Colleen S. Krcelich
CPA, CFP, MBA
Active Member
Member Since: 2018
Professional Bio
Colleen has more than 25 years of experience working with small to medium size companies successfully managing their growth, from start-up to succession planning and investor exit strategies.
Colleen began her career with Deloitte US in Allentown, PA. She then gained significant experience in HR and Accounting at IQE, a high-tech firm located in Bethlehem, where she was part of the management team responsible for growth from 13 to 175 employees in 6 years, in addition to a merger and successful public offering on NASDAQ Europe.
She continued to gain experience with various other high-tech and manufacturing firms before forming Business Support Solutions, LLC. She sold BSS in 2015 to concentrate on other interests, including teaching, but continues to service a select group of clients. In order to offer personalized guidance to her investment clients, she obtained her securities registrations in 2007.
To enhance the level of service offered to her clients, Colleen partnered with The Rockland Group – Wealth Management, LLC in 2020 to offer comprehensive financial planning resources.
Colleen and her husband reside in Bethlehem, PA. When they have a little free time, they enjoy camping and hiking.
Education, Professional & Civic Affiliations:
Education and Registrations:
Colleen is a graduate of Bloomsburg University (BS Accounting 1992) and obtained her MBA from Lehigh University in 2001
FINRA Registrations: Series 7, 63
Civic Affiliations
She is an active community volunteer, and is on the board of the Rising Tide Loan Fund in Bethlehem (a subsidiary of the CACLV), the Chairperson of the Bridgeworks Enterprise Center in Allentown, and an Ex-Officio board member of the Allentown Economic Development Corp.
Colleen began her career with Deloitte US in Allentown, PA. She then gained significant experience in HR and Accounting at IQE, a high-tech firm located in Bethlehem, where she was part of the management team responsible for growth from 13 to 175 employees in 6 years, in addition to a merger and successful public offering on NASDAQ Europe.
She continued to gain experience with various other high-tech and manufacturing firms before forming Business Support Solutions, LLC. She sold BSS in 2015 to concentrate on other interests, including teaching, but continues to service a select group of clients. In order to offer personalized guidance to her investment clients, she obtained her securities registrations in 2007.
To enhance the level of service offered to her clients, Colleen partnered with The Rockland Group – Wealth Management, LLC in 2020 to offer comprehensive financial planning resources.
Colleen and her husband reside in Bethlehem, PA. When they have a little free time, they enjoy camping and hiking.
Education, Professional & Civic Affiliations:
Education and Registrations:
Colleen is a graduate of Bloomsburg University (BS Accounting 1992) and obtained her MBA from Lehigh University in 2001
FINRA Registrations: Series 7, 63
Civic Affiliations
She is an active community volunteer, and is on the board of the Rising Tide Loan Fund in Bethlehem (a subsidiary of the CACLV), the Chairperson of the Bridgeworks Enterprise Center in Allentown, and an Ex-Officio board member of the Allentown Economic Development Corp.
State(s) of CPA/PA Licensure
Pennsylvania
PSTAP Chapter
Lehigh Valley
County of RESIDENCE
Northampton
Years in Practice
24
Professional Services Offered
Bookkeeping/Write-up, Individual Tax Preparation, Business Tax Preparation, IRS Representation, Financial Planning Services, Business Consulting Services