Derek Bertolas
CPA – [email protected]
Derek has the unique ability to find creative solutions to complex issues. His ‘out-of-the-box’ mindset and 20+ years of experience have helped hundreds of small business owner achieve success.
Jenny Pekula
CPA – [email protected]
Jenny loves helping her clients see the big picture and work through their business challenges by utilizing her extreme attention to detail skills and drawing from her extensive business experience. She enjoys being part of the inspiration circle – both giving and receiving inspiration from her clients daily.
Tim Anderson
Sr. Tax Accountant – [email protected]
Tim has been preparing complex tax returns for nearly 20 years. He enjoys developing relationships to assist his client and put their concerns at ease.
Diane Marsh
Sr. Tax Accountant – [email protected]
Diane has many years of experience with taxes and accounting. She enjoys working with and teaching clients as well as learning from them every day. Diane can always be counted on to provide insight and opportunities to her clients and coworkers.
Jessyca Saxton
Staff Accountant – [email protected]
Jess’ ray of sunshine engulfs everyone she works with. Her remarkable ability to problem solve prepares her to conquer any issue that may arise and master every task that is thrown her way.
Amy McNamee
Staff Accountant – [email protected]
Amy has been doing small business bookkeeping and payroll for over 20 years. She is always ready to offer a friendly smile and believes strongly that everyone has an impact and can be a positive influence on those around them.
Mary Stoltz
Staff Accountant – [email protected]
Mary is the definition of a team player who jumps at the opportunity to assist her co-workers and clients whenever they need help. She is someone you can always count upon to do what is necessary and not take short cuts to get to your goal.
Paula Konczal-Dorff
Staff Accountant – [email protected]
Paula has over 15 years’ experience as a financial controller. She has been providing professional services across a broad range of finance areas including reporting, compliance, business process, audit, and HR. Paula is passionate about providing clients with professional, personalized services and guidance in a wide range of financial and business needs.
Kenzie Bertolas
Tax Associate – [email protected]
Kenzie is an achievement driven person who has a passion for serving others. She has a positive attitude, enjoys new challenges, and is always looking for ways to be more efficient.
Marge Pekula
Office Manager Extraordinaire 🙂 – [email protected]
Marge is a customer service addict whose upbeat and can-do attitude rubs off on everyone she works with. By truly caring about our clients on a personal level, she can offer solutions to their individual needs.
Joan Nelson
Lead Office Support – [email protected]
Joan’s many years of customer service includes an unmatched attention to detail and the ability to bring calm to any situation.
Caroline Koch
Office Support – [email protected]
Caroline enjoys working with the public and thrives on all the daily detail of work. She makes it her goal to do the best each and every day.
Raeh Kraus
Office Support – [email protected]
Raeh graduated with her business degree in 2020. With her free time she likes to go on nature walks with her Australian Shepherd Molli, hang out with her family and watch documentaries.
Jessie Pearson
Office Support – [email protected]
Jessie is a hard working professional who enjoys supporting her coworkers. It is Jessie’s goal every day to help maintain a positive and thriving office environment.