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Donna Bergeron


Direct: 850.201.5815

Donna brings over 30 years of seasoned expertise to her role, leading the Client Accounting Services department in providing comprehensive back-office support, payroll management, sales tax handling, and financial statement preparations for a diverse range of clients. Donna’s proficiency extends to preparing tax returns for businesses, individuals, and trusts, coupled with specialized tax planning services tailored to each client’s unique needs.

Her experience spans various industries, with a particular focus on sectors including medical, construction, non-profit, and professional services. What sets Donna apart is her adeptness in working with multiple accounting software platforms, including QuickBooks, Xero, and Mas 90, ensuring she can cater to the specific technological preferences of her clients. Her approach is client-centric, always seeking to understand and address each client’s individual requirements.

Donna’s dedication extends beyond traditional client services, as she is passionate about assisting churches with their bookkeeping needs. Her primary objective is to help clients achieve their financial goals, a mission she pursues with unwavering commitment and a keen understanding of the diverse financial landscapes her clients navigate.

Years of Experience



University of Alabama, Bachelor’s

Professional Credentials

Certified Public Accountant (CPA)
Xero Certified Advisor

I am a fisher and kayaker and love to be on the water with my family.