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Robin Marks
Director
Robin is a seasoned CPA with over 35 years of experience in private industry, bringing deep expertise in financial operations and leadership. She helps clients strengthen their accounting functions through her extensive background in financial reporting, audit preparation, and oversight of core operational areas including Accounts Payable, Payroll, Accounts Receivable, and Human Resources. Robin’s collaborative approach and attention to detail make her a trusted advisor for organizations seeking to improve… -
Jill Aplan
Senior Consultant
With a diverse background across multiple industries, Jill helps clients confront their most challenging finance and accounting issues. She has experience in almost every area of corporate finance, including GL accounting, financial reporting, investor relations, and strategy. Her goal-oriented, positive attitude makes her an asset to any team. Jill began her career in a Finance Development Program, which fostered her leadership abilities from the onset of her career. After building… -
Jenn Hicken
Director
Jenn is a seasoned professional with extensive experience managing accounting and financial reporting for diverse organizations. With a background as a Controller, she has led teams in streamlining processes, improving reporting, and enhancing internal controls. Jenn has excellent problem-solving abilities and excels at identifying opportunities for improvement and delivering practical solutions. Jenn began her career in public accounting and transitioned to various corporate accounting roles. Most recently, she has focused… -
Chris Markwith
Director
Chris Markwith is a successful finance and operations professional with 25+ years in progressive leadership roles. With his broad range of expertise in accounting, financial reporting, operations, human resources, process improvement, and information technology, Chris helps clients manage through change. He advises on the status and functionality of accounting operations, streamlines processes, recommends and implements new processes or software to increase efficiency. Chris began his career as an auditor before… -
Lisa Hatfield
Senior Consultant
Lisa is a highly skilled finance and accounting professional, well-equipped to assist clients in navigating the complexities of finance and accounting management. With extensive experience across various industries, including corporate large and small businesses, nonprofits, healthcare, professional services, construction, and foreign owned companies. Lisa offers a comprehensive suite of services such as general ledger management, monthly closings, financial analysis, budgeting, and internal controls. Lisa brings a wealth of experience to… -
Cindy Herndon
Managing Director
Cindy is an innovative financial controller with proven leadership and the ability to build and motivate high-performance teams in organizations undergoing significant change. As a strategic partner focused on operational results and accountability supported by metrics, she brings comprehensive experience in controllership and treasury functions, strategic planning, IT systems, and SEC reporting to her clients. Cindy excels in implementing financial and operating controls, policies and procedures, and performance metrics, making… -
Alicia McManus
Director
With nearly 20 years of experience in corporate accounting, Alicia excels in enhancing functionality across the full accounting cycle, implementing software integrations, and delivering comprehensive reporting for clients. Her diverse industry background enables her to quickly adapt to new projects and teams. Throughout her career, Alicia has progressed into accounting leadership roles, most notably as a Controller. In this capacity, she has played a pivotal role in integrating acquisitions during… -
Chap Roberts
Senior Consultant
With a solid foundation in financial analysis, strategic planning, accounting, and risk management, Chap brings a wealth of experience to help clients achieve their business goals. Leveraging expertise in areas such as financial modeling, budgeting, and variance analysis, Chap assists companies in optimizing their financial strategies and navigating complex financial challenges. Chap began his career in financial analysis, working with large real estate and building product firms. He evolved into… -
Bob Matkovich
Managing Director
Bob is a seasoned financial executive with a broad range of experience across both corporate and nonprofit sectors. His background spans capital sourcing, banking relations, risk management, financial planning and analysis, domestic and international tax compliance, and mergers and acquisitions. In addition to his leadership roles in manufacturing and health care, Bob has guided nonprofit organizations through the complexities of fund accounting, donor compliance, and financial transparency. His expertise in… -
Charles Doud
Managing Director
Charles leverages extensive experience in finance, strategy, technology, operational efficiency, and business intelligence to drive growth and enhance profitability for clients across consumer retail, real estate, construction, technology, advertising, and non-profit sectors. He excels at optimizing financial systems and processes to scale operations and prepare businesses to raise capital or maximize exit multiples. His proficiency in mergers & acquisitions, capital markets, and fundraising combined with strong financial management and process… -
Tom McNally
Director
Tom brings a wide range of experience across multiple industries in forecasting, financial analysis and accounting. He leverages his experience & CPA to help clients with financial performance analysis, building three statement forecast models, assessing and leading accounting teams, creating long term strategic forecasts and recommending and implementing process improvements. Tom spent the first half of his career at a rapidly growing public company with experience in accounting, treasury, external… -
Katherine Wolford
Senior Consultant
With over 16 years of experience with start-ups, Katherine embodies the essence of entrepreneurship. Energized by challenges, she brings a vibrant can-do attitude to every task she undertakes. Whether she's processing payroll, managing the ledgers, implementing a new accounting system, or steering a team, Katherine’s passion for improving processes for her clients is always top of mind. What sets Katherine apart is her ability to forge meaningful connections across…