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

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.

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.

Jessica Pritchard

Bookkeeper

Alissa Luiz Costales

Accountant

Kira O'Brien

Senior Bookkeeper

Ronnie Masong

Team Administrator

Charmaine Simone, CPA, CA

Senior Client Manager

David Makarewicz

Accountant

Bella Udall

Bookkeeper

Jonathan Candel, CPA

Owner, Production Manager