COMPANY VITALS - Key Persons
Job Titles:
- Business Advisor
- Controller
Alana studied at Goshen College and has over 25 years of finance and accounting management experience. Alana holds various certifications including a CBA and CPPM. With strengths in ecommerce and manufacturing accounting processes, inventory costing and accounting management, Alana has helped clients gain efficiencies in implementing various software and online platforms including QBO and inventory management systems. Alana lives in Weeki Wachee, FL with her husband Jack and has 2 adult daughters, a son-in-law and 2 grandsons.
Amanda earned a Bachelors degree in English Literature from Dixie State University and is certified in Quickbooks Online. Amanda worked as a teller at a credit union and for a tax and accounting firm in St George, Utah. Amanda serves clients in the areas of real estate, disability services and consumer products. Amanda lives in St George, Utah with her 2 daughters.
Apple worked as an Accountant and Financial Analyst in Multi-national BPO and Global Finance Shared Services companies in the Philippines. Apple has worked in Banking, IT Distribution & Logistics, and Call Center & Collections industries and serves clients in the areas of Influencers, Non-profit Entities and Event Centers. Apple lives in the Philippines with her husband and two children.
Job Titles:
- Business Advisor
- Controller
Brittany Whitmer earned a Bachelors of Accounting degree from the University of Utah and a Masters of Accounting from Utah State University. Brittany began her career working at a CPA firm where she specialized in business and individual taxes, payroll, quarterly tax reports, sales tax laws and day to day accounting. Brittany specializes in accounting for law industries. Brittany and her husband live in Riverton, Utah with their three daughters.
Job Titles:
- Business Advisor
- Controller
Carlotta Felder earned a Master's in Business Administration and a Doctorate in Education. Carlotta began her accounting career with DNL Management serving as a general manager for the company's restaurants, travel plazas and construction companies and later taught collegiate business courses. Carlotta serves clients in the areas of construction, auto services and persons with disabilities. Carlotta resides in St. George, Utah with her two daughters.
Cory earned a Bachelor of Accounting degree from Brigham Young University and worked as an auditor for the Utah State Tax Commission. Cory worked in the software industry for over 20 years. Cory is QBO certified and serves clients in the area of influencers and real estate. Cory and his wife live in Springville, Utah and have 1 son, 3 daughters, a daughter-in-law and two twin granddaughters.
Job Titles:
- Fractional CFO and Partner
Dennis Garcia enjoys providing strategic and advisory services to other service-oriented businesses including law firms, contractors, auto repair facilities, medical billing specialists and home improvement businesses. Dennis received a finance degree from the University of Utah and currently resides in St. George, Utah with his wife Lovey. Both of their kids are in Northern Utah starting their own professional careers.
Dulce is a licensed CPA in the Philippines and a Certified QuickBooks ProAdvisor. Dulce served as a State Auditor where she audited government entities. Dulce serves clients in the areas of influencers, real estate, professional athletes and event centers. Dulce and her husband, Elmer, love doing volunteer work in their community and find joy in helping those in need.
Job Titles:
- Business Advisor
- Controller
Gerri earned a degree in Business Administration, with a focus in Accounting, from Pacific Lutheran University. Gerri has over 18 years of corporate experience in the high-tech manufacturing and software industries. Gerri currently serves clients in the areas of manufacturing, life science research and technology, real estate and retail. Gerri and her husband live in Syracuse, Utah and have 1 daughter.
Heather earned a Masters in Accounting from Brigham Young University with an emphasis in information technology. Heather serves clients in the areas of health and nutrition, solar construction and private consulting. Heather and her husband live in Lehi, Utah and have 4 children.
Job Titles:
- Fractional CFO and Partner
Jeff earned a Bachelor of Science degree in Business Management from Brigham Young University and an MBA from Utah State University. Jeff has experience in mergers and acquisitions, fundraising and debt acquisition. Jeff serves clients in the areas of Amazon resellers, merchant providers, medical offices, construction, technology, health and content providers. Jeff and his wife live in Orem, Utah with their four children.
Job Titles:
- Business Advisor
- Controller
Jen Burt earned a business degree with a finance emphasis from Brigham Young University. Jen's work experience includes banking, human resources and event management. Jen serves clients in the areas of authors, influencers, technology, professional athletes and government services. Jen and her husband live in Riverton, Utah and have 1 son, 3 daughters and 5 grandchildren.
Jennie Bush has a Bachelors degree in University Studies and an Accounting Certificate from Brigham Young University Idaho. Jennie currently serves clients in the real estate industry. Jennie lives in Shelley, Idaho with her 4 sons.
Jennifer earned an accounting degree from Southern Utah University. Jennifer served as the CFO and COO for two different medical clinics and operated an accounting and income tax business for 20 years. Jennifer serves clients in the areas of real estate, healthcare, construction, hearing aids, manufacturing, retail and restaurants and has vast tax knowledge. Jennifer and her husband live in St George, Utah and have 2 sons, 1 dog and 2 cats.
Ken earned a Bachelors in Accounting from Brigham Young University and an MBA from the University of Utah. Ken practiced as a CPA for several years before spending 20 years in Institutional Capital Markets. Ken serves clients in the areas of biotech, entertainment, real estate investment funds, sports training products and early stage companies. Ken lives in Sandy, Utah and has 2 sons and 1 daughter.
Job Titles:
- Business Advisor
- Controller
Kim Waldron earned a Bachelors degree from Brigham Young University and has been certified in Quickbooks and QB Time. Kim began her accounting career in 2008 and serves clients in the areas of manufacturing, construction, ecommerce, professional services, medical offices and property management. Kim and her husband live in Saratoga Springs, Utah and have 2 daughters.
Lindsay studied business management at Utah Valley University and has worked as a bookkeeper for 20+ years. Lindsay is certified in QuickBooks Online. She has worked as a mortgage loan processor and a Real Estate property manager. Lindsay lives with her husband and two sets of twin boys in St George, UT. Lindsay loves spending time outdoors doing anything adventurous!
Mary Martin received her accounting degree from Polytechnic University in the Philippines. Mary maintains a CPA license in the Philippines and has worked in publicly listed corporations in retail, tollways management, real estate and leasing and has experience in internal audit and financial reporting. Mary serves clients in the areas of life sciences, retail, real estate and event centers. Mary and her husband live in the Philippines with their daughter.
Job Titles:
- Business Advisor
- Controller
Michelle earned a business degree with an emphasis in accounting from Kaplan University. Michelle has experience in general accounting, fund accounting and tax preparation and has many years of experience in the education industry. Michelle serves clients in the areas of influencers, real estate and foundations. Michelle and her husband reside in Arizona and have five children.
Sarah earned a bachelor's degree in accounting from Weber State University and an MBA from the University of Phoenix. Sarah has also earned her Quickbooks Online Certification as a Certified ProAdvisor. Sarah has over 10 years of experience working as a controller, accountant, financial analyst, auditor and tax accountant and serves clients in the areas of medical, retail, insurance, non-profit and solar. When not working, Sarah loves spending time with her husband and five children.
Shanae earned an Associate of Science degree from Dixie State University and worked for Zions Bank in various capacities including Retail Branch Manager and Assistant Vice President in the Bank Operations division. Shane has experience in leadership, human resources, process improvement, customer service and development of policies and procedures. Shanae serves clients in the areas of foundations, real estate and family offices. Shanae and her husband, Travis, live in Riverton, Utah with their two children.
Stephanie earned a Master's degree in accounting from Brigham Young University and is certified in Quickbooks Online. Stephanie serves clients in the areas of health, retail and private consulting. In her spare time Stephanie enjoys hiking, biking, boating and anything outdoors. Stephanie and her husband live in Herriman, Utah and have 9 children, 1 daughter-in-law, 1 son-in-law and 4 grandchildren.
Stephanie Sorensen earned her accounting degree from Utah Valley University and has worked as a bank teller and supervisor. Stephanie is certified in QuickBooks Online and works with clients in the retail, medical and solar industries. In her spare time, Stephanie enjoys making "amigurumi" (crocheted stuffed animals) and spending time outdoors with her family. She lives in Draper, UT with her husband and two kids.
Tara owned a photography and graphic design business where she learned the challenges of an evolving business and acquired the skills required to meet the needs of her clients. She has been a volunteer in the community and public school system for the past 20 years. Tara and her husband, Jeff, live in Meridian, Idaho where she enjoys adventures with her family, traveling, entertaining and glamping.
Job Titles:
- Business Advisor
- Controller
Teresa holds BS and MAcc degrees from Brigham Young University and began her career as an auditor with KPMG focused in the banking, real estate and government industries. Teresa brings finance experience managing credit card processing and international banking in the direct sales industry. Teresa serves clients in the areas of government services, retail, dental and real estate. Teresa resides in West Jordan with her husband and 4 children and enjoys hiking, camping, traveling and playing the piano.
Teresa earned a Master of Accounting degree from Utah State University and worked as an auditor at Hill Air Force Base and a staff accountant for a Utah CPA firm. Teresa is certified in QBO, QB Time and Bill.com. Teresa serves clients in the areas of authors, influencers, non-profits, food service, wedding & event planners, retail, construction, title and escrow, real estate, retreat and rental management and fitness. Teresa and her husband live in Paradise, Utah and have 5 sons, one son-in-law and one daughter-in-law.
Job Titles:
- Fractional CFO and Managing Partner
Tim Weeks earned an accounting degree from Brigham Young University and holds a CPA license in the state of Colorado. Tim began his career with EY in the Denver office and serves clients in the areas of authors, influencers, life science research, technology, real estate, government services, retail, wholesale, dental, medical and direct to consumer. Tim and his wife, Hilary, live in Woodland Hills, Utah and have 4 daughters and 3 sons-in-law.
Trent earned an MBA from George Washington University and has worked in various Finance roles for more than two decades. Trent serves clients in the areas of government contracting, consumer goods, security services, early education, printing, nutraceuticals and entertainment. Trent and his wife live in Layton, Utah and have 4 children.
Job Titles:
- Fractional CFO and Partner
Trent earned an Economics degree from Brigham Young University and an MBA from Purdue University with an emphasis in finance. Trent worked for companies from startup to fortune 500 in size including as CFO for a medical device company. Trent serves clients in the areas of Amazon and Shopify retail, solar construction, private consulting, social networks, health coaching and technology. Trent and his wife live in Woodland Hills, Utah and have 6 children.
Whitney Burt is studying business management at Utah Valley University and plans to graduate in 2023. She has excelled in courses in advanced accounting, business calculus, and human resources and has been on the Dean's List every semester. Whitney is from Riverton, Utah and especially loves being the "favorite aunt" of her nieces and nephews.