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Carol Ann Winburn – Director of Financial Planning

carol-ann-winburnCarol Ann Winburn, Investment Advisor Representative for Money Concepts, is on staff with DSWA CPAs to help clients with money management, retirement savings and any financial planning needs. Carol Ann has over 35 years of experience in banking, insurance and investing. Through Money Concepts she can offer investments such as stocks, bonds and mutual funds to grow a portfolio, as well as annuities and long-term care insurance to protect a nest-egg or inheritance. Learn more about Carol Ann’s services at MoneyConcepts.com.

To learn more about Carol Ann's investment services, just click the link here or (Money Concepts logo/icon).


Certified QuickBooks Expertise

We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.


What is APPS?

APPS is our Accounting, Payroll and Productivity System

DSWA created the Accounting, Payroll and Productivity System, or APPS for our clients who are looking for solutions to deal with the complex daily, weekly, monthly and annual financial activities facing their business.

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