Meet The Team


  • CEO

    With degrees in Accounting from Brooklyn College and Touro University, I bring a unique blend of technical expertise and a deep understanding of financial principles to my work.

    Growing up, I was captivated by the intricate dance of numbers and the power they held to transform lives. Witnessing firsthand the struggles and triumphs of small business owners and dedicated doctors fueled my passion to help them achieve financial clarity and success.

    Today, with 17+ years of experience streamlining business processes and building data-driven solutions, I continue to be inspired by the resilience and ingenuity of my clients. It is my greatest joy to empower them with the financial knowledge and tools they need to reach their full potential. Let's harness the power of accounting and technology to make your dreams a reality!


  • CFO

    As a financial executive at a leading U.S. affordable housing company, I spearheaded the successful turnaround of thousands of units. My diverse background in senior living and multifamily housing provides me with a unique perspective on the financial challenges faced by real estate owners and operators.

    Growing up immersed in healthcare finance, I gained valuable insights into the impact of strategic financial decisions on business success. Witnessing my stepfather manage medical offices instilled in me a passion for optimizing resources and fostering growth.

    This early influence inspired me to pursue a Master's degree in Accounting & Finance, further developing my expertise in financial modeling, budgeting, and capital allocation. Throughout my career, I have consistently exceeded financial targets and discovered my passion for collaborating with business owners to achieve their goals. I believe true success lies not just in financial gain, but in how those gains contribute to the desired lifestyle.

  • Leah Cerritelli

    Sr. Business Development Manager

    Happiness is seeing doctors and real estate owners succeed.

  • Sam Wein

    Accounting Manager

    Happiness is an early morning run along Austin’s beautiful streets and exceeding client’s expectations.

  • Emma Hill

    Sr. Accountant

    Happiness is a good conversation or book. Closing out the month and year ends can be quite rewarding too.

  • Zack Melsor

    Marketing Manager

    Happiness is a sunset in Key West and seeing a creative campaign succeed.

  • Baruk Manna

    Accountant

    Happiness is the Miami Heat having a win, a good surf day and producing clean financial statements.

  • Sara Greenwald

    Bookkeeper

    Happiness thrives in order and attention to detail.