Jody Grunden, CPA
Co-Founder & CEO
Adam Hale, CPA
Co-Founder & COO
Kim Moore, CPA, CGMA, MBA
Director of Auditing
Dave Danic, CPA, CGMA
Director of Tax
Jake Grimm, CPA, MBA
Director of Technology/Virtual CFO
Jamie Nau, CPA
Director of Accounting/Virtual CFO
Visit our 401(k) Audit Team page here.
With some clients, we'll bring in our trusted advisor, April Grunden, who owns a law practice and specializes in estate planning, administration and small business planning and succession.
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