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 Fractional CFO Individual Tax Litigation Support Litigation Support – Family Law Medical Billing & Credentialing Merger & Acquisition Risk Management Succession & Estate Planning Tax Technology Wealth Management 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 Joshua Anderson, CPA Assurance Director Learn More Stephanie Allgeyer, CPA, CFE Assurance Director Learn More Shawn Antell, CPA, CGMA Tax Associate Director Learn More Erica Jackson, CPA, CGMA Assurance Associate Director Learn More Kati Mossbrook, CPA Assurance Associate Director Learn More Kristin Leadingham, CPA Assurance Associate Director Learn More Kaydee Ruppert, CPA, MSA Accounting & Financial Outsourcing Associate Director Learn More Polina Nikolova Technology Services Director Learn More Amy Gartner, CPA Family Office Services Associate Director Learn More Nick Reynolds, CPA Assurance Associate Director Learn More 1 … 6 7 8 … 10 Today Let’s Redefine Your Success, Together. LET’S TALK