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Our team

Real relationships.
Experienced perspectives.

Meet the people behind the advice. Our team brings accounting, assurance, and tax perspectives together around your needs.

The people behind the work

Our Leadership

Professional expertise.
A personal commitment to your goals.

Kevin Forootan

Managing Partner

Kevin Forootan

Business advisory & financial leadership

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Our team

The People Behind the Work

Supporting your tax, accounting,
business management, and controller needs.

Manisha Deshmukh

Tax Associate

Joan Cervantes

Business Management

Eric Stone

Accountant

Shubham Dhawan

Fractional Controller

Jasleen Kaur

Fractional Assistant Controller

Himani Garg

Fractional Assistant Controller

Rehan Ali

Accountant

Zarah Cruz

Administrative Assistant

Our approach

A relationship built around you.

01

Listen

We begin with your business, your priorities, and the questions you need answered.

02

Define

We agree on the work, responsibilities, deliverables, and fees before moving forward.

03

Connect

Your accounting, tax, and advisory work come together around a shared financial picture.

Let us talk about what is next

A good conversation.
A clearer way forward.

Tell us what is on your mind. We will help you find the right next step.