CEO, Chief Everything Officer
David is a North Carolina native, and got his first real taste of small business at Appalachian State University through a BS in Business Administration, Concentration in Entrepreneurship. With a life-long love of the creative process and a propensity for numbers, his focus within accounting has been on small businesses and non-profits, and how they can leverage their finances to better fulfill their missions.
David has over 8 years professional experience and continuing education in bookkeeping and accounting. He has worked with clients in many industry sectors, including but not limited to Creative/Design, Construction, Professional Services, Consulting, Restaurant, Retail, Landscaping, Software Development, Medical, and Non-Profit. David has been a Certified QuickBooks ProAdvisor since 2009, is a member of the Wave Pro Network, and a member of the American Institute of Professional Bookkeepers. His favorite part of his job is working one on one with business owners.
Amin Expert, Operations, Bookkeeper
Valerie is from Harrisonburg, VA, but moved to North Carolina in July 2013. She holds a dual undergraduate degree in Political Science and History from Bridgewater College, and a Masters degree in Conflict Transformation from Eastern Mennonite University. She came to us with over 15 years experience in operations - i.e. making things happen - in university and private business settings. Included in her experience is 3 years as Associate Director of the Summer Peacebuilding Institute.
Valerie has worked with companies in the Real Estate, Non-Profit, Hospitality, Biotech, Photography, Web Design, and Interior Design industries. Her favorite part of her job is the light-bulb-moment look on someone's face when something they've been trying to understand finally "clicks."
Senior Accountant, Operations
Sunil is from Mandi Gobindgarh, India, and started working with us in July 2014. He is a Chartered Accountant (equivalent of CPA), has an advanced degree in accounting, and almost 20 years experience in the industry. We were thrilled when he joined our team, bringing with him a wealth of knowledge and experience, a propensity for following through, and a commitment to getting things done right.
Sunil has worked with companies in almost any industry you can think of. (if you are in a rare industry let us know - it would be interesting to see if it's included). He is also a certified QuickBooks ProAdvisor. Sunil's favorite part of his job is being able to give back to his community.