Strategic Team

Driving growth through financial expertise and strategic partnerships for client success.

Chief Executive Officer (CEO)
Provides overall strategic direction, client acquisition, partnerships, and firm growth.
Chief Financial Officer (CFO)
Oversees financial strategy, firm profitability, and high-level client advisory services. Works closely with the CEO on growth and investment planning.

Controller
Responsible for financial reporting, compliance, and internal controls. Directly supervises staff accountants and bookkeepers, ensuring accuracy and timeliness of deliverables.
Tax Manager / Senior Accountant
Leads tax preparation and advisory functions, supervises tax staff, and handles complex tax matters.
Audit/Assurance Manager (optional, if audit offered)
Manages assurance engagements, compliance reviews, and quality control.

Staff Accountants (2–5)
Handle day-to-day bookkeeping, reconciliations, financial statement prep, and client support under the Controller’s supervision.
Tax Accountants / Preparers (1–3)
Focus on business and personal tax returns, compliance filings, and tax planning.
Payroll Specialists (1–2)
Manage payroll processing, filings, and client support for employee-related accounting needs.

ERP & Systems Consultant (1–2)
Specializes in NetSuite, Xero, QuickBooks, or Acumatica implementations, supporting clients with system setup and automation.
Administrative Assistant / Office Manager
Provides client onboarding, scheduling, billing, and HR support for the firm.
IT & Cybersecurity Specialist (optional, part-time/outsourced)
Oversees data protection, accounting system security, and compliance with cybersecurity standards.