Here at Steward, Ingram, & Cooper, PLLC, our top priority is to provide accurate and knowledgeable accounting and bookkeeping assistance to individuals and small businesses in and around Raleigh. While much of our focus is on working with our clients to look toward the future with financial success, we also wanted to take the opportunity to share a bit about our 20 years of experience and growth.
A Trusted Financial Advisory and Accounting Team Since 2000
Steward Ingram Associates, PLLC officially opened on June 1, 2000 with Patricia F. Steward, CPA/PFS and David F. Ingram, CPA as owners. Patricia, also called Pat, brought her knowledge as a Personal Financial Specialist and CPA to clients needed tax planning services and business succession planning. Her goal was to provide a healthy financial future for her clients through strategic planning and operations analysis.
David brought business auditing and accounting, in addition to business valuation services to the firm. These services provided business owners with clarity in their finances and the ability to determine their financial health so they could plan for growth. Just as important, business valuation allowed clients to get fair prices when selling their business and making financial agreements.
Together with a small team, including Jeffrey C. Cooper, CPA, Stephanie Holt, CPA, Brian Burton, CPA, and Staci Mantz, CPA, we built an accounting firm focused on going beyond basic services in order to be trusted financial advisors to our clients, helping individuals and small businesses succeed through smart financial planning and accounting services. We also wanted to work toward the greater good by dedicating time and resources to community involvement. Today, every member of the team at Steward Ingram Associates, PLLC works with those same principles and priorities in mind as we provide personalized service with the highest professional standards.
A Growing Team and a Name Synonymous with Excellence
In 2002, Jeffrey C. Cooper, or Jeff, became a managing member and began overseeing tax compliance operations as the firm’s name changed to Steward Ingram & Cooper, PLLC . Much of his work is dedicated to assisting high net-worth clients along with Raleigh corporations, partnerships, and LLCs, helping them complex tax structures.
As we became more established in the Raleigh area, our team grew to meet the growing demand for experienced financial advising and accounting services tailored to the individual client. Now, we are a team of eleven experienced professionals, including CPAs, MBAs, Certified Fraud Examiners and Certified Bookkeepers.
One thing doesn’t change though – No matter how many people are on our team and how many clients we serve, our top priority will always be to provide the same personalized service and individualized attention we did when we opened our doors 20 years ago.
Here’s to 20 More Years of Accounting and Financial Services
We are proud of the 20 years of hard work and dedication that has gotten Steward Ingram & Cooper, PLLC to where we are today! However, we’re not going to sit back now – we are always here to meet with new clients to help you with tax planning, bookkeeping, your financial health and more! Call us today at (919) 872-0866 to set up a consultation with one of our CPAs!