Our financial network helps our clients meet their business goals.
Our financial network helps our clients meet their business goals.
Below you will find a list of networking partners that we trust and we refer our clients to help them in business and personally. If you would like an introduction, please let us know by sending an email to info@coveryouraccounts.com and we will be happy to make an introduction.
An Enrolled Agent is an IRS designation of tax expertise, allowing an individual to represent clients before the IRS, though Ryan specializes in annual tax return preparation and strategic tax-related planning. Mostly working with small business clients and high-end mass affluent households, Ryan has been in the business for over two decades.
Christina is a tax CPA with over 10 years of experience in tax and helps her individual and business clients with both tax planning (quarterly and at year-end) and with tax return preparation. Her company is a full-service CPA firm that provides their clients with both audit and tax services. Her company has clients all over the country.
Ryan is a tax partner at a Top 100 CPA firm. He helps lead the real estate and construction niche at the firm and also works closely with clients across all spectrums and industries. Other industries served include professional services, wholesale, medical and government contracting to name a few. He has assisted clients with tax incentives and credits, cost segregation, tax and estate planning, fiduciary, multi-state filings along with international taxation as part of his tax compliance services. Pbmares, LLP also offers auditing and attestation services in addition to cyber security, valuation, risk advisory and retirement consulting services. They have offices located in Maryland, Virginia and North Carolina and serve clients in all 50 states.
Nicole is an influential and collaborative finance executive and business partner with a reputation as a trusted advisor to develop and execute financial and operational plans. In her Fractional CFO/COO work, she helps clients do things like develop metric based financial reporting to identify areas of strategic improvement to increase margins. She collaborates to identify cost savings opportunities and potentials for efficiency gains in day-to-day operations. She specializes in assisting my clients to drive value in their businesses and increase their ability to scale through strategic initiatives.
Scott is the founder of a fractional CFO consulting firm specializing in veteran-owned businesses from $2M to $15M in revenues. He offers a wealth of on-demand business finance wisdom and experience at a fraction of the cost of a full-time CFO. The mission is to be a strategic finance partner to CEOs leading to scalable, profitable growth and expansion of enterprise value.
Peter is a management coach, consultant and facilitator of CEO roundtables composed of successful business owners who guide one another to better sales, profits and strategic direction. A successful entrepreneur in his own right, Peter built a media company based in Dulles, Virginia that he sold to the Washington Post in 2018. He enjoys the process of making good companies become great.
Geoff helps business owners separate, and keep separate, their personal credit and finances from their business credit and finances and get access to the money they need, when they need it at better rates and terms without having to give personal guarantees. He does this by helping them build REAL business credit, corporate credit, on the EIN which protects their personal credit and FICO score while making their business more valuable at sale or transition.
Heather is licensed in all 50 states, as well as Internationally, and has been protecting her clients for 30 years. She specializes in small to midsize companies in all industries and offers complete coverage protection, as well as Risk Management services for your business. She has a direct relationship with 42 different carriers, so she is able to customize the coverage to suit your specific business needs.
Josh is a VP/Senior Business Banker at Capital One. His goal as a Relationship Manager is to gain and maintain a good understanding of his client’s top business objectives, short and long-term goals and discuss obstacles standing in the way of achieving these goals. This information gives him the ability to proactively offer solutions, such as, providing access to capital and cash management tools, that may increase cash-flow, efficiencies and your overall bottom line.
Devon has more than 25 years of experience in wealth management, investment management, and risk management. He specializes in working with business owners and executives on strategies to reward, retain, and recruit top talent. Strategies for executive benefits include: executive bonuses, retention bonuses, supplemental executive retirement plans, non-qualified deferred compensation, phantom stocks and salary deferrals, Devon has completed the Retirement Specialist Certification from the Wharton Business School and holds the Certified Advisor of Philanthropy designation. Additionally, he has the series 6, 7, 24, 53, 63 and 65 securities designations as well as his Life, Health and Annuity licenses.
Joe helps businesses in advising on employee benefit packages (such as group health insurance, dental, vision and disability) that are best for their needs. Most of my clients have between 30 and 300 employees, though many have under 30 employees and a few over 300. I help employees understand their confusing provider bill and explanation of benefits. I help your HR department find the benefits that attract and retain their employees. I help the CFO/CEO/owner find the plans that best meet the needs of their company. My number one goal is to help employees and employers get great use of their benefits dollars.
* DMV – Washington D.C, Maryland, & Virginia
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.
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