top of page

Team Members

Jerome Oberlton

Jerome Oberlton

Fractional CFO and Accountant

Jerome is a solid leader and visionary with a strong background in vision setting ,strategic direction, delivering results, developing operational efficiency, and driving operational improvements. Jerome has a strong background in creating cost effective financial and business solutions that enable strategic business imperatives.

Billy Ogero

Billy Ogero

Accountant

Billy specializes in cloud accounting, providing tailored solutions to individuals and small businesses. His main goal is to make financial management, accounting, and bookkeeping as smooth as possible. Billy leverages the advanced functionalities of leading cloud accounting platforms like QuickBooks and Xero, strategically streamlining these operations to elevate overall efficiency.

Dani Swope

Dani Swope

Account Executive

Dani is a top performing sales professional with 18 plus years in (B2B) software sales, financial sales, and
commercial real estate including frequent C-level presentations.

Noella Landicho

Noella Landicho

Senior Bookkeeper

Noella's specialty lies in the meticulous orchestration of financial intricacies. With a keen eye for details, she adeptly records and categorizes diverse financial transactions, maintaining pristine ledgers that serve as the backbone of accurate financial reporting.

Chen Justine Tan

Chen Justine Tan

Senior Accountant

Chen is a Certified Public Accountant who is enthusiastic about her work. She has worked with professional businesses that run the gamut from public to private institutions. Chen has over 9 years as an accounting professional specializing in Management and Financial Accounting as well as Auditing and
Bookkeeping.

Mariela Pulido

Mariela Pulido

Level II Bookkeeper

Mariela is fluid in both Spanish and English, and has a dynamic personality. She has a general love business and has been engaged in business development efforts. Mariela is energetic and has tremendous interpersonal skills. She is a real client representative.

bottom of page