Marlene R.
Coordinator · 22 years in public accounting
Answers the inquiries, keeps the calendar, makes sure the pot-luck has a decent dessert. Specializes in audit prep and nonprofit books.
The roster
A few of the folks who keep the co-op running.
First names only, because that's how we've always done the directory. Full introductions happen once a member's taken your engagement.
Dan P.
Founding member · CPA (inactive)
Thirty-plus years at mid-sized firms before going his own way. Takes the harder messes — bad cleanups, forensic-lite engagements, ownership transitions.
Anita K.
Full-charge bookkeeper
Works part-time during the school year, full-on during busy season. Runs payroll for a half-dozen small shops and has never once missed a 941.
Joe T.
Construction specialist
Spent two decades doing the books for his family's general contracting business. Knows WIP schedules, lien waivers, and union reporting cold.
Sofia V.
Restaurant & retail
Twelve years handling daily sales, tip reporting, and inventory for independent restaurants. Will gently tell you your POS is lying to you.
Ray H.
Nonprofits & grants
Former finance director at two small North Jersey nonprofits. Grant tracking, Form 990 prep support, board-ready reporting.
Plus about thirty more members on the rotation. Coverage specialties include professional services, light manufacturing, property management, medical and dental practices, and the occasional funeral home.