Eleanor Whitfield
Managing Partner, CPA
Our team
Senior advisors, one point of contact
Meet the CPAs, tax specialists and finance leaders who look after our clients.
Marcus Chen
Partner, Advisory & Fractional CFO
Sofía Ramírez
Partner, Tax, CPA
James Okafor
Director, Audit Readiness, CPA
Priya Natarajan
Senior Manager, Client Accounting
Daniel Brooks
Manager, Payroll & Compliance, EA
Ready for books you can rely on?
Book a free 30-minute consultation. We will review your current setup and send a fixed-fee proposal within two business days.