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Meet our Outsourced Accounting Services Team

We have an established reputation of providing clients with outstanding services. We manage your financial responsibilities with precision and care, so you can focus entirely on advancing your mission and creating lasting impact in your community.

CONTACT OUR TEAM

OUR CLIENTS

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NTPS White
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PCCC Logo MASTER_10312022
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logo_big_white-font_1 - Banya
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food-lifeline
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Ballard-Food-Bank
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friendsofyouth

WHO WE ARE

Equipped with Experience

As your dedicated outsourced accountant, we bring five decades of nonprofit expertise to every engagement. Our mission is simple: provide exceptional financial management and compliance support so you can focus on what matters most.

We are large enough to meet clients’ needs, yet small enough to deliver personalized, responsive service. Our team includes fluency in Cantonese, Japanese and Vietnamese.

outsourced accounting services

Our Team

Trust Your Finances to the Experts

Tax Services

Amanda O’Rourke, CPA

Managing Partner

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Audit & Assurance

Matt Smith, CPA

Partner

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CFO & Accounting Services

Jason Mallon, CPA

Partner

LinkedIn

Tax Services

Claire Chow, CPA

Partner

LinkedIn

Audit & Assurance

Andrew Van Ness, CPA

Partner

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CFO & Accounting Services

Brian Vinciguerra

Director

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Tax Services

Martha Hadaway, EA

Director

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Audit & Assurance

Doug Brownlow, CPA

Senior Manager

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Audit & Assurance

Elizabeth Holtfreter, CPA

Senior Manager

LinkedIn

Tax Services

Eric Kimpton, CPA

Senior Manager

LinkedIn

Audit & Assurance

Jordan Dale, CPA

Senior Manager

LinkedIn

Tax Services

Stacy Rose, CPA

Senior Manager

LinkedIn

Audit & Assurance

Kellyn Walker, CPA

Senior Manager

LinkedIn

CFO & Accounting Services

Amanda Schaffer, CPA, MAcc

Manager

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Tax Services

Diem Bui, CPA, EA, MBA

Manager

LinkedIn

Tax Services

Joanne Lantz, EA

Manager

LinkedIn

Audit & Assurance

Kaelyn Walker

Manager

LinkedIn

Tax Services

Riley Stringer

Manager

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Tax Services

Alex Maguire

Manager

LinkedIn

Audit & Assurance

Liza Saludares, CPA

Senior

LinkedIn

Tax Services

Amber Wojcik

Manager

LinkedIn

CFO & Accounting Services

Anaïs McClard

Manager

LinkedIn

CFO & Accounting Services

Rosalie Claypool, MBA

Manager

LinkedIn

Audit & Assurance

Eric Briscoe, MBA

Senior

LinkedIn

Audit & Assurance

Jacob Finley

Senior

LinkedIn

Audit & Assurance

Kelsey Mann, MAcc

Senior

LinkedIn

Tax Services

Michaela Thomassen

Senior

LinkedIn

Tax Services

Moriah Weber

Senior

LinkedIn

Tax Services

Paul Jandl

Senior

LinkedIn

Audit & Assurance

Arif Hisham

Senior

LinkedIn

CFO & Accounting Services

Stephen Brown, CPA

Senior

LinkedIn

Audit & Assurance

Holden Liu

Associate/Staff

LinkedIn

CFO & Accounting Services

Michael Harris

Associate/Staff

LinkedIn

CFO & Accounting Services

Nicole Newton

Associate/Staff

LinkedIn

OUR HISTORY

Five Decades of Outsourced Accounting Services Excellence

Since 1971, we’ve been pioneers in providing specialized outsourced accounting services to the nonprofit sector. What started as a small Seattle firm has evolved into a nationally recognized practice, serving thousands of organizations while maintaining our core values of integrity, excellence, and personalized service. Contact us to become part of our legacy.

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WHAT WE DO

Reliable Solutions,
Real Results

Tax Services

As your tax advisors we provide proactive, year round tax planning that aligns with your business and personal goals.

Audit & Assurance

Experience and efficiency provides your organization with a uniquely enjoyable audit and assurance engagement.

CFO Services

Get expert financial leadership without the full-time cost. Our online CPA services include strategic planning, cash flow help, and big-picture money guidance.

Bookkeeping Services

Keep your books clean and up-to-date with our reliable bookkeeping help. We handle the daily money tasks so you can focus on growing your business.

Accounting
Services

From monthly reports to year-end prep, our business accountant team keeps your finances organized. We make your numbers make sense.
OUR PROCESS

GO Time

How our CPA services process works.

Step 1

Free Financial
Assessment
We start with a no-pressure conversation about your current situation. We’ll review your books, understand your goals, and identify areas where we can help you save time and money.

Step 2

Custom
Service Plan
Based on your needs, we create a tailored plan with clear pricing. Whether you need bookkeeping, tax help, or full CFO services, we’ll design the perfect solution for your organization.

Step 3

Smooth Transition
Setup

Our team handles all the technical setup. We’ll connect your systems, organize your files, and make sure everything runs smoothly from day one with minimal disruption to your operations.

Step 4

Ongoing Partnership
Support
You get dedicated support with fast response times. Regular check-ins, monthly reports, and proactive advice keep your finances on track while you focus on your mission.

OUR SOFTWARE

The Right Tools for Your Business

Our outsourced accountant team uses top software like QuickBooks Online, Bill.com, ADP, Paychex, and Gusto to handle your finances smoothly. These trusted tools help us serve nonprofits and small businesses with accurate reports, fast service, and secure data.

GET STARTED
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PRIVACY & SECURITY

Your Data is Safe

Your financial information is protected with advanced encryption, secure servers, and limited access protocols. Our team follows strict privacy guidelines to ensure your sensitive data remains confidential and safe from unauthorized access.

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CONTACT US

Connect with our Accounting Services Team

Questions about your books? Need help with compliance?
Let’s talk about how we can solve your biggest financial challenges.

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Latest Updates and Insights from Greenwood Ohlund

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