Beverly Ballengee, QBO Certified
Client Lead Accountant - Onboarding Specialist
Thomas Beckmann, QBO Certified
Client Lead Accountant - Onboarding Specialist
Cody Bowers, QBO Certified
Client Lead Accountant - Onboarding Specialist
Gilan Cockrell, OD, FAAO
Corporate Advisor
Connor DeBusk
Financial Controller
Molly Drummond
Project Administrative Coordinator
Sonny Gonzalez, QBO Certified
Client Lead Accountant
Sheila Hayes
New Business Advisor
Nate Hoesing
Accounting Intern
Tosha Jernigan, QBO Certified
Client Lead Accountant
Archie Keebler, CPA
Tax Manager
Brittney Kelshaw
Director of Marketing
Carly Leaym, QBO Certified
Client Lead Accountant - Onboarding Specialist
Chris Lynch
Financial Analyst
Patrick McReynolds
Operations Manager
Bill Nolan
President - Practice Transitions
Bess Ogden
Director of Operations and Education - Consulting
Ryan Poirier, CPA
Tax Accountant
Jodi Remington, QBO Certified
Client Lead Accountant
Brad Rourke, ABV, CPA
President and CEO
Nathan Schmunk, QBO Certified
Tax Associate
Sarah Skirry
Sales Director
Tammi Sufficool, MBA
President - Practice Start-Ups
Marcus Wendt
Marketing Intern
Kim Wilnes
Senior Office Assistant
Steven Wright, QBO Certified
Client Lead Accountant
800.676.9076