Nancy A. Geary is both a
Certified Public Accountant and a Certified Lease Professional. She received her Bachelors Degree in Accountancy from the University of Illinois. Ms. Geary has been with ECS Financial Services, Inc., a regional CPA firm, since 1984, and a Partner with the firm since 1990. Among other responsibilities, Ms. Geary manages the firm’s Leasing Services Department. Ms. Geary is proficient in various software packages specifically designed for the equipment leasing industry.
Ms. Geary’s primary areas of concentration include equipment lease portfolio management, accounting and consulting services for the equipment leasing industry, as well as accounting, auditing, income tax planning and compliance and management consulting for a wide variety of closely-held businesses.
Ms. Geary’s focus on lease portfolio management services includes:
Portfolio Management (tracking, billing and reporting lease activity)Lease AccountingTraining and ConsultingMulti-jurisdictional Sales, Income and Personal Property Tax Reporting.
Ms. Geary has served as an instructor for the Equipment Leasing Association (ELA), the Certified Lease Professional Foundation (CLP), the National Association of Equipment Lease Brokers (NAELB) and the United Association of Equipment Lessors (UAEL). She has served in various board and committee positions for the CLP Foundation and UAEL, chaired the CLP Foundation’s committee to rewrite the CLP Exam, and currently serves on the Board of Directors of the UAEL.
Ms. Geary has written articles published in several leasing publications, and authored the Tax and Financial Accounting chapter of the CLP Foundation’s Handbook of Equipment Leasing.
Ms. Geary has participated in several expert witness engagements. Her experience includes preparation of expert witness reports, rebuttal reports, damage analysis and forensic accounting.