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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

Jamie Nau, CPA
Director of Accounting/Virtual CFO

Kelly Schuknecht
Director of Marketing

Kim Moore, CPA, CGMA, MBA
Director of Auditing

CFOs & Controllers

Virtual Accounting Team

401k Audit Team

Tax Team

Firm Admin

Technology Department

Marketing Team


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Our Team Map