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PROACTIVE, NOT REACTIVE

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Accountants and Business Consultants

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Award Winning Firm

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Recent News

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    Do You Sell Products Over the Internet?

    Nov 01, 2019| by

    If you or your business sells product on Amazon using the Fulfillment by Amazon (FBA) service, you are well into the multi-state…

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    Avoid Timeshare Resale Fraud

    Nov 01, 2019| by

    Are you considering selling your timeshare property? Maybe you are tired of the annual maintenance fees, or you hope to use proc…

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    Tame Your Capital Gains Tax Bite

    Nov 01, 2019| by

    A cornerstone of smart tax planning is year-round management of your property sales and purchases. And a key component of this a…

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    New Overtime Rules are Effective January 1, 2020

    Nov 01, 2019| by

    We previously advised you of a proposed federal rule that would make it more difficult to classify employees as exempt from over…

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Meet Our Team

Our team is dedicated to providing you the best accounting, tax and business consultation services!

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Sally Attwood

Office Assistant

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Dylan Boevers

Staff Accountant

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Melissa Coker

Melissa Coker

Administrative Assistant

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Dominic Foushi, Staff Accountant

Dominic Foushi

Staff Accountant

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Alyssa Francisco

Alyssa Francisco

Staff Accountant

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Barry Frantz

Barry Frantz, EA

Managing Director, Partner

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Lori Hannen

Lori Hannen, CPA

Senior Manager

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Todd Helle, EA

Treasurer, Partner, Tax Director

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Robin Jackson Miller

Robin Jackson Miller, EA

Partner

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Cathy Johnson

Cathy Johnson, CPA, CGMA

Chief Administrative Officer / Chief Financial Officer

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Deb Kovacs

Deb Kovacs

Accounts Receivable/ Billing Manager

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Joel Kratzer

Joel Kratzer, CPA

Manager

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Blair Lord

Blair Lord

Client Services Accountant

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Mike Mesch

Mike Mesch, CPA/ABV, ASA, CFF

Manager—Business Valuations & Advisory Services, Partner

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Sarah Ensminger

Sarah Murphy, CPA

Manager

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Loan Nguyen

Loan Nguyen

Client Services Accountant

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Hayley Norton

Hayley Norton, CPA

CPA - Manager

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Paula Rogers

Paula Rogers, CPA

President, Partner

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Ben Seyfer

Ben Seyfer

Senior Accountant

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Robert Terry

Robert Terry

Investment Banking Consultant

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Tim Terry

Tim Terry

Founder, Partner

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Jody Thies

Jody Thies

Administrative Assistant

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Kim Vine, CPA

Vice President, Partner

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Ellie Jo Wilson

Ellie Jo Wilson

Administrative Assistant

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Brandon Yuska

Brandon Yuska, CPA

Senior Manager

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