Ashley Polizzi serves as the Operations Manager at Veris | The Proactive CPA, where she leverages over a decade of experience in tax and administrative engagements to streamline processes and enhance operational efficiency. In her current role, Ashley is instrumental in overseeing key projects that...
Ashley Polizzi serves as the Operations Manager at Veris | The Proactive CPA, where she leverages over a decade of experience in tax and administrative engagements to streamline processes and enhance operational efficiency. In her current role, Ashley is instrumental in overseeing key projects that focus on optimizing client service delivery and improving internal workflows. Her expertise in Microsoft Excel and QuickBooks, combined with her proficiency in various accounting software such as CCH and Prosystem fx, allows her to manage complex financial data with precision and accuracy.
Adept at fostering strong client relationships, Ashley excels in client communication, ensuring that all interactions are not only professional but also tailored to meet the unique needs of each client. Her background in HR and IT training equips her with the skills necessary to recruit and screen top talent, further strengthening the Veris team. Additionally, Ashley is responsible for implementing innovative billing processes and systems, utilizing tools like bill.com and Asana to enhance the efficiency of accounts payable and receivable operations.
Her leadership and organizational skills are evident in her ability to manage multiple projects simultaneously while maintaining a keen eye for detail. Ashley’s commitment to continuous improvement and her adaptable nature make her a valuable asset to Veris, as she consistently seeks out opportunities to enhance operational practices and drive the firm’s success in the competitive accounting landscape. With her extensive knowledge and hands-on experience, Ashley Polizzi is a key player in ensuring that Veris remains a proactive and client-focused CPA firm.