Our Services
Bookkeeping
We manage your financial records while providing expert insight in a way that makes your life easier.
Payroll
We handle payroll preparation and payroll tax reporting, ensuring accurate and timely financial management so that you don't have to worry about it.
Sales Tax
We seamlessly navigate sales tax preparation and reporting, ensuring precision and compliance.
About Us
Our Team
- Sharon Merriman – Director of Acct Services
- Megan Smith – Customer Success Manager
- Orin Wilson – Director of Platform & Strategy
- Karen Riedel – CPA & Accounting Advisor
- Brittany Rowell - Accounting Advisor
- Brooke Smith - Payroll Advisor
- Ken Leese – CPA & Tax Advisor
- Ashley Jaggers – CPA & Tax Advisor
- Charles Harris – CPA & Tax Advisor
- Thomas McCabe – CPA, PFS, & Advisor
- Desi DiMaio – Financial Steward
- Melodie Cattell – Administrative Leader
- Jonathan Rhodes – Business Counsel
- Ethan Foulkes – MBL Operations Advisor
- Toby Lucich – MBL Operations Advisor
- Jon Tegeler – Marketing Advisor