Courtney Fraser, CPA, MBA
Senior Manager
Top 5 Things to Know About Courtney
- Helps clients implement new processes and systems that reduce pain points
- Focuses on onboarding, workflow optimization, and operational improvement
- Works with professional services, dental, and real estate clients
- Brings experience in public accounting, bookkeeping, and legal operations
- Known for team development and a practical, strategic mindset
Courtney Fraser works with clients to improve processes, strengthen workflows, and create more efficient outsourced accounting engagements. Clients value her practical approach, operational mindset, and ability to identify solutions that make day-to-day financial management more effective.
With more than nine years of public accounting experience, Courtney plays a key role in onboarding new client engagements, optimizing workflows, and supporting internal process improvement. Her background in bookkeeping and legal operations adds breadth to her perspective, and she brings that well-rounded experience to her work with professional services, dental, and real estate clients. She is also focused on supporting team development and helping engagements run smoothly and effectively.
Courtney brings a thoughtful, solutions-oriented approach to her work and enjoys the continuous learning, variety, and connection that public accounting provides.
- Client Onboarding
- Workflow Optimization
- Process Improvement
- Finance & Accounting Services
- Bookkeeping Support
- Operational Efficiency
- Certified Public Accountant (CPA)
- Bachelor’s Degree (summa cum laude), Salem State University
- Master of Business Administration (MBA), Assumption University
Outside of work, Courtney enjoys beach days, baking, and hosting gatherings with friends and family. She and her husband spend many summer weekends at the lake in Maine, where she fully embraces her love of warm weather.