Keri Grubbs Hoff

Keri Grubbs Hoff, CSH

Keri Grubbs Hoff is the firm’s Marketing Technology and Operations Manager.

Jiten Patel

Jiten comes with background and experience from various industries including manufacturing, restaurant, banking, and professional services. Jiten has proficient experience in Internal Audit (Compliance, Financial, and Operational), Accounting, Financial Analysis, and Internal Controls. Jiten brings a diverse skill set and numerous experiences throughout his career and will apply this experience to assist clients achieve their goals.

Summer Harris

Summer joined CSH in 2019 and has several years of experience providing assurance services to privately held businesses in a variety of industries, including manufacturing companies, distribution and logistics companies, and varying service industries. She also has a background working with not-for-profit entities. Summer is the manager in charge on a variety of the firm’s […]

Matthew Alic

Matt Alic is a trusted advisor to clients on tax planning and compliance matters. Matt’s service specialties are domestic taxes (Federal and SALT); maximizing tax-efficient structures and transactions through planning, compliance and audit defense. Clients have come to rely on Matt’s keen ability to understand the big picture of their business operations and work collaboratively […]

Ivy Lin, CPA

Ivy Lin provides expert advisory services to clients regarding Federal, State, and Local Tax (SALT) compliance to clients at financial institutions and community banks. Ivy specializes in assisting community banks with quarterly and annual planning and tax compliance. Ivy’s clients appreciate the quality of her deliverables and her responsiveness.

Ross Patz, CHFI, CEH

Ross is a manager with experience in designing, troubleshooting, and managing complex IT infrastructure. With extensive experience assisting organizations with a range of IT, cybersecurity, technology, management, and related operational services.  Ross is responsible for providing day to day oversight of our consulting team to ensure the quality of the project. He has assisted many […]

Thomas Armstrong, CISA

Tom is a manager with proficient experience in business processes and information technology. Tom is specialized in the identification, assessment, mitigation and prioritization of risks and internal controls for a wide range of business cycles, information systems and corporate governance. Tom has served both public and private companies in a variety of capacities across a […]

Allison Echler, CPA

Allison provides the firm with extensive technical accounting knowledge through her years of experience in small, medium, and large organizations. She serves her clients with a wide-range of expertise in such areas as forecasting/budgeting, product costing, ledger reconciliations, process improvements, variance analyses and financial statement preparation. Allison brings a diverse accounting skill set, having assisted […]