To ensure that the staff at Richard Heath & Co. stay up to date on important tax regulations, the members of our firm maintain an active membership in the American Institute of Certified Public Accountants (AICPA), the South Carolina Association of CPAs (SCACPA) and the National Association of Certified Valuation Analysts (NACVA).
Click on any of our staff above to learn more about the dedicated employees of Richard Heath & Company and how they assist you.
Karen Gerold, Accounting support, received her Accounting Certificate from Bryant & Stratton College.
Her responsibilities include client payrolls, federal and state payroll tax deposits, client data entry, bank reconciliations, and various other responsibilities to assist in providing the quality service that our clients are accustomed to and deserve.
Ms. Fania is a Certified Public Accountant and a member of the American Institute of CPAs and South Carolina Association of Certified Public Accountants.
Ms. Fania has been a Certified Public Accountant licensed in South Carolina since 1998. She graduated cum laude from the University of South Carolina – Coastal Campus, with a B.S. in Accounting.
Ms. Fania is also a QuickBooks Certified ProAdvisor and works with small business clients to customize QuickBooks to meet their business needs.
RAR Exchange, LLC
RAR Exchange, LLC has provided its clients with expert Qualified Intermediary services since 1998. RAR Exchange, LLC acts as a Qualified Intermediary for clients wishing to defer gain on the sale of their income producing or investment property by participating in a section 1031 exchange.
Ronda Fania and Richard Heath have assisted numerous clients in implementing the most advantageous exchange structure for their particular situation. Our firm makes sure all deadlines are met and every detail is handled to provide peace of mind in the tax-deferred exchange process. RAR Exchange, LLC specializes in forward exchanges and reverse exchanges.
Mr. Heath is a Certified Public Accountant and a member of the American Institute of CPAs, and the South Carolina Association of Certified Public Accountants and a member of the National Association of Certified Valuation Analysts.
Mr. Heath has been a Certified Public Accountant since 1974. He is licensed to practice in North and South Carolina, and has a B.S. and a Masters of Accountancy from Florida State University.
Mr. Heath’s focus is with small business and their owners’ particularity in the retail and wholesale distribution industries where he has participated in and facilitated business roundtables for owners and CFOs for over 25 years.
Patricia Frady, Senior Accountant, has been with the firm since August 2004. She is a 2004 graduate of Coastal Carolina University with a Bachelors of Science in Accounting and Finance. Patricia received her license to practice as a Certified Public Accountant in April 2016. She is a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants. Patricia is also a member of the ACFE – Association of Certified Fraud Examiners and a member of NACVA – the National Association of Certified Valuation Analysts. She is also a certified QuickBooks Pro Advisor.
She is the first smiling face to greet you and is responsible for A/R billing and assisting with client data entry. She is also responsible for the final quality control check and assembling of all tax returns for all corporate and individual clients. She is vital to the overall smooth operation of the office insuring that the team has all resources and efficient systems to properly service our clients.