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  • Client Services
  • Sales & Marketing
  • Onboarding
  • Tax and Business Services
  • Engineering & Platform
  • Internal & HR
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    Nick Pasquarosa

    Chief Executive Officer

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    Terry Rubenfeld, CPA

    Chief Operating Officer

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    Steven Muller

    Vice President of Sales

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    Nick Pasquarosa

    Chief Executive Officer

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    Terry Rubenfeld, CPA

    Chief Operating Officer

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    Steven Muller

    Vice President of Sales

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    Dave Bornt

    Vice President Of Client Services

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    Ryan Anvari, CPA

    Director of Tax and Business Services

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    David Chapman

    Director Of Engineering

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    Jackie David

    Advisory, Senior Consultant

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    Brandon Cooperman

    Accounting and Operations Manager

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    Brandon Wasser

    Accounting Manager

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    Brian Haimchand

    Accounting Manager

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    Alfred Wheeler, CPA

    Accounting Manager

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    Bimini Chastain

    Accounting Manager

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    Marcia Leigh

    Quoting Manager

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    Kayla Price

    Payroll Manager

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    Hiram Chan, CPA

    Tax Manager

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    Brenda Fuentes, EA

    Senior Tax Advisor

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    Aaron Jefferson

    Tax Accountant

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    Andy Steinberg

    Onboarding Advisor

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    Courtney Lake

    Senior Client Advisor

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    Jackie May

    Senior Client Advisor

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    Kristen Wolcott

    Senior Client Advisor

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    Henry Hung

    Senior Client Advisor

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    Jordan Medina

    Client Advisor

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    William Wang

    Client Advisor

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    Callie Hale

    Client Advisor

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    Mary Johnson, CPA

    Client Advisor

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    Chris Thomas

    Client Advisor

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    Nick Van Ryn

    Client Advisor

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    Timothy Styne

    Client Advisor

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    Sean Wilson

    Client Advisor

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    Tina Nguyen

    Client Advisor

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    Scott Reeder

    Client Advisor

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    Courtney Covey

    Client Advisor

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    Patricia Belt

    Client Advisor

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    Amy Hower

    Client Advisor

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    Pallavi Chaudhari

    Client Advisor

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    Mark Buggs

    Onboarding Advisor

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    Tiffany Scholl

    Senior Staff Accountant

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    Angel Fortenberry

    Senior Staff Accountant

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    Adylia-Rhenee Gutierrez

    Senior Staff Accountant

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    Shelley Alexander

    Senior Staff Accountant

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    Hayden Bailey

    Senior Staff Accountant

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    Florrie Darby

    Senior Staff Accountant

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    Jerel Deacon

    Senior Staff Accountant in Onboarding

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    Michelle Lewis

    Senior Staff Accountant in Onboarding

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    Hailey Ford

    Senior Staff Accountant in Onboarding

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    John Michael Pehnke, CPA

    Accounting Manager

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    Sydney Thomas

    Support Analyst

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    Amela Jelecevic

    Client Billing & Support Specialist

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    AJ Egan

    People Operations Manager

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    Riley Warren

    HR Assistant

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    Noah Maldonado

    Senior Sales Associate

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    Anthony Epstein

    Senior Sales Associate

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    Gilbert Ruiz

    Client Success Manager

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    James Cook

    Senior Engineer

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    Chris Autwell

    Senior Engineer

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    Stephen Thurman

    Senior Engineer

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    Nicholas Mitchell

    Product Manager

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    Ciara Minion

    Product Success Manager

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    John Freedman

    Software Solutions Specialist

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    Dante Montovano

    Marketing Manager