Brad Rourke, CPA
President and Chief Executive Officer
Bill Nolan
President of Practice Transitions
Robin Elliott
President of Consulting
Tammi Sufficool, MBA
President of Practice Start-Ups
Gilan Cockrell, OD, FAAO
Special Advisor
Thomas Beckmann
Accountant & Onboarding Specialist
Cody Bowers
Accountant & Onboarding Specialist
Connor DeBusk
Financial Controller
Sheila Hayes
Executive Management Coach
Archie Keebler
Tax Manager, CPA
Brittney Kelshaw
Director of Marketing
Carly Leaym
Lead Accountant - QuickBooks Online Certified
Chris Lynch
Coordinator of Practice Transitions
Patrick McReynolds
Operations Manager
Bess Ogden
Director of Operations and Education - Consulting
Nathan Schmunk
Tax Accountant
Sarah Skirry
Sales Director
Kim Wilnes
Senior Office Assistant