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Once an organization has mastered their day-to-day

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Financial Planning & Analysis

David currently serves as the Director of Quality Management. He performs monitoring activities and manages the firm's internal inspection. 

Shareholder

Sherry focuses her time on the education, development, and engagement of the NFP team, resource planning and management, and oversight of the entire Managed Services NFP Business Group, along with ensuring client satisfaction. 

Director

As Director, Managed Services, Patrick is leading the growth and development of the retail and hospitality niche within Managed Services at CSH.

With Michelle’s extensive CFO experience in different socio-economic situations, she can successfully assist clients in day-to-day operations, financial projections and budgeting, project feasibility analysis, and strategic financial planning.

Virtual CFO

Denise prioritizes fostering a teamwork approach with her clients while providing oversight and consulting. Denise works with her clients to ensure efficient and effective tools and processes are in place and used accordingly.

Tricia applies her deep knowledge of tax technical issues to help a wide range of client businesses, including real estate partnerships, tax-exempt entities, high-net-worth individuals, and S corporations. 

John’s acumen for tax planning, research, and compliance is supported by almost 30 years of public accounting experience. He has worked with a variety of organizations to limit their tax liability, help them navigate change, and meet their financial goals.

Julie focuses on domestic tax compliance, planning and consulting for corporations, partnerships, limited liability companies, and individuals. She has experience providing planning opportunities for clients with fixed assets and accounting method changes.

As a Senior Manager with 25 years of professional experience, Diana has a broad range of knowledge that allows her to advise clients on a variety of issues and transactions they may encounter when making financial and business decisions.

Senior Manager

Krista leads complex tax engagements, manages staff workflows and deliverables, oversees the preparation of complex tax returns, and provides tax research and planning services. 

Financial Planning & Analysis

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Here Are Some of the Services That We Can Provide

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