Staff · The people on your account

Four responsibilities behind the working current.

Four people share the work. Each one keeps a named responsibility, and none of them offers tax, audit, legal or investment advice.

Marisol Vance

Bookkeeping lead

Maintains the agreed record scope, review rhythm and unresolved-item queue without claiming tax, audit or advisory authority.

Responsibility: recurring records and accurate scope handoff.

Trent Okafor

Maps intake, preparation, approval and release responsibilities using the business's verified process.

Responsibility: visible handoffs and exception path.

Dana Whitfield

Coordinates supplied inputs and provider deadlines while keeping processing, tax filing and employment decisions with authorized parties.

Responsibility: input checklist and provider handoff.

Priya Raman

Explains services, access, prices and timing and confirms any work separately from the website form.

Responsibility: practical information and direct confirmation.

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