QBP Advisor Team

Michael R.

Michael drives high-value client acquisition and sales growth, focusing on strategic outreach and long-term revenue development.

Senior Sales Executive

Ashley M.

Ashley identifies new market opportunities, builds strong business relationships, and supports consistent expansion of our client base.

Business Development Specialist

Tyler G.

Tyler manages key client accounts with precision, ensuring smooth communication, clear expectations, and consistent service satisfaction.

Account Executive

Katelyn H.

Katelyn handles inbound inquiries, conducts product walkthroughs, and helps prospects transition confidently into long-term clients.

Inside Sales Representative

Brandon F.

Brandon specializes in lead qualification and onboarding, helping potential clients understand our value through structured communication.

Client Acquisition Specialist

Lauren B.

Lauren supports sales processes, reporting, and internal coordination, ensuring efficiency and smooth operation across the entire sales team.

Sales Operations Associate

Jennifer W.

Jennifer oversees complex bookkeeping processes, ensuring accurate reconciliations and consistent financial organization for multiple client accounts.

Senior Bookkeeper

Mark S.

Mark manages day-to-day financial entries, assists with month-end reviews, and maintains clean, structured books for long-term client reliability.

Accounting Associate

Olivia C.

Olivia supports data entry, account reconciliation, and report preparation with strong attention to detail and organized workflow execution.

Junior Bookkeeper

Nathan C.

Nathan handles daily and monthly reconciliation tasks, ensuring account accuracy and resolving discrepancies with a disciplined, detail-oriented approach.

Reconciliation Specialist

Rachel S.

Rachel maintains client financial records, updates transaction logs, and supports smooth documentation processes across all bookkeeping activities.

Financial Records Coordinator

Adam P.

Adam assists with transaction categorization, ledger updates, and routine bookkeeping tasks to support accurate and timely financial management.

Accounts Processing Assistant

Sophia T.

Sophia manages vendor payments, invoice processing, and payable schedules, ensuring accuracy, compliance, and smooth financial operations for all client accounts.

Accounts Payable Specialist

Jacob H.

Jacob oversees receivable tracking, payment follow-ups, and client billing accuracy to maintain healthy cash flow and organized account records.

Accounts Receivable Coordinator

Victoria R.

Victoria assists with data verification, document organization, and routine bookkeeping tasks, ensuring timely updates and accurate financial record maintenance.

Bookkeeping Support Associate