About the Firm
With more than 25 years of combined experience, the principals
of the firm, Heather L. Cozby, CPA and Christine L. Bruno, CPA,
have the resources and experience necessary to provide quality
professional services on a timely basis and at a reasonable cost. In
addition to Heather and Christine, the firm has five incredible
support staff members: Kathy Barbaro, Kimberly O’Leary,
Josh Bruno, Sheila Boucher, and Tracey Boucher.
Heather L. Cozby, CPA
Principal – Tax Manager
Heather has worked in the field of accounting for over ten years
where she obtained a diverse set of skills and worked in a variety
of industries. The most significant portion of this experience
came from her employment at a South Shore accounting firm that
specialized in the financial needs of condominium associations,
small businesses owners, real estate entities, and high net worth
individuals. She opened her Sagamore Beach firm, Heather
L. Cozby P.C., in June of 2005 to service the unique accounting
and tax needs of small businesses and individuals through the
South Shore and Cape Cod. Heather is a graduate, Magna
Cum Laude, from the University of Massachusetts – Boston
holding a Bachelor of Science degree in Management with a concentration
in Accounting. She is actively involved in the community
through local organizations, most recently as a charter member
and Director of Vocational Services of the Plymouth Sunrise Rotary
Club, as well as of the Director of Finance of The Rising Tide
Charter School. Heather resides in South Plymouth with
her husband John and their son Cosmo Jack.
Christine L. Bruno, CPA
Principal – Audit & Accounting Manager
Christine has been an accountant for over eighteen years. For
the past seven years, she has been in business for herself as
Boucher & Co, a consulting business specializing in providing
CFO level expertise to smaller companies that cannot support
a fulltime advisor. Before opening her own consulting firm,
Christine worked for a multi-million dollar telecommunications
company as their controller. Christine received her seven
years of public accounting training on the South Shore where
she audited such clients as municipalities and prepared financial
statements and tax returns for small businesses and high net
worth individuals. Christine is a graduate of Southeastern Massachusetts
University holding a Bachelor Science degree in Accounting. She
enjoys traveling and scuba diving in exotic locations with her
husband Josh. They reside in West Wareham with their dog
Reese.
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