Our CFOs are available remotely. 
For clients located in Washington DC, Virginia, and Maryland we are able to provide on-site services.

Meet our CFOs

The Experts who will take your business to the next level

James E. Tait, CPA, JD

30 years experience as a CFO, COO, CEO & Director of public companies, including those listed on NYSE, NASDAQ & the London Exchange, of private companies, & of industry associations.  James was a Senior Partner with Coopers & Lybrand including serving as the Regional Managing Partner of the Mid-States Region.

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Raymond Barbic, CPA, MBA, CGMA

30 years of experience in Finance, Accounting and Consulting in various industries including Government Contractors, Transportation & Logistics, Not-for-Profit University, Bio-Tech and Financial Institutions. Ray has led many Finance and Accounting teams through development, transitions and growth.

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Stephen A. Nagy, MBA

35 years of Business Purchase & Sale, Ownership, Start-up, Consulting, Finance, and Accounting experience in various industries including wholesale, retail, construction, utilities, pharmacy, licensing, manufacturing, education and non-profit. Stephen currently serves as President, Clerk, Treasurer and Board Member for several entities and enjoys helping companies make decisions with confidence.

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Dan Menzer, MBA, CPA

38 years of  proven track record in delivering strategic, financial, operational and organizational improvements to clients. A natural leader with the ability to motivate and focus internal and external resources to attain aggressive goals and bottom line results. Key industries served include: health care services, manufacturing, financial services and technology.

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Gerard Adore, MBA

26 years experience as a Senior-level Finance Executive with a valuable blend of expertise in all aspects of financial management, as well as strategy, business development, consulting, IT systems, team building, client relationship management, governance, and operations. Exceptional leadership success in public and private sectors, including: academia, telecom, media, technology, government, healthcare, and non-profit organizations.

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