Martin Moll is a founder and lead investor of KeyMaster, which owns and operates financials services companies including Breakaway Advising, Cadencia, and Starboard Labs. He brings 15 years of experience leading a top 10 West Coast CPA firm as its CEO and managing partner. He has a diverse skill set in working with small to medium sized businesses – from initial formation to exit.
Martin is committed to providing intelligent business counsel to his clients, including growth strategies and long-term planning. He thrives in seeing his clients’ businesses grow and connecting the dots of business mergers, specializing in entrepreneurial healthcare.
Martin currently holds a Juris Doctor of Tax Law/Taxation from the Northwestern College of Law at Lewis and Clark College and a Bachelor of Arts in Political Science from the Robert D. Clark Honors College at the University of Oregon. An avid cyclist, Martin is the chair of the Board of Trustees of Pacific University. He and his wife Lois have two beautiful children, Emily and Ryan.
Brent McDaniel is the Chief Digital Officer at Aprio, where he leads a dynamic technology team focused on driving growth through intelligent automation, data activation, and creating the industry’s best client experiences. With a passion for innovation and a relentless drive to shape the future, Brent partners with Aprio’s leadership and management to develop transformative solutions that enhance operations, empower team members, and deliver exceptional client results.
Bringing nearly 30 years of experience, Brent has a proven track record of aligning technology with business strategies to achieve measurable growth. His knowledge spans building organizations from the ground up – including scaling a startup into the world’s largest financial exchange – and implementing impactful, scalable solutions. At Aprio, Brent specializes in simplifying complexity and designing actionable roadmaps that fuel the firm’s strategic objectives.
Alexis is a Project Manager with Atchley & Associates LLP driving the implementation of technology and processes to streamline and automate traditional workflows. A background in Operations Management that spans 20 years and multiple industries has allowed Alexis to bring a fresh perspective on the challenges facing the modern firm. With a focus on optimizing processes and improving efficiency, Alexis is helping redefine the scope of roles within A&A.
Outside of work, Alexis is a proud parent to two 16-year-old daughters, that keep life interesting and fun. When not running lists and creating project plans, she enjoys spending time with family and friends, cooking, and reading. A commitment to lifelong learning enables her to remain agile, well-informed, and innovative while meeting the demands of a continuously evolving business environment.
Steven is a Sales Executive at SafeSend, bringing over a decade of experience in tax industry software. With a deep understanding of the market and a proven ability to connect solutions with customer needs, he is dedicated to helping firms streamline their workflows and maximize efficiency. His expertise and commitment to client success make him a trusted advisor in the industry.
An Army veteran, Steven lives in Meridian, Idaho, with his wife and three daughters. Outside of work, he enjoys shooting sports, camping, fishing, motorcycle riding, and embracing new outdoor adventures.
In her 22+ years at Arizent, Jennifer has worked in editorial, marketing services and most recently, research, in roles including managing editor, project manager and operations director. She brings the skills she’s developed over the years into her current position, where she manages clients, projects, schedules and budgets for the company’s varied research undertakings. Beyond day-to-day operations, Jennifer works closely with clients on developing their research-based content, with particular expertise in the areas of accounting, financial planning and employee benefits. She holds a project management professional (PMP) certification as well as a BS from the University of Michigan. In her non working hours, she enjoys quality time with her 2 feline superiors, visiting her local Farmer’s market and helping out at the nonprofit art gallery where she is a board member.
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Wolters Kluwer Tax & Accounting enables tax and accounting professionals and businesses of all sizes to drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their clients’ businesses.
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TOA Global is so much more than a BPO, we’re a leading global accounting staffing solution for the accounting industry. We have helped over 1,190+ international firms grow on their own terms by adding elite offshore accounting talent to their teams. With over 10 years of exclusive service to the accounting industry, more than 4,180+ accountants and bookkeepers in the Philippines have found fulfilling careers.