Manager
Colton Monroe
CPA, MBA
Colton helps organizations maintain strong financial reporting practices as they manage growth, operational demands, and evolving regulatory expectations. His audit and accounting experience spans governmental entities, nonprofit organizations, manufacturers, and real estate organizations.
Education
St. Bonaventure University, Master of Business Administration, Accounting
St. Bonaventure University, Bachelor of Business Administration, Accounting
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Ask Me About
My four kids
Service Expertise
Industry Expertise
Latest Insight
What Should You Know About Charitable Giving and Estate Planning in 2027?
The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]