Margot Sloan


About Margot

With over 30 years of experience with the firm, Margot is well-known to most of our Cape-based clients and is responsible for providing a wide range of services to them.

Margot, a Certified QuickBooks Pro-Advisor, has helped many of our clients implement accounting systems and procedures, general bookkeeping, establish their chart of accounts, memorized reports, memorized transactions and other features that QuickBooks offer.

Her areas of expertise include preparing tax returns and financial statements, completing compilations and reviews for corporate and non-profit clients.

Margot’s experience and broad-based knowledge serve her and our clients well as she is frequently called upon to provide consultations on diverse accounting, tax and business issues faced by our clients.


Franklin Pierce College, Accounting

Cape Cod Community College, Accounting

Membership / Community Involvement

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