Sean knows that accounting doesn't need to be complex and can even be fun! As an ardent believer in empowerment through education, Sean consistently manages to explain complicated accounting and tax information in an easy and digestible way.
Sheila loves to uplift our clients and team members by building out our infrastructure and taking advantage of every teaching opportunity. She truly does it all! When not having fun at the office, Sheila is spending time with her family.
John is a quick learner and he is quick to pass that knowledge along to every client he works with. His goal is to help put people in positions to succeed through collaboration and teamwork. He is also a huge sports fan - when he isn’t working, there’s a good chance he’s cheering on the UCF Knights. Charge On!
Karina is a senior tax associate with more than seven years of tax experience (although she does miss her first job as a professional dog walker). She is currently earning her Enrolled Agent (EA) license and loves to keep learning new things. Karina graduated from Universidad de Puerto Rico Ponce. When she’s not doing tax returns, Karina’s either at the beach, reading, listening to true crime podcasts, or all of the above.
Janice is a senior accounting associate with over nine years of experience. She loves to help small business owners fix their numbers and take the stress out of their books. She is currently earning her bachelor’s degree in business from Capella University. She loves visiting Florida’s west coast beaches where she can listen to music and read Nicholas Sparks novels.
Jeremy is passionate about people. He prides himself on thinking outside the box and finding creative solutions to unusual problems. That is why Jeremy enjoys marketing - every day, he is solving new problems and learning more about the people around him.
For Erica, the most fascinating part of her job is getting to see behind the scenes at small businesses and assisting the owner with situations they may have never considered. She is incredibly adept when it comes to solving unforeseen challenges and likes to spend time after work reading and cooking with her daughter, Ky.
Nate sees every obstacle as a puzzle. He believes in the power of commitment and that’s exactly how he tackles the challenges in front of him - he cares about the work he is doing and he is committed to doing it well. As a pass-holder to Orlando theme parks, he is also committed to having fun with his friends and family.
Danny is a tax associate with more than three years of experience. He earned his bachelor’s degree in accounting and his MBA from Wilkes University in Pennsylvania – and is working toward a CPA license. He loves helping small business owners learn more about their finances while learning new things from them in the process. If he’s not cheering on the Patriots or Manchester United in his free time, he’s probably out golfing or hiking.
Marse is an accounting associate with four years of bookkeeping experience. She loves bookkeeping for small businesses in particular because of the opportunity to help them grow and flourish. She lived in Hawaii and Nevada before moving to Florida – and loves doing puzzles and crafting miniature buildings.
Casey utilizes his skills as a writer and storyteller to deliver simple answers to complex accounting questions. He’s a serial overthinker who sees writing as an opportunity to focus on what matters. Outside of the office, you can find Casey swinging kettlebells, jamming out, and mixing weird tiki cocktails.
Des always seeks to understand those around him and knows that the first step in the right direction must be through understanding. As our office administrator, he constantly finds ways to make life easier for everyone he works with - our clients and the members of our team.
Lizzie is an executive assistant who supports our founder and our team. With her musical theatre degree from Otterbein University, she’s performed all around the world – including the Disney parks. Out of the 18 countries she’s been to, Japan is her favorite. Now she lives in Orlando and enjoys trying local eats and cuddling with her rescue dog, Bubba.
Abe is a tax intern, UCF student and aspiring pilot. He is currently earning his bachelor’s degree in accounting, and loves learning about how good tax and accounting practices can help improve small business owners’ lives. He also joined the Marine Corps in 2018. Some of his favorite hobbies include lifting weights, skateboarding and plane spotting — but nothing beats sharing a good meal with his family.