OUR TEAM

Courtney Decker

Accountant

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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.

Greg Ordonez

CPA

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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.

Kimberly Grzezak

Bookkeeper

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With 29 years of extensive experience in accounting and taxation, Kim is a seasoned professional known for their meticulous approach and deep understanding of financial regulations. Kim possesses significant expertise in QuickBooks, leveraging the platform to streamline financial processes and ensure accurate record-keeping for clients. Outside of her professional life, Kim cherishes spending quality time with her beloved children and grandchildren.

Joe Petro

Bookkeeper

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Joe is a bookkeeper and resides in East Tennessee. He joined Sherman & Associates in March of 2023. Joe brings to the firm 24 years experience of owning a restaurant. In addition to the business experience, Joe has over10 years experience with Quickbooks Online, Desktop, Microsoft office, google docs, and several payroll platforms. Joe is dedicated to ensuring that all financial reports are accurate, timely, and actionable.

When not working on your financial records, you can find Joe, with his wife, exploring the Great Smoky Mountains of East Tennessee. Also, he is an avid baseball fan and has spent a life of futility being a dedicated fan of the San Diego Padres.

Brandon Sherman

Owner/Accountant/RTRP

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Specializations

Crypto Tax Filings
Individual & Business Tax Filings

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.