Deidra Roberts

Deidra builds long-term relationships with clients, empowering them to understand their financial outlook.

A former professional ballerina, I’ve lived around the U.S. and abroad before making Richmond my permanent home 17 years ago. Arts, music, travel, and a healthy dose of sarcasm fuel me. When I’m not at work you can find me researching my next travel destination or at a concert.

Experience

2020+

Partner, Holloway Millikan CPAs & Advisors

My clients quickly become my friends, so I’m happy to have found a place with old friends/colleagues at Holloway Millikan where I can help them grow their business.

2017-2020

Accountant, Greg G. Jonson & Associates

Accounting firm specializing in accounting services, tax planning, and preparation, and business counseling.

  • Maintain confidential records of financial statements and tax documentation
  • Process and report sales tax for clients while adhering to compliance regulations
  • Prepare general ledger, journal entries, and reconciliations
  • Recruit and establish new clients; consult with clientele to develop strategies for overall improvement of business finances
  • Analyze financial records and manage highly classified data
  • Research disputes and discrepancies
  • Build dependable customer relationships with clients

2014-2017

Paraprofessional, Cherry Bekaert, LLP

A large certified public accounting firm that provides tax, audit, and advisory services nationwide.

  • Oversaw payroll reconciliations and produced quarterly payroll reports
  • Engaged in executive-level correspondence working between financial authorities and clients
  • Maintained confidential records of financial statements and tax documentation
  • Informed clients on the status of their reports
  • Maintained knowledge of federal, state, and local tax laws and exemptions

2006-2013

Bookkeeper, Millie’s Diner

Fast-paced family of restaurants including Millie’s Diner, Lulu’s Restaurant, and Tio Pablo Taqueria.

  • Oversaw catering projects from initial order to delivery
  • Maintained transactional records and balanced accounts
  • Complied with federal, state, and local data retention regulations
  • Revised and streamlined bookkeeping processes of multiple clients

Education

VCU

Taxes Everyone Can Understand

Get In Touch

Don’t hesitate to contact us if you need more help.