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Matthew Patrick, CPA
President, Founder
Mike Shaeffer
Chief Operating Officer
Kim Pope, EA
Director of Accounting
Sandy Ledbetter, CPA
Director of Tax
Shelby Betts
Director of Business Development
Patricio Sotomayor
Sales and Business Development
Chance Baker
Sales and Business Development
Carolyn R. Pugh, CPA
Manager
Debbie Warren, EA
Manager
Jennifer Gann, EA
Manager
Tucker Stock
Manager
Asher Silbermann, EA
Manager
Robert Peiffer, EA
Manager
Alex Liu, CPA
Manager
Amber Alexander
Senior Accountant
Madison Dearing, CPA
Senior Accountant
Kevin A Flores
Senior Accountant
Leilani Pavao
Senior Accountant
Dharti Patel
Staff Accountant
Pooja Patel
Staff Accountant
Allyson Simmons
Staff Accountant
JC Jordann
Staff Accountant
Chantay Phynon
BOSS Coordinator
Jaxon Ammons
Accounting Intern
Andrew White
Accounting Intern
Kacie Salsbury
Director of Operations
Robbie Bryant, PHR, MSHRM
Director of Benefit Services
Tomarro Cowan, FPC
Implementation Specialist
Alex Tate
Payroll Tax Expert
Julianne Louchren
Payroll Tax Specialist
Tara Larson, SHRM-CP
People Services Manager
Melissa Langehennig
Client Success Specialist
Cassie Ahlrichs
Client Success Specialist
Keishia Kearney
Client Success Specialist
Ta'Nala Lance
Client Success Specialist
Melody Steelman
Marketing Manager
Kelli Lewis
Digital Marketing Specialist
Emmanuel Amido
Videographer
Mandy Patrick
Firm Administrator
Mallory Patrick
Firm Administrator
Rose Heckendorf
Client Care Coordinator
Lacey Washburn
Client Care Coordinator
Cheri Ahlrichs
Client Care Coordinator
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