CompanyOur Team Our Team Relationships are the cornerstone of our business. SERVICES Accounting and Financial Outsourcing Accounting Software Audit and Assurance Bankruptcy Business Valuation Consulting & Advisory Cybersecurity Family Office Forensic Accounting Litigation Support Litigation Support – Family Law Medical Billing & Credentialing Merger & Acquisition Risk Management Succession & Estate Planning Tax Technology INDUSTRY Construction Equine Financial Institutions Government Healthcare Higher Education Life Sciences Manufacturing and Distribution Natural Resources Nonprofit Professional Services Real Estate LOCATION Cincinnati, OH Fort Wright, KY Indianapolis, IN Lexington, KY Louisville, KY Raleigh, NC Danielle Adair, CPA Tax Director Learn More Stephanie Allgeyer, CPA, CFE Assurance Director Learn More Joshua Anderson, CPA Assurance Director Learn More Megan Ball, CPA Tax Associate Director Learn More Emily Blumenfeld, CPA Tax Associate Director Learn More Meredith Boughman, CPA Tax Director Learn More David Boyce, CPA Assurance & Tax Director Learn More David Bundy, CPA Retired Chief Executive Officer & Strategic Advisor Learn More Mark Campisano, MBA, CFP® Family Office Services Director Learn More Keith Carlson Director of M&A Services Learn More 1 2 … 10 Today Let’s Redefine Your Success, Together. LET’S TALK
