800.676.9076
Brad Rourke, CPA
President and Chief Executive Officer
Bill Nolan
President of Practice Transitions
Robin Elliott
President of Consulting
Tammi Sufficool, MBA
President of Practice Start-Ups
Gilan Cockrell, OD, FAAO
Special Advisor
Thomas Beckmann
Accountant & Onboarding Specialist
Cody Bowers
Accountant & Onboarding Specialist
Connor DeBusk
Financial Controller
    Sonny Gonzalez
    Accountant
    Sheila Hayes
    Executive Management Coach
    Archie Keebler
    Tax Manager, CPA
    Brittney Kelshaw
    Director of Marketing
    Carly Leaym
    Lead Accountant - QuickBooks Online Certified
    Chris Lynch
    Coordinator of Practice Transitions
    Patrick McReynolds
    Operations Manager
    Bess Ogden
    Director of Operations and Education - Consulting
    Ryan Poirier
    Certified Public Accountant
    Jodi Remington
    Accountant
    Nathan Schmunk
    Tax Accountant
    Sarah Skirry
    Sales Director
    Kim Wilnes
    Senior Office Assistant
    Steven Wright
    Accountant
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