We believe that “Happy Employees Make Happy Clients“, and this belief underscores our commitment to employee well-being. Our dedication doesn’t stop there; we extend our responsibility to our communities, actively participating in initiatives that uplift and strengthen the neighborhoods we serve. With a steadfast commitment to social responsibility and sustainable practices, choosing Excelsior means supporting a movement that values people, community, and a brighter, more inclusive future for all.
Embarking on the journey of starting a small business brings numerous challenges and valuable lessons. Recognizing the significance of diverse backgrounds and perspectives for the success of our company and society, I’ve come to understand that waiting for progress is insufficient.
In 2020, we assessed our company’s success, noting achievements in serving women and minority-led businesses. However, we recognized a critical gap in racial and ethnic diversity within our team. Shifting from passive to active recruiting, we proactively sought candidates from underrepresented communities, revealing a need for broader efforts to address systemic disparities.
In response to stark statistics revealing the lack of diversity in accounting professions, we’re committed to addressing systemic issues at their roots. We’re actively engaging with students from underrepresented communities, volunteering with Cincinnati Public Schools and offering $25,000 in scholarships over four years to support aspiring accountants from underrepresented communities. Your insights, whether critical or supportive, are invaluable as we strive to enhance our efforts and make a lasting impact.
We stand by the belief that to attract the best talent, you must treat them exceptionally well. We prioritize work/life balance, support causes our employees are passionate about, and generously compensate them by funneling the majority of our profits directly into their pockets. When you choose Excelsior, you’re not just getting exceptional service – you’re directly contributing to the well-being and livelihoods of our dedicated employees.
At Excelsior, our dedication to community impact is tangible. For every full workday, nonprofit clients receive one free hour of our services, meaning a full-time employee can offer nearly two months of complimentary support annually. Additionally, we allocate 1% of our gross revenues yearly, empowering each employee to direct contributions to their chosen charitable causes.
Uncover the Excelsior advantage as we chart a course to your financial peace of mind, blending expertise and personalized strategies for your unique business needs.
Nicole is a CPA who received her BS in Accountancy and MS in Accountancy from Miami University before beginning her career with Deloitte, where she has worked for the past 12 years. During her time with Deloitte, she served in various roles in both the Advisory and Assurance functions, with much of her time spent as an analytics specialist in support of audits. She has recently joined Excelsior as a Client Accounting Services Manager in 2024. Nicole lives in Cincinnati with her husband and two daughters, who take up most of her free time. When not hanging out at the local playground with her daughters, she enjoys golfing and baking.
Eunice is a CPA who received her accounting degree from University of St. La Salle in the Philippines. She also holds an MBA from University of Durham in England and an MPA from Ohio University in Athens, Ohio. She has extensive and varied experience in accounting, auditing, and finance consulting. While in the Philippines, Eunice worked for Ernst & Young and PwC before accepting a role with Grant Thornton’s Boston and later Dallas offices. While at Grant Thornton, she served clients in an array of industries, including both for- and not-for-profit entities. Following her time in public accounting, Eunice held a variety of consultancy and private sector roles before joining Excelsior in October 2024.
Eunice likes listening to indie music and in her free time, she loves to play tennis and supports her favorite soccer teams. She is also a self-professed ‘global citizen’ who has lived in four continents, including most recently South America. Eunice has a passion for travel. As of 2024, she has journeyed to 40 countries and has been immersed in diverse cultures. Her travels have been truly transformative and have influenced and broadened her worldview.
Brittany Bischoff joined Excelsior in 2024 as a Senior Manager. Brittany is a CPA and prior to joining the Excelsior team,she spent nearly fifteen years as an auditor at a regional public accounting firm where she focused primarily on the nonprofit sector. Brittany graduated from Northern Kentucky University in 2010 where she earned her bachelor’s degree in accounting. Brittany has served on the Family Nurturing Center’s board since 2018 and volunteers with the NKY Chamber’s Leadership NKY program throughout the year.
Brittany, her husband Tim, three children and their fur baby reside in Northern Kentucky where they enjoy spending time as a family playing outside, swimming, watching movies and attending local sporting events.
After graduating from Wright State University with a BFA in Acting, Eric began his professional career in theatre, and has since worked for performing arts companies throughout the New York City and Cincinnati areas. In 2022, Eric received a Certification in HR Management from the University of Cincinnati, after which he joined Excelsior as our Operations Manager. Eric graduated with a Master’s in Human Resources from the University of Cincinnati and became Excelsior’s People Operations Manager in the spring of 2024. Eric grew up working on a farm harvesting all kinds of vegetables – yet he can’t keep a plant alive today. When not at Excelsior, he directs, choreographs, and teaches theatre around town. In his free time, he enjoys hanging with his family and walking his pup, Freddie.
Kathleen is a CPA who graduated from Miami University with a BS in Accountancy before beginning her career in public accounting with J.D. Cloud & Co. (now Clark Schaefer Hackett) in Cincinnati. In 2010, Kathleen relocated to Chicago, where she worked for optionsXpress and later Harrison Street Real Estate Capital, where she was promoted to Vice President in 2021. Later that year, Kathleen returned to Cincinnati and joined Excelsior as a Client Accounting Services Manager before being promoted as our first Senior Manager in 2023. Kathleen lives in West Chester, Ohio with her husband and two boys. In her free time, she enjoys traveling, trying new restaurants and exploring local parks on hikes with her family.
Barbara graduated with her BA from Miami University before receiving subsequent Associate’s degrees from Sullivan University (Culinary Arts) and Cincinnati State Technical and Community College (Accounting & Applied Business Accounting Technology). A lifelong learner, Barbara transitioned to a career in accounting about a decade ago – first as an Associate with National Access Design (2 years), then later as an Associate with Springer School and Center (6 years), Kadant (1 year), and most recently with La Soupe, Inc. Barbara has held a Certified Bookkeeper designation from the American Institute of Professional Bookkeepers since 2021. She joined Excelsior as a Client Accounting Services Associate in 2024. Barbara lives in Cincinnati and loves to spend her free time cooking, enjoying the outdoors and taking in concerts and other artistic productions.
Kathleen has an MBA from Xavier University and a BS in Finance from Miami University. She has worked in accounting and finance positions for over 30 years. Prior to joining Excelsior, she was a Senior Manager of Client Accounting and Advisory Services at Barnes Dennig where she oversaw a diverse portfolio of clients and served as a fractional controller across multiple industries. Kathleen’s earlier career experience includes positions at Star Bank (now US Bank) where she held roles in branch management and loan review. She also served as an Accounting Manager for a privately held company. Kathleen lives in Cincinnati, Ohio with her husband and has 2 grown children. She enjoys spending time with family and friends, gardening and reading.
Patty is a CPA who graduated from Miami University with a BS in Accountancy and has held a Chartered Global Management Accountant (“CGMA”) certification from the AICPA since 2013. Patty began her career with KPMG, where she worked for 4 years, leaving as a Senior in the firm’s audit practice. Following her time in public accounting, Patty embarked upon an extensive career in nonprofit accounting and finance management. She has served as CFO of the Episcopal Diocese of Southern Ohio (18 years), CFO of the Taft Museum of Art (7 years), Controller at Mount St. Joseph University (2 years), CFO at Greater Cincinnati Behavioral Health Services (4 years), and most recently as CFO of YWCA Greater Cincinnati. Patty joined Excelsior as a Client Accounting Services Manager in 2023. She and her husband are parents to two grown daughters and they enjoy traveling and having adventures with their two Bernese Mountain dogs.
Michele is a CPA who graduated from Miami University with her BS in Accountancy before beginning her career with Arthur Anderson. Following her time in public accounting, Michele spent 14 years with The J.M. Smucker Company, where she left as Director of Accounting Regulatory Compliance. Michele then held a variety of Controllership and other accounting roles for Hill-Rom, Hillenbrand, Inc. and PNC Bank before joining Messer Construction as Accounting Vice President & Corporate Controller, where she worked for 5 years. Michele joined Excelsior as a Client Accounting Services Manager in 2023. Michele lives in Burlington, Kentucky. She and her husband love animals and have a cat, Fluffy, who rescued them about 3 years ago. She loves to travel (especially to National Parks!) and has two nieces and one nephew who she loves to spend time with, when they let her.
Ashley joined Excelsior in October 2024, bringing extensive experience in accounting and finance from both the private and public sectors. Previously, she was a Senior Financial Analyst at Cartamundi North America, also known as The United States Playing Card Factory. Ashley earned her Associate’s degree in Accounting from Miami University and graduated with honors from Franklin University, where she completed her Bachelor’s degree with a double major in Accounting and Forensic Accounting. A Cincinnati native, Ashley lives in Northern Kentucky with her two dogs, Benley and Ellie, and her 9-month-old foster daughter, whom she plans to adopt by the end of the year. In her free time, she enjoys traveling and exploring new restaurants with her daughter. Committed to community service, Ashley actively mentors at the University of Kentucky and is involved with Big Brothers Big Sisters, where she has also served on the Young Professionals Board.
Jennifer is a CPA who graduated from University of Cincinnati with Bachelor’s degrees in Accounting and Finance. She started her career in public accounting with Mellott & Mellott, P.L.L., in Cincinnati. For 15 years, she developed her skills in tax and audit, ultimately rising to become the firm’s first female Limited Partner. In 2021, Jennifer pivoted her career to work as the Accounting Director with Cincinnati Center City Development Corporation (3CDC), then as VP of Accounting with FintechForce, before joining Excelsior as a Client Accounting Services Manager in 2024. Jennifer lives in Cincinnati, Ohio with her husband and their dog. She enjoys cheering on the Cincinnati Bearcats, traveling, being active in her community and playing sand volleyball.
Nathan is a CPA and received his BS and Master’s degrees in Accountancy from Wake Forest University before beginning his career in public accounting with RSM in its Charlotte, North Carolina office. There, he had the fortune of training under exceptionally skilled professionals and in-charged a wide variety of audits ranging from those of small- and mid-size nonprofits to large, multinational corporations. Nathan then accepted an opportunity to move to New York City and began the next phase of his public accounting career in RSM’s Transaction Advisory Services practice. As a Manager in this practice, he oversaw both buy- and sell-side financial due diligence services for large private equity and strategic acquisitions, primarily of middle market companies, with valuations ranging from $10 to $700 million. Nathan met his wife while living in New York and together they relocated to Cincinnati in August 2018, at which time he founded Excelsior Accounting Services. Nathan serves on the board of the Finance and Accounting Consultants Alliance (“FINACA”). As a vocal advocate for advancing research and treatment options for those suffering from brain tumors, he is a proud member of the Mission Committee for the American Brain Tumor Association. Nathan splits his time between Cincinnati and Chicago, where his wife serves as the Associate Artistic Director at a local theatre. A lover of all things outdoors, when he’s not accounting, Nathan’s feet can often be found laced into his gardening sneakers, running shoes or hiking boots. Nathan and his wife welcomed their daughter Amelia into the world in January 2024 and are embracing the fun (and chaos) of adjusting to their new lives as parents.
Driven by a passion for numbers and a keen eye for detail, Brittany has spent the last decade honing her skills as an accomplished accounting professional. With over 10 years of non-profit experience under her belt, Brittany developed a proven track record of delivering accurate financial reporting and driving processes improvements. Brittany has mostly recently served as Finance Manager for a local non-profit in the Cincinnati area for 5 years before joining Excelsior as a Senior Associate in 2024. When she is not crunching the numbers, she enjoys spending time with her family, watching sports (huge football and basketball fan), and volunteering in her community.
Meredith graduated from The University of Eastern Kentucky with a Bachelor’s degree in Accounting. She started her career in public accounting, where she worked for 3 years, with a focus on taxation and client shared services. Since her departure from public accounting, Meredith has worked in a variety of industries, always taking her client-first approach along with her – most recently serving as a Financial Controller at Element Materials Technology. Meredith brings 13 years of experience with her prior to joining Excelsior as a Client Accounting Services Manager in 2024.
Meredith lives in Milford, Ohio with her husband and dog, Gertie. She enjoys hiking and exploring the outdoors with her family, collecting antique and vintage treasures and practicing yoga.
