Nicole W.
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Nicole W. Email & Phone Number

Director of Finance at Doctegrity
Location: Dallas-Fort Worth Metroplex, United States 10 work roles 5 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Director of Finance
Location
Dallas-Fort Worth Metroplex, United States
Company size

Who is Nicole W.? Overview

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Quick answer

Nicole W. is listed as Director of Finance at Doctegrity, a with 35 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Nicole W..

Nicole W. previously worked as Board Member at Parentfile and Owner/Bookkeeper at Cmr Bookkeeping Services. Nicole W. holds Bachelor Of Science - Bs, Digital Marketing, 3.8 from American Public University.

Company email context

Email format at Doctegrity

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Doctegrity

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Profile bio

About Nicole W.

WHO I WORK WITHI work with small businesses and startups that need tailored financial solutions to manage their accounting needs effectively. 🤝WHY IT WORKS?Our approach works because we offer personalized solutions that align with the unique challenges faced by our clients. With over 25 years of industry experience 🌟, our team is well-versed in the latest bookkeeping practices, ensuring accuracy and compliance in all financial matters.WHAT MAKES CMR BOOKKEEPING SERVICES DIFFERENT?CMR Bookkeeping Services stands out due to our commitment to tailored solutions 🎯. We focus on understanding each client's specific needs, providing customized financial management strategies that drive business growth. Our meticulous approach ensures that records are not only accurate but also compliant with regulatory requirements. ✅HOW IT WORKSWe simplify the financial management process by offering remote services 🌐 that provide real-time insights. Clients can rely on our expertise for meticulous bookkeeping, efficient payroll management, and comprehensive tax preparation, all designed to save time and reduce costs associated with in-house accounting. ⏳💼READY TO TALK?If you're ready to simplify your finances and achieve your financial goals, contact us today 📞 for a free consultation and discover how CMR Bookkeeping Services can make a difference for your business! 🌟

Current workplace

Nicole W.'s current company

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Doctegrity
Doctegrity
Director of Finance
Krum, TX, US
Website
Employees
35
AeroLeads page
10 roles

Nicole W. work experience

A career timeline built from the work history available for this profile.

Board Member

Current

Novato, California, United States

As a board member at Parentfile, I contribute strategic guidance and oversight to an innovative platform revolutionizing family document management. Parentfile offers a secure, user-friendly solution for storing, organizing, and sharing essential family documents and information

Jun 2024 - Present

Owner/Bookkeeper

Current
Cmr Bookkeeping Services

- Implemented accounting procedures, enhancing efficiency and accuracy, ensuring regulatory compliance.- Led annual audits for major clients, identifying inaccuracies leading to $125K IRS penalty abatements.- Conducted payroll cost analysis, reducing expenses by 18% through technology upgrades.- Performed financial due diligence for a $30M acquisition, supporting termination of a risky deal.

Dec 2010 - Present

Owner

Current
Chlobear'S Blessings

Frisco, Tx

This is a start up non-profit I am starting in honor of my daughter who was a homicide victim. Her name was Chloe Madison Robinson 03/27/2008-08/26/2010. This non-profit will benefit children and victims of domestic violence.

Mar 2010 - Present

Accounting And Client Director

New York, United States

- Oversee and manage financial reporting for multiple clients, ensuring timely and accurate results.- Lead a team of domestic and international accountants, delegating tasks effectively.- Prepare and review financial statements, budgets, and forecasts, driving financial accuracy.- Conduct financial analysis and provide actionable recommendations for improvement.- Develop and implement accounting procedures and internal controls to enhance efficiency.- Pioneered innovative accounting strategies to optimize client financial health.- Enhanced reporting accuracy by implementing advanced analytical tools.- Boosted team productivity by streamlining workflow and enhancing procedures.

Jan 2024 - Jul 2024

Special Project Accountant

Southern Fluid Solutions Llc

Center, Texas, United States

- Managed accounting for diverse businesses, ensuring accuracy across QuickBooks files.- Implemented asset tracking system for 250+ assets, enhancing management efficiency.- Maintained fixed assets monthly, improving compliance and accuracy.- Created assets, conducted research, and performed loan reconciliations.- Adapted to special projects, consistently delivering results.

Mar 2020 - Mar 2023

Staff Accountant

Cleburne, Texas, United States

- Reviewed and analyzed financial records to ensure accuracy and compliance with standards.- Computed and prepared tax returns, ensuring adherence to all tax regulations.- Delivered internal and external audit services for businesses and individuals.- Utilized appropriate adjustments to minimize clients' tax liabilities.- Prepared detailed financial statements for small businesses and individuals.

Oct 2015 - Mar 2016

Chief Financial Officer And Director Of Human Resources

Allmand And Lee, Pllc

Bedford, Tx

- Managed accounting systems, ensuring timely and accurate financial reports for partners.- Coordinated audits and tax filings, maintaining compliance and timely submissions.- Conducted cash flow planning, ensuring fund availability and efficient asset management.- Oversaw financial strategies and banking relationships, enhancing financial stability.- Handled HR functions for 80+ employees, including payroll, benefits, and employee relations.

Aug 2009 - Aug 2011

Multi-Media Production Sales And Marketing Coordinator & Board Treasurer

Military Police Regimental Association

Fort Leonard Wood, Mo

- Prepared financial reports, including budget forecasts and income vs. expenses projections.- Implemented cost-saving measures, reducing overhead expenses.- Managed IT needs, researched new systems, and resolved technical issues.- Served as Treasurer on the Board of Directors, overseeing all financials for the non-profit.- Generated quarterly financial reports covering all revenue streams and expenses.- Reported directly to the Executive Director, ensuring financial transparency.- Designed, implemented, and maintained an online gift shop, increasing online sales.- Redesigned the website, enhancing user experience and engagement.- Created monthly HTML newsletters for 5,000+ members, improving communication.- Coordinated with various stakeholders to produce quarterly magazines.

Aug 2007 - Aug 2009

Accounting And Billing Manager (Cfo)

Dallas, Texas, United States

- Managed all accounting functions, including taxes, A/R, A/P, and bank reconciliations, for international law firm.- Generated detailed financial reports and computed year-end and quarterly taxes, ensuring compliance.- Prepared monthly bills for 100 clients and entered time for 15 attorneys, maintaining accuracy and efficiency.- Supervised a team of 6, coordinated payroll for multiple offices, and communicated with Japanese clients.- Maintained bar associations and obtained EIN numbers, enhancing firm's operational efficiency.

Dec 1999 - Jul 2006
Team & coworkers

Colleagues at Doctegrity

Other employees you can reach at parentfile.com. View company contacts for 35 employees →

5 education records

Nicole W. education

Bachelor Of Science - Bs, Digital Marketing, 3.8

Activities and Societies: The National Society of Leadership and Success

Bachelor Of Science (B.Sc.), Psychology

Southern Methodist University

Activities and Societies: Young Astronauts

Diploma, General Studies

Frisco High School

Activities and Societies: Athletics, FFA, AG

Certificate, Entrepreneurship/Entrepreneurial Studies, 4.0

Allison Academy

Entrepreneurship: Creating the Business

FAQ

Frequently asked questions about Nicole W.

Quick answers generated from the profile data available on this page.

What company does Nicole W. work for?

Nicole W. works for Doctegrity.

What is Nicole W.'s role at Doctegrity?

Nicole W. is listed as Director of Finance at Doctegrity.

Where is Nicole W. based?

Nicole W. is based in Dallas-Fort Worth Metroplex, United States while working with Doctegrity.

What companies has Nicole W. worked for?

Nicole W. has worked for Doctegrity, Parentfile, Cmr Bookkeeping Services, Chlobear'S Blessings, and Prime Ledger.

Who are Nicole W.'s colleagues at Doctegrity?

Nicole W.'s colleagues at Doctegrity include Christopher Matthews, Lawrence Comdeco Jr, Richard Tolliday, Erin Duncan, and Dr Juanita Webb.

How can I contact Nicole W.?

You can use AeroLeads to view verified contact signals for Nicole W. at Doctegrity, including work email, phone, and LinkedIn data when available.

What schools did Nicole W. attend?

Nicole W. holds Bachelor Of Science - Bs, Digital Marketing, 3.8 from American Public University.

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