Select online apps from the list at the right. You'll find everything you need to conduct business with us.
Client Portal Canopy
Canopy
QuickBooks Online
QuickBooks Desktop
Accounts Payable
Bill
Video Conferencing
Zoom
Jeremy Lederer, CPA, ABV, CVA
Owner & Founder
Erika Jurmu, EA
Controller
Geoffrey Combs, CPA, MBA
Director of CPA Services
Liz Shanahan
Operations Manager
Jason Bailey, CPA
Tax Reduction Advisor
Anna Woolfe, CPA
James Crowdes
Aubree Gredell, EA
Whitney Thunder, EA
Administrator
Heather Dickens
Tax Processor Administrator
Heather Scott
Bookkeeper