Denise Nelson, EA
CEO
Sales & Marketing
Tracy Holmquest
Director of Business Development
Lydia Thompson
Business Development
& Client Integration Lead
Amy Daviess
Director of Marketing
Client CFOs
Samantha Dent, EA
Client CFO
Adam Struby
Firm CFO & Client CFO
Teresa Singleton
Business Services Coordinator
Client Controllers
Ashley Mathews, EA
Client Controller
Alicia Hendricks, EA
Client Controller
Bridgette Thomas
Client Controller
Jessica Schepker
Client Controller
Client Accounting Managers
Amy Lewis
Client Accounting Manager
Arica Stieferman
Lead Client Accounting Manager
Cheryl Haynie
Client Accounting Manager
Mackenzie Shedd
Client Accounting Manager
Darlene Gutierrez
Client Accounting Manager
Yulia Collins
Client Accounting Manager
Audrey Mae Cruze
Client Accounting Manager Assistant
Payroll Specialists
Sue Bethmann
Sr. Payroll Specialist
Ginny Stevens
Sr. Payroll Specialist
Victoria O’Donnell
Tax Operations Manager
Tina Marso, EA
Founding Shareholder & Sr. Tax Preparer
Sunao Adelstein
Tax & Accounting Specialist
Hazel Schlottach, EA
Sr. Tax Preparer
Jeff Cirkl
Sr. Tax Preparer
Melanie Karrick, EA
Sr. Tax Preparer
Rachel Smith
Tax Preparer
Rick Nelson
Tax Preparer
Tasneem Salehbhai
Tax Preparer
Tim Yocks
Tax Preparer
Jim Haynie
In/Out Processor
Katy Kovar
In/Out Processor
Jeremy Cox
Data Entry
Joann Yocks
Data Entry
Nicole Miller
Director of HR & Administration
Rebecca Gingerich
Firm Controller
Emma Strawn
Front Desk Administrator
Brittany Nelson
Systems & Scale Lead