Our accountants aren't locked in a box. Not only do we understand your industry, we're experts in it. Unlike our generalist counterparts, we are specialists - experts who will tell you what you need to know, cover your blind spots and help you focus on what matters in your business.
Romeo has worked with fortune 100 executives as a financial advisor and top management constant. He has dedicated numerous years in public accounting. He realized that the larger organizations that have the financial resources to hire the financial teams often do so because they know the difference the team can make in their organization. Small and medium size businesses should invest in the same at a smaller scale. They should focus on making sure their financial house are in order and scale accordingly. Today, a lot of his time is spent educating CEOs and executives of small and medium size businesses on the importance of setting up their accounting departments.
One of his passions is to educate behavioral health professionals and entrepreneurs about the importance of setting up their accounting department. He has strategically directed over 50 Behavioral Health providers and set-up their accounting department with internal controls.
His wife is a BCBA and owns an ABA clinic so he sees first-hand the challenges and obstacles faced in operations. He can advise you on what’s not working, what can work and how to make it work. If you are ready to get your company out of a financial position that’s not ideal, getting our accounting team to take over will allow you the peace of mind and the know how to get ahead of financial challenges.
Courtney joined our team in 2021 as a Executive Administrative Assistant. In this position, she had the opportunity to learn about AgileTech's business operations, clients, and processes. She later became a project manager, fielding all client questions, scheduling meetings, and ensuring that our clients were having successful engagements. With a background of over 15 years in customer service and process development, Courtney's naturally shifted into becoming AgileTech's Operations Manager. Currently, she assists with day-to-day operations, develops company-wide processes and workflows, serves as a Client Success Manager, and oversees HR and training of staff members.