Derek Davis, CPA

Founder

Marko Glisic, CPA

Audit Partner

Nikola Andjusic

Accounting Associate

Doru Marian Bulik

Senior Accounting Associate

Lawrence Cagigal

SW Territory Client Success Manager

Max Carlson

Sales and Operations Director

Lara Docherty

Project Manager

Kate Dymedenko, CPA

Finance and Accounting Manager

Devin Fouse, CPA

Audit Manager

Danielle Gomez

Marketing Manager

Darren Gude

Staff Accountant

Veronika Issa

Content Reporter

John Lawson

Client Success Leader

Kris Lenz

Chief Marketing Officer

Emily McLachlan

Outsourced CFO Operations Manager

Mandy Morton

People Operations Leader

Natalie Rasmussen, EA

Tax Senior Manager

Daniel Sabet, CPA

Accounting & Finance Manager

Ayman Sayed

Accounting Associate

Vitomir Stamenkovic

Financial Analyst

Alex Stojcic

Accounting Associate

Jessica Thompson, CPA, CFP

Tax Senior Manager

Jack Wilson

Content Manager

Valiantsina Zianishyna

Accounting Manager