STAFF

STAFF

MICHAEL D. BERGERON

CPA/CGMA/CVA

Michael is the founder of M. BERGERON + CO. Michael was born in New Orleans and raised in Houma, Louisiana. He is a graduate of Vandebilt Catholic High School (1986). He graduated from LSU with a BS in Accounting in December 1990 and began his career at a local firm in Baton Rouge. He passed the uniform Certified Public Accountant Exam in 1992.

In 1992, he returned to his native Houma, Louisiana to join his father, Claude Bergeron, CPA (1942-2004) in practice. In February 2005, Michael started M. Bergeron + Co.

Michael’s career started in the audit area, then moved to small business accounting, tax and consulting as his client roster increased in size. In 1996, he became involved in the business valuation area due to clients’ needs. In 2005, he earned the Certified Valuation Analyst (CVA) credential from the National Association of Certified Valuation Analysts. Since 1996, Michael has performed numerous valuation assignments for clients in many industries. He has testified in Federal Court and in Louisiana District Court in various districts.

In 2005, Michael developed a seemless, on-line business process outsourcing (BPO) solution for MB + CO. clients. Client transactions are processed and records are maintained on our servers and monitored for proper accounting to ensure financial reporting for our clients is accurate and timely.

Michael is a source for innovative tax and accounting solutions due to his diverse client background and breadth of experience.

Michael is a member and officer of the Rotary Club of Houma and a member (2000-present) and former Chair (2004-2006) and former board member of Terrebonne General Medical Center Board. He has served throughout his career on several committees of the Louisiana Society of CPAs, the American Institute of CPAs and the South Central Chapter of Louisiana CPA Society (former President of the SCCLCPA). In 2008, Michael was appointed to the State Board Louisiana CPA’s by Governor Jindal. He is a Past President of the Rotary Club of Houma. He is married to Tamara Freeman of Beebe, Arkansas and they have two children, Hunter and Hayden.

AMY C. LLOYD

CPA

Amy began her career in public accounting with a local firm in Baton Rouge after graduation from Nicholls State University in 2001. She returned to Houma in 2002 and worked in the tax and accounting area for a Houma CPA firm. She joined Michael Bergeron in the formation of M. Bergeron + Co. and is a charter employee with the firm. Amy works closely with her clients. She handles the tax compliance section of our practice including the following: Tax return preparation for individuals, corporations, s-corporations, partnerships, trusts, estate and gifts. Tax research and planning for individuals businesses and estates. Other tax projects including multi-scenario tax projections. Amy also works extensively with our small business clients in setting up QuickBooks accounting software to work accurately and effectively for their businesses. She works regularly perform business management tasks for our entertainment industry clients. Amy is married to Brance Lloyd. Amy and Brance have one daughter, Leighton.

COURTNEY H. SOBERT, CPA

CPA

Courtney is and experienced accounting services and tax services professional. She has experience working with other local firms, businesses and non-profits. She is a busy mother of three and dedicated to her career and her clients.
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