Meet Our Associates

As Managing Directors and CFOs, we offer our network of experienced associates to assure you have the breadth of resources to move forward. The depth of expertise in accounting, data analytics, product development, project management, human resources, marketing and supporting technology is tailored to your needs.

Sara Larco
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  • GAAP Accounting

  • Mergers and Acquisitions

  • Integrations

  • Public Company Reporting

  • Equity Compensation

Daisy Pham, CPA, PMP
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  • Project/program management

  • Business process management

  • Data analytics

  • Financial analysis

  • Business systems

Bri Koopmans
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  • Financial modeling & forecasting 

  • SAAS Revenue Recognition 

  • Software Implementations 

  • QuickBooks Accounting 

  • Cap Table Management  

Maureen Sanner
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  • B2B marketing consulting

  • Marketing strategy

  • Brand management

  • Lead generation

  • Multi-channel marketing programs

  • Sales & marketing alignment
  • Event project management

Cheryl Craig
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  • Initial accounting setup

  • Quick Books accounting

  • Financial accounting

  • Financial reporting

  • Tax compliance