Deidra Roberts

Deidra builds long-term relationships with clients, empowering them to understand their financial outlook.

A former professional ballerina, I’ve lived around the U.S. and abroad before making Richmond my permanent home 17 years ago. Arts, music, travel, and a healthy dose of sarcasm fuel me. When I’m not at work you can find me researching my next travel destination or at a concert.

Experience

2020+

Partner, Holloway Millikan CPAs & Advisors

My clients quickly become my friends, so I’m happy to have found a place with old friends/colleagues at Holloway Millikan where I can help them grow their business.

2017-2020

Accountant, Greg G. Jonson & Associates

Accounting firm specializing in accounting services, tax planning, and preparation, and business counseling.

  • Maintain confidential records of financial statements and tax documentation
  • Process and report sales tax for clients while adhering to compliance regulations
  • Prepare general ledger, journal entries, and reconciliations
  • Recruit and establish new clients; consult with clientele to develop strategies for overall improvement of business finances
  • Analyze financial records and manage highly classified data
  • Research disputes and discrepancies
  • Build dependable customer relationships with clients

2014-2017

Paraprofessional, Cherry Bekaert, LLP

A large certified public accounting firm that provides tax, audit, and advisory services nationwide.

  • Oversaw payroll reconciliations and produced quarterly payroll reports
  • Engaged in executive-level correspondence working between financial authorities and clients
  • Maintained confidential records of financial statements and tax documentation
  • Informed clients on the status of their reports
  • Maintained knowledge of federal, state, and local tax laws and exemptions

2006-2013

Bookkeeper, Millie’s Diner

Fast-paced family of restaurants including Millie’s Diner, Lulu’s Restaurant, and Tio Pablo Taqueria.

  • Oversaw catering projects from initial order to delivery
  • Maintained transactional records and balanced accounts
  • Complied with federal, state, and local data retention regulations
  • Revised and streamlined bookkeeping processes of multiple clients

Education

VCU

Handling your finances as if they were our own.

Get In Touch

Don’t hesitate to contact us if you need more help.