Meet Our Team

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Featured
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Executive
Executive
Executive
Executive

Andrew Klein

Managing Partner

Andrew Klein has been working with startups and emerging growth companies for more than a decade. He’s worked as a founder and as an outside advisor for both entrepreneurial teams and their investors.

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Executive
Executive

Bookkeeping

Financial Advisory

Featured
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CFO
CFO

Sunny Patel

Fractional CFO

Sunny came to Zccounting after working at major global institutions such as Bank of America Merrill Lynch and PricewaterhouseCoopers.

He has completed over $1 billion in deals globally in countries such as the United Kingdom, France, Germany, Denmark, South Africa, Australia and India.

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CFO

Tax Advisory

Featured
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CPA
CPA

Larry Holm

Tax Partner

Larry is a CPA specializing in tax and brings his 10+ years of experience in a wide array of accounting functions to helping clients with tax compliance and tax planning.

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CPA

Sales & Operations

Featured
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Operations
Operations

Davrick Liles

Sr. Principal Recruiter

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Operations
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Operations
Operations

Angelique Caguioa

Client Relations

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Operations
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Operations
Operations

Inigo Esteban

COO

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Operations