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WE ARE THE LARGEST CONSULTING FIRM SUPPORTING CPA FIRMS IN THE US

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TEAM HIGHLIGHTS

20+ PEOPLE

NATIONWIDE FOOTPRINT

BOOTS ON THE GROUND

NATIONWIDE

25 + YEARS OF EXPERIENCE

CONSULTING

WE HAVE SEEN IT ALL
WE HAVE DONE IT ALL

UNPARALLELED DEPTH AND

BREADTH OF EXPERIENCE

MEET OUR TEAM

phil@2x — PHILIP WHITMAN
President & CEO

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David@2x — DAVID WOLFSKEHL
Partner & COO

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Terry Putney@2x — TERRENCE PUTNEY
Senior Managing Director

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Joel Sinkin@2x — JOEL SINKIN
Senior Managing Director

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MicrosoftTeams-image (132)@2x — RUSS BEST
Managing Director

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Walter Brasch@2x — WALTER BRASCH
Advisory Board Member

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Bill_Carlino_0060@2x — BILL CARLINO
Managing Director

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NANCY EGAN
Managing Director

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Rick Fisher@2x — RICK FISHER
Managing Director

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Tavi Meketon@2x — TAVI MEKETON
Managing Director

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Don Leavy@2x — DON LEAVY
Managing Director

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Barry Wagman@2x — BARRY WAGMAN
Managing Director

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Mark Basinski@2x — MARK BASINKSI
Managing Director

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David Kells@2x — DAVID KELLS
Managing Director

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Untitled design — ANDREW FERRIGNO
Managing Director

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Jeff Kraft@2x — JEFF KRAFT
Director of Business Development

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Kim Nguyen@2x — KIM NGUYEN
Director of Talent Acquisition

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Richard Shippee@2x — RICHARD SHIPPEE
Director – Marketing & Communications

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GinoLopez_001@2x — GINO LOPEZ
Sales & Marketing Support Manager

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Yani Tan@2x — YANI TAN
Executive Assistant & Social Media Manager

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Marie San Jose@2x — MARIE SAN JOSE
HR Technical Recruiter

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Yael Delcano — YAEL DELCANO
Admin Support

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Lorraine@2x — LORRAINE VELOSO
Brand Manager

Akhil Anand@2x — AKHIL ANAND
HR Technical Recruiter