CEO



Rest easy.
Your financials are in good hands.
The accounting requirements placed on nonprofits can be challenging and complex. From tracking day-to-day income and expenses, maintaining compliance with the latest rules and regulations, preparing filings, and conducting an annual audit, the demands can tax even the most endowed organizations.
So, rest easy. We've got your back. We guarantee it.
Our values
Commitment
We strive to earn your trust and help achieve your biggest goals.
Foresight
We look beyond the problem at hand to the bigger picture and seize your opportunities.
Relationship
We listen, respond promptly, relieve burdens, and ensure you are well cared for.
Tenacity
We ensure accuracy and integrity with a relentless focus on detail.
Teamwork
We are flexible and collaborative to achieve more together.
Team


COO

Executive Vice President of Finance & Admin

Executive Vice President of Operations

Vice President, Talent

Vice President, Business Development

Vice President, Operations – Controller/CFO

Vice President, Operations – Accountants

Director, Operations – Controller/CFO

Director, Operations – Controller/CFO

Director, Operations – Controller

Director, Operations – Controller

Director, Operations – Controller

Director, Operations – Controller

Director, Operations – Senior Accountant

Director, Operations – Controller

Director, Operations – Controller

Director, Operations – Controller

Director, Operations – Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Controller/CFO

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Accountant

Talent Manager

Accountant

Accountant

Accountant

Technology Manager

Director of Executive Solutions

Solution Concierge

Corporate Accountant

Marketing Project Manager

Office Manager

Controller
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Accountant

Accountant
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Controller
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Director, Business Development

Clear vision, discipline, and a healthy balance of work and fun.
We operate on EOS, the Entrepreneurial Operating System. Our entire team is trained on these cutting-edge concepts and tools that we use to help clients get more of what they want out of their businesses, while remembering that life can’t be all work and no play.
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