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Allie Copeland

Manager, Client Accounting Services
Professional Experience

Allie joined GreerWalker LLP in 2017 upon graduation from the University of North Carolina Wilmington. Allie is a Manager in the Client Accounting Services (“CAS”) practice. Prior to joining CAS, Allie was a senior associate in the firm’s tax practice. She has experience with clients in a variety of industries but is primarily focused on manufacturing and distribution and professional services.

Allie’s main focus is providing exceptional client service by building strong relationships and understanding her client’s business needs. She strives to help her clients achieve their goals through process improvement and utilization of accounting software.

Industry Focus

Manufacturing & Distribution, Motorsports, Professional Services

Areas of Expertise

Accounting Operations, Budgeting and Forecasting, Financial Reporting, Financial and Operational Analysis, Income Taxes, Treasury and Cash Management

Education

Bachelor of Science in Business Administration, University of North Carolina Wilmington
Master of Science in Accountancy, University of North Carolina Wilmington

Certifications

Certified Public Accountant, North Carolina, Certificate #42837

Professional Affiliations

American Institute of Certified Public Accountants
North Carolina Association of Certified Public Accountants
Charlotte Estate Planning Council – Member

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