Meet Our Team
Leadership
Rachel Phillips
Chief Executive Officer
Chris Giorgio
President
Heidi Cake
Director of Operations
Kenneth Rohr
Chief of Staff
Travis Loudin
Chief Information Officer
Chris Giorgio
Chris Giorgio is a President and has 14 years of experience. Chris studied at the University of Akron with a degree in BS in Accounting and a Masters in Finance. He is a CPA who specializes in accounting, forecasting, taxes, tax planning, budgeting, inventory management, cash flow management, business analytics, business growth, payroll management and financial analysis.
Chris Giorgio is a businessman, entrepreneur, author, husband, and father. He is married to his wife Carolynn, and together they have two children: Mya and Lexi. An Accountant by trade, Chris has been practicing accounting and finance his entire career. He specializes in tax and CFO services for eCommerce and digital companies. After a few successful businesses in the digital space, he discovered a much needed service for business owners. In 2014, he opened Fully Accountable with Vinnie FIsher.
Fun Fact: I like to ride dirt bikes and go to car shows.
Meet Chris’s Dog(s):
Rachel Phillips
Fun Fact: I was an Irish Dancer.
Meet Rachel’s Dog(s):
Heidi Cake
Heidi joined Fully Accountable in 2019 following her work in the non-profit sector. She has degrees in Strategic Communications and Leadership studies and loves being able to communicate complex, abstract ideas. This lead her down a path to blend that communication style with her love for numbers and data and found the perfect match in her role as our Data Director. Heidi brings an equally creative and analytical mind to the task of analyzing and communicating client data and leading our team of analysts.
Born and raised in northeast Ohio, Heid currently resides in southeast Massachusetts with her husband. In her free time, you can find her going on walks, eating good food, and taking pictures of scenery that will forever only live on her phone.
Fun Fact: She is unusually good at hula-hooping. She not only has a sweet last name, she puts her money where her mouth is as she loves to bake and has a special fondness for cupcakes. She has spent over a week on 5 of the 7 continents.
Heidi cake’sDog(s):
Get to Know FA
Chief Financial Officers
Corey Niggel
Chief Financial Officer
Ashley Tadla
Chief Financial Officer
Natalie Adams
Chief Financial Officer
Tyler Kitchens
Chief Financial Officer
Amy Shepker
Chief Financial Officer
Corey Niggel
Corey Niggel is a Certified Public Accountant with over 10 years experience in the accounting field. Corey attended the University of Mount Union for his undergraduate degree and then attended Coastal Carolina University to obtain his Master’s degree in Accounting. He is a CFO and specializes in financial analysis, forecasting, inventory management, cash flow management, receivables and payables. After 5 years in the manufacturing industry, Corey has spent the past 5+ years helping eCommerce and digital companies.
Fun Fact: I am a twin.
Ashley Tadla
Fun Fact: I broke my nose 2x in one summer.
MEET ASHLEY’S DOG(S):
Natalie Adams
Fun Fact: I love hiking and being outdoors. I started learning to snow ski in Utah last year!
MEET NATALIE’S DOG(S):
Tyler Kitchens
Amy Shepker
What Are Outsourced CFO Services?
Finance Crew
Sandy Talbert
Onboarding Accountant Manager
Lisa Leffler
Account Manager
Denise Miller
Controller
Allison Hurley
Controller
Amy Stanley
Controller
Ashley Riggan
Controller
Julie Godwin
Controller
Kelli DeRoy
Lead Controller
Lorena Turner
Controller
Stephanie Kirkpatrick
Controller
Susan Moseley
Controller
Kristy Meyer
Controller
Robin Bicksler
Controller
Stacy Martinez
Controller
Kari Bolton
Controller
Stacie Noteboom
Controller
La-Tonya Rouse
Controller
Melena Revel
Controller
Diane Midcap
Staff Tax Accountant
Lauren Rohr
Sales Tax Accountant
Joel Niemi
Staff Accountant
Marissa Koach
Sales Tax Accountant
Kenneth Rohr
Ken Rohr is our Chief of Staff and has 30 years of experience. Ken studied at Walsh College with a degree in Bachelor of Arts in Accounting. He has his bill.com certification and is QuickBooks Pro Certified. He specializes in inventory, QuickBooks, internal control processes, Bill.com, billing, receivables and accounts payable and balance sheet clean up.
Ken has owned several businesses in the past including health care facilities, a credit counseling business, a window cleaning company and many many rentals.
Fun Fact: I love to travel and take my grandson to see the country. I have also travelled to 11 different countries.
MEET KEN’S DOG(S):
Sandy Talbert
I have been working in the accounting field for 30 years or so and love it. I especially like getting things organized and up to date. I am an inactive CPA because I enjoy the mechanics of accounting more than taxes.
Fun Fact: I love dogs and have 3 of them. I am a foodie and love to try new things.
MEET SANDY’S DOG(S):
Lisa Leffler
Lisa Leffler is a Staff Accountant and has more than 15 years of experience. Lisa studied Finance and has an MBA in Accounting. She specializes in financial accounting, month end close, Job Costing, Inventory Management, Accounts Payable, and Accounts Receivable, General Accounting, Cash Management, and Quickbooks.
Lisa is responsible for communicating with clients to find out what their needs are or to help them understand the accounting side of their business, tracking financial information to prepare financial reports, auditing the financial information for errors or to locate errors, and preparing sale and use returns.
Fun Fact: I like to play the piano and I have a cat named Bob.
MEET LISA’S DOG(S):
Allison Hurley
Allison Hurley is a Staff Accountant. Allison is currently attending Western Governors University pursuing a Masters in Business Administration. She has 5 years of experience in accounting. She specializes in Balancing Accounts, Account Receivable, Accounts Payable, Quickbooks, and Payroll. She has experience running filling sales tax and personal taxes.
Allison is a mother to a little boy and is a wife to an active duty army member who has been in for 6 years. She enjoys being outdoors and taking her dogs who keep her house busy. She also enjoys working out and running whenever she gets the chance. She has ran her first half marathon this year.
Fun Fact: I love being outdoors and in the sun! I am a big Disney nerd! I married my high school sweetheart and got married really young!
MEET ALLISON’S DOG(S):
Amy Stanley
I graduated from Marshall University, am a wife of 24 years who has two sons. Love to travel to the mountains whenever possible.
Fun Fact: I love to make quilts, I love reading, the Cincinnati Reds and Keith Urban
Ashley Riggan
Ashley Riggan is a Controller and has more than five years of experience.
Ashley studied at Liberty University with MSA in Accounting and at DeVry University with a BA in Accounting and pursuing a Certified Public Accountant (CPA) license. She specializes in accounting, financial reporting, client communication, bookkeeping, month-end close, individual tax, corporate tax, partnerships, audits, payroll.
Her responsibilities include standard bookkeeping practices, management reports, client integration, and general accounting tasks. In addition, Ashley is a wife, entrepreneur, baker, Sunday school teacher, and small business owner advocate. She currently lives in Texas and enjoys baking, fitness, podcasts, and learning every day.
Fun Fact: I own/operate a cake business (The Bakery Girl) and developed my original recipe.
MEET ASHLEY’S DOG(S):
Julie Godwin
Julie Godwin is a Controller and has more than 16 years of experience. Julie studied at The University of West Florida with a Bachelor of Science Degree in Business Administration Accounting/Professional Accountancy and specializes in financial reporting and analysis, accounts payable and receivables, client communication, process management and general accounting. She is Quickbooks Online Certified and is currently studying to sit for her CPA.
Fun Fact: I have four beautiful kids, Jake-15, Liam-10, Kaylyn-6, and Carolyn (Wee-C)-5.
MEET JULIE’S DOG(S):
Kelli DeRoy
Kelli DeRoy is Lead Controller and has 20 years of experience. Kelli studied at the University of South Florida with a Bachelors in Finance and at Webster University for her MBA. She has a certification in ISO 9901, QuickBooks Pro Advisor, ADP Certified Payroll and specializes in Financial Accounting, Payroll, Inventory, Reporting, and Excel. She has had the opportunity to work in different business segments which has lead to a better understanding of processes and different software’s.
Kelli is a wife and mom to 4 boys. They live in South Dakota where she is involved with their church, teaching music and adult Sunday School. She is also on the Board of Directors for the local hospital, and volunteers for the Booster Club with the kids school.
Fun Fact: I love ballet and hanging out with family.
Lorena Turner
Lorena Turner is a Staff Accountant and has more than 15 years of experience.
Lorena has a Bachelor’s Degree in Education and Minor in Accounting and specializes in financial accounting, bookkeeping, customer service, month-end close.
Lorena has a passion for serving others, cooking, music, yoga and football (GO CHIEFS!). She has one son who is in his sophomore year of college and two doggos that keeps her busy. Lorena loves to learn new things, help people, and laugh.
Fun Fact: I love combat sports, NASCAR, football, and YOGA!
MEET LORENA’S DOG(S):
Stephanie Kirkpatrick
Stephanie graduated with her Bachelors of Science in Professional Accountancy from the University of West Florida. Stephanie is in the process of pursuing her Master’s Degree and her CPA license. She specializes in building relationships, financial reporting and analysis, full service accounting and account set-up/clean up. She absolutely loves building rapport with her clients and taking their businesses to the next level!
Fun Fact: Was a Captain in the Fire Department in Iraq for 4 years. I’m the Co-Founder of R&S Animal Rescue & Safe Haven Inc – a 501c3 farm animal rescue. My Great, Great, Great, Great Grandfather is Stonewall Jackson. I did a 3 year stint as a DJ in Little Rock AR.
Susan Moseley
I am a Staff Accountant with a Bachelors degree in Accounting and Business Administration from Milligan College in Tennessee. I have 10+ years of experience with Payroll, Accounts Receivable, Accounts Payable and General Ledger Accounting.
I have been married to my husband, James, for 15 years and we have a 2 children (12 year old daughter and 10 year old son) who love sports. We are usually at a basketball, volleyball or football game on the weekends. We are active in our church and love spending time with family!
Fun Fact: I have a twin brother and love Weimeriners (my dog is obsessed with me- haha).
Kristy Meyer
I obtained my undergraduate in Accounting in 2007, where I vowed never to do taxes! A few years later, I was able to go back and get my MBA. After graduating, I have worked as a controller for an oil and gas company for 10 years. Since then I have owned and operated my own tax business, passed my Enrolled agent exam and learned to love taxes!
Fun Fact:
MEET KRISTY’S DOG(S):
Robin Bicksler
I was born and raised in the Chicago suburbs. My husband and I moved to Oklahoma in 2014. I am a Dallas Cowboy fan for life. I have four children three boys and a girl and have four grandchildren.
Fun Fact: I am the crazy cat lady. I have one spoiled princess who lives inside and eight “barn cats” who would love to join the spoiled princess. My husband and I raise cattle and we are currently enjoying baby season here on the ranch.
Stacy Martinez
I have worked in the field of accounting since 2000. I like to swim, bike, and run in my spare time. Every year my husband and I run for 55 hours to raise money for pediatric cancer. We have two grown children, two doggies, five kitties, and 30 head of Texas registered longhorns.
Fun Fact: I like to complete ultra-distance endurance events. My longest bike is 224 miles, my longest run is 138 miles and my longest swim is 12 miles. My friends think I am crazy, but going long keeps me sane. 🙂
MEET STACY’S DOG(S):
Kari Bolton
I have been working in accounting for over 15 years. I enjoy the work and especially enjoy helping my clients succeed. My husband and I have 5 children and 7 grandchildren. I also coach baseball and softball and run our family farm.
Fun Fact: I’m mechanically inclined and have often worked on engines. I can also do handyman work and have re-plumbed an entire house. I used to ride horses and got to ride in the grand entrance of the Huntsville, Texas Rodeo in 1986.
MEET KARI’S DOG(S):
Stacie Noteboom
La-Tonya Rouse
Melena Revel
Diane Midcap
I attended Stark State College & Malone College.
Fun Fact: I can laugh louder at myself than anyone else.
Denise Miller
I have two great kids, my son is 45 and my daughter is 33 so I guess they aren’t really kids anymore, I have one grandson who has given me 3 beautiful great grandbabies, two boys and a girl.
Fun Fact: I enjoy reading and playing RPG’s in my spare time
Joel Niemi
I’m Joel, an accounting student at Kent State University. I love the national park here in Ohio, and enjoy running, hiking, piano, and origami in my free time.
Fun Fact: I’m really into barefoot running and origami.
MEET JOEL’S DOG(S):
Marissa Koach
What is Outsourced Accounting?
Operational Team
Maureen Greany
Account Executive
Luke Levesque
Lead Data Engineer
Bladi Duran
Developer
Robert Alanen
Data Engineer
Emma Sitko
Data Analyst
Becky Green
Marketing Director
Cameron Haught
Data Analyst
Nicki Ruiz-Bueno
Data Analyst
Kendal Kovacs
Executive Assistant
Travis Loudin
Travis Loudin is our CIO with 14 years of eCommerce experience. He is a Certified Scrum Master and specializes in web app development.
Travis manages the development team and is responsible for creating and maintaining Fully Accountable website and proprietary internal apps.
Fun Fact: I like to dabble in graphic design, 3d printing, and hobby electronics. I’ve built a robot bartender and created merch for restaurants, internet content creators, and a minor league baseball team.
MEET TRAVIS’S DOG(S):
Maureen Greany
Maureen Greany is an Account Executive. She has over 9 years of experience providing sales, marketing and business development initiatives. Maureen has a proven history of account management and relationship-based sales including team management, customer service, proposals, contract negotiations, and trend analysis.
Maureen studied at Appalachian State University with a Bachelor’s Degree in Marketing and Management.
Fun Fact: I published a book and met a US President all before the age of 13.
MEET MAUREEN’S DOG(S):
Luke Levesque
Luke Levesque is a technologist with years of experience spanning multiple industries. Luke received his Bachelors of Science in Management Information Technology from Liberty University and has worked in Higher Ed, Non-profits and Hospitality. With a focus on analytics and process improvement, Luke enjoys finding insights in data and making process faster and more efficient. Luke and his wife Kelly have been married for 13 years and have three kids. As a collector of hobbies, Luke enjoys tech projects, 3d printing, woodworking, DIY home projects, and slinging meat from the grill.
Fun Fact: I met a sitting US President (George W. Bush) and played a role as a Secret Service Officer for a George W. Bush impersonator.
MEET LUKE’S DOG(S):
Bladi Duran
Hey Team, originally from Boston. Came over from a math teacher background and moved to web development, found my passion!
Fun Fact: Was once a professional athlete. Loves to cook food from all over the world. Enjoy mountains, hiking them, and skiing them.
Robert Alanen
Hello, I received a Bachelor’s of Science in Business Management from Herzing University along with completing the Google Data Analytics Professional Certificate program. My background is primarily business management and team leadership roles, but I wanted to transition into a career as an analyst as I love o learn and understand new things.