Meetings

Nothing replaces the value of one-to-one conversation

We’re excited to meet with you and discuss your business’ accounting needs. Please select the appropriate team member below and book your one-to-one meeting based on your availability. We look forward to connecting with you.

Partner in Charge

Specializing in NAPA Auto Parts

COO, Partner in Charge of Tax

Specializing in 401(k) Rollover/ROBS Plans

Business Development Director, Partner

Specializing in Franchisor Relationships

Senior Accounting Manager, Partner

Specializing in Health & Wellness, MindBody, ClubReady

Accounting Manager, Senior IT Manager

Specializing in NAPA Auto Parts

Accounting Manager, Partner

Specializing in Ace Handyman Services and Ace Hardware
John Logan

Vice President of Business Development

Leads new business acquisition and firm growth across all franchise verticals

Managing Accountant

Specializing in Bricks & Minifigs
Sam Iqbal

Managing Accountant

Specializing in Neighborly brands

Work With the Automotive Accountants That 1700+ Companies Trust

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