Matt Elwell is the Product Account Manager for Financing Advisory Services with CPA.com. Matt started his accounting career in the banking sector and spent the majority of his career as a consultant in the franchise space focusing on mergers and acquisitions. Matt is passionate about helping entrepreneurs to work on their businesses rather than simply working in them. He brings together his banking and consulting backgrounds to work with firms in building deeper relationships with their clients by adopting financing advisory services.

Charles is a growth-focused marketing leader with expertise in the small business and B2B sectors. At Biz2Credit, he has overseen many initiatives, including a partnership with the AICPA and CPA.com to offer an online tool that streamlined the loan application and forgiveness process for the SBA’s Paycheck Protection Program. Prior to Biz2Credit, Charles ran marketing and sales operations for a New York technology company and also worked as an independent video producer and digital strategy consultant. He graduated from Boston College, with a B.A. in Philosophy

Prior to establishing her Certified Public Accounting firm Grace Williams CPA, PC Lopez-Williams developed her finance and accounting acumen through positions with Arthur Andersen. She has been a Certified Public Accountant since 1989 and received her MBA from Loyola University in New Orleans and her BBA in Accounting from the University of Puerto Rico. In 2013, in addition to traditional services such as accounting, auditing, and tax preparation the firm expanded its services to Financial and Tax Planning; for which Lopez-Williams acquired the following certifications in the Financial and Tax Areas: Financial Advisory Certification, Personal Financial Specialist, FINRA Series 6, 63 and 65 Certification, Certified Tax Resolution Specialist and Tax Couch.