21 JAN 2025 / PEOPLE UPDATES

GRF Promotes Heather Broberg to Principal and Director of Accounting Technology Services

- MYCPE ONE Insights Team

Summary

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GRF CPAs & Advisors has promoted Heather Broberg to Principal and Director of Accounting Technology Services, effective from January 1, 2025. Renowned for delivering cutting-edge tech-driven solutions in accounting and with deep expertise in cloud-based financial software, Broberg is well-positioned to lead GRF's digital evolution in response to the growing demand for digital transformation in finance, aligning with the firm's commitment to innovative leadership and advisory offerings.

GRF CPAs & Advisors has announced the promotion of Heather Broberg to Principal and Director of Accounting Technology Services, effective January 1, 2025. Since joining the firm in March 2024, Broberg has led the development of GRF’s accounting technology practice, delivering innovative, tech-driven solutions that enhance operational efficiency and client growth.

With over 25 years of experience in accounting and finance leadership, Broberg has quickly established herself as a key figure at GRF. Her deep expertise in cloud-based financial software and custom ERP implementations positions her to lead the firm’s technology strategy at a time of growing demand for digital transformation in finance. She holds certifications in Sage Intacct Contracts Implementation and SDMO Implementation, and is also proficient in platforms such as Acumatica, Microsoft Great Plains and NAV, Yardi, C3, QuickBooks, Salesforce, Bill.com, and Drake Tax Software.

“Heather has proven herself to be an effective team leader and client manager,” said Jackie Cardello, CPA, President and Managing Partner at GRF. “She is well-positioned to guide the future of GRF’s Accounting Technology Services practice while providing outstanding service to the firm’s clients.”

As Director of the Accounting Technology Services team, Broberg leads efforts to integrate financial systems that align with client goals, streamline reporting, and support scalable growth. Her ability to bridge accounting expertise with technology innovation adds significant value to both GRF’s advisory offerings and its client relationships.

Broberg’s promotion marks a key milestone in GRF’s continued investment in leadership and digital transformation, reaffirming the firm’s position as a forward-thinking advisory partner for clients navigating today’s evolving financial landscape.

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