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.
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 issues.