OUR VALUES – One word: You. Your finances, your business, that is what matters most.
The relationship we develop is based on the trust that we have your best interests first.
When she’s not quoting “Moonstruck” and laughing with her family as they plan their next adventure, Sabrina is the President and a founder of DiLeo & Charles. With a degree in accounting, she has been in the Management and Bookkeeping profession since 1995. In 2005, she became the sole owner of a contracted bookkeeper services business, joining the Quickbooks Proadvisor program in 2007. Sabrina’s consistency and reliability in meeting her clients’ needs arise from her loyal dedication to them as individuals; their loyalty to her in return has led to numerous referrals and a present client roster of great depth and width. And one more thing: when you meet her, ask her why she never leaves home without her watch…
WHAT’S THE MOST RIDICULOUS FACT YOU KNOW?
“It’s more general facts about royal etiquette in England from the Victorian era. I think this means I’ve read too much historical fiction or have watched too much Masterpiece Theatre.”
WHAT MOVIE WOULD BE GREATLY IMPROVED IF IT WAS MADE INTO A MUSICAL?
“This may not be a popular answer but I despise all musicals. I will admit Lalaland wasn’t horrible.”
WHAT IS THE ONE ACCESSORY TO YOUR WARDROBE THAT YOU CANNOT LIVE WITHOUT?
“My watch. I’ve been addicted to checking the time since I was a small child. On the rare occasion that I forget to put one on, I feel lost.”
DO YOU HAVE A MOVIE THAT YOU CAN QUOTE FROM START TO FINISH?
“Hands down, Moonstruck. Princess Bride is a close second.”
WHY DID YOU WATCH IT SO MUCH?
“Cher, New York in the 80’s, a Puccini opera at the MET, what more is there to say? “
EMARY UZOMAH, CPA
DiLeo & Charles welcomed Emary in 2021. She brings with her a Master’s in Business Administration, years of experience in the Tax Industry and is a Certified Public Accountant. She has worked with a variety of clients over her career ranging from investment firms, professional service client, high net worth families, and more. You could call her somewhat of a Tax star, at least we like to! In her spare time Emary enjoys all things home décor and design, particularly when she gets to use her power tools!
WHO WOULD YOU LOVE TO TRADE PLACES WITH FOR A DAY?
“I’d love to trade places with Joanna Gaines!”
WHAT IS A TOPIC THAT ALWAYS CATCHES YOUR INTEREST?
“Anything that has to do with home decor/design.”
ANY FUN SECRET SKILL?
“I can move my ears. I recently learned that only 20% of people can do that, so I feel pretty special!“
MARIO CAMACHO, EA
DiLeo & Charles gained Mario in 2020 but he has been honing his skills in the Tax Industry since 2011 and the Accounting Industry since 2015. Mario specializes in tax strategy and we are thrilled to be bringing his experience in this, among other assets, to our clients. He has a Bachelor’s in Accounting with a concentration in Auditing and Enrolled Agent credentials as of 2021. Tax superhero by day, in his leisure time Mario enjoys spending time with his wife planning out their next far-off adventure and working on projects to make their house a home.
IF YOU WERE A COCKTAIL WHICH ONE WOULD YOU BE?
“An Old Fashioned. It is a simple drink, but a classic favorite. Not that I’m everyone’s favorite, but I would love to try to be!”
DESCRIBE YOUR DREAM HOME
“My dream home is more of a dream work in progress… somewhere I can continue making memories with my wife and work on projects together.”
Jessica has been an invaluable member of DiLeo & Charles since 2014. A natural problem solver, she sifts through financials efficiently and accurately. Jessica is a certified Gusto “People Advisor, skilled in QuickBooks and currently studying to become an Enrolled Agent. When Jessica isn’t busy being a knowledgeable Accountant, she can be found exploring the streets of European cities with a coffee in hand. This wanderlust, adventurous spirit adds to her ability to better serve her clients in fun, creative ways particularly in the Interior Design field as she is skilled in Design Manager and Ivy software.
WHICH SEASON BEST DESCRIBES YOUR PERSONALITY?
“I would say I most relate to Spring. Bright, mild, colorful, and always growing.”
WHAT IS A MANTRA THAT REALLY RINGS TRUE TO YOU?
“Mind over matter. I believe your mental attitude greatly impacts your success and happiness.”
WHAT COLOR OF THE RAINBOW ARE YOU?
“Any shade of blue. It reminds me of the ocean and the sky on a bright sunny day – two of my favorite things.”
Even accountants need help getting organized sometimes, which is why in 2021 we brought Chelsea on board as our Operations Manager. Her long-time experience in management and quality assurance keeps the Dileo & Charles train running smoothly to bring our clients the top-rated experience they deserve. On her days off, you will most likely find her hiking around the Hudson Valley with her family and dog or on a rainy day trying out a new local brewery.
WHAT IS SOME GOOD ADVICE YOU’VE RECEIVED RECENTLY?
“Being a new mom, don’t sweat the small stuff has taken on a whole new meaning. Making sure you don’t miss the joys of a moment because you’re too worried about something that inevitably doesn’t matter.”
WHAT IS A MOVIE YOU WOULD LOVE TO LIVE THE PLOT OF?
“Ferris Bueller’s Day Off. It is just so outside of my personality to attempt something like that and then to pull the whole thing off without getting caught! What a blast!”
WHERE DO YOU USUALLY END UP AT A LARGE PARTY?
“Either on the dance floor all night or in the corner in too deep of a conversation for the social setting.”
Maya has been with DiLeo & Charles since 2019. She brings a fresh, broad perspective to her role as an Accountant. She is certified in Bill.com and skilled in various accounting software such as QuickBooks, Ivy, NetSuite and Design Manager. Her background in digital and fine arts trained her eye to look for details within a composition… whether that be Degas, or your company’s books. She knows how to create the most effective design solutions, and she applies a similar industriousness when problem solving with clients. Maya has a passion for graphic design and branding, and she spends her time out of the office sketching and reading historical mysteries.
WHAT MOVIE DO YOU CONSIDER A MUST SEE?
“The Princess Bride. It’s hilarious, it’s iconic… it’s inconceivable!”
WHERE IS THE FARTHEST YOU’VE EVER BEEN FROM HOME?
“Hawaii is the farthest I’ve ever been from home. The ten-hour plane ride is worth it if you like sandy beaches and lava flows.”
WHO MAKES YOU PROUD?
“My two younger sisters make me proud. I love that they work hard to accomplish their goals and always persevere. Seeing them mature and succeed makes me beam.”
Mindy joined DiLeo & Charles as an Accountant in 2021. It is the extras that put her skill set over the top! She is a licensed Investment Advisor, certified in QuickBooks and is a Gusto “People Advisor”. Mindy also specializes in payroll processing and needs over all payroll portals and is currently getting certified in Human Resources. The energy and attention to detail she gives her clients overflows into her hobbies. Whether its running, baking, or accounting, Mindy is always looking to improve her performance.
DESCRIBE YOUR PERFECT MORNING
“Greeted with sunshine, a cappuccino, and someone else making me breakfast.”
DO YOU HAVE A KEEPSAKE YOU HOLD ESPECIALLY DEAR?
“A stuffed tiger I got from my grandfather when I was eight years old.”
WHAT AUTHOR WOULD YOU WANT TO WRITE YOUR BIOGRAPHY?
“Doris Kearns Goodwin. She wrote the BEST biography on Abraham Lincoln that I have ever read.”
DiLeo & Charles happily welcomed Kerry to our Accountant team in 2021. In addition to the bright energy that she brings to our team, there is no puzzle this girl can’t (or doesn’t enjoy) trying to solve. Kerry is skilled in QuickBooks, is a certified Gusto “People Advisor” and is certified in Bill.com. With a background in retail, legal trade, and the medical field, she understands what most business models are looking for and how to help them put their best foot forward financially. Her sunny disposition pairs well with her love of the beach, which is where you can often find her on a nice summer day.
IF YOU COULD LIVE DURING ANY PAST DECADE, WHICH ONE WOULD YOU CHOOSE?
“The 50s. That Grace Kelly, Audrey Hepburn era where you solve mysteries while wearing a ballgown and sip champagne out of little coupe’ glasses. It seems so glamorous!”
WHO IS SOMEONE YOU ADMIRE?
“My dad. He’s the hardest working person I know and would do anything for anyone. You can’t know him and not love him.”
WHERE IS NEXT ON YOUR TRAVEL LIST?
“Spain and the Canary Islands. We had a trip planned there that we had to cancel so I would love to make that happen soon.”
In 2021 DiLeo & Charles welcomed Lucianna, or “Luci”, to our team. In addition to being a certified Accountant, she is certified in a in a variety of software such as Bill.com, QuickBooks and Gusto. Luci is a trained weightlifter and avid writer. Her blend of strength and innovation is seen in how she approaches her clients’ financials. As our resident Sales Tax Specialist, she is always working hard and finding creative ways to help her clients succeed!
WHO WOULD YOU LIKE TO SPEND A DAY WITH FROM THE PAST?
“Amelia Earhart. I’d love to hear her stories and how she grew to be so independent and courageous.”
WHAT IS SOMETHING YOU ARE CURRENTLY OBSESSED WITH?
“Reading. I know that sounds crazy, but I never really read books for recreation until more recently. This whole non-fiction world has been opened up to me!”
INTROVERT OR EXTROVERT?
“Definitely both. I am very content alone and find much enjoyment from spending time by myself but I’m a pretty outgoing person as well. I love meeting new people and am always up for doing anything with people I love!”
Madison has been a team member of DiLeo & Charles since 2020. In her administrative role, Madison efficiently keeps all client information up to date and the data flowing. Her Associates Degree in Accounting keeps her keenly aware of our clients’ needs and how to get them where they need to be in the most effective way. When she is not answering emails or organizing information systems, you can usually find her outdoors enjoying a good book.
WHAT IS YOUR IDEAL SUMMER DAY?
“A day at the beach on a tropical island. I love swimming, so I am happy doing anything that involves spending the day by the water.”
WHAT CITY WOULD YOU MOST LIKE TO LIVE IN?
“I would love to live in a European city like Paris to enjoy the food and the scenery.”
WHAT IS YOUR GO-TO MOVIE THEATER SNACK?
“Popcorn with extra butter. I usually finish it by the time the previews are over.”
Monica joined the DiLeo & Charles staff in 2021. With a Bachelor’s in Language Education and being a people person by nature, she maneuvers through each clients’ unique needs with ease and understanding. Monica is QuickBooks certified and a Gusto “People Advisor”. She is especially good at assisting her clients with account cleanup projects. She is currently training for her second half marathon, with the goal of one day running a full. Whether running or writing a song, Monica loves to see her hard work pay off and is eager to apply this enthusiasm to her clients.
WHAT MAKES YOU LAUGH THE HARDEST?
“It’s not the comedies or stand up. It’s the ironic, silly shared moments with the people I love that will really get me belly laughing.”
ANY FUNNY GUILTY PLEASURES?
“I hate to admit it but reality TV and celebrity news. Unfortunately, I really eat that stuff up.”
WHAT IS YOUR FAVORITE TIME OF DAY?
“I have more energy in the mornings and am more motivated. I also like when no one else is awake so I can read and relax. It’s like a little secret moment to myself!”
Shannon became part of the DiLeo & Charles team in 2021 bringing with her a wealth of accounting knowledge and experience. From wholesale to retail, accounts payable to receivable, supermarkets to the stock market… you will be hard pressed to find financials she hasn’t mastered. Shannon is certified in many accounting softwares including Expensify, Bill.com and QuickBooks and is in the process of getting her AIPB Certification. Always a team player, in her free time you will find her cheering on her hometown St. Louis Cardinals and enjoying time with her daughters.
WHAT OF YOUR FIVE SENSES WOULD YOU HATE TO LOSE THE MOST?
“My sense of taste. I love trying new foods! When we go out of town the entire trip is scheduled around where we are going to eat.”
IF YOU COULD LIVE ABROAD FOR ONE YEAR WHERE WOULD YOU CHOOSE?
“Ireland. It is gorgeous and would be special for me to spend more time where my grandpa came from.”
WHAT IS ONE FOOD YOU COULD EAT EVERY DAY?
“Pizza – particularly New York style pizza. I’m from the Midwest and shouldn’t admit that, but other pizzas just don’t stand up.”
DiLeo & Charles acquired Melody in 2021. With a work history in healthcare and now accounting she has always prioritized finding practical ways to assist others. Melody is eager to help her clients and their business grow and succeed. She is certified in QuickBooks, is a Gusto “People Advisor”, and specializes in payroll processing and needs across a variety of payroll partners including Gusto and ADP. Her selflessness is reflected in her hobbies. Whether she’s cooking, practicing songs on her ukulele or organizing business financials… bringing a smile to someone else’s face is always her end goal.
WHAT DESSERT BEST DESCRIBES YOUR PERSONALITY?
“A chocolate chip cookie. I do my best to get along with everyone and keep life simple.”
WHAT IS YOUR GO TO KARAOKE SONG?
‘”My Heart Will Go On” by Celine Dion. I feel like you have to go big or go home.‘
CHOCOLATE, VANILLA OR LEMON?
“Lemon. I used to eat lemons alone until I realized it was bad for my teeth. Now I put lemon and salt on everything from rice to tomatoes.”
Taylor joined the DiLeo & Charles staff in 2021, toting 10 years of customer service and office management experience. She is certified in QuickBooks and Bill.com, is a Gusto “People Advisor”, and is currently working on her Design Manager and Ivy software certifications. Her insight in balancing a variety of businesses helps her identify and correct issues quickly and accurately. Taylor has a love for cats and gardening. She values the satisfaction of helping things grow and flourish, especially her clients’ businesses!
WHAT IS YOUR FAVORITE MONTH OF THE YEAR?
“I love May! There is nothing better than everything starting to bloom again after a long winter”
DESCRIBE YOUR PERFECT EVENING
“A comfy couch, fire, delicious cocktail, and a couple of board games.”
HOW DO YOU TAKE YOUR COFFEE?
“I take mine with oatmeal cookie flavored oat milk creamer. I can’t get enough!”
Fabiola, or “Fabi” as we like to call her, became a member of the DiLeo & Charles family in 2021. Her can-do attitude and love of learning make her a real asset in her role as an Administrator. Her long-time experience in customer service keeps our clients’ satisfaction her focus. Fabi’s positive outlook and eagerness keep her busy in her spare time as well. Whether trying a new, exciting dish or flipping old furniture… she’s always up for a good challenge.
WHAT IS SOMETHING YOU’VE LEARNED RECENTLY?
“To give the best you have despite the circumstances.”
WHAT IS YOUR DREAM VACATION SPOT?
“Scotland… the highlands, kilts, and whiskey. I would like to explore every little town and climb to the top of every mountain!”
WHAT HELPS YOU RELAX?
“Painting, DIY projects and taking care of my plants. I basically have a greenhouse in my house!”