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Chris ,CPA
Tax Accountant Advisor
Chris is a seasoned CPA with over 15 years of experience in tax, accounting, internal auditing, and consulting. He received his Masters in Taxation from Suffolk University in Boston, Massachusetts. Chris focuses on the individual needs of each client, which maximizes their personal tax and accounting experience as a business owner. Working in both the private and public sectors, Chris has the knowledge to assist owners within various industries from medium to large-sized firms. He is dedicated and focused on meeting each client's needs and objectives.
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Claire ,CPA
Tax & Accounting Advisor
Claire is our CPA and Tax & Accounting advisor, committed to aiding clients with financial challenges. She specializes in devising planning strategies, allowing business owners to focus on their passions. Outside of work, Claire is an active parent, avid gamer, and fitness enthusiast.
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Kristi
Tax Accounting Advisor
Kristi stands out as a distinguished Accounting Specialist, bringing together vast experience with a forward-thinking approach to financial strategies. With expertise in financial reporting, invoicing, and business process improvement, she seamlessly marries traditional accounting practices with innovative solutions. Kristi's commitment to enhancing business efficiency is evident in her work ethic and methods. Clients not only benefit from her accounting prowess but also from her holistic vision of growth, streamlining, and adaptability in an ever-evolving financial world.
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Mara
Client Success Associate
Mara is our Client success associate. Mara stands out as our dedicated Client Success Associate. Each day, she delves deep into her role, directing her energy toward aiding team members in achieving their specific departmental objectives. She excels in identifying areas that require support and ensures seamless facilitation to meet client demands. Her professional prowess is only one facet of her life. Outside the office, Mara's world revolves around cherishing moments with her family. Together with her husband and children, they engage in an array of activities, weaving a tapestry of memories that encapsulate their strong familial bond and shared adventures.
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Pearl
Client Success Associate
Pearl shines as our Client Success Associate, having immersed herself in research and accounting for years. Her adept skills amplify her ability to foster robust client relationships, working tenaciously to guarantee the delivery of exceptional services. Rooted in the philosophy that "all things can be learned with determination," Pearl embodies this spirit in her work ethic. Outside the confines of her professional life, she is a fervent animal enthusiast, sharing her home with five cherished fur-buddies. Always eager to embrace the unknown, Pearl's zest for new adventures is boundless.
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Rhea
Client Success Associate
Rhea stands as a remarkable client success associate, consistently integrating her vast skillset across diverse projects for optimal task execution. With a meticulous approach, she ensures that every project she touches culminates in success. Outside the professional sphere, Rhea's passions veer toward the adventurous. She cherishes extended motorcycle rides, particularly when enveloped by nature's embrace. The allure of sunlight dictates her favorite times for these journeys, revealing her keen sensitivity to the natural world's rhythm and beauty!
