Professional Overview

Bobbi Jo has more than 12 years of public accounting experience, specializing in tax services. She focuses on providing tax planning and compliance services specifically in the partnership, and individual income tax return reporting areas with a specialization in the real estate industry.

Education, Credentials and Special Training

• Certified Public Accountant
• B.S., Accounting with an Economics minor, Plymouth State University

Professional Affiliations

• American Institute of Certified Public Accountants
• North Carolina Association of Certified Public Accountants
• Women’s Initiative Steering Committee
• Commercial Real Estate Women (CREW)–Charlotte Chapter-
• Past National Delegate
  Urban Land Institute
• Upstream Academy, Emerging Leaders Academy, Class of 2016

Civic and Community Activities

• Past President, CREW Charlotte
• Board Member and Co-Treasurer, Charlotte Fire Department Auxiliary
• Assistant Treasurer, Committee to Elect Eric Laster

Awards

• Career Mastered Emerging Leader Award Recipient 2018
• Charlotte Business Journal 40 Under 40 Award Recipient 2016
• Mecklenburg Times 50 Most Influential Women Award Recipient 2015
• NCACPA Women to Watch, Emerging Leader 2014
• CREW Charlotte, Sponsor of the Year 2012
• Business Leader Women Extraordinaire, Award Recipient 2011
• CREW Charlotte, New Member of the Year 2010