About Us

Our Story

Founded in 2004 by Master CPA Sue Holly, our firm brings over 40 years of accounting, tax, and financial management expertise to each and every client we serve. With our uniquely lean business model and as a virtual accountant, our team cost-effectively serves over 600 individuals, nonprofits, and small businesses virtually (online/remotely) and in person in Michigan, Florida, and Georgia.

We pride ourselves on leveraging our unique knowledge base as a Certified Public Accounting firm to keep the IRS at bay and our clients in a healthy financial position. While under our care, not one Team Holly client has been audited by the IRS. We think that’s an impressive track record, and our clients do, too. 96% of Team Holly clients stay with us year after year.

Each of us cares deeply about our community, too. As we grow, we give back to the community that made that growth possible.

Some of our past and present nonprofit clients include:

Bonita Springs Assistance Office
Bonita Blues Charitable Foundation
CREW Land & Water Trust
Taste of Pinellas
Fort Myers Beach Chamber of Commerce
Lady Everblades
Thinking Beyond Borders
If your nonprofit or small business needs some accounting help, please contact us!

No matter where you are, or what your accounting or financial needs may be, Team Holly is here to help. Our virtual office provides convenience, trust, and fast service. For more information on our products and services, contact us today at (239) 243-0713.

Individual Services

Worried that your tax bill is going to be huge? Team Holly helps hundreds of clients each year lower their tax bill – and their blood pressure!

Business Services

Anxious about your business’s financial future? Let our financial muscle lighten your load.

Outsourced CFO

Afraid that your next big business decision might be the wrong one? Let our team’s 40 years of experience guide you.