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Keri L. Woodworth, CPA

Principal

Keri Woodworth is a Principal of CBM – Councilor, Buchanan & Mitchell, P.C.  She has over 30 years of experience in public accounting including 17 years with May & Barnhard, P.C., a tax and financial consulting firm which merged into CBM in November 2017. Ms. Woodworth’s focus is on areas of tax planning and compliance including the preparation and review of all types of tax returns for corporations, partnerships, not-for-profit organizations, and individuals. At May & Barnhard, she oversaw all accounting and bookkeeping functions, including the preparation of compiled financial statements, all payroll issues and personal property returns.

Ms. Woodworth also performs compilation, review and audit engagements for not-for-profit and for-profit organizations. Her interest and experience is with closely held, entrepreneurial businesses and its owners.  She primarily works with attorneys, business executives, and other professionals.

Professional Qualifications and Education

  • Bachelor of Science in Business Management, University of Maryland, University College
  • Certified Public Accountant (CPA), Maryland

Professional Associations and Activities

  • Maryland Association of Certified Public Accountants, Member
  • Maryland Society of Accounting and Tax Professionals, Member
  • Volunteer Preparer, IRS Volunteer Income ­­Tax Assistance (VITA) program

Point of View

Client Service:

The only way to do great work is to love what you do”.  Steve Jobs

Work/Office Environment:

Talent wins games, but teamwork wins championships”.  Michael Jordan

Influence

I have been fortunate to be associated for many years with extremely intelligent professionals, who are dedicated to their clients and passionate about the services they provide to them.  This kind of environment sets the bar for everyone else who works with them, and you feel compelled to rise above the bar.

Mentor

I have had many mentors during the course of my professional career, but it is Jeff May who has had the most influence.  His tax knowledge is encyclopedic and his experience is broad and diverse.  The best part though – he freely and happily shares both with anyone who is interested.  His passion for teaching his staff and colleagues is second only to his passion for providing the absolute best service he can to his clients.  He is also one of the most compassionate, caring and generous people I know.  I have learned something from him every day I’ve been associated with him.

Inspiration

The young adults in my life – including my daughter, nieces and nephews inspire me.  They have taken the best part of their parents into their lives, and are carving out their own niche in their worlds.  They are all in school or working on careers that give them purpose.  They are fearless.  They are determined to make the world a better place.  But most of all – they are so much fun to be around!