Tim Weeks
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.
Dennis Garcia
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.
Jeff Hall
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.
Jennifer Corbett
Fractional CFO and Partner
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.
Jen Burt
Fractional CFO and Partner
Jen holds a business degree with a finance emphasis from Brigham Young University and brings a well-rounded background in banking, human resources, and operations. She serves clients in authorship, digital media, technology, professional sports, and government services—providing strategic financial insight and operational support. Jen and her husband Jason live in Riverton, Utah. They are the parents of four, in-laws to three, and proud grandparents of seven.
Jeff Weeks
Fractional Chief Data Officer (CDO)
Jeff Weeks specializes in cloud data platforms, business intelligence, and AI-driven automation. He holds a degree in Business and Information Systems from Brigham Young University and has helped organizations across healthcare, manufacturing, government, and professional services modernize their data and reporting systems. Jeff lives in Utah with his wife and four children. He enjoys coaching soccer, skiing, and spending time outdoors with his family.
Teresa Jewkes
Fractional CFO
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.
Ken Cramer
Fractional CFO
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.
Trent Servoss
Fractional CFO
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.
Russ Monson
Fractional CFO
Russ is an entrepreneur at heart and has started and sold businesses in the ecommerce, technology, and real estate industries. He earned his Masters in Accounting at the University of Utah and is licensed as a CPA. He began his accounting career with KPMG, and has served over 100 clients over 20 years in venture capital, financial services, ecommerce, retail, manufacturing, and various other industries. Russ lives in Mapleton, Utah with his wife and four children.
Connie Eastman
Fractional CFO
Connie holds a bachelor’s in finance and economics and an MBA from Utah State University. She began her career in the autonomous vehicle industry and later served as Global Controller for an international biomedical firm. Today, she supports clients across industries including radio, construction, agriculture, and influencer marketing with strategic financial leadership. She lives in Paradise, Utah with her husband and their four daughters.
Stephanie Flint
Fractional CFO
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.
Shanae Woolf
Director of HR Services and Controller
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.
Whitney Burt
Director of Contractor Services and Controller
Whitney received a business management degree from Utah Valley University. She excelled in courses in advanced accounting, business calculus, and human resources and made the Dean’s List every semester. Whitney is from Riverton, Utah and especially loves being the “favorite aunt” of her nieces and nephews.
Gerri Keiser
Business Advisor and 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.
Brittany Whitmer
Business Advisor and 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.
Kim Waldron
Business Advisor and 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.
Carlotta Felder
Business Advisor and 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.
Alana Woodworth
Business Advisor and 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.
Teresa Crook
Business Advisor and 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.
Michelle Gibbons
Business Advisor and 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.
Tara Motyer
Business Advisor and Controller
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. Tara is certified in QuickBooks Online and 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.
Lindsay Bradley
Business Advisor and Controller
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!
Alyssa Baum
Business Advisor and Controller
Alyssa holds a bachelor’s degree in accounting from Western Governors University and is certified in QBO. Since 2021, she has supported clients in industries like self-storage, legal services, and wealth management. She also brings a background in special education and digital design. Alyssa lives in Bluffdale, Utah with her husband and two sons and enjoys crafting, traveling, and family time outdoors.
Laura Shafer
Business Advisor and Controller
Laura holds an MBA from Western Governors University and has over a decade of experience in clinical research and healthcare operations. She specializes in building financial systems, developing KPIs, and aligning operations with strategic goals. Known for bridging finance and people, she helps organizations grow sustainably. Laura lives in St. George, Utah, and enjoys traveling, restoring antiques, and gardening.
Jennie Bush
Senior Accountant
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.
Amber Hoffman
Senior Accountant
Amber earned a Bachelors degree from Brigham Young University-Idaho and is certified in QuickBooks Online. Amber has experience in real estate and property management. She and her husband live in Pomfret Center, Connecticut and have 4 sons and 1 daughter. She loves spending time outdoors hiking, gardening, and exploring New England. When the weather doesn’t cooperate, she can find herself doing home DIY projects.
Cheilah Erickson
Senior Accountant
Cheilah earned a Bachelor’s degree in Family, Consumer, Human Development from Utah State University. Cheilah’s background includes mortgage, collegiate level student services, customer service, administrative and operational management and development of departmental efficiencies and educational training programs. Cheilah and her husband, Russell, live in Vernal, Utah and have 3 children.
Kristie Salazar
Senior Accountant
Kristie has studied at BYU Idaho and Boise State University and has her associates degree in Communications. Her most recent experience is helping business owners navigate the world of e-commerce as well as helping new companies succeed in today’s business environment. She lives in Lehi, Utah and enjoys spending her time with husband Enner, her daughter and 3 teenage sons.
Calli Melling
Senior Accountant
Kelli Fugua
Senior Accountant
Kelli holds a bachelor’s degree from Cameron University and a Level 2 certification in QBO. With a background in education and data analysis, she brings a thoughtful, detail-oriented approach to her work. Kelli currently supports clients in industries including construction and social media influencing. She and her husband enjoy spending time with their three adult children and one grandchild. When she’s not with family, you’ll likely find her reading or working in the garden.
Andrea Diamond
Senior Accountant
Andrea holds a Bachelor’s degree in Accounting with a minor in Business Management from Utah Valley University. She brings experience in construction and marketing and currently supports clients in real estate, healthcare, and e-commerce. Andrea lives in Salem, Utah with her husband and daughter and enjoys reading and the outdoors.
Malia Chaplin
Specialist
Malia holds a bachelor’s degree from the University of Washington and brings a well-rounded background in administrative support. She has worked across industries including education, insurance, and construction, gaining hands-on experience in budgeting, payroll, and day-to-day financial operations. Malia lives in Idaho with her husband and two children—and is happiest by a lake with a Diet Coke.
Amye Ross
Specialist
Amye is a dedicated professional with a diverse background in legal administration and education. She spent several years as a legal secretary and office manager, honing her attention to detail and ability to manage fast-paced office environments. Amye and her husband, Jeff, live in Vernal, Utah, and are proud parents of two sons. Outside of work, she enjoys spending time with her family and staying engaged in her community.
Dulce Gerona
International Solutions Team
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.
Mary Joy Martin
International Solutions Team
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.
Apple Reyes
International Solutions Team
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.
Angeliqueca Adona
International Solutions Team
Angeliqueca earned a Bachelor of Science in Accountancy and Bachelor of Science in Accounting Technology from Saint Paul School of Professional Studies in the Philippines. Angeliqueca served in a government office as a Financial Analyst for 7 years. She is also a holder of a Philippine National Certificate in Bookkeeping. Angeliqueca lives with her husband and their daughter in Tacloban City, Philippines.
Charie May
International Solutions Team
Charie received a Bachelor’s degree in Accounting and a Master’s in Business Administration. With over a decade of experience in both private and public accounting sectors, she now serves as a Certified QuickBooks Professional. Charie enjoys family time, caring for farm animals and engaging in volunteer activities like community service and tree planting.
Cecile Zabala
International Solutions Team
Cecile graduated with a BS in Accountancy and is a Certified QuickBooks ProAdvisor. Cecile has been practicing accounting for over 10 years. In her spare time she enjoys hiking and appreciating the peace and relaxation she finds in nature.
Giselle Dacula
International Solutions Team
Giselle is a licensed CPA in the Philippines and a Certified QuickBooks ProAdvisor with over five years of accounting experience in retail leasing and the global infrastructure industry. She currently supports clients across a wide range of sectors, including real estate, authorship, plant scaping, disability services, healthcare, construction, and home improvement.
Gerlie Maganiong
International Solutions Team
Gerlie holds a bachelor’s degree in business administration with a major in Finance, as well as a Philippine National Certificate in Bookkeeping. While completing her studies, she worked as an Accounting Assistant for two years at a private company, gaining hands-on experience in the field. In her free time, Gerlie enjoys spending time at the beach—finding peace and clarity in the sound of the waves and the calm of the sea.
Noemi Galang
International Solutions Team
Noemi holds a degree in Accountancy from the Polytechnic University of the Philippines and is a licensed CPA. She brings valuable experience from her time as a government employee, where she specialized in payroll processing, employee benefits administration, and internal auditing. With a strong foundation in HR-related financial operations and compliance, Noemi is known for her precision and professionalism. She lives in Apalit, Pampanga with her husband and their two children.