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- Client Services
- Sales & Marketing
- Onboarding
- Tax and Business Services
- Engineering & Platform
- Internal & HR
Nick Pasquarosa
Founder & CEO
Terry Rubenfeld, CPA
Chief Operating Officer
Steven Muller
Vice President of Sales
Nick Pasquarosa
Founder & CEO
Terry Rubenfeld, CPA
Chief Operating Officer
Steven Muller
Vice President of Sales
Dave Bornt
Vice President Of Client Services
Ryan Anvari, CPA
Director of Tax and Business Services
David Chapman
Director Of Engineering
Jackie David
Advisory, Senior Consultant
Brandon Cooperman
Accounting and Operations Manager
Brandon Wasser
Accounting Manager
Brian Haimchand
Accounting Manager
Alfred Wheeler, CPA
Accounting Manager
Bimini Chastain
Accounting Manager
Marcia Leigh
Quoting Manager
Kayla Price
Payroll Manager
Hiram Chan, CPA
Tax Manager
Brenda Fuentes, EA
Senior Tax Advisor
Aaron Jefferson
Tax Accountant
Andy Steinberg
Onboarding Advisor
Courtney Lake
Senior Client Advisor
Jackie May
Senior Client Advisor
Kristen Wolcott
Senior Client Advisor
Henry Hung
Senior Client Advisor
Jordan Medina
Client Advisor
William Wang
Client Advisor
Callie Hale
Client Advisor
Mary Johnson, CPA
Client Advisor
Chris Thomas
Client Advisor
Nick Van Ryn
Client Advisor
Timothy Styne
Client Advisor
Sean Wilson
Client Advisor
Tina Nguyen
Client Advisor
Scott Reeder
Client Advisor
Courtney Covey
Client Advisor
Patricia Belt
Client Advisor
Amy Hower
Client Advisor
Pallavi Chaudhari
Client Advisor
Mark Buggs
Onboarding Advisor
Tiffany Scholl
Senior Staff Accountant
Angel Fortenberry
Senior Staff Accountant
Adylia-Rhenee Gutierrez
Senior Staff Accountant
Shelley Alexander
Senior Staff Accountant
Hayden Bailey
Senior Staff Accountant
Lauren Bogardus
Senior Staff Accountant
Florrie Darby
Senior Staff Accountant
Jerel Deacon
Senior Staff Accountant in Onboarding
Michelle Lewis
Senior Staff Accountant in Onboarding
Hailey Ford
Senior Staff Accountant in Onboarding
John Michael Pehnke, CPA
Accounting Manager
Sydney Thomas
Support Analyst
Amela Jelecevic
Client Billing & Support Specialist
AJ Egan
People Operations Manager
Riley Warren
HR Assistant
Noah Maldonado
Senior Sales Associate
Anthony Epstein
Senior Sales Associate
Gilbert Ruiz
Client Success Manager
James Cook
Senior Engineer
Chris Autwell
Senior Engineer
Stephen Thurman
Senior Engineer
Nicholas Mitchell
Product Manager
Ciara Minion
Product Success Manager
John Freedman
Software Solutions Specialist
Dante Montovano
Marketing Manager
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