Head of Marketing & Client Support

Jania Hall

Bio:

Jania recently joined the firm after earning her Master’s degree in Integrated Marketing Communication from the University of North Carolina Wilmington. In her role as Head of Marketing and Client Support, she provides strategic marketing leadership to expand the firm’s visibility, strengthen brand positioning, and support long-term growth. She also oversee client engagement, ensuring that individuals and businesses receive exceptional support and a seamless experience across both the CPA practice and brokerage company.

Her connection to the firm began through Terry’s community outreach with the UNCW Women’s Basketball program, where she had the privilege of serving as a leader of the team.

This experience instilled the values of teamwork, perseverance, and leadership—principles in her, that now guide her professional approach to marketing and client relations. She is passionate about combining strategic communication with a client-first mindset to help our firm deliver both trusted expertise and a personalized experience for every client we serve.

Provided Services:

Brand Strategy & Positioning

Digital Marketing & Communication

Client Outreach & Engagement

Business Development Support

FAQS

What accounting services do you offer?

We offer a comprehensive range of accounting services tailored to meet the unique needs of businesses. Our services include bookkeeping, financial reporting, tax optimization and compliance, payroll management, budgeting and forecasting, audit preparation, and more. Whether you're a small startup or a large corporation, our team of experts can provide the financial support you need to thrive.

How do your fees work, and are they affordable?

Our fee structure is designed to be transparent and competitive. We understand that cost is a concern for many businesses. The exact fees can vary depending on the scope and complexity of the services you require. We offer customized pricing packages to ensure you only pay for the services you need. Our goal is to provide high-quality financial services that are not only effective but also affordable. We're happy to discuss your specific requirements and provide a clear, upfront estimate.

How can I be sure my financial data is secure with your company?

We take data security seriously. Your financial data is treated with the utmost care and protected using industry-standard security measures. Our systems are regularly updated and audited to ensure they meet the highest security standards. Additionally, our team undergoes rigorous training to maintain the confidentiality and integrity of your data. You can trust that your financial information is safe when you partner with us. If you have specific security concerns or questions, please don't hesitate to reach out, and we'll be happy to address them.