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Nicole Capudan - Omni360 Advisors

Nicole Capudan

Bookkeeping Support

ABOUT Nicole

Nicole brings a detail-oriented and organized approach to her work, supporting clients with accurate bookkeeping and dependable financial management. She is known for her steady communication style, commitment to clean and well-maintained books, and her ability to keep accounting workflows running smoothly. Outside of work, Nicole enjoys spending time with her family—especially her siblings—and participating in fun run events.

TEAMS

Gold Team

A BRIEF HISTORY

Nicole holds a Bachelor of Science in Accountancy and has five years of experience in the accounting and bookkeeping field. She is proficient in a range of accounting tools and software, including QuickBooks Online and Desktop, as well as Xero. Her expertise includes transaction recording, reconciliations, financial reporting, and maintaining organized, accurate books.

She has supported clients across wealth management, retail and trade, investment, and corporate finance—bringing a reliable, meticulous, and client-focused approach to every engagement.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Nicole is engaged, or continues to be engaged, to provide investment advisory services.
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<p>The post Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post The Risks of Concentrated Stock: Evaluating Single-Stock Exposure first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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<p>The post 2026 Social Security Changes: Tax and Benefit Considerations for High-Net-Worth Individuals first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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