About our Firm
For years, Capital Accountant, Inc. has been providing quality, personalized financial guidance to local individuals and businesses. Capital Accountant, Inc.'s expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. Capital Accountant, Inc. is dedicated to meeting these goals with high standards of excellence and professionalism.
Kelly Bulgatz, CPA, CMA, CFE - President/Owner
Kelly founded CAI in 2003. Prior to that, she held various positions as the Director of Finance & Controller for companies such as Station Casinos & MGM Mirage. Kelly earned a Bachelor of Science in Business Administration from UNLV with high distinction and achieved her Certified Public Accountant and Certified Management Accountant designations in 1993 while working for KPMG Peat Marwick. She holds a Certified Fraud Examiner designation and was founding member of the Las Vegas Chapter of CFE's. Kelly is also a member of the American Institute of CPA's as well as the Nevada Society of CPA's.
You can email Kelly directly at firstname.lastname@example.org or call her directly at (702) 255-3222 ext. 226.
Jennifer Gomez - Chief AccountantJenn joined CAI in October 2004. Jenn’s areas of concentration include our Real Estate and Construction/Development clients. She has extensive experience with numerous software programs with specialization in payroll systems. Jenn is a long-term resident of Southern Nevada and is active within the community.
To contact Jenn Gomez please email email@example.com or call her directly at (702) 255-1140 ext. 205.
Terri Fernandez - Senior AccountantTerri joined CAI in January 2004. Terri earned a Bachelors degree from San Francisco State University in 2002 and works with our Food & Beverage Clients. She has extensive experience in financial accounting departments that serviced large leasing operations, including retail, culinary and specialty operations.
To contact Terri Fernandez please email firstname.lastname@example.org
Loretta Alterman - Senior AccountantLoretta joined CAI in 2009 and is currently Accounts Payable Supervisor. She is also responsible for all monthly and quarterly returns such as sales and use tax, modified business, gross receipts etc. Since we have clients in multiple states and countries she has to be very knowledgeable with the requirements of each locale. She attended the University of Texas for two years and has an Associate’s degree in Accounting from the College of Southern Nevada. Loretta has over five years of business accounting experience including owning a restaurant and bar in Texas. She is also a big football fan which has even inspired some of her children’s names.
To contact Loretta Alterman please email Loretta@cai-cpa.com or call her directly at (702) 255-3222 ext. 203.
Connie Lum – Staff AccountantConnie joined CAI in November 2011 and her office is in the front where she greets all clients and guests. She is responsible for weekly bank reconciliations and payables for various clients. She also acts as Personal Assistant to several clients and manages their travel, schedule and emails. Additionally, she has assisted some of our clients with long-term on-site projects. She is pursuing her degree in Accounting and was previously Accounting Manager for local Developer. She has been a long time resident of Las Vegas area.
You call her directly at (702) 255-3222 ext. 201.
Nannette Cortes - Accounts Payable ClerkNannette is responsible for accounts payable for most of our clients and works with vendors on a daily basis. She handles all invoices whether received electronically or physically. Check runs are done weekly and she is in communication with the clients to ensure all goes smoothly. Nannette was born and raised in Puerto Rico, where she earned a Bachelors degree in Business Administrative concentration in Accounting from the University of Puerto Rico. She has been living in Las Vegas for 2 years and is very happy to be here.
You can e-mail Nannette directly at email@example.com or call her directly at (702) 255-3222 ext. 212.
Sammy Jean –Office ManagerSammy has been working with CAI since 2006. She is an aspiring Accountant and is our Office Manager, Good Will Ambassador, and Social Media Manager. Sammy has mastered skills in various accounting software and keys many of our journal entries. Sammy is an accomplished Irish dancer and competes nationally at the championship level.
To contact Sammy Jean please email firstname.lastname@example.org or call her directly at (702) 255-3222 ext. 228.
Isha Craig - Junior AccountantIsha joined CAI in December of 2012 and is currently a Junior Accountant. She has previous experience in I.T. and Q.A and is currently pursuing her degree in Biblical Studies at Lincoln Christian University . She has a passion for the development of young people and strives for success in all that she does. She has lived in Las Vegas for over 20 years and proud to call this her hometown.
You can e-mail Isha directly at email@example.com or call her directly at (702) 255-3222 ext. 210.
Lisa Hodgson - General Ledger AccountantLisa Hodgson joined CAI in November 2012. Born and raised in Alaska , she recently relocated to Las Vegas in August 2012. She chose to move after vacationing a couple of times because she loved all the opportunities Vegas has to offer. In her free time, she enjoys spending time with her dogs, watching movies and sports, baking, shopping, playing black jack, and traveling. Prior to working at CAI, Lisa was an accountant for a construction company in Alaska . She holds a Bachelor of Business Administration degree in Finance from the University of Alaska Anchorage.
You can e-mail Lisa directly at firstname.lastname@example.org or call her directly at (702) 255-3222 ext. 211.