The roster

A few of the folks who keep the co-op running.

First names and last initials only, because that's how we've always done the directory. Full introductions happen once a member has taken your engagement and the scope is set.

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. Rotates off coordinator duty December 2026.

Audit prep990sQBO

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. Still keeps a Ten-Key on his desk.

CleanupsTransitionsSage 50

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. Works mornings only in July and August.

Payroll1099sQuickBooks

Joe T.

Construction specialist

Spent two decades doing the books for his family's general contracting business. Knows WIP schedules, AIA pay apps, lien waivers, and union reporting cold. Carries a spare hard hat in the trunk.

WIPJob costingUnion

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, then prove it with a weekly sales tie-out.

Tip reportingST-50Inventory

Ray H.

Nonprofits & grants

Former finance director at two small North Jersey nonprofits. Grant tracking, Form 990 prep support, board-ready reporting, FASB 116/117-era muscle memory he swears is still useful.

990GrantsBoard packets

Eleanor B.

Medical & dental practices

Spent fifteen years as office manager and bookkeeper for a two-location dental group. Knows the quirks of insurance receivables, doctor draws, and the exact moment to call the practice broker.

DentalAR agingPartner draws

Hank F.

Light manufacturing · interim controller

Ran the books for a family plastics shop in Passaic County for 28 years. Standard costing, bill of materials, bank covenant reporting. Retired on paper, not in practice.

Std costingBOMCovenants

Priya C. new

Property management · joined 2024

Came over from an eight-property residential management company in Essex County. CAM reconciliations, tenant ledgers, and the uniquely North Jersey problem of snow-removal accruals.

CAMTenant ARAppFolio

Plus about twenty-seven more members on the rotation. Coverage specialties include professional services (law and architecture), light manufacturing, property management, medical and dental practices, private schools, houses of worship, and the occasional funeral home. If a coordinator doesn't already know somebody in your industry, she'll tell you straight rather than stretch a bad match.