Canopy 360
Certified Public Accountants

Client Relationship Manager

Since joining our CPA firm in May 2011, Traci has been focused on building relationships with our clients to ensure our staff is providing exceptional service. Traci reviews outgoing work with clients and is also responsible for managing and executing the Administrative functions including Accounts Payable and Receivable for the CPA firm. Previously working as a commercial and personal banker, her attention to detail, organizational skills and history of customer relations makes her a perfect fit for our team. Traci is the third generation of her family born and raised in Ocala. She and her family are actively involved in our community and proud to call Ocala their home.

Get in contact:  |  352-448-7188

Let's start with a conversation.
Call us today at 352-369-1120.

Operating Hours

Monday – Thursday | 8:00 am – 5:00 pm
                              Friday | 8:00 am – 12:00 pm