Courtney joined Sherman & Associates family in February 2017. She has over 5 years of bookkeeping experience. Courtney has worked with one other company prior to Sherman & Associates. She is knowledgeable with Quickbooks Desktop, Quickbooks Online, Stripe, Gusto, Pensoft, Excel and Microsoft Office as well as many other programs.
Outside of work, Courtney enjoys outdoor sports and activities, watching her children play sports and spending time with her family.
Specializations - Individual & Business Tax Filings
Greg is a licensed CPA in California. He earned his BS in Accounting from California State University San Marcos. He is well rounded in both accounting and corporate taxation with over 15 years of combined public accounting and private industry experience. He specializes in serving as an outsourced controller helping start-ups to mid-size business with their accounting, payroll, and corporate tax preparation. He is a QuickBooks ProAdvisor and fluent in Spanish. In his free time he is an avid indoor and outdoor soccer player and enjoys mountain biking.
Tia is an Accountant with an Associate’s Degree and 15 years' experience in accounting and tax preparation.She specializes in project management for the firm and onboarding new clients.She has developed multiple procedures for eliminating manual data entry into QuickBooks.In her spare time, she enjoys being a mother and loves to garden.
Samantha is a bookkeeper in the state of Montana, with 3 years of experience in individual and small business bookkeeping. She has experience in QuickBooks Online, QuickBooks Desktop, Stripe, PayPal, TriNet Payroll, Gusto Payroll, Intuit Payroll, Microsoft Office (particularly Excel), and Google Docs. Outside of work she enjoys spending time with her family hunting, fishing, and hiking, or spending time alone reading, writing, drawing, and leather working.
Scheryl is a Bookkeeper with over 25 years’ experience in business/project management, customer service and bookkeeping. She has experience in QuickBooks Online, QuickBooks Desktop, Microsoft Office, Gusto, Pensoft, TriNet Payroll, Intuit Payroll, and PayPal. Scheryl joined Sherman & Associates in August 2018.
Outside of work she enjoys reading, landscaping/gardening, spending time with family and friends, and especially her 5 grandchildren and attending their many activities.
Rachel is a graduate of Azusa Pacific University. She is a certified tax preparer licensed in the state of California and a junior bookkeeper. Rachel is a world traveler and enjoys the outdoors. She is half of the dynamic duo known as B-Rachel.
Brandon is an IRS Registered Tax Return Preparer in California, specializing in individual and small business tax preparation for over 25 years. In addition to cryptocurrency taxation experience, Brandon also consults with clients on startup infrastructure and accounting. He is an avid golfer, traveler, and loves being around family and friends.