Team
Our Team
The best team around
We strive to be an extremely valuable resource to all those ready to learn.
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Leadership
Tax Team
Audit Team
Accounting Team
Fractional CFO Team
Operations Team
Finance Team
White Glove Payroll
Office Dogs
Leadership
Tim Petrey, CPA, CGMA
CEO330-759-8522
Megan Roberts
COO330-759-8522
Trent Kozar
CGO330-759-8522
Will Rauber
CXO330-759-8522
Laura Crowgey, SHRM-CP
HR Manager234-255-4820
Henry Sforza, CPA
Partner234-255-5096
Ken McBride, CPA
Partner234-255-5028
John Marlatt
Partner234-255-5018
Christine Graygo, CPA
Partner234-255-4914
Donald Trummer, CPA
Partner330-759-8522
David Leavitt, CPA
Partner216-382-6401
Marcy Angelo
Partner234-255-4741
Tax Team
Erin Sturrus, CPA
Director of Tax Service330-759-8522
Ed Weinstein, CPA, JD
Principal216-329-5195
Roger Cupp, CPA
Principal513-447-5611
Dom Perry
Senior Manager234-255-5047
Jennifer Crouch
Senior Manager502-293-1427
Jesse Kepple, CPA
Senior Manager216-273-1926
Rina Shah, CPA
Senior Manager216-329-5197
Geoff Burge, CPA
Manager216-382-6402
Kenneth J. Olah, CPA
Manager216-329-5188
Liz O’Brien, CPA
Manager216-329-5189
Sara Worth, CPA
Manager502-349-1666
Ally St Clair, CPA
Senior Accountant234-255-5146
Greg Polan
Senior Accountant234-255-5057
Jake Staudacher
Senior Accountant234-255-6055
Sruthi Alchuru, CPA
Senior Accountant330-759-8522
Caleb Kelly
Staff Accountant216-329-5184
Joe Wilson-Ballonoff, CPA
Staff Accountant253-356-6045
Ross Linert
Staff Accountant234-255-5017
Shawon Sikder
Staff Accountant216-329-5192
Emily Wilson
Accounting Intern330-759-8522
Audit Team
Rebecca DiLella-King
Manager234-255-5026
Melissa Rowbottom
Supervisor234-255-5080
Michael VanCise
Junior Accountant234-255-7213
Robert Graygo
Junior Accountant330-787-2148
Accounting Team
Alex McNally
Director of CAS330-759-8522
Rima Shah, CPA
Manager513-447-5614
Alyssa Gray
Supervisor234-255-4889
Angela Hilbert
Supervisor234-255-8462
Cody Dorman
Supervisor234-255-4826
Gina Getsy, CPA
Supervisor234-255-4867
Badhari Rokkam
Senior Accountant330-759-8522
Colton Blair
Senior Accountant234-255-4767
Lalitha Sivanapalli
Senior Accountant330-759-8522
Sravani Divakaruni
Senior Accountant330-759-8522
Bhavika Aggarwal
Staff Accountant216-329-5200
Brooke Kirila
Staff Accountant234-255-4997
Kya Crissman
Staff Accountant234-255-7219
Prathik Otkur
Staff Accountant330-759-8522
Rakesh Krishnakumar
Staff Accountant330-759-8522
Zo Labra-Cruz
Staff Accountant234-255-5013
Marisa Scheetz
Junior Accountant234-255-5085
Megan Rosko
Junior Accountant330-759-8522
Fractional CFO Team
Jocelyn Tabus, CPA
Senior Supervisor234-255-6098
Ravi Teja
Supervisor330-759-8522
Chrissy Jakubek
CFO Service Staff234-255-4984
Operations Team
Shelby Timms
Executive Operations Manager234-255-6128
Harmony Neff
Operations Analyst234-255-5037
Brayden Nguyen
Operations Coordinator330-759-8522
Dan Stevens
Consultant234-255-6067
Brooke Marrie
Administrative Manager234-255-5025
Stacey Sandfoss
Administrative Manager513-576-6750
Marissa Lellio
Administrative Specialist234-255-5016
Brenda Haitz
Client Services & Administration513-447-5608
Joel Leavitt
Client Services & Administration216-382-6404
Manjit Dhillon
Client Services & Administration216-329-5194
Keimanni Boyd
Receptionist330-759-8522
Finance Team
Katie Taylor
Controller234-255-6099
Bryana Mercado
Billing Manager234-255-5032
Ava Kusky
Billing Specialist234-255-4998
Jean Burns
Client Accounts Assistant234-255-4775
Julie Wiesensee
Client Experience Specialist234-255-6274
White Glove Payroll
Andrea Colaluca
Payroll Manager234-255-6425
Diane Guerrieri
Payroll Manager234-255-4955
Karen Stacey
Payroll Manager234-255-6053
Meagan Heath
Payroll Manager234-255-4976
Sanderfer Chau
Payroll Manager234-206-3924
Ashley Brindle
Senior Payroll Concierge234-255-4773
Salene Shaffer
Senior Payroll Concierge234-255-5098
Alaina Thompson
Payroll Concierge216-329-5201
Michelle Hults
Payroll Concierge234-255-4977
Roslyn Dinard
Payroll Concierge234-255-4821
Hanna Carden
Payroll Support Admin234-255-4797
Leslie Guthrie
Executive Assistant234-255-6331
Office Dogs
Bullet
Supervisor/Toll CollectorAmerican Bully
Owner: Erin Sturrus
Michonne
Director of PawperationsGerman Shepherd
Owner: Alex McNally
Hazel
Pawditing ManagerEnglish Bulldog
Owner: Donald Trummer
Piper
Barkkeeping SpecialistMorkie (Maltese/Yorkie)
Owner: John Marlatt
Otis
Pawject ManagerMix (Pit/Bulldog/Terrier)
Owner: Marissa Lellio