Jack Perkins

Founder & CEO

Jack Perkins founded CFO Hub to provide strategic finance and technical accounting services to small to medium size enterprises. With over a decade of experience, his background has equipped him with the skills necessary to meet the needs of even the most intricate business models. Experience includes global corporate controllership, CFO consulting, financial and technical accounting advisory, and all facets of financial reporting and bookkeeping. Jack began his career in public accounting and is a licensed CPA in the State of California.

Justin Berg

Business Development Manager

Justin is an experienced sales executive with a passion for working with others – recognizing the
importance of constant innovation and collaboration to achieve great results. Prior to his
graduation from University of Iowa, Justin was an active member of the American Society of
Mechanical Engineers Solar Car team and a member of the Founder’s Club where he
developed an LLC focused on automotive customization. Over the past 5+ years, Justin has
gained invaluable interpersonal and leadership skills, and is ready to tackle any challenge that
comes his way.

Scott Robert Willis

Director of Business Development

Scott comes to CFO Hub as an experienced, results-driven professional who heads up our UK offering. From working with one of the top accountancy firms in the world to some of the UK’s leading tiered SME businesses, Scott can relate to each stage of your business and help you put together the correct steps for your business to grow. 

Mark Jacob

Chief Operating Officer

Mark is an accounting and finance professional with over a decade of experience in public accounting and consulting. With experience in audit, tax and financial reporting in various industries such a real estate, healthcare and technology, he has a broad knowledge base to draw from to help his clients. As both an accountant and entrepreneur, he is passionate about helping clients strategically organize and grow their businesses to reach their goals.

Brandon Hawkins

Chief Revenue Officer

Brandon comes to us with over 25 years of Corporate, Commercial, Small Business and Private Banking experience. He fully understands the importance of quality financials, financial strategy and financial leadership for a company who aspires to grow, borrow, or re-invest in themselves. Outside of work Brandon is a volunteer high school football coach. He can be found running and jumping on the sidelines Friday nights inspiring young student/athletes countywide.

Rolla Salameh

Managing Director

Rolla is an innovative and driven accounting professional with 20 years of experience as Corporate Controller. In addition to her successful career managing accounting departments and streamlining processes, Rolla has a degree in accounting and is a certified QB and Xero Pro-Advisor. Her focus goes beyond just the accounting/bookkeeping function, her mantra “ to keep it simple” and her unusual ability to bridge the gap between what has been, what needs to be and what others say cannot be done is what makes her stand out.

Raul Pulido

Consulting CFO

Raul is a Certified Public Accountant (CPA) with 20 years of experience in finance and accounting. In addition to working at PWC and Deloitte, he has held positions of VP of Finance at Proficio, and US Controller at NatureSweet. Raul has led multinational teams across Europe and Latin America within various industries. As an entrepreneur, he collaborates with CFO Hub in order to deliver maximum value to CFO Hub’s clients.

Shannon Case

Consulting CFO

Shannon is an Accounting professional with over 12 years of Corporate Controller experience. She specializes with small start up companies mostly in Biotech and Communication Software industries. Her B.A. in Accounting and experience in audit and financial accounting gives her a sound base to help companies build and improve their accounting processes and procedures. Her goal is to help Executives and Management reach their milestones in order for the company to gain traction and become successful.

Betsy Pugh

Managing Director

Betsy Pugh is a results oriented strategic finance & accounting executive with 25 plus years of senior level management experience providing high-level financial leadership, business advisory, policy and procedure establishment, and automated solutions to complex not-for-profit, commercial, and government contracting environments from start-ups to established organizations. She has championed successfully 40 plus prominent audits from internal & external regulators; lead high-profile mergers & due diligence ventures for financial integration; & improved profitability through pricing methods, indirect rate structuring, & budget process enhancements. Betsy earned a Bachelor in Science with a major in Accounting from George Mason University. She has an MBA in Accounting from the University of Phoenix.

Antonio Escamilla

Consulting Staff Accountant

As an accounting professional with a BA in Finance from CSULB, Tony has 5 years of experience in accounts payable, collections, bookkeeping, month-end close, and analyzing and creating reports. Working with different clients mainly in the beverage and food industry. Tony has learned many accounting and inventory systems that have helped run implementation projects and consult with new clients. Tony is QuickBooks Pro certified and proficient with Excel. When not crunching numbers, Tony is a musician that enjoys DJing and producing music.

Joanna Freeman

Managing Director

Joanna is a CPA with over 25 years of accounting and finance experience. In addition to working at Deloitte, she has held various controller and CFO roles in the insurance, healthcare and non-profit industries. Her broad experience has given her the opportunity to work and manage all levels of the finance and accounting function and develop strong teams. She enjoys the challenge of understanding an organization to find efficiencies and streamline accounting processes, while maximizing individual team members contributions by identifying their unique abilities.

Tricia Gilmore

Consulting Controller

Tricia is a Certified Public Accountant (CPA) and holds a Chartered Global Management Accountant (CGMA) designation with 25 years of experience in finance and accounting. In addition to working at PWC, she has held positions of Controller at L3 Linkabit Division and Director of Financial Planning & Reporting at Cubic Corporation, resulting in strong specialized knowledge of GovCon accounting and compliance.

Jill Thompson

Consulting Finance & Contracts Analyst

Jill Thompson is a results oriented strategic finance, pricing and contracts management professional.  With over 26 years of combined experience in the Defense Industry, her broad experience has given her the opportunity to assist companies large and small with their needs.  She has led several budgets, provided indirect rate structuring, audit support (internal and external), proposal pricing, contracts management, and also provided accounting system implementation support & testing.  She is a true team player with exceptional communication skills and enjoys sharing her knowledge with others.

Marie Grace Alban

Consulting Accounting Manager

Marie Grace is an accounting professional with an executive MBA from Loyola Marymount University. She has 10+ years of experience in managing, strategically improving the accounting process of the various companies she has worked in. She’s able to identify areas of strength and weakness and implement company policies, standards, changes, and systems that optimize productivity and bottom line. She’s worked in a variety of industries such as design, construction, beverage, and entertainment. Her experience runs the gamut from hiring, training, and leading accounting audits, to implementing and creating the accounting departments needed such as payable, receivable, claims, disputes, and collections.

Jana Beaupre

Consulting Accounting Manager

Jana is a proactive and skilled Certified Public Accountant with prior experience working for PWC in both Audit and Tax projects. She graduated Summa Cum Laude with a BA in Accounting from CSUF. Jana is a certified QuickBooks Pro Advisor and highly proficient with Excel. She has shown keen ability to analyze financial records and provide timely financial information that supports business objectives. She has comprehensive knowledge and experience in managing financial information, accounting procedures, and taxation with expertise in general accounting.

Tina Shoemaker

Consulting Accounting Manager

Tina is an accounting professional with a Master’s degree in accounting and over 6 years of experience providing all levels of accounting services from entering day to day transactions to preparing year-end financial statements. She has prepared all varieties of tax returns and have worked on IRS audits and tax litigations and excels at reconciling variances, clean-up of records, and she is passionate about understanding her client’s needs in order to develop customized reports that go beyond traditional financial statements to help their businesses meet their specific goals.

Omolara McCloud

Consulting Senior Accountant

Omolara is an accounting professional with a background in design. After attending the world-renowned College of Design, Architecture, Art and Planning, she graduated with a BBA in Accounting from the University of Cincinnati-#41 business program in the US. Omolara has a financial reporting background in education, manufacturing, and governmental entities. She is a certified Quickbooks ProAdvisor, certified Xero Advisor and has advanced fiscal abilities to affect client growth and success. Omolara speaks conversational Spanish and Arabic. She has passion and expertise in international business after studying abroad in Dubai via the Clinton Scholarship and meeting President Clinton himself.

Sheri Benfield

Consulting Senior Accountant

Sheri is a Certified Public Accountant (CPA) with internal audit and corporate accounting experience. She also holds a professional civil engineering license (PE) and has over ten years of design and construction project management experience. Sheri completed a Master of Business Administration at San Diego State University and is proficient with SAP and Excel. She is process-driven and enjoys the puzzle-solving aspect of accounting. Away from consulting, Sheri is an avid sports fan, casual golfer, and dog mom.

Brandon Rebua

Consulting Staff Accountant

Brandon is a staff accountant with CFO Hub and an accounting graduate from the University of California, Riverside. He is a certified Quickbooks ProAdvisor and has interests in assisting companies to streamline their accounting processes. In addition to assisting the CFO Hub team, Brandon wants to create a sound base in accounting procedures and financial reporting to eventually provide direct services to clients. Outside of work, he is a volunteer tax assistant providing free tax assistance to help low-to-moderate-income families in San Diego.

Katie Otting

Consulting Staff Accountant

Katie Otting is an Accounting Professional with nearly 9 years of progressive accounting experience in accounts payable, collections, month end close, bookkeeping, tax preparation, internal controls, timekeeping system management and payroll processing. She has experience working with multiple clients in several different industries including logistics, recruiting, consulting, entertainment, and construction. Katie focuses on process optimization with clients and strives to create the most efficient and effective processes that are uniquely geared towards each organization.

Matthew Roberts

R&D Tax Credits Lead

Matt is a CPA and member of AICPA/CalCPA with significant experience assisting companies with calculating/documenting/sustaining their R&D tax credits. Matt has over 16 years assisting companies in a variety of industries including manufacturing, A&D, medical device, pharmaceutical, consumer goods, and software development. Matt is a proven thought leader in the R&D tax credit world and is a frequent speaker in a variety of forums including CalCPA and TEI. Matt has also instructed at national R&D tax credit training courses within Big Four and has also hosted national industry-facing webcasts on R&D tax credit tax technical/current development topics.

Sarah Whipple

Consulting HR Generalist

Sarah Whipple is a Human Resource Generalist with over 10 years of experience in administrative work, operational development, data management, timekeeping, payroll processing, customer service, and team support. She earned a Lean Six Sigma Green Belt certification in process optimization and believes a key to success is strategically mapping and streamlining procedures for greatest efficiency. Sarah has worked with a variety of industries, including scientific research, healthcare, retail, and K-12 education. At CFO Hub, she continues to work with clients in an assortment of businesses.

Joseph Perkins

Marketing Manager

Joseph is an experienced Digital Marketer and Webmaster who is eager to stay on the cutting edge of technology. He monitors the ever-changing Digital Marketing industry for any changes in rules, tools or techniques. Joseph has certifications in Google Ads and Google Analytics, and is hungry for more. He has been building websites and experimenting with computers since he was 12 years old and shows no signs of slowing down now. When he is not working, you’ll find Joseph traveling with his fiancée or indulging in his other nerdy hobbies at Dave ‘n’ Busters.

Polly Chan

Consulting Senior Accountant

As an accounting professional graduated from UCSD, Polly has over 6 years experience in both public accounting and private industry. She is experienced in managing multiple clients in multiple states and countries simultaneously. She is also skilled in conducting financial reporting, tax filing, payroll, AP & AR handling. In this fast paced world, Polly understands that we have to improve ourselves constantly to keep up with the world. With her enthusiastic personality, she is motivated and ready to work hard in order to grow with the company as well as our clients. 

Mike Cunningham

Consulting CFO

Mike is a financial leader with a track record of scaling high-growth companies, while ensuring effective modeling, fundraising, controls and execution. His experience is broad-based and cross-functional having been an initial member of startups to large, publicly traded enterprises. In addition to the core financial functions, he has also led Treasury, IT, Insurance/Risk Management, HR, and Legal departments. His strength lies in his coach/player approach and knows how to navigate complicated situations, arrive at an answer quickly, and translate financial analysis into clear and insightful recommendations.

John Cassidy

Consulting CFO

John is a finance and accounting professional with 8 years of experience in high-growth startups scaling them from early-stage through to liquidity events. John has a wide breadth of experience, working with businesses in software, government contracting, and e-commerce, drawing on these diverse business models to provide unique perspectives to support business expansion and growth. As his experience illustrates, he enjoys expanding the knowledge base of his clients as well as himself, supporting his education with a Masters in Accounting from the Kenan-Flagler Business School of UNC-Chapel Hill and a BA in Economics from San Diego State University.

Brittani Anderson

Director of Business Development

Brittani Anderson is a Business Development Manager in San Diego. She’s lived there for 6 years after moving from Arizona where she got her bachelors in business from Arizona State. Being a foodie and traveling are her favorite hobbies, along with the gym as it keeps her sanity.

“I have enjoyed sales throughout my career because of all the people I get to meet and all the different business industries I get to learn about along the way. I look forward to my next adventure as a Business Development Manager at CFO Hub and providing solutions for businesses alongside our incredible team!”

Caitlyn Parel

Accounting Intern

Caitlyn is an Accounting major working to achieve her BAcc and MAcc at the University of San Diego. She has competed on a team in Deloitte’s Tax Consulting Job Simulation, in which she gained an understanding of tax consulting fundamentals and the ability to communicate tax strategies to clients by developing tax planning alternatives. She plans to use these skills and the knowledge she’s gained through her courses to provide the best results for clients. 

Emily Arnold

Consulting CFO

Emily Arnold is a multifaceted executive with substantial experience in accounting, finance, operations, and compliance.  She has a proven track record across startups, growth, and mature firms.  Emily works closely with stakeholders to increase productivity, protect margins, and identify key areas to drive EBITDA growth. 

Emily’s most recent role concluded with the sale of the company to a private equity firm.  She was integral in preparing the company to go to market and the successful transaction and integration into the parent company.

Josh Hadlock

Consulting Controller

Joshua Hadlock is an accounting professional with 15 years’ experience in the accounting industry. A strong work ethic and willing to do what it takes to get the job done right, in a timely manner, and with a proven track record for excellence.   Strong interpersonal, management, and customer service skills.  He is easily able to build strong relationships across a large range of colleague groups and levels. He loves being able to look at a process and find a better way to get it done. 

Shin-Ja Kamman

Consulting Controller

Shin-Ja is an experienced operating and finance professional with an emphasis on non-profit management. She is skilled in business planning, internal audit, team building, and employee training with a focus on effective communication. She is proficient in creating tactical and operational plans to accomplish strategic goals with a passion for process improvement.

Dayna Wheatley

Consulting Staff Accountant

Dayna has almost ten years industry experience as a bookkeeper, staff accountant and accounting manager. Her knack for automation, systems integration and making accounting efficient aid her passion in helping businesses and entrepreneurs have clean accounting and stay in compliance without wasting money or time. She has experience across the accounting cycle from A/R, A/P, account reconciliations, payroll, sales tax, year end tax preparation and client training. She has worked with florists, landscaping, painting, construction, manufacturing and ecommerce based companies ranging from no sales to over ten million annually. 

Ronald Salvador

Consulting Staff Accountant

Elizabeth Vande Velde

Consulting Senior Accountant

Elizabeth obtained her bachelor’s degree from Tarleton State University and is pursuing her master’s in
accountancy. She has experience working with a wide range of businesses in public accounting, assisting
with everything from the day-to-day business transactions to month-end closings. Elizabeth enjoys
building relationships with each client she encounters and strives to provide the best service possible. In
her free time, she enjoys reading, baking desserts, and spending time with her family.

John Martinez

Consulting Controller

John started his career auditing companies that included General Atomics, Kyocera, UCSD, and Sony while working for PwC.  After leaving public accounting, he took roles in several domestic and foreign companies in both the private and public sectors. As such, he is familiar with both US GAAP and IFRS.   The industries for these companies included medical device manufacturers, pharmaceutical benefit management, construction, and medical diagnostics.  Because of his diversified work experience, John is confident that he can deal with any situation and adapt to the clients needs.  He prides himself in his strong work ethic and believes that no task is too small to get the job done.

Justin Arfele

Consulting Staff Accountant

After completing his Bachelors of Accounting with Tarleton State University, he began working as an accountant and hasn’t looked back since.

“With the chance to work for CFO Hub as a Consulting Staff Accountant, I am excited to be a part of the company and look forward to growing with it.”

Aron Stern

Consulting CFO

Mr. Stern has over 30 years of experience in capital formation, acquisitions, financial strategy, and financial, administrative, and operational management in growth-stage biotech and high-tech companies, usually first in class. He was Chief Financial or Chief Administrative Officer at numerous small to medium sized private and public companies. Significant accomplishments
include assisting with three Nasdaq listed IPOs raising in total over $350 million, helped raise a cumulative $250 million from VCs and private investors, established subsidiaries in Europe and China, led a company through bankruptcy and re-start, led the build-out of GMP, lab and office
facilities, established finance, HR and IT functions, implemented ERP systems, managed risk insurances, and established cloud-based and on-premise cybersecurity protections. Mr. Stern earned a B.S. in economics and business administration and an M.B.A. in finance and marketing
from the University of California, Berkeley.

Samantha Sutton

Consulting Senior Accountant

Samantha is a highly organized and detail oriented Senior Accountant with 10 years accounting experience. She is a self proclaimed nerd who loves video games and reading when she’s not spending time with her family. Samantha is passionate about learning and understanding your business in order to solve problems and increase business efficiencies so you can focus on generating income. She enjoys building strong relationships and being your go to person for all your financial needs.

Régine David

Director of Business Development

Régine David is Director of Business Development at CFOHub. She comes to the firm with vast expertise in strategic partnerships in the venture capital, finance, tech, art, non-profit, public and private sectors. 

Prior to joining CFOHub, Régine was Director of Business Development at Eventus Advisory Group, specializing in revenue growth and retention, partnerships and strategic branding.  Formerly, she was Business Development Manager & Partnerships Consultant in the finance & accounting space, specializing in financial services supporting venture backed startups. In this role she created a developed network of partnerships with advisors, founders, investors and cohorts within the venture capital and tech ecosystem while also acting as consultant and advisor to startups needing internal and external business development guidance.

She previously worked for the Hammer Museum as Development Associate expanding and managing relationships with prospective and current major donors, oversaw membership development and engagement as Manager of Strategic Relations for a Downtown Los Angeles Advocacy Association. Also, held the role of Administrator of Visitor Operations at the Whitney Museum of American Art for several years where she focused on audience strategy, museum initiatives, and project management.

In addition, she has also worked for the Norton Museum of Art and held positions at institutional asset management and renewable energy firms. She received a Bachelor of Science in Management of Technology/Business at the State College of Farmingdale.  

An avid long distance runner, she enjoys getting several miles in a day before work and lives on the west coast with her two rescue chihuahuas. 

Mike Kalansky

Consulting CFO

Mike is a Certified Public Accountant (CPA) and an EY alumni with extensive Accounting and Controllership experience.  Specializing in SEC reporting, Pre-IPO readiness, financial modeling and Technical Accounting.   He has worked with clients in a multitude of industries including, Real Estate Bio-Tech, Crypto, Gaming and Banking/Capital Markets.

Austin Nguyen

Consulting Senior Accountant

Austin is a Certified Public Accountant (CPA) with over ten years of corporate and public accounting experience combined. He is experienced in financial reporting, tax filing, and AP & AR handling. He is a certified Quickbooks ProAdvisor and has
experience working with multiple clients with Quickbooks to provide clients with insight of their current financial status and
year-end financial reporting in compliance for filing tax returns. His favorite activity is running with his two dogs (yorkies) along
the beach shore.

Kiren Henry

Consulting Senior Accountant

Kiren is a CPA with both audit and corporate accounting experience. He completed a Bachelors in Political Science from the University of Minnesota – Twin Cities. Kiren is detail oriented and proficient in Excel. He enjoys financial and comparative analysis. Outside of work, Kiren likes exercising, traveling, and reading. He has a positive attitude and is a great team player.