Team

Meet The Team

accounting and CFO services expert
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Kathy D
CPA

30+ years of experience
Specialties: Manufacturing, E-Commerce, Wholesale & Retail, & Small Businesses

organizing financial records for a business client
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Connie H.
CPA / CFO

20+ years of experiece
Specialities: SaaS, E-commerce, Hospitality, & Small Businesses

on a video call providing fractional CFO support
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Tess M.
Managing Director

5+ years of experience
Specialties: Developing people and operations

of CFO Accounting Rehab in a Utah office setting
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Renee R.
Controller / CFO

30+ years of experience
Specialities: Non-profit, Small Businesses, Construction & Manufacturing

presenting a cash flow report to a client
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Merrilee T.
Controller

30+ years of experience
Specialities: Construction, Real Estate, Automotive, Small Businesses, & Non Profit

working on a laptop during a remote CFO consultation
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Tracy W.
Controller

30+ years experience

meeting with a small business owner to discuss bookkeeping cleanup
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Tara T.
Bookkeeper

5+ years of experience

reviewing financial statements at her desk
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Ebonee M.
Accountant

20+ years of experience
Specialities: Real Estate, Restaurant, & Service Based

founder of CFO Accounting Rehab, smiling in a professional headshot
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Shannel T.
President

MBA, General Contractor, and M&A expertise. Spearheads partnerships.