Courtney is an Accountant with over 6 years’ experience. She specializes in project management for the firm and onboarding new clients. She has extensive experience in all versions of QuickBooks, multiple payroll platforms and office management software. Outside of work, Courtney enjoys spending time with her family, outdoor sport, and activities, watching her children play sports and gardening.
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.
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.
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.