Meet the Team

I have worked with small business owners for over 20 years, and we have a great team to take care of your business! We’re here to make your life easier!

I specialize in systems and process setup for small businesses and also have extensive experience in financial statement preparation, financial projections, and audit support. Because of my varied experience both on the company side as well as the public accounting auditor side, I have developed a thorough understanding of proper accounting principles as well as effective and efficient company processes.

A good system is a good system, no matter your industry.

In addition to my accounting life, I enjoy spending time with my family and bluegrass fiddlin’ with my friends!

Kara joined the Walsh team after nearly 11 years in non-profit management bringing experience in operations, human resources, information technology, and facilities management.  Kara has an undergraduate degree in Hotel, Restaurant, and Institutional Management from The Pennsylvania State University and worked for several years in the hospitality industry before moving in to the non-profit world.  That experience has shown Kara that good customer service is the back bone of every industry.  Kara also has a Master’s degree in Leadership and Management, with a concentration in Project Management from Notre Dame of Maryland University.

Kara’s most recent position as Director of Administrative Services with a statewide non-profit allowed her to manage several large scale facility projects, including a $1 million HVAC upgrade as well as several process improvement projects including the search for an enterprise document management system, restarting a statewide task force of administrative support staff, and the relocation of three offices from site selection to the build out and staff move.  Kara was able to use her hospitality management skills as well by helping to plan and execute several events while with the organization including a rededication of the headquarters and participation in several charity coat distributions statewide.

Outside of work, Kara enjoys reading and cooking with her family and spends many hours on the sidelines of sports fields cheering on her kids and their teams.

Michaela is a CPA with more than 15 years of in-depth experience in accounting, auditing, and business consulting.  She holds an MBA in Accounting and Finance from New York University.

Before taking some time off to raise her family, Michaela worked in Baltimore as an accounting analyst, focusing on Sarbanes-Oxley (SOX) compliance and business process improvement.  Previously, she also held positions in New York City as a finance director for a Fortune 500 company and as audit manager with a Big 4 accounting firm.

Outside of work, Michaela enjoys spending time with her husband and two boys.  She stays busy creating in the kitchen, gardening and volunteering as treasurer for several community organizations.

Nicole is a CPA and has over 20 years of professional experience in accounting, audit, tax, and business consulting within the for-profit and non-profit industries.  She holds a Bachelor’s Degree in Accounting and a Master’s Degree in Forensic Accounting, both from Stevenson University (formerly Villa Julie College). 

Prior to joining the Walsh team, Nicole spent over 12 years in the public accounting sector performing audit, tax, and month-end closing support to clients.  From there, she moved to the private accounting sector as a Controller performing operations, month-end closing tasks, financial statement preparation, and audit support for a large, powerline service company.  She successfully streamlined the accounting operations and was responsible for training the accounting staff on new the policies and procedures.

When she’s not working, Nicole enjoys traveling, hiking, scrapbooking, and spending time with her friends and family.

Adrienne began her accounting career in 2000.   She has a Baccalaureate Degree in Accounting.  She has worked for multiple CPA and accounting firms, helping SMBs understand their financial well being.  

 Adrienne has worked in a range of industries, such as government contracting, construction, retail, restaurants, technology and property management.  She prides herself in being a proactive accountant and loves the challenge of streamlining processes and adding efficiencies.

 Beyond her professional life, Adrienne enjoys watching football games, with her husband and three children, and traveling the U.S. for her children’s sports.  She holds a Treasurer position with multiple, local organizations, including her children’s PTA and Girl Scouts.

Emily began her work in accounting at a Baltimore non-profit in 2008.  She continued in the accounting field in the non-profit sector until 2013 when she started working with Walsh Accounting Services.   Emily’s experience has included bookkeeping and financial accounting for non-profits, marketing, and advertising firms as well as property management companies.  She used Quickbooks, Quickbooks Online, Xero, and Yardi software in her work.

Prior to Emily’s accounting career, she worked as a broadcast media professional for 10 years.  This included work buying media for national advertising agencies and representing television stations across the country by selling their commercial spot inventory.

When she isn’t working, she enjoys spending time with her family, exercise and yoga, cooking, and tutoring and reading to children through Reading Partners Baltimore.  Emily currently resides in Baltimore City.  She has a BA in Sociology from the University of California and a BS in Accounting from Western Governors University.

Kathryn holds a Bachelor of Science degree in Accounting from Towson University. She began her career in public accounting performing audit engagements of Maryland nursing homes.  She spent the next fifteen years providing month end close, financial statement preparation, budget and forecasting for a large Maryland non-profit.  In addition to these duties, Kathryn supported her grants team in applying for and managing grant awards in excess of a half million dollars each year. 

Kathryn is very excited to be part of the Walsh Team to provide Controller services to small businesses.  She loves building relationships with Walsh clients and providing them the most accurate financial information to meet their needs.

When Kathryn isn’t crunching the numbers, she enjoys spending time with her wife and two daughters.  During the week, you’ll find her watching her youngest twirl on the dance floor and the weekends are spent cheering on her oldest daughter’s travel soccer team.

In between soccer games and dance recitals, she loves to dig in her garden or curl up with a good mystery novel.

Courtney established her career in accounting in 2014. She holds a bachelors of science in Accounting and Finance from Southern New Hampshire University. With experience operating in both internal corporate teams as well as outsourced client service teams, she has supported the financial operations of a breadth of industries including CPG startups, restaurants, security services, and marketing agencies. 

Courtney loves to leverage technology for efficiency by implementing new systems and software to streamline processes. In a previous role she lead several large projects including a paperless migration, the implementation of a new HRIS system, and the transfer to a new payroll solution while supporting the conversion from cash to accrual.

Outside of work, Courtney enjoys yoga, creating healthy recipes, and spending time with her husband, daughter, and four dogs.

Caitlin is a graduate from  Millersville University and holds a Bachelors Degree in Business Administration with a focus in Accounting as well as a minor in Sociology. After obtaining her Bachelors Degree she began to work towards her MBA which she obtained from Liberty University. After graduating with her Bachelors Degree and working towards her MBA she began to work at a CPA firm where she gained experience in tax preparation for businesses and individuals, payroll processing, bookkeeping, financial statement preparation, and consulting with clients. She has experience with many different industries ranging from SaaS to Construction/Manufacturing.

Caitlin enjoys working with clients to improve their processes and wants to help owners understand the story that their numbers are telling them. She knows that every client is different and wants to give each one a unique experience while working with them. Having worked in both the public and private accounting roles, she knows that every business is different!

Outside of work Caitlin enjoys crafting, spending time with her family and friends, and loves to play board and card games!

Katie L. Calise is a Bachelor of Science graduate of Towson University, and brings to Walsh Accounting in-depth experience in business administration and an emphasis in management.

Having overseen the administrative operations of the global logistics industry and accounting needs of an engineering firm field for more than 15 years, Katie has gained in-depth knowledge in cutting-edge community-minded industries. She has been directly responsible for supervising a team in charge of the day-to-day accounting needs of mid-sized businesses.

As a manager at our firm, Katie brings forth well-rounded expertise in Quickbooks Premier, cash flow analysis, HR functions and all facets of business administration. She has thorough accounting knowledge, having been responsible for payroll (ADP), daily accounting (accounts receivable and payable), implementing and maintaining a purchase order system, reviewing and renewing insurances, in addition to overseeing a successful Defense Contract Audit Agency (DCAA) audit.

Outside of work, Katie, enjoys spending time with her husband and two daughters. She is very involved in her community by volunteering as a Daisy Scout Leader and serving as the PTA Treasurer for her daughters’ school.

Christina holds an associate’s degree in Accounting from University of Phoenix as well as a Bachelor of Science in Business Administration from University of Maryland University College. Christina has worked in a variety of industries, including restaurants, banking, retirement plan administration, and transportation. Her experience includes bookkeeping, client account management, risk mitigation, client consultation, and coordination and implementation of value-added products and services, as well as improving efficiencies.

Christina has a passion for supporting small business owners. She understands the often-difficult daily demands of business ownership. She strives to support owners in the day-to-day tasks, while also seeking ways to provide innovative solutions and enhancements to processes to allow business owners to focus on what they do best.

Outside of work, Christina spends her time traveling to new places with her husband and two daughters. They enjoy glamping with friends and family, they love visiting beaches and lakes, and seeking out adventure. Christina also enjoys CrossFit training and furniture painting and refinishing. 

Jon is a graduate of the University of North Georgia’s Mike Cottrell College of Business where he earned a BBA in accounting with a minor in physics in 2020. Based out of the Atlanta area, he joined the Walsh team in late 2020 as the firm’s first fully remote accountant where he does implementation and bookkeeping work for a variety of clients.

Outside of work, Jon loves hiking and camping in the North Georgia mountains and bouldering at his local climbing gym.

Angel holds an Associate’s Degree in Business Administration with a focus in accounting. She is also a QuickBooks Online Certified ProAdvisor. Angel has extensive work experience in manufacturing and construction accounting by performing job costing, monthly reconciliations and closes, payroll, and general ledger bookkeeping. Angel brings with her over 20 years of experience in various private and public sector accounting and bookkeeping roles and is excited to take on new challenges.

In her spare time, Angel enjoys the outdoors and spending time with her friends and family especially during the autumn season months.

Beth holds a Bachelor of Science degree in Accounting from Colorado Technical University. She has been a part of the Public Accounting field since 2005 gaining valuable knowledge and experience of multiple industries. Implementing new tools to help clients improve efficiency and increase profits is Beth’s passion.

Beth is excited to join the Walsh Team to provide effective services to small business owners through accurate, timely financial information. She is looking forward to creating long lasting relationships with our clients.

During her down time Beth enjoys spending time with her two daughters on their hobby farm. She recently had her dream barn built and is excited to have horses on her property again. When not maintaining her hobby farm or horseback riding she is busy marking things off her bucket list. So far Beth has done the World’s Tallest Skycoaster and fed steaks to Siberian Tigers and a Liger.  

Andrew is a graduate from Salisbury University and holds a Bachelors Degree in Accounting from the Perdue School of Business and is a member of Beta Gamma Sigma. He began working in the accounting industry in 2017 as an intern at a CPA firm, and has since gained experience in tax return preparation, payroll preparation, small business bookkeeping, audits of non-profits, audits of government entities, and audits of condo associations. Andrew enjoys working with clients to make them satisfied and confident in their books while helping develop efficient processes using the latest technology.

Outside of work, Andrew enjoys spending time with his family and keeping up with the latest in television, movies, and podcasts.  

Alex holds a Bachelor of Science in Accounting from Salisbury University and is working towards his Master’s degree at UMGC. His background encompasses a diverse expertise in public accounting, information technology, and data analytics. He brings a wealth of experience in bookkeeping, preparing financial statements, and conducting year end audits across various industries.

In his free time, Alex enjoys traveling with his wife and 2 kids. 

Jessica is a dynamic professional with a Bachelor of Science in Accounting from Keystone College, where she completed her undergraduate studies after spending initial years at Coastal Carolina University. Currently pursuing her Master’s of Accounting at the University of Oklahoma, Jessica is committed to obtaining her CPA license to further excel in her career.

With a diverse background in private accounting, Jessica has accumulated invaluable experience working with family-owned businesses spanning construction, high-end retail, investments, and real estate. Her expertise includes managing accounts payable and receivable, analyzing financial statements, and overseeing all aspects of bookkeeping. Jessica has also demonstrated proficiency in managing high-value inventory and investment accounts, showcasing her meticulous attention to detail and financial acumen.

Beyond her accounting roles, Jessica has garnered additional experience in retail, warehousing, and management, further enhancing her versatile skill set and understanding of business operations.

Driven by a passion for entrepreneurship, Jessica is the proud owner of an online boutique, where she applies her business acumen to drive growth and success. Inspired by her own journey, Jessica is dedicated to supporting fellow small business owners, leveraging her expertise to provide guidance and strategic solutions.

Outside of her professional endeavors, Jessica leads an active lifestyle, enjoying pursuits such as CrossFit training and watching sports. An avid traveler and lifelong learner, Jessica constantly seeks out new experiences and knowledge, embodying a spirit of curiosity and exploration.

Brittany holds a Bachelor of Science degree in Accounting from Marywood University.  She has 10 years of professional experience in accounting, both for-profit and non-profit.

The first seven years of Brittany’s career were spent in the higher education industry where she spent her time performing accountant and bursar duties.  From there, she moved to a for-profit publishing company as a financial reporting accountant, handling financials for US-based as well as foreign locations.  Prior to joining the Walsh team, Brittany was the Controller at a mental health facility in Scranton, PA.

Outside of work, Brittany loves hiking, listening to live music, checking out new food spots, and spending time with family and friends.

Dana joined Walsh Accounting in 2021 and has nearly 10 years of experience as an Administrative Assistant. Dana is responsible for supporting the Team with administrative and clerical tasks to ensure the Team is organized and operating efficiently. She approaches all aspects of her position with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges!

In her spare time, Dana enjoys cooking, gardening, crafting, and spending time with her family and friends.

Heather joined the Walsh team in January 2023 and is a graduate from Philadelphia Biblical University.  She has been in various administrative assistance roles since 2009, mainly working in healthcare and non-profit.  She absolutely loves supporting each team she is blessed to work with.  Priding herself in creating capacity, being dependable and working hard, she is so excited to have Walsh Accounting be her new home. 

Outside of work, Heather enjoys caring for her crazy family, serving in her church, and attempting to have somewhat of a green thumb!  

Nicolette Worth Wagman was born and raised in Los Angeles, California and began working early on as a child in television and modeling.   First career at Senate of Pennsylvania as a legislative aide, she then retired early, after 13 years as a comptroller/executive secretary for the Legislative Data Processing Center, PA General Assembly, to raise a family.

Nicolette worked as a project manager, proofreader and editor in the pre-press industry for PreMedia Global and the York County Heritage Trust, specializing in local history, Spanish and English math (K-12) and science textbooks, and medical journals for the American Medical Association.

Currently, she is working for a large public school district, with experience in PowerSchool’s eFinancePlus (formerly owned by SunGard and sometimes referred to as Pentamation). Experience in Pentamation, Quickbooks Online, Xero, Booker and ProWorkflow.