Ashley Troutman
Hickory
Summary
Accounting and advisory leader with experience building, scaling, and stabilizing client-facing financial services in a high-growth firm environment. Proven ability to lead large teams, manage complex client portfolios, and translate financial data into actionable insights for business owners and executives. Known for strong judgment, process development, and balancing operational rigor with relationship-driven advisory work.
Overview
14
14
years of professional experience
3
3
years of post-secondary education
Work History
Accounting Director
T2B Business Solutions
Cornelius
02.2021 - Current
- Lead accounting operations for a firm that scaled from approximately 250 clients to 800+ clients during tenure, overseeing service delivery, quality control, escalation management, and consistency across multiple service lines
- Manage and mentor a team that grew from 12 to 40+ professionals, including Assistant Directors and Team Leads, with direct responsibility for performance management, workflow design, capacity planning, and leadership development
- Design and continuously refine scalable accounting processes and SOPs, enabling rapid firm growth while maintaining service quality and compliance
- Act as senior escalation point for complex and high-revenue clients, exercising judgment on accounting treatment, reporting approach, and service scope
- Partner with firm leadership to assess service mix, staffing models, and operational readiness during periods of rapid expansion, supporting a department generating approximately $4M in annual revenue (2025)
- Collaborate cross-functionally with sales and leadership on client qualification, pricing considerations, and service alignment to ensure appropriate fit and long-term retention
- Support the design and rollout of controller-level and advisory services, including budgeting, forecasting, cash-flow reporting, and enhanced financial packages for higher-complexity clients
- Develop training materials, onboarding frameworks, and internal documentation to support team growth, role clarity, and consistent delivery
- Led firm-wide transition from a decentralized network of Google Sheets to a fully implemented Double practice management platform, including software research, vendor evaluation, cost/feature comparison, pilot testing, and full rollout; implementation completed smoothly with high team adoption
Business Operations Manager
Stewart Enterprises
Monroe
02.2012 - 02.2021
- Oversaw day-to-day business operations for a millwork manufacturing company, supporting production, administrative, and financial processes
- Partnered with ownership and leadership on operational planning, workflow coordination, and internal controls
- Managed cross-functional priorities across manufacturing, office operations, and customer fulfillment
- Supported budgeting, cost tracking, and operational reporting to inform decision-making
Education
Bachelor of Arts -
Gardner-Webb University
08.2007 - 12.2010
Skills
- Client Advisory & Controller Services
- Department & Program Build-Out
- Team Leadership & Development
- Complex Client Management
- Financial Reporting & Analysis
- Budgeting
- Forecasting
- Cash Flow
- Process Design
- SOP Development
- Cross-Functional Collaboration
- Scaling Operations in Growth Environments
Personal Information
Title: Accounting Director | Client Advisory & Controller Services
References
Available upon request
Advisory Controller Experience
- Built and maintained budgets, forecasts, and cash flow reports for small and mid-sized business clients.
- Supported business owners with financial clarity, scenario planning, and performance review discussions.
- Designed reporting packages to improve visibility into profitability, liquidity, and operational trends.
- Partnered with leadership on the rollout of enhanced reporting tools and advisory workflows.
Professional Development
- Completed online coursework in bookkeeping and accounting fundamentals.
- Extensive self-directed learning and hands-on, on-the-job training supporting controller-level services and firm operations.
Timeline
Accounting Director
T2B Business Solutions
02.2021 - Current
Business Operations Manager
Stewart Enterprises
02.2012 - 02.2021
Bachelor of Arts -
Gardner-Webb University
08.2007 - 12.2010