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.
Bethany Ensminger
Staff Accountant – [email protected]
Bethany loves to plan ahead and meet deadlines early. Her work ethic, commitment to our clients, and plans of becoming a CPA is what continues to make her an asset to our team.
Jessyca Flug
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.
Lauren Jirik
Staff Accountant – [email protected]
Lauren is a Carroll University graduate with a passion for accounting. Her energetic spirit allows her to establish and maintain great relationships with clients and teammates. She is eager to learn and take something away from each day.
Marge Pekula
Lead Support – [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
Team 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.
Jenna Nielsen
Team Support – [email protected]
Jenna enjoys getting to know customers on a more personal level. She has several years of customer service experience and will always greet you with a friendly smile.