?

If you have run your medical practice for any length of time, you know it incurs a wide variety of costs. To get a better handle on these costs and perhaps identify ways to lower them, it can be helpful to divide them into two broad groups: explicit and implicit. Explicit vs. implicit Explicit costs […]

News

ORBA Welcomes New Hires to Audit Group, Tax Group and Marketing Department

CHICAGO — ORBA, one of Chicago’s largest public accounting firms, is pleased to announce that Carrie Hale, Tommy Nguyen and Kaleb Spreitzer have joined the firm’s Tax and Audit Groups, while Stephanie Becker has joined the firm’s Marketing Department.