Archives: People

Daniel Bass

Daniel Bass

Originally from South Carolina, Daniel moved to Montana to pursue his passion for fly fishing and backpacking. Drawn by the natural beauty and vibrant community of >>

Marcy Taylor

Originally from Goldsboro, North Carolina, Marcy brings a personalized and relationship-focused approach to her work as an accountant. She is passionate about understanding each client’s unique >>

Aurelia Damiani

Aurelia Damiani, CPA

Aurelia thrives on innovation and problem-solving, viewing each new challenge as an exciting adventure akin to her love for hiking and travel. She is dedicated to >>

Meghan McKiernan

Helping others is what drives Meghan McKiernan – and she does it with a smile. Whether it’s assisting clients with tax documents or supporting a colleague >>

Virginia Berg

Virginia Berg

Virginia’s love for her family is one of her primary motivators and has been the sustainer and driving force behind her many achievements in life even >>

Nishant Purohit

Nishant Purohit is an experienced accounting professional specializing in financial analysis, auditing, and tax compliance. As an Accountant II in the Client Advisory Services (CAS) department >>

Melanie Blake

Melanie Blake

Melanie has a passion for numbers, problem solving and working with people. With over 17 years of experience in Payroll, Accounting, Office Management, Human Resources and >>

Marci Suazo

“Accounting is the art of business storytelling. Knowing and understanding that story allows for better decision-making.” – Journal of Accountancy As someone drawn to purpose-driven work, >>

Emily Benfield

Emily Benfield

“Life is like accounting; everything must be balanced.” With over half a decade of experience in accounting and finance, Emily specializes in helping businesses make informed >>

CJ Ripley

Clarissa (CJ) Ripley, CPA

CJ started her career in auditing with a specialized focus on Not for Profits, Governments and Employee Benefit Plans. Recently, CJ transitioned to Client Accounting Services >>