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Our Team
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
JD Swift
Sales and 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
Asher Silbermann
Senior Accountant
Amber Alexander
Senior Accountant
Madison Dearing, CPA
Senior Accountant
Kevin A Flores
Senior Accountant
Leilani Pavao
Senior Accountant
Sydnie Huey
Staff Accountant
Dharti Patel
Staff Accountant
Pooja Patel
Staff Accountant
Chantay Phynon
BOSS Coordinator
Mallory Patrick
Accounting Intern
Jaxon Ammons
Accounting Intern
Kacie Salsbury
Director of Operations
Robbie Bryant, PHR, MSHRM
Director of Benefit Services
Tomarro Cowan, FPC
Implementation Specialist
Alex Tate
Payroll Tax Specialist
Tara Larson
Client Success Specialist
Melissa Langehennig
Client Success Specialist
Cassie Ahlrichs
Client Success Specialist
Keishia Kearney
Client Success Specialist
Kelli Lewis
Digital Content Coordinator
Mitchell Carter
Videographer
Mandy Patrick
Firm Administrator
Rose Heckendorf
Client Care Coordinator
Lacey Washburn
Client Care Coordinator
Cheri Ahlrichs
Client Care Coordinator
Never Feel Like You're Running a Business Alone
Achieve More Together
Our team is ready to support you at every turn, offering expert advice and personalized services to give your business the oppurtunity to thrive.
