Since 2004, Burkland has helped thousands of the country’s most innovative companies build strong financial foundations. We’ve supported hundreds of high-growth startups through complex challenges—investment rounds, growing pains, M&A, audits, and exits—by providing expert accounting, tax, payroll, and strategic finance services.
With Burkland Business, we bring that same level of clarity, precision, and reliability to your business. You’ve outgrown your early systems, but you don’t want the complexity or overhead of a large firm. That’s where we come in. We know what it takes to manage complexity without slowing things down, to integrate seamlessly with your team, and to build finance operations that grow with your business.
Jeff Burkland Founder & CEO
Karen Burkland VP of Finance
Kate Adams Chief Growth Officer
Steven Lord Chief Operating Officer
DJ Marini Founding Partner, Accounting Practice
Jason Anglin Managing Director, Strategic Finance
Charles Ashworth Managing Director, People Operations Practice
Heather Ake Indirect Tax Director
David Allinson Fractional CFO
Tammy Amini Fractional CFO
Holly Anderson Division Lead, SaaS Accounting
Mike Angel Fractional CFO
Loree Blake Client Success Manager
Dorian Brown Fractional CFO
Peter Chouinard Fractional CFO
Bobby Carouthers Fractional CFO
Bobby Davidorf Fractional CFO
Jamie Feltus Director of Operations
Frank Ferrone Division Lead, Bookkeeping and Accounting Practice
Josh Hachadourian Fractional CFO
Winey Irin-Monir Division Lead, Bookkeeping and Accounting Practice
Elmar Jakoby Fractional CFO
Margaret Kim Fractional CFO
Rick Kjellberg Fractional CFO
Jean-Paul Lausell Fractional CFO
Sam Leon Head of R&D Tax Credits and Incentives
Matthew Locker Financial Planning & Analysis
Diego Marchioni Fractional CFO
Brian McAllister Director of Technical Accounting
Dani McClain Client Success Manager
Surbhi Mittal Financial Planning & Analysis
Sohail Mithani Director, International Lead
Megan Moral Division Lead, Consumer Products & Services
Krysta Moulton Division Lead, Healthcare and Biotechnology
Kim Petry Fractional CFO
Kanchan Pradeep Financial Planning & Analysis
Michael Reese Payroll Team Lead
Daniel Rosenbaum Fractional CFO
Debbie Rosler Fractional CFO
Angela Sexton Grant Accounting Controller
Iuliia Shchegelska Controller
Bryan Sinkel Director of Financial Planning & Analysis
Natalie Testa Director of Finance
Recognizing a critical gap in strategic financial guidance for venture-backed startups, Jeff Burkland founds Burkland Associates to provide high-caliber CFO services and financial support to startups. Burkland was built on the belief that businesses of all sizes deserve high-quality financial insight.
As more businesses came to Burkland for high-level advice, they also needed reliable day-to-day support — so we launched our bookkeeping and accounting services. From day one, our goal was clear: deliver clean, timely financials that help business owners make smart decisions.
Taxes shouldn’t just be about filing forms — they should be a tool for protecting and growing your wealth. We added full-service tax strategy and preparation to help business owners take control of their liabilities, plan ahead with confidence, and stop leaving money on the table.
As companies scale, people problems grow more complex. In 2022 we brought HR and payroll into the fold to support everything from compliance to culture, helping businesses hire smarter, stay protected, and build stronger teams — without the burden of doing it all in-house.
By 2024, Burkland was supporting over 800 businesses with accounting, payroll, tax, and strategic finance services. With each engagement, we refined what growing companies truly need: responsive service, clean financials, and a partner who understands how to scale operational finance with confidence.
In 2025, we launched Burkland Business to bring our trusted financial operations model to a new kind of client — established companies with growing complexity, big ambitions, and no time for back-office inefficiencies. Designed for owners ready to scale, streamline, or step away, Burkland Business delivers serious accounting, payroll, tax, and M&A support without the big firm price tag.
Our core values guide how we run Burkland and how we interact with our clients, partners, and each other.
