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Patricia M. Soares

Senior Associate

Raleigh

Client Advisory

Biography

Patti Soares is an Accounting Advisor in the Raleigh office. She is a member of the Tax team providing bookkeeping services to our clients.

Prior to joining Cerity Partners, Patti was a Senior Bookkeeper for Cook Wealth, LLC, providing monthly accounting services for our bookkeeping clients. Before that she was at Roscoe & Roscoe, PA. for over 12 years as an accounting assistant to the CPA owners. She comes to Cerity Partner with over 40 years of experience in all facets of accounting including payroll, accounts receivable and accounts payable for several different types of businesses.

In her spare time, Patti enjoys spending time with her husband, adult children and grandchildren. Her and her husband are avid Pittsburgh Steeler fans!

Education

  • Briarwood College- Associates of Applied Science

Highlights

  • QuickBooks Online Certified

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.