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%20Larco_headshot_edited.jpg
Sara Larco
  • Grey LinkedIn Icon
  • GAAP Accounting

  • Mergers and Acquisitions

  • Integrations

  • Public Company Reporting

  • Equity Compensation

DPham%252520Square%252520Gray%2525200522
Daisy Pham, CPA, PMP
  • Grey LinkedIn Icon
  • Project/program management

  • Business process management

  • Data analytics

  • Financial analysis

  • Business systems

Bri Koopmans
  • Grey LinkedIn Icon
  • Financial modeling & forecasting 

  • SAAS Revenue Recognition 

  • Software Implementations 

  • QuickBooks Accounting 

  • Cap Table Management  

Liftbridge%252520CXO%252520Portraits-12_
Maureen Sanner
  • Grey LinkedIn Icon
  • B2B marketing consulting

  • Marketing strategy

  • Brand management

  • Lead generation

  • Multi-channel marketing programs

  • Sales & marketing alignment
  • Event project management

Cheryl%20Square%20gray%20sml%20052220_ed
Cheryl Craig
  • Grey LinkedIn Icon
  • Initial accounting setup

  • Quick Books accounting

  • Financial accounting

  • Financial reporting

  • Tax compliance