John Edward Monticalvo
John Edward Monticalvo, is a skilled and detail-oriented bookkeeper, bringing years of hands-on experience in virtual accounting support and financial management. With a background in Management and Accountancy, John Edward has supported a range of businesses by delivering accurate, timely, and compliant bookkeeping services. John loves studying languages particularly Spanish and value continuous learning and […]
Barbara Barwick
Barbara Barwick brings a global perspective and creative sensibility to her role at Walters & Associates. Born in the cosmopolitan city of Montreal and raised in a European-influenced culinary culture, she developed an early appreciation for artistry and refined expression. With strong ties to theatre and film producers, her passion for music and fashion led […]
Clark Fabonan, CPA
Clark Fabonan is a Certified Public Accountant and Bookkeeping Manager with extensive experience overseeing day-to-day accounting operations, month-end close, and financial reporting. He has a strong background in managing bookkeeping workflows, ensuring accuracy, and streamlining processes to support timely and reliable financial information. Clark is known for his leadership, analytical mindset, and commitment to maintaining […]
Yvonne Dionnes
Yvonne Diones is an accomplished Client Care Specialist with nearly five years of experience in the Business Process Outsourcing industry, consistently recognized for delivering exceptional service. She brings a strong background in supporting complex business processes and is committed to creating a positive and seamless client experience. Yvonne holds a Bachelor’s Degree in Entrepreneurship from […]
Diana Jean Velasco
Diane has 15 years of Finance and Accounting experience in different industries with most recent focus on healthcare, and Family & Distributions Office for US clients. She managed a team of professionals with a maximum of 16, performing different functions in end-to-end accounting and Financial Statements preparation. She also has exposure in creating process documentations, […]
Megan Miller
Viel is a meticulous and dedicated bookkeeper with over 4 years of experience. She brings a wealth of expertise to her role, eager to make a meaningful impact within the company’s financial operations. As a bookkeeper she maintains the integrity and precision of financial records. Her responsibilities encompass a range of essential tasks, including recording […]
Samuel Watts
I am an Ohioan through and through. I am one of eight children, from Cincinnati, Ohio, however, I am the only one who doesn’t live in SW Florida. I have spent all of my life in Ohio, except for about 5 years working in other States. From an early age, I excelled in mathematics and […]
Linda Braithwaite
Linda joined Walters & Associates in 2023 as a Client Excellence Coordinator (CEC) at the Sarasota location. Linda is a retired banker of 41 years and has an extensive background in office management, supervision, accounting, bookkeeping, and customer service. Linda strives to deliver the best experience while building strong client relationships.
Kaitlyn Walters
Kaitlyn is a graduate from Hofstra University, with a Bachelor’s Degree in Psychology, and a minor in Human Resources. Kaitlyn has previous administrative experience in her role as Admissions Assistant at the State College of Florida. In her professional life, Kaitlyn wants to make meaningful connections, and build trust with every client she meets. She […]
Nathan Walters
Nathan Walters is a valued member of the tax division. Graduating with a Bachelor of Business Administration in Accounting from Hofstra University, Nathan went on to pursue a Master of Science in Accounting. With these achievements under his belt, Nathan is now eagerly working towards obtaining his CPA license, driven by a passion for expanding […]