OUR TEAM
Matt Kessenich CPA | CMA | MBA
Matt Kessenich CPA | CMA | MBA
Matt Kessenich CPA | CMA | MBA
Florida CPA License # AC53355
An MBA with over a decade of experience leading corporate finance, accounting, human resources, tax, and information technology Matt can help your company maximize growth in an ever changing economic landscape.
Rick Snyder | CPA
Matt Kessenich CPA | CMA | MBA
Matt Kessenich CPA | CMA | MBA
Florida CPA License # AC0019546
With over 30 years experience in private practice there are few tax situations Rick has not encountered related to both business and personal taxation in State, Federal, and multi-National jurisdictions.
Specific specialization areas include professional athletes,
and multi-state PTEs.
Jodi Snyder | CPA
Matt Kessenich CPA | CMA | MBA
Rosie Ortiz | Senior Tax Accountant
Florida CPA License # AC0025986
In over 30 years of public practice Jodi's experience has provided a wealth of knowledge related to personal and business taxation in all jurisdictions.
Her specialized areas of focus include real
estate, and forensic accounting.
Rosie Ortiz | Senior Tax Accountant
Rosie Ortiz | Senior Tax Accountant
Rosie Ortiz | Senior Tax Accountant
An experienced tax preparer, consultant and strategic, Rosie brings a client focused perspective to taxation.
Her focus within the firm is to lead tax preparation for a large portion of our clients and act as the driving force behind our dedication to consistent, proactive, and informative support for all our tax clients.
Amanda Bruce | Head of Bookkeeping
Rosie Ortiz | Senior Tax Accountant
Graciana Holland | Accounting Clerk
A tech savvy accountant with a wealth of experience in banking, small business, and medical settings Amanda will turn her eye for detail on your books to optimize tracking of your financial data. As our Head Bookkeeper be sure ask about how innovative systems, like XERO, can streamline your accounting.
Graciana Holland | Accounting Clerk
Rosie Ortiz | Senior Tax Accountant
Graciana Holland | Accounting Clerk
The lynchpin of our dedication
to engaging proactively with clients, Graciana brings a diverse skillset and
valued creative vision to the firm.
She acts as our lead in-house accounting clerk while driving direct and marketing activities focused on client communication.
Beth Taylor | Senior Accountant
Todd Anderson | Accounting Clerk
Beth Taylor | Senior Accountant
A seasoned accountant, she brings the experience of 30+ years accounting for small businesses to bear for each client. Her focus is to bring personalized service normally reserved for large corporations to smaller companies along with a focus on processes and structure to help those businesses thrive.
Trisha Adams | Accounting Clerk
Todd Anderson | Accounting Clerk
Beth Taylor | Senior Accountant
Having been a small business owner for almost two decades, Trisha brings a uniquely intimate understanding of how businesses run to her role. Combining this expertise with a mastery of unique software suites like Buildium, she is a trusted resource for clients in both the trades and real estate investment industries.
Todd Anderson | Accounting Clerk
Todd Anderson | Accounting Clerk
Todd Anderson | Accounting Clerk
Todd is currently studying towards his accounting degree and brings a detailed eye to his role as a clerk on the team. His studies will facilitate his growth within the company and he looks forward to developing his career as a full service bookkeeper.
Additional resources
Modern Bookkeeping Software
Modern Bookkeeping Software
Modern Bookkeeping Software
While well-versed in QuickBooks, our practice often turns to Xero for our clients.
As a truly modern software, built for cloud application, Xero is designed around the user ensuring we can have a collaborative relationship with our accounting clients.
Experienced Professionals
Modern Bookkeeping Software
Modern Bookkeeping Software
Our firm cannot house all relevant business and operational knowledge our clients may require.
We have worked to build a trusted network of experienced professionals in the investment, corporate operations, and technology fields.
Cutting edge Technology
Modern Bookkeeping Software
Cutting edge Technology
The convenience of our clients, and security of their information, are critically important to us.
By implementing secure virtual drop-boxes and advanced encryption we have created a process by which clients can quickly provide any data needed to complete tasks conveniently if they choose.