609-452-0889 877-623-2266

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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Recent Posts

Strategic Business Exit Planning: Why It Pays to Plan Ahead

Explore how proactive business exit planning, including tax and estate strategies, can support a smoother transition and protect long-term wealth for entrepreneurs and family business owners. Why Business Exit Planning Deserves a Seat at ...

<p>The post Strategic Business Exit Planning: Why It Pays to Plan Ahead first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Concentrated Stock: A Hidden Risk for High Achievers

Equity awards can build wealth but also concentrate risk. Learn how high earners can protect long-term goals through strategic planning. The Silent Risk in Your Portfolio: Concentrated Stock For many corporate executives and high-performing professionals, equity ...

<p>The post Concentrated Stock: A Hidden Risk for High Achievers first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Can High Earners Benefit from the New Senior Tax Deduction?

The One Big Beautiful Bill Act introduces a senior tax deduction for those 65+. Learn how high earners can use charitable giving strategies like QCDs to qualify and reduce taxes. The New Senior Tax Deduction: What You Need to ...

<p>The post Can High Earners Benefit from the New Senior Tax Deduction? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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