About Us

Certified Public Accountant (CPA), Certified Valuation Analyst (CVA)

We work with small businesses to help them reach their financial goals.

Roxanne Coffelt, Managing Member

Roxanne Coffelt, CPA, CVA

Managing Member

Roxanne Coffelt graduated cum laude from Drake University in Des Moines, Iowa in 1986 with an accounting degree.  Shortly after she left behind 10 years working in the printing/publishing industry to go into public accounting.  After working for a local firm, a sole practitioner, and the “Big 6” firm Ernst & Young, Roxanne started her own practice in Des Moines in 1993.

In 1999, in anticipation of the printing plant where her husband worked closing, Roxanne sold her practice.  She ended up relocating to Shanghai, China for two years.

Returning to the United States in 2004 brought Roxanne to Warsaw, Indiana. In 2010 she received her CVA (Certified Valuation Analyst) designation. After working for another firm for many years, she decided to establish her own practice in the fall of 2017.

Roxanne is married to her husband Bob of 34 years and has two grown children and two grandchildren.  Daughter Kelsey is a board-certified behavior analyst and son Sheldon is in the U.S. 3rd Infantry Regiment honor guard (The Old Guard) at Fort Myer/Arlington Cemetery.