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

GAAP Accounting
Mergers and Acquisitions
Integrations
Public Company Reporting
Equity Compensation

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Cheryl Craig

Initial accounting setup
Quick Books accounting
Financial accounting
Financial reporting
Tax compliance

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Daisy Pham, CPA, PMP

Project/program management
Business process management
Data analytics
Financial analysis
Business systems

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Maureen Sanner

B2B marketing consulting
Marketing strategy
Brand management
Lead generation
Multi-channel marketing programs
Sales & marketing alignment
Event project management

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Patricia Roberts

Human resource and management consulting
Policy design
Compensation/benefits administration
Recruiting, retention, succession
Compliance reporting
HRIS implementations