Our Senior and Assistant Client Managers are expert communicators. They provide you insight and ensure your reports and tax information are easy to understand. They keep the team working as, well, a team.
Meet Your Team
Your financial team has been designed to address the specific needs of small businesses: timely and accurate information, on-time filings, and zero stress. Whether you are celebrating a win or going through a rough patch, you'll be happy to have this team on your side.
Client Manager
Production Manager
Often working behind the scenes, your Production Manager ensures that work is completed on time and to the highest quality. They keep us on our technical toes.
Accountant
Your accountant prepares your tax information and ensures that the details of your accounting and tax are always handled.
Bookkeeper
You'll get to know (and love) your bookkeeper, but rest assured knowing that they are part of a team, headed up by a Senior Bookkeeper, that will always have you covered.
Payroll Specialist
Your Payroll Specialist knows the ins, outs and what-have-yous of payroll so the rest of us can breathe a collective sigh of relief.
Team Administrator
The Team Administrator keep the traffic flowing and helps the whole team shine even brighter.
Florence Phelps
Production Manager, CFP, CPA, CGA, CPA (Vermont)
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Pia Laguna
Bookkeeper
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Melissa Rose
Payroll Specialist
Kate Poland
Senior Bookkeeper
Joe Collins, CPA, CA
Senior Client Manager, Owner
Laura Gilhooly
Senior Bookkeeper
Khine Thwe, CPA, CGA, FCCA
Senior Accountant