Your Attractive Heading

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

Your Attractive Heading

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

PHILIP WHITMAN
President & CEO

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DAVID WOLFSKEHL
Partner & COO

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TERRENCE PUTNEY
Senior Managing Director

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JOEL SINKIN
Senior Managing Director

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RUSS BEST
Managing Director

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WALTER BRASCH
Advisory Board Member

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BILL CARLINO
Managing Director

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NANCY EGAN
Managing Director

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RICK FISHER
Managing Director

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TAVI MEKETON
Managing Director

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DON LEAVY
Managing Director

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BARRY WAGMAN
Managing Director

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MARK BASINKSI
Managing Director

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DAVID KELLS
Managing Director

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ANDREW FERRIGNO
Managing Director

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WENDY BARLIN
Managing Director

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LOUIS SWINTELSKI
Managing Director

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RICHARD SHIPPEE
Director – Marketing & Communications

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KIM NGUYEN
Director of Talent Acquisition

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JEFF KRAFT
Director of Business Development

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GINO LOPEZ
Sales & Marketing Support Manager

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YANI TAN
Executive Assistant & Social Media Manager

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MARIE SAN JOSE
HR Technical Recruiter

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YAEL DELCANO
Admin Support

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LORRAINE VELOSO
Brand Manager