Our People / Your Support Team

RENT-a-CFO

david_bw1.jpg David Stern, Financial Advisor

Chief Financial Officer (CFO) Consultant. Consulting, finance, sales, marketing, operations and administrative experience since 1990. Ran the Northern California division of a national appliance recycling company and worked in a public accounting firm. U.C. Berkeley graduate, B.S. in Natural Resource Economics. Former instructor at The Renaissance Entrepreneurship Center in San Francisco.

INCOME TAX

Henry (“Hank”) C. Levy, CPA

More than 20 years of experience in public and private accounting: tax compliance / research / planning; litigation consulting; business valuation; business consulting; and financial statement analysis. Former instructor, California Society of CPAs, and former Adjunct Faculty member, City College of San Francisco, Laney College (Oakland), and San Francisco State University. Former President, East Bay Chapter of the California Society of Certified Public Accountants.

elise_bw1.jpg Elise Wilks, CPA and QuickBooks® Consultant

Accounting experience including auditing, managing accounting departments of for profit and nonprofit companies and consulting since 1996. Small business accounting, bookkeeping and software services. Served as Treasurer on the board of several non-profits. B.A. in Accounting from LeMoyne College, N.Y.

QUICKBOOKS & e-BOOKKEEPING

carrie_bw1.jpg Carrie Sheret, Senior QuickBooks® Consultant

Certified QuickBooks® Pro Advisor (and Certified Sleeter QuickBooks® Consultant). Industry experience since 1999 includes theatrical construction, hospitality, fabrication, research and creative services. QuickBooks system set up, troubleshooting, training, management reporting and compliance. BFA from the University of Texas in Austin.

marrisa_bw1.jpg Marissa Quaranta, Expediter

Oversight of facility operations, information technology, human resources, and general administration. Experience in for-profit and non-profit sectors including food service industry. B.A. in Religious Studies from William Smith College, Geneva, N.Y.

Beth Attebery, Tax Return Preparer / Bookkeeper

Anthony Barr, Tax Return Preparer / Bookkeeper

Stacy Owens, Bookkeeper / Campaign Finance Specialist

Carol Wright, Bookkeeper / Campaign Finance Specialist

Tara Michelucci, Bookkeeper

Paulina Tran, Bookkeeper / Scanner

Amanda Pyle, Receptionist / Scanner / Office Organizer

David Gill, Practice Consultant