Team Leaders

Ray Smith

Ray Smith

Managing Principal

Ray has over 35 years practicing as a CPA in both public accounting and private industry. His range of experience includes the roles of Manager of Taxation for an Oil and Gas investment company, Director of Finance for a large North American service company and over 20 years in the practice of public accounting. He has served clients in a variety of different industries.
“My goal is to help my clients’ businesses be as successful as possible. I view each client relationship as a partnership and truly believe that my success is the result of my clients’ success”.

Ray and his wife Sherri love traveling and learning about different lands and cultures.

Sherri Smith

Sherri Smith

Manager of Client Accounting Services

Sherri has over 25 years’ experience in the legal and accounting professions. She leads the firm’s payroll processing services and has broad experience in managing employee benefits and Human Resource Administration.

“Dealing with HR, employee benefits and payroll compliance issues can be challenging, but I find helping our clients in these areas to be engaging and gratifying.”

Sherri is an avid reader of mystery and crime novels and would have enjoyed being a detective or an assistant to Sherlock Holmes in another life.