Licensed in Nevada as a Certified Public Accounting Firm (775) 359-7600
The CFO Group is unique because we marry the objectives of an efficient and accurate finance department with a stable and secure technology infrastructure.
Tanya McCaffery is a CPA and has over 17 years of accounting and finance experience.
She graduated from the University of Nevada-Reno with a Bachelor of Science with an emphasis in Accounting.
Tanya is the President of The CFO Group and along with being involved with firm marketing, client development and day to day operations of the firm, also works closely with clients in the areas of outsourced CFO services, financial statement audits, financial analysis and budgeting.
Prior to The CFO Group, Tanya most recently worked for Grant Thornton LLP where her client base included mortgage funds, construction companies/development firms, manufacturing firms, and professional service firms. Her responsibilities included auditing annual financial statements, auditing profit sharing and employee benefit plans and making recommendations to management on improvements to cost procedures and internal control.
In her capacity as the outsourced CFO for various companies, Tanya also has obtained extensive experience in turnaround management including streamlining accounting processes and financial reporting, cost review and control and cash flow forecasting for small to mid-sized companies. Tanya possesses overall business knowledge in the areas of fraud detection and internal control, evaluation of real estate transactions and project cost accounting.
Prior to working in public accounting, Tanya worked in the gaming and manufacturing sectors where she held various positions and was responsible for budgeting, payroll analysis, construction in progress reconciliations and financial systems analysis, government contract negotiation, job-costing and inventory control.
Tanya is a member of Western Industrial Nevada, the American Institute of Certified Public Accountants and Reno Area Triathletes.
Email:
Daniel T. Allen, is a CPA and has over 17 years of accounting and finance experience.
He graduated from the University of Nevada-Reno and received his Bachelor of Science
with an emphasis in Accounting.
Dan is the Vice President of The CFO Group and along with handling day to day operations of the firm, heads up the firm's assurance and tax divisions. Dan is also responsible for working as the outsourced CFO for several client companies and performing tax planning for businesses and individuals and making recommendations to companies to improve cash flows and reduce costs.
Dan has extensive experience in evaluating lease/buy alternatives, establishing banking relationships and general corporate finance decisions. This experience was derived in his capacity as a business partner and advisor to numerous companies in varying industries and size. He has also focused on retirement planning for companies ranging from $1 million to $1 billion in revenues. This service has helped companies evaluate existing plans and to develop new plans, which better meet their retirement and recruitment needs. Dan has overall business knowledge in the areas of mergers and acquisitions, SEC filings and reporting, IPO's and complex corporate structures.
Prior to The CFO Group, Dan spent ten years in public accounting. He was previously with Deloitte & Touche LLP where he focused on tax planning, consulting and compliance. After leaving Deloitte & Touche, Dan joined Grant Thornton LLP. With Grant Thornton, he held numerous positions from Field Auditor to Senior Assurance Manager. While at Grant Thornton, Dan specialized in the construction, manufacturing, distribution, real estate and gaming industries. His responsibilities included auditing financial statements and reporting on the accuracy of those financial statements. Dan has also been instrumental in assisting companies in developing and implementing internal controls over cash and investments, inventory receiving and shipping procedures, inventory valuation, and the processing of various transactions. Additionally, he has developed written instructions for performing physical inventory counts and developed written procedures manuals for accounting departments.
Dan is actively involved in the community as past president of the College of Business Administration Alumni Association. He is past chairman of the Nevada Proud Salutes Committee. He is a member of the Economic Development Association of Western Nevada, the Prospector's Club, the American Institute of Certified Public Accountants and the Institute of Management Accountants.
Email:
Alex Jitloff brings 30 years of accounting, finance and operations experience to us. He is a graduate of San Jose State University with a Bachelor of Science with emphasis in accounting.
Alex is a senior consultant with The CFO Group and is responsible for the financial operations of several client companies including acting as outsourced CFO, making recommendations to reduce costs and improve profitability, implementation of accounting systems, and advising on improvements to internal control. Alex has been instrumental in preparing budgets, forecasts and cash flow analyses for client companies and has worked closely with management of a client company to respond to a multi-million dollar RFP from the United States Army.
Prior to The CFO Group, Alex held senior financial positions with public and private companies primarily in the high tech, manufacturing sector. Most recently he was the Director of Finance, CFO at Hamilton Company with group revenues of $100M. The business develops, manufactures and sells laboratory automation equipment for the biotech, clinical and pharmaceutical markets, precision fluid measurement instruments and medical ventilators. He was responsible for the group's global accounting and finance functions. Alex was also the Controller and Chief Accounting Officer of a Silicon Valley, magnetic media start-up that grew to $48M in four years at which time it was taken public.
Alex has extensive experience in business planning and analysis, business plan development, budgeting, cost accounting, and financial reporting. He has developed and implemented cash management tools, negotiated credit facilities and managed treasury activities. Alex has significant international experience including an expatriate assignment in the U.K. He has assisted in foreign manufacturing site selection and has established legal entities in Europe. Additionally, he has managed H.R., I.S., Planning, Purchasing and Contracts organizations.
Alex previously served as a director on the board of Far West Skiing, a non-profit organization supporting junior alpine ski racing in California and Nevada. He served as Vice President of the organization for one year and President for four years.
Email:
Kristine Britton is a CPA and has over 8 years of accounting and finance experience. She graduated from Deakin University of Melbourne, Australia with a Bachelor of Commerce majoring in Accounting and Bachelor of Arts majoring in Public Relations and Political Science.
Kristine is the Assurance Department head and a senior consultant with The CFO Group. Kristine is also responsible for firm-wide technical training and is instrumental in assuring the firm's compliance with professional standards.
Kristine has been involved in numerous financial statement audits and reviews, employee benefit plan audits and tax planning and preparation. Kristine has extensive knowledge of construction contractors and subcontractors, homeowners associations, and non-profit organizations. Her clients include corporations, partnerships and individuals. Kristine also has considerable experience within the manufacturing and retail industries.
Kristine serves on the finance board for Truckee Meadows Habitat for Humanity and is a member of the American Institute of Certified Public Accountants.
Email:
Monica Guerrero is a CPA and a graduate of the University of Nevada, Reno, with a Bachelor of Science with an emphasis in Accounting.
Monica is a Senior Accountant with The CFO Group and a member of our assurance department. Monica is responsible for preparation of compiled and reviewed financial statements for several small to mid-sized companies. Monica also works with clients in the areas of accounting support and financial reconciliations.
Before joining The CFO Group, Monica was employed by a large Qualified Settlement Trust as on-site accounting support. Monica was originally assigned operational duties, including claims processing, claims auditing and the development of more efficient processing procedures. Later in her tenure with the trust, her accounting responsibilities included the accounts payable, accounts receivable, internal control review, reconciliation of claim payment accounts, budgeting support and financial statement review.
During her career at UNR, Monica was an athlete on the Cross-Country and Track teams which were awarded two Western Athletic Conference titles. Aside from her scholastic and athletic achievements, Monica has been active in her community through a variety of volunteering efforts, including supporting fundraising activities for the Western Nevada Community College and tutoring of underprivileged youth.
Email:
Chris Driscoll is a graduate of the University of Nevada, Reno, with a Bachelor of Science with an emphasis in Economics.
Chris is an Information Technology consultant with The CFO Group and is instrumental in both our Application and Platform service lines within the Technology division. Chris works closely with clients in the areas of network implementation, hardware setup and technology maintenance as well as being versed in Microsoft Dynamics Products where he is involved in system implementation, procedural reviews and report writing.
While at UNR, Chris served as Student Body Vice President and was president of the student alumni association, the student pep club, and an honor society. He was named a 2008 UNR College of Business Administration Outstanding Senior for his involvement in numerous student clubs and his contributions to university committees pertaining to student safety and alcohol awareness.
Email:
Jordan Berry is an information technology consultant with The CFO Group and is responsible for working closely with our clients to ensure that their various technology needs are met and maintained. Jordan also plays an integral part in maintaining our current server hardware and software, and implementing new technologies based on best business practices.
Jordan Berry has over 5 years of information technology experience and holds a bachelors degree in Information Systems from the University of Nevada, Reno.
Prior to joining The CFO Group, Jordan worked at the University of Nevada, Reno as a systems administrator for the college of business. His primary duties involved solving technical issues for faculty computer equipment and implementing new technologies in various computer laboratories.
Preceding his role as systems administrator at UNR, Jordan worked in the firmware engineering department at International Game Technology, where he acquired hands on experience with large-scale networks and ERP systems.
Email: jberry@thecfogroup.com
Michael Edmonson is a graduate of the University of Nevada, Reno, with a Bachelor of Science with a major in Accounting.
Michael is a staff consultant with The CFO Group and a member of our assurance group. Prior to joining The CFO Group Michael was employed with internships in fields including tax preparation and research, corporate accounting, and capital budgeting.
During his time at UNR, Michael was actively engaged in Beta Alpha Psi; the honors accounting society, and was Vice-President of the chapter. Michael also participated in various volunteer opportunities throughout the Reno area. He is also a member of the Nevada Society of Certified Public Accountants.
Email: medmonson@thecfogroup.com
Stephanie Rue is a graduate from the University of Nevada, Reno, with a Bachelor of Science with an emphasis in Accounting.
Stephanie is a staff accountant with The CFO Group and a member of our assurance and tax department. Stephanie is responsible for preparation of compiled and reviewed financial statements for several small to mid-sized companies. Stephanie also works with clients in the areas of accounting support and financial reconciliations.
While at UNR, Stephanie held various leadership positions for the professional business fraternity, Delta Sigma Pi. Stephanie also participated in several volunteer opportunities such as Big Brothers Big Sisters, Very Special Arts, and United Blood Services.
Email: srue@thecfogroup.com
Joe Rosenfeld is currently a Master of Accountancy candidate at the University of Nevada, Reno with graduation set for December 2009. Joe previously received his Bachelor of Arts degree from Bucknell University in Lewisburg, PA.
Joe is a Staff Accountant with The CFO Group and a member of our assurance and tax department. Joe is responsible for preparation of compiled and reviewed financial statements for several small to mid-sized companies. Joe also works with clients in the areas of accounting support and financial reconciliations.
Prior to The CFO Group, Joe gained knowledge and experience in sales, marketing, and advertising as Regional New Business Development Manager for The Street.com in San Francisco, CA. More recently, Joe gained valuable experience in management and logistics while directing the distribution center for a sports company in Truckee, CA.
Email:
Kim Legarza is a CPA and a graduate of the University of Nevada, Reno, with a Bachelor of Science degree with an emphasis in Accounting. She has more than 7 years of public accounting experience.
Kim is a Senior Accountant with The CFO Group and a member of the tax department. She is responsible for the preparation and review of corporate, partnership, not-for-profit, individual and trust returns. She is also involved with staff training.
Before joining the CFO Group, Kim worked for Grant Thornton, LLP. Kim's experience in public accounting includes both auditing and tax experience in the gaming, manufacturing, advertising and construction industries. She was responsible for the preparation, review and tax research of complex individual and business returns.
Kim is a member of the Nevada Society of Certified Public Accountants and the UNR Alumni Association. She is active in the community and has volunteered and participated in several local fund raisers including Race for the Cure, Relay for Life and Roy Gomm Elementary Parent Faculty Association.
Email: