Ten people,
and a partner
on every client.
Four partners
A tax manager and an enrolled agent
Three accountants
A client services manager
Each partner looks after their own clients and picks up their own phone. Profiles list licenses, languages and the files they led.
Tax Preparation
Margit Ashby
Founding partner. Twenty years of individual and small-business tax, including multi-state returns.
Reviews every business return the firm files and answers the hard IRS letters herself. Eight years in the tax group of a regional Denver firm before founding Ashby & Rourke.
(303) 555-0141
margit@ashbyrourke.com
Licensed
2006
EN DE
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Fractional CFO
Ansel Rourke
Founding partner. Former controller at a Denver manufacturer; runs the fractional CFO work and loan packages.
Five years as controller of a 140-person Denver manufacturer. Builds the cash forecasts, sits in on lender meetings and runs the SBA and bank loan packages.
(303) 555-0142
ansel@ashbyrourke.com
Licensed
2008
EN
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Bookkeeping
Priyanka Ramaswamy
Partner for bookkeeping and the monthly close. Moves clients off spreadsheets and onto clean books.
Built the firm’s close process and signs off on 120 closes a month. Specializes in catch-up work and moves from spreadsheets to QuickBooks Online or Xero.
(303) 555-0143
priyanka@ashbyrourke.com
Licensed
2011
EN TA
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Payroll
Wes Sandoval
Partner for payroll and multi-state employers. Joined in 2016 from a national payroll provider.
Ran tax compliance at a national payroll provider before 2016. Leads payroll for about ninety employers and handles new-state registrations and FAMLI setup.
(303) 555-0144
wes@ashbyrourke.com
Licensed
2013
EN ES
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Accountants, managers
and staff.
Filter by service. Everyone works on a partner’s clients, and every client knows who is on their file.
A partner reads every application
Not sure who
should take your call?
Call the office and describe what you need in two minutes. Dalia books you with the partner who leads that service, usually the same week.
First call free. Office hours Monday to Friday, 8:30 AM to 5:30 PM MT.