Jody Grunden, CPA
Co-Founder & CEO
Adam Hale, CPA
Co-Founder & COO
Dave Danic, CPA, CGMA
Director of Tax
Jake Grimm, CPA, MBA
Director of Technology/Virtual CFO
Jamie Nau, CPA
Director of Accounting/Virtual CFO
Kelly Schuknecht
Director of Marketing
Kim Moore, CPA, CGMA, MBA
Director of Auditing
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