Our management team consists of individuals experienced in the accounting industry. They possess the knowledge and experience needed to help execute our clients’ global expansion plans successfully.
President
Rob is recognized by clients, the C&M team and colleagues around the world for his pragmatic & thoughtful leadership.
Manager
Tarah is resourceful & collaborative, helping clients understand tax planning opportunities including the R&D Tax Credit.
Shareholder
Leading the firm’s private client services group, Margaret’s strategic & educational approach fosters a culture of learning among clients and colleagues.
Director of Marketing & Growth
With a well-honed creative & analytical skill set, Denise provides marketing and business development leadership to the firm.
Shareholder
As the leader of the firm’s manufacturing & distribution team Jim is known for his engaged & energetic approach and deep industry knowledge.
Manager
Katie is a seasoned tax professional known by clients and colleagues for being proactive & deliberate in her work.
Senior Manager
Beth leads the firm’s client accounting services group serving both domestic and international clients. She is recognized for being both driven & relatable.
Manager
With a passion & commitment to client growth, Carlos helps businesses expand to Mexico from the US and abroad.
Manager
As a trusted & organized manager on the firm’s advisory & assurance team, Rob supports domestic and international manufacturers and distributors.
Senior Manager
Nick is a hardworking & tenacious tax and assurance professional with deep expertise in helping closely held businesses.
Shareholder
Tim is known for his inclusive & solutions-oriented approach and his ability to easily connect with clients and staff.
Manager
Miroslav is a technical & responsive member of the tax team, providing leadership to the firm’s state and local government tax practice.
Shareholder
Leading the firm’s international practice, Teresa has a reputation for being both consultative & responsive to clients in need of her expertise.
Manager
Dave enjoys a reputation as a conscientious & hands-on manager working with small-to-midsize business owners within the firm’s bustling tax team.
Senior Manager
Casey is highly regarded for his drive & attention to detail as a leader in the firm’s expanding private client services group supporting high net worth individuals.
Shareholder
Tim is known as an advocate & advisor for clients, guiding them through business transactions, tax issues, and international expansion.
Shareholder
Kevin leads our architecture & engineering group and has a reputation for being highly detail-oriented & attentive to his clients’ needs.
Manager
Ryan is a manager on the firm’s advisory & assurance team known by his peers as being easy going & detail-oriented.
Manager
Eric is core to the firm’s China practice and is skilled & passionate about sharing his knowledge to help closely held companies expand.
Principal
A leader in the firm’s tax practice, Nick is an innovative & knowledgeable technical resource for clients at multiple stages of growth.
Manager
Elly brings Big 4 experience and a background in both accounting and technology to the firm’s digital advisory team. She is known for being process-oriented & poised.
Manager
Jake is an experienced & detailed manager on the firm’s advisory & assurance team with a strong background in quality assurance.
Senior Manager
A CPA and engineer, Bryan leads the firm’s industrial automation group and hosts The Sound of Automation podcast. He’s known for being optimistic & solutions oriented.
Manager
Catherine is a hard-working & adaptable manager supporting foreign-owned corporations with all aspects of U.S. accounting.
Manager
As part of the transaction services team, Ruben is prepared & diligent in supporting the needs of closely held business owners.
Shareholder
Sarah leads the firm’s domestic and international tax practice and is known for the practical & passionate way she advocates for clients.
Shareholder
Calm & discerning, Ben is a shareholder in the firm’s consulting practice, working to optimize results for middle-market clients.
Shareholder
With her advanced technical skills and experience with complex global businesses, Sue is known to be a creative & responsive international tax advisor.
Shareholder
Dave leads the advisory & assurance practice and is well known inside and outside the firm for being both engaged & positive.
Senior Manager
Nina brings the highest levels of integrity & dedication to her work on behalf of domestic and international clients.
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In this episode we talk with Lisa Richter, Director of Industry Outreach and Growth at Control System Integrators Association (CSIA) . Lisa and Bryan look ahead to the CSIA Executive conference taking place in Denver, CO on June 27-30, 2022 and share with listeners what to expect, who will be there, and the discussion panel topics focusing on this years’ theme “The Future of Work”.