Joe
President
Joe has been a practicing CPA for over 14 years and has had his own practice for 10 years. He graduated with an MBA from the Marshall School of Business and a BA in Business Economics/Accounting from the University of California, Santa Barbara.
Throughout his career, Joe has been working with small businesses to organize their accounting department, improve reporting, establish procedures and accountability, and reduce unnecessary & redundant overhead costs. Joseph specializes in systems implementations for small businesses, financial reporting to managers, banks and investors, and tax preparation/planning for LLCs and Corporations.
Fun Fact: Joe has traveled in 22 (US) states and 13 countries. He hopes to see every state and country.
Zach
Sr. Consultant
Zach is a CPA with an array of experience in Tax, Audit, Controllership & Asset Management. He graduated with an MBA with a specialization in Finance from the University of Toledo (Toledo, Ohio) and a BA in Business with a specialization in Accounting from Bowling Green State University (Bowling Green, Ohio).
Zach specializes in financial statement analytics, tax preparation/planning for LLCs and Corporations, and business consulting.
Fun Fact: Zach is a huge fan of all Cleveland sports teams, but his personal enjoyment is running and playing golf.
Stephenie
Accounting Manager
Stephenie is a financial professional with over 15 years of valuable experience in a wide variety of industries. She has a B.A. in Banking and Finance/Management with a Minor in Accounting from Northwood University.
Stephenie is a Quickbooks Online Pro Advisor and has extensive experience with other accounting software such as SAP, Sage and Appfolio.
Fun Fact: She and her husband like to watch Seinfeld together so much, that they named their dog “Elaine Benes”.
Dylan
Tax Associate
Dylan is a financial professional with over 3 years of experience in a wide variety of industries including banking, construction, and e-commerce. He graduated with an MBA from Northwood University and a BA in Finance and Accounting and Minor in Economics from Northwood University. Dylan is currently pursuing his CMA and CPA certifications.
Dylan is a QuickBooks Pro Advisor with prior experience in data analytics, financial modeling, and tax preparation.
Fun Fact: Dylan is a caffeine enthusiast who loves trying different coffee blends
Ruth
Senior Accountant
Ruth is a CPA with over 20 years of experience creating and maintaining financial records for a variety of businesses. With a B.A. in English from Tulane University and a B.S. in Accounting from the University of New Orleans, Ruth enjoys managing every aspect of daily business operations. Keeping business financial records current, organized, and accurate is her specialty.
Fun Fact: Ruth is the 3rd generation of accountants & bookkeepers in her family. Business management and entrepreneurship come naturally.
