The professionals in our Client Services Department offer outsourced accounting services, including monthly record keeping and installation of computerized accounting systems. They provide monthly internal accounting assistance utilizing various off-the-shelf software packages for nonprofit and for-profit clients. Levels of assistance range from on and off-site bookkeeping services to filling temporary controllership and other accounting and financial management staff positions. We also recruit, train and supervise client accounting personnel when clients prefer to perform as many accounting functions as possible in-house.

Below are the individuals who lead our Client Services team. Click on a name to read that professional's bio. Learn more about our outsourced client services.

Ian Shuman, CPA Director, Client Services Department

Kathleen Curtis Fisken, EA, LPA, ATA Principal, Client Services Department