Our Team

Accounting Liaison:Juan has held a variety of positions including data processing assistant and was previously with Liberty Tax as a Business Accounting Specialist where he was responsible for tax preparation and bookkeeping services for several clients. Juan is most proud of increasing bookkeeping services’ productivity by transitioning to a cloud-based system and offering a variety of new client services. Juan earned a Bachelor’s degree in finance in 2019 and has over 3 years of experience in the bookkeeping field. In his spare time, Juan enjoys outdoor activities like snowboarding, going to the beach, walks with his dog, and riding his motorcycle, as well as playing and watching sports, especially basketball.

Laurie has held a variety of positions including Senior Bookkeeper, Office Manager, Accounts Payable/Receivable Manager. She was previously with Klueg, Filippone CPAs, PC as an Accountant/Office Manager where she was responsible for the bookkeeping, tax preparation and financial statements for a variety of clients, as well as the supervision and training of administrative staff.  Laurie is most proud of how much she has learned and how far she has come since starting in a CPA firm as an administrative assistant.  She has 18 years of experience in the accounting industry.In her spare time, Laurie enjoys spending time with her husband and 3 beautiful children, traveling, fishing, camping, snowboarding and enjoying a nice boat ride in the ocean.