David is an accomplished business professional and entrepreneur with more than twenty-five years of experience. He has formerly held high-level positions in Accounting and Information Systems with Fortune 500 companies in many industries, ranging from healthcare to manufacturing to transportation. 

Michael has more than 10 years of experience in entrepreneurship and accounting. He has built multiple companies from the ground up and scaled them to profitability and 7 figure revenues. He has extensive experience in accounting and process improvement, and holds a BS from Clarkson University, where he majored in Innovation & Entrepreneurship and simultaneously minored in Economics, Human Resource Management, and Project Management.

Jeannene is a seasoned accounting professional with an MBA in Accounting and Auditing. She has worked for a variety of firms in multiple cities across the U.S., and won awards for her customer service skills. She is especially skilled in book clean-up and payroll, and has the knowledge and experience required to re-organize even the most neglected books.

Issa has more than 30 years of experience in a wide range of accounting functions, such as taxes, audits, financial accounting, information systems, and consulting. He has previously worked for a variety of CPA firms, including his own practice, and is well-versed in GAAP and internal controls for government, nonprofit, and private enterprises. Issa holds a bachelor’s degree in Accounting and maintains an active CPA License.

Rebecca has provided consulting and business valuation services to a variety of organizations, including CPA and legal firms, real estate investors, and both brick-and-mortar and online retail companies. She has served as a financial analyst for a national foodservice company and worked as an internal auditor for a global reinsurance company. Rebecca is a graduate of the University of Notre Dame where she earned a bachelor’s degree in business administration with majors in finance and computer applications.

Helen brings decades of finance experience and undeniably deep business expertise to the clients she serves. As a trusted, long-term business advisor, Helen has directed accounting and finance functions in numerous organizations. Additionally, she understands how to effectively manage both people and profits. Her genuine leadership skills and business insights generate confidence with every entrepreneur-driven company she helps.

Marcy has more than 25 years of accounting and finance experience with Pepsi, Motorola, and 20th Century Fox. She holds an MBA and a BS in Accounting, and is a Certified Professional Co-Active Coach with more than 13 years serving the small business and entrepreneurial community. Marcy has facilitated programs and workshops on building trust, business ethics, internal controls, and entrepreneurial accounting, and has subsequently been a key speaker at numerous accounting and industry association events.

Steven is a Certified Professional Bookkeeper with a long career in executive management, consulting, and financial system management. Over the years he has developed business models for several startup ventures, and worked with small-business owners in particular to create sound business plans. He has also helped numerous clients transfer their company financial data to new, more efficient platforms.

Robyn has more than 20 years of experience in business management, budgeting and forecasting, and overhead analysis expertise. She has served as a financial analyst for Paramount Pictures, and in a variety of management and financial roles for Fox Broadcasting Company. She also assisted in the start up and developed processes for a non profit organization and has managed the finances for her own quick service restaurants. Robyn holds a master’s degree in business administration from Loyola Marymount University in Los Angeles.

Beth has extensive experience in process improvement and problem-solving. She formerly served as CEO of a large nonprofit organization in Pittsburgh that provided services to members of the medical, dental, podiatric, optometric and veterinarian societies. Her key areas of expertise include strategic planning, financial reporting, and managerial accounting. Beth also holds an MBA and a bachelor’s degree in economics.

From monthly statements to year-round accounting, Christine delivers strong skills to help business owners manage their overall finances and budgets. She holds a degree in accounting, and has worked for a national tax preparation company and a respected CPA office. She also remains actively involved in the Valley of the Sun Institute of Managerial Accountants, a professional association.

Nonia has over 30 years of experience as a full-charge bookkeeper. She has worked with clients across numerous industries, specifically including nonprofit, retail, and professional services. She is a Inuit-certified ProAdvisor with QuickBooks.

Celina is a seasoned professional accountant with 16 years of experience in financial record-keeping, payroll, audits, and account reconciliation. She is particularly adept at using various software to ensure accurate reporting and streamlined processes for efficient financial operations. Known for her attention to detail and commitment to accuracy, Celina undoubtedly maintains high standards of financial accuracy and integrity.

Jackie has 15+ years of experience in bookkeeping and accounting and holds a QuickBooks Online Pro Certification. Her most recent corporate experience had her working at a CPA firm in Sun City, AZ, where she acquired valuable skills in tax accounting. She has also taken courses in Business Taxation and Personal Taxes at Phoenix college and is currently working to become an Enrolled Agent with the IRS.

Suzan is a seasoned financial professional with expertise in financial planning, analysis, and reporting. She has 17 years of experience in corporate accounting for a large San Diego-based government contractor, as well as 19 years of small business accounting for several for-profit enterprises. She also holds an MBA with a concentration in Finance & Accounting from Marymount University in Arlington, VA.

With two decades of experience, April has honed a versatile skill set in financial management, operations, and human resources. Her expertise spans a diverse range of sectors, from manufacturing to non-profit, which showcases her ability to adapt and find fiscal opportunities while in various business landscapes.