Meet Our Expert Team
Certified QuickBooks ProAdvisors, Tax Specialists, and Business Consultants with proven track records of client success
Certified Accounting Professionals
Our team combines extensive QuickBooks expertise with industry-specific knowledge to deliver exceptional results for your business.
Sarah Chen
Lead QuickBooks ProAdvisor
Specialization:
QuickBooks Online, Tax Strategy, Automation
Certifications:
Projects Completed:
250+ clients
Specializes in e-commerce and retail business accounting with expertise in multi-state tax compliance.
Jonel Nillas Niñel
Financial Analysis Director
Specialization:
Financial Modeling, Business Intelligence, KPI Development
Certifications:
Projects Completed:
150+ financial transformations
Former Big 4 consultant focusing on operational efficiency and profit optimization for SMBs.
Jennifer Park
Tax Preparation Specialist
Specialization:
Corporate Tax, 1065/1120S, Tax Planning
Certifications:
Projects Completed:
300+ tax returns annually
Expert in partnership and corporate taxation with focus on maximizing legal deductions.
David Thompson
AI Solutions Architect
Specialization:
Process Automation, AI Integration, CRM Systems
Certifications:
Projects Completed:
75+ automation implementations
Focuses on integrating AI tools to reduce manual accounting work by 70%+ for clients.
Maria Gonzalez
Accounts Payable/Receivable Manager
Specialization:
Cash Flow Optimization, Payment Systems, Vendor Management
Certifications:
Projects Completed:
180+ cash flow improvements
Expert in streamlining payment processes and improving days sales outstanding metrics.
James Wilson
Data Migration Specialist
Specialization:
QuickBooks Migration, System Integration, Data Integrity
Certifications:
Projects Completed:
95+ successful migrations
Zero data loss record in transitioning businesses from legacy systems to QuickBooks.
Our Collective Achievements
Ready to Work With Our Experts?
Each team member brings specialized expertise to ensure your business gets the precise support it needs.