Owner

  • Vicki

    Owner

Directors

  • Sandy

    Director of Accounting

  • Lindsay

    Director of Operations

  • Tim

    Director of Data Management

Core Staff

  • Megan

    Financial Review Specialist

  • Heather M.

    Accountant

  • Jan

    Sr. Accountant

  • Shari

    Workflow Coordinator

  • Janet

    Client Relations Specialist

  • Roy

    Personal Finance & Technical Advisor

  • Daniel

    Property Maintenance Specialist

  • Bob

    Property Maintenance Specialist

  • Heather L. S.

    Social Media Specialist

Inspiration

  • Pete Gorrie

    Father of owner Vicki and a cornerstone in the Sarasota Accounting field. He conducted his accounting firm with honesty, integrity and passion, laying the foundation for Vicki to thrive