Sales Head
CMO
Christy leads our marketing and sales strategy, driving brand growth, client outreach, and customer engagement with a strong focus on measurable business results.
Founder
CEO
Kevin oversees company vision, technology operations, and strategic development, ensuring innovation, efficiency, and long-term organizational growth across all functions.
Senior Sales Executive
Michael drives high-value client acquisition and sales growth, focusing on strategic outreach and long-term revenue development.
Business Development Specialist
Ashley identifies new market opportunities, builds strong business relationships, and supports consistent expansion of our client base.
Account Executive
Tyler manages key client accounts with precision, ensuring smooth communication, clear expectations, and consistent service satisfaction.
Inside Sales Representative
Katelyn handles inbound inquiries, conducts product walkthroughs, and helps prospects transition confidently into long-term clients.
Client Acquisition Specialist
Brandon specializes in lead qualification and onboarding, helping potential clients understand our value through structured communication.
Sales Operations Associate
Lauren supports sales processes, reporting, and internal coordination, ensuring efficiency and smooth operation across the entire sales team.
Senior Bookkeeper
Jennifer oversees complex bookkeeping processes, ensuring accurate reconciliations and consistent financial organization for multiple client accounts.
Accounting Associate
Mark manages day-to-day financial entries, assists with month-end reviews, and maintains clean, structured books for long-term client reliability.
Junior Bookkeeper
Olivia supports data entry, account reconciliation, and report preparation with strong attention to detail and organized workflow execution.
Reconciliation Specialist
Nathan handles daily and monthly reconciliation tasks, ensuring account accuracy and resolving discrepancies with a disciplined, detail-oriented approach.
Financial Records Coordinator
Rachel maintains client financial records, updates transaction logs, and supports smooth documentation processes across all bookkeeping activities.
Accounts Processing Assistant
Adam assists with transaction categorization, ledger updates, and routine bookkeeping tasks to support accurate and timely financial management.
Accounts Payable Specialist
Sophia manages vendor payments, invoice processing, and payable schedules, ensuring accuracy, compliance, and smooth financial operations for all client accounts.
Accounts Receivable Coordinator
Jacob oversees receivable tracking, payment follow-ups, and client billing accuracy to maintain healthy cash flow and organized account records.
Bookkeeping Support Associate
Victoria assists with data verification, document organization, and routine bookkeeping tasks, ensuring timely updates and accurate financial record maintenance.