Rebecca Weese, CPA – License #20147 Owner/CPA/Certified QuickBooks Online ProAdvisor
Rebecca “Becky” is a licensed, practicing CPA (Certified Public Accountant) and IRS Registered Tax Return Preparer. She advises and works with a variety of businesses from nonprofit to construction to service to professional. Becky’s passion is helping small businesses and individuals with their financial, tax, payroll & accounting needs. She earned her Bachelor of Science in Business Administration with a Concentration in Accounting and an Emphasis in Public Accounting from Colorado State University. Her experience includes auditing at a “Big Six” large national firm and regional firm, financial analysis, cost analysis, financial accounting, and intercompany accounting.
Becky enjoys water skiing and hiking with her husband and 2 children.
Contact Becky at email@example.com
Kimberly Behm, CPA AZ – License AZ #15909 Accountant/CPA/Certified QuickBooks Online ProAdvisor
Kimberly “Kim” is a licensed CPA in Arizona with over 20 years’ experience in corporate and small business accounting. She is also a certified QuickBooks Online Pro Advisor and IRS Registered Tax Return Preparer. Kim has an eye for the “big picture” and assists with reviewing financial statements. Her areas of expertise include the ability to understand how accounting data flows from start to finish, to analyze data and to present financial information in a meaningful fashion. She earned her Bachelor of Science in Accounting from Northern Arizona University in Flagstaff.
Kim resides in Phoenix, AZ with her husband and son. She enjoys hiking, swimming and watching her son play hockey.
Contact Kim at firstname.lastname@example.org
Emma Lane-Venturella, CPA – License #9037039, License CA #117876 Accountant/CPA
Emma “Charlotte” is a licensed CPA in Colorado & California and is an IRS Registered Tax Return Preparer. She earned her Master of Accountancy from New Mexico State University in 2010 and worked in Los Angeles for 8 years where she assisted in the preparation, review and audit of financial statements for publicly traded companies. Her last accounting role in LA was involved in forensic accounting for the field of family law litigation.
During her free time, Charlotte enjoys the outdoors with her family.
Contact Charlotte at email@example.com
Doug Hering, CMA, MBA Accountant/CMA
Doug is a Certified Management Accountant (CMA) and has an MBA from UCCS. He is also a past president of the Pikes Peak Chapter of the Institute of Management Accountants. He has worked with small businesses, not-f0r-profits, government entities, and large corporations. Doug enjoys working with small business clients. He currently volunteers on the board for the Western Museum of Mining and Industry.
Doug enjoys disc golf, camping, weightlifting, and walking with his wife and their dog, Samwise. He also holds a Certified Personal Trainer designation.
Contact Doug at firstname.lastname@example.org
Jennifer Bilbrey Senior Bookkeeper/Certified QuickBooks Online ProAdvisor
Jennifer “Jenny” helps businesses with their accounting needs. She is a certified QuickBooks Online Pro Advisor and IRS Registered Tax Return Preparer since 2016. She enjoys helping clients record their transactions and preparing reports to help them understand their financial position. Jenny studied at the University of San Diego. Her areas of expertise include Accounts Payable, Accounts Receivable, Bank and Credit Card Reconciliations, Account Analysis, Payroll Processing, Invoicing, and Collections. She worked in the Aerospace Manufacturing Industry as a full charge bookkeeper. She has also worked in the Education Industry as a Center Director Business Manager for Sylvan Learning Center.
Jenny enjoys reading, crafting and exploring the U.S. with her husband and 2 children.
Contact Jenny at email@example.com
Janet O’Connell Bookkeeper/Certified QuickBooks Online ProAdvisor
Janet enjoys helping clients with their bookkeeping needs. She is a certified QuickBooks Online Pro Advisor and IRS Registered Tax Return Preparer. Janet earned her Bachelor of Applied Science in Electrical Engineering from the University of Ottawa in Canada. After twelve years in the Semiconductor Industry, she decided to spend “a few years” at home with her two daughters. She uses her skills to help clients by entering transactions, preparing invoices, running payroll, and preparing financial reports.
Janet’s favorite part of the day happens when she is walking her dog, Boomer, on one of the many beautiful trails Colorado has to offer.
Contact Janet at firstname.lastname@example.org
Bailee McClure Accounting Intern
Bailee “Bai” is a college student at the University of Colorado Colorado Springs seeking a degree in accounting and the CPA designation. She is also an IRS Registered Tax Return Preparer. Her experience includes the Garden of the Gods Visitor’s Center and Safeway. In addition to being a student and working in accounting, she tutors other students. Bai volunteers for Cougars Cares, Care and Share, and Habitat for Humanity.
Bai enjoys visiting Garden of the Gods park and watching the Denver Broncos with her dad.
Contact Bai at email@example.com
Kevin S Weese, MBA AR and IT Manager
Kevin has an MBA and BS in Business Administration with a concentration in Computer Information Systems from Colorado State University. In previous jobs, he worked directly for CFOs and CIOs in various capacities. His interests lie in helping small businesses succeed through the right pricing, marketing, and information system tools in place.
In his spare time, Kevin is a mountain biking enthusiast.
Contact Kevin at firstname.lastname@example.org