Meet the Team

Outsourced financial and strategic expertise for your business

Our team is comprised of skilled professionals focused on your company’s success. We are listeners and understand our client’s needs. Our team is diverse which enables us to choose the team member with the optimal background to work with our clients based on their business goals. Our combined experience gives us depth and breadth of knowledge as well as perspective that our clients value. Working with FireStone CFO means having the ongoing support and resources of our entire team.


FireStone CFO Leadership:

Our partners have over 80 years of combined experience in finance, accounting and CFO work. Gary founded FireStone CFO in 2012, and Joshua joined in 2015 to manage the business as well as work with clients. They are problem solvers and builders – executing on FireStone CFO’s mission and promise to its clients. They have built out a team of business experts. Each member of the team comes with their own specializations, backgrounds and work experience.

 

Gary Stone, Founder

Gary Stone founded FireStone CFO in 2012. He is a proven “roll up your sleeves” financial leader, with more than 25 years of successfully growing ventures in both the US and Japan. He has worked in public and private companies in all stages of development from pre-revenue to over $100M. He began his career at Deloitte & Touche and earned his CPA from the state of California.

Gary’s Full Bio

Joshua Sroge, Managing Partner

Joshua Sroge has been with FireStone CFO since 2014 and its Managing Partner since 2016. He has worked with a wide variety of businesses over his 25-year career: chemical, energy and biotech, software and IT distribution, blockchain technology and cryptocurrency, medical and sports equipment manufacturing, and service industries. Joshua is a Certified Bitcoin Professional, certified by the CryptoCurrency Certification Consortium (C4).

Joshua’s Full Bio

shauna-schmitz-headshotShauna Schmitz, CFO and Director of Business Development

Shauna has over 20 years of finance and accounting experience working internationally and domestically, both internally and as a consultant. She most enjoys working with small and medium size companies where she can help implement and enhance policies, processes, and strategies to prepare the company for growth. Her experience includes strategic planning, executive management, financial modeling and all day-to-day financial management activities (e.g. budgeting and forecasting, expense management, general ledger maintenance). Given some of the start-up environments in which Shauna has worked, she has also managed legal and human resources functions. Her industry experience spans CPG, retail, tech, manufacturing, professional services, and nonprofit, among others.

Shauna received her BS (summa cum laude) in Finance from Miami University in Oxford, Ohio and her MBA from the Wharton School of Business at the University of Pennsylvania. She has visited 45 countries and counting and has lived in two foreign countries (including two years in a yurt in Mongolia!). In her free time, Shauna continues to explore the world and enjoy the outdoors (running, biking, camping, etc.). Most importantly, she loves doing all of this with her husband and two young daughters.

Shauna’s areas of expertise include:

  • Creation and dissemination of budgeting and forecasting processes including cash flow planning and developing and implementing metrics, dashboards, and reports
  • Design, documentation, and implementation of financial and accounting policies, processes, and controls, including chart of accounts
  • Extensive financial analysis and modeling for break-even analyses, profitability and margins, NPV, investments, pricing, employee utilization and profitability, etc.
  • Extremely proficient in QuickBooks and Microsoft Office as well as working knowledge of NetSuite, Epicor ERP, ConnectWise and Sage Timeslips
  • Coordinate and conduct extensive due diligence on target companies and for investors
  • Proactively manage the organization’s banking, legal, and HR needs, consulting with outside parties as needed

FireStone CFO’s Team:

FireStone CFO has evolved and enhanced our services for clients over the years by adding to our team. Each one of our team members has the experience to provide financial management, operations support, tactical accounting and be a CFO advisor. Our team has a proven track record of working with small to medium-sized businesses to improve their cash flow and profitability. Below are the team members who drive our client’s success.

jenna-conover-headshotJenna Conover, Accountant

Jenna has worked as a contract bookkeeper for 14 years. Forming Natural Bookkeeping Solutions LLC in 2003 and obtaining her QuickBooks Pro Advisor certifications. Since then, she has had the opportunity to work with a wide range of companies from startups to multi-million dollar corporations and a few global brands. In addition to offering full charge bookkeeping services to her clients, she has been working with small businesses as a QuickBooks Pro Advisor. She helps streamline her client’s accounting using Quickbooks in a training capacity. Jenna is friendly and approachable and prides herself on taking the scary part out of accounting systems.

Jenna’s areas of strength include:

  • QuickBooks Desktop
  • QuickBooks Online
  • QuickBooks set up and training
  • Small business accounting systems
  • Clean up, streamlining, and continued support
  • Full charge bookkeeping

Jenna lives in Northern Colorado with her husband and three children. When she’s not working, she enjoys the beautiful outdoors of the Colorado mountains with her family. However, usually she can be found on the sidelines of a youth sporting event supporting her kids or else hunting for the perfect treasure to restore at an antique sale.

 

 

Kameron Cook, Controller, SEC Reporting & Internal Audit

Kameron is a CPA, active in Colorado and inactive in Texas and California, with 16 years of accounting experience. Most recently, Kameron was the Controller at Shane Co., a private retail jewelry company with 20+ brick and mortar stores in 13 states and an online store. Before that, Kameron was the Accounting Senior Manager for a green energy supplier where she supervised month-end close, financial reporting, payroll, A/P, A/R, taxes and treasury, and the SEC Reporting Manager for a public company where she prepared the company’s SEC filings including 10-Qs and 10-Ks. Kameron started her career in public accounting as an auditor, first working for Arthur Andersen and then PricewaterhouseCoopers.

 

Kameron’s areas of strengths include:

  • External GAAP/SEC reporting
  • Internal management reporting
  • Technical accounting research and documentation
  • Month-end close
  • Reconciliations
  • Internal controls
  • System implementations

Kameron enjoys living in the mountains where she likes to ski and mountain bike with her husband and two sons.

 

jolene-dreith-headshotJolene Dreith, Controller & Financial Planning and Analysis

Jolene is passionate about entrepreneurship and loves working with clients at any stage. After several years in corporate finance and banking Jolene learned that her skills are best suited for companies that are high growth and results driven. This includes implementing systems, streamlining processes, managing cash, and tracking toward goals. She enjoys following industry leaders, attending startup events, going to demo days, and discussing business strategy and trends over coffee.

Jolene’s areas of strength include:

  • Financial models and cash flow projection
  • Metrics and dashboards, reporting and analyzing
  • Converting financials from cash to accrual basis
  • Streamlining business processes for clients, implementing web-based tools
  • Training bookkeepers or controllers to be more efficient and effective
  • Organizing large amounts of data into valuable business insights
  • Due diligence preparation

As a Colorado native Jolene enjoys trail running, skiing, mountain biking, and being active outdoors. Jolene often travels internationally including a year exploring Central America and Southeast Asia solo. She earned an undergraduate degree from the University of Northern Colorado and an MBA from the University of Colorado Denver while working full time.

 

dan-dueber-headshotDan Dueber, CFO

Based in Colorado Springs, Dan Dueber is a Colorado-licensed CPA with over 35 years of executive business experience, primarily as a CFO of medium and small companies.  He started his career in St. Louis as a Senior Auditor with Price Waterhouse, and quickly rose to executive positions in the book publishing, newspaper, independent review board and SaaS industries.

Dan’s areas of strength include:

  • Mergers and acquisitions (M&A), due diligence process
  • Strategic planning
  • Executive and board of directors presentations
  • Leadership
  • Budgeting and forecasting
  • Profit and loss (P&L) management
  • Expense control
  • Operational streamlining and reengineering
  • Policy development
  • Staff development and management
  • Small business ownership

In his free time, Dan enjoys the Colorado outdoors by hiking, skiing, landscaping, Red Rocks concerts and photography. He and his wife, Susan are the proud parents of three daughters who live in the Denver area.

drew-lyon-headshotDrew Lyon, Controller, FP&A, Strategic and Tactical Operations

Drew is an innovative leader in the fractional finance and accounting space. With years of experience in the financial services industry, and experience in the traditional and alternative energy industries, industrial manufacturing, and software industries, he is able to provide a strong suite of services and perspective to clients.

Drew is a graduate of the Leeds School of Business at the University of Colorado at Boulder, where he focused on finance and accounting.  He enjoys mountain and road biking, wood working, painting, and hiking all the trails that beautiful Colorado has to offer.

Drew’s areas of strength include:

  • Thought leadership and developed strategic and operational planning for growth
  • Operational efficiencies and processes
  • Financial and accounting system optimization
  • Budgeting and forecasting
  • Profit and loss (P&L) management
  • Cost control and process improvement
  • Process control and policy enhancement
  • Small business ownership
  • Small and medium-sized business (SMB) strategic marketing

ronni-malinowski-headshotVeronica (Ronni) Malinowski, Controller & Financial Planning and Analysis

Veronica (Ronni) Malinowski has been with FireStone CFO since May 2015.  She has accumulated a wide variety of experience and knowledge through her work with public and private companies of various industries and sizes in over 20 years of accounting.  She maintains her CPA license in the state of Colorado.

Ronni started her career with Price Waterhouse and earned her CPA in the State of Colorado.  She uses her varied experience with public accounting, public industry and private business to help clients. Ronni works with her clients on current issues, to clean-up historical records and implement proper processes to ensure timely and accurate reporting to investors.

As a public accounting auditor, she focused on small business clients from many industries. She then joined and advanced to Controller of Exabyte Corporation, a public high-tech company in Boulder, CO.  Later, she worked as a Controller at Flatiron Constructors, Inc., a private construction company. Her work with a variety of industries, client types and client sizes has resulted in a wealth of experience and with accounting and business issues.

Ronni’s areas of strength include:

  • Accounting and financial reporting
  • Revenue recognition and deferrals
  • Reconciliations
  • Daily accounting processes and procedures
  • Collection of receivables

Ronni is married to Mark, who she met during her time with Price Waterhouse. He left the accounting world and now works in the natural gas industry. They have two children Jake (13) and Abby (10). For many years, she has volunteered at her local schools including PTA fundraising and treasurer positions, reading with students and judging the science fair.

Scott Morris, CFO

Scott Morris is a Colorado licensed CPA with over 10 years of CFO experience.  He has served as interim or fractional CFO of numerous companies in industries such as SAAS, technology, e-commerce and manufacturing while working at First Capital Ventures. He has prepared his clients for further investment and eventual exits through IPOs or acquisitions. Scott holds a BS in Accounting from the University of Colorado and an MBA from Regis University.

Scott’s areas of strength include:

  • Strategic, operational and tax planning
  • Accounting and financial reporting
  • Budgeting and forecasting
  • Investor ready pitch decks and pro-forma financial modeling
  • P&L management
  • Investor, management and KPI reporting
  • Business processes and controls

Scott is the proud father of three children and loves coaching his boys’ competitive basketball teams. He also likes getting outdoors whether it be skiing, hiking or drinking an IPA on a sunny patio and enjoying all that Colorado has to offer.

charlie-nilan-headshotCharlie Nilan, Accountant

Charlie Nilan has more than 13 years of accounting and finance experience in a small business context. Since 2003, he has provided a wide variety of services to small and large businesses in the Denver / Boulder area including financial management and support, bookkeeping and accounting, payroll, implementation and management of retirement plans and other benefits, and data reporting and analysis. Charlie earned both an MBA (finance) and an undergraduate degree from the University of Colorado. He is passionate about solving finance-related problems and helping business owners better understand their numbers in order to achieve smart growth.

mark-olivier-headshotMark Olivier, Controller & Financial Planning and Analysis

Mark Olivier has spent most his professional career in Cleveland, Ohio but recently relocated to Boulder, Colorado. He has multiple years of accounting and finance experience in both public accounting, with Price Waterhouse, and in private industry. His private industry experience includes, accounting manager and controller positions in both the manufacturing and service industries. He has also held senior management positions in start-up ventures. He was the President and an owner of Profit Recovery Systems for more than 20 years. While there, he assisted his clients in lowering their operating and overhead costs and recovering overpayments erroneously made to their vendors.

Marks areas of strength include:

  • Strategic planning
  • Transactional accounting
  • Financial analysis and reporting
  • Budgeting and forecasting
  • Cost reduction initiatives
  • Customer relationship management
  • Contract negotiation
  • Litigation support

Mark moved to Colorado to pursue his outdoor passions which include, climbing, hiking, skiing and biking both on and off road. He has climbed over 20 mountain peaks in Colorado at altitudes 14,000 feet or higher. He has also climbed Mt. Kilimanjaro in Africa, Orizaba in Mexico and Mt. Ranier in Washington State. Mark enjoys just about anything that gets his heart rate elevated and lungs pounding. He has been married to his wife Kathy for almost 30 years and has two adult children (Matt and Lauren) who both live and work in in Colorado.

Drew Stone, Operations Controller, FP&A

Drew has over ten years of experience in finance, accounting, and IT consulting. Drew is fluent in Spanish and has a degree in International Affairs from CU-Boulder and an International MBA from the University of California, San Diego. He has worked with both startups and large companies alike.

Drew loves cycling, hiking, playing ultimate frisbee. He enjoys traveling and tries to do it as much as he can with his wife, Taryn, and their two young sons, Jack (3) and Jude (1).

Drew’s areas of strength include:

  • Cost Accounting
  • Financial Analysis
  • Budgeting
  • Reporting
  • Forecasting
  • Revenue Recognition
  • Transfer Pricing

Erika Smith, CFO

Erika is a finance executive skilled at emphasizing a human-centered approach to problem solving. Her 20 years of project portfolio experience spans senior leaderships roles involving finance, operations, and strategy. Erika’s experiences range from leading annual revenue financial planning processes for $1 billion organizations, large-scale capital construction financing, technology integrations, process design, to developing successful funding strategies and effective business practices, especially in regulatory environments. Her career has spanned working as a management consultant with both international and local firms, to a finance executive advising small and large organizations.

Erika has an MBA from the University of Colorado Executive MBA program and a BA in Psychology from Grinnell College.

 

Erika’s areas of strength include:
• Finance & Accounting
• Capital Financing
• Financial Analysis & Modeling
• Performance Assessment & Analytics
• Customer Experience
• Business Process Improvement
• Strategic Planning & Execution
• Business Relationships
• Business Operating Models
• Project & Portfolio Management
• ERP, SaaS Implementations
• Change Management

Trinity Wells, CFO with FP&A specialization

Trinity has made a career of leveraging financial analysis to facilitate strategic discussions for clients in the technology, government and nonprofit sectors. She began her career in investment banking (George K. Baum & Company, 2006 – 2013), structuring over $1 billion in capital project financings for education and nonprofit institutions. Now she works as an independent financial consultant (TJL Consulting LLC, 2013 – present) helping small and medium-sized clients strategically navigate and manage growth, acquisition or change.

 

 

Trinity’s areas of strength include:

  • Developing, stress-testing and communicating relevant forecasting models
  • Designing and creating digestible investor slide decks
  • Preparing for and project managing M&A or capital purchase transactions
  • Implementing new technology to scale operations
  • Establishing stakeholder communications, dashboards and reports
  • Creating and implementing financial policies, internal controls, and efficient processes
  • Staff management and leadership
  • Strategic planning

An avid outdoorswoman, she can be found setting first skin tracks, backpacking with her baby daughter on her chest, or climbing with friends. In 2011, Trinity took a year-long sabbatical in the form of a (virtually unprecedented) adventure where she and two friends thru-hiked up the spine of South America. Paying her passion for the outdoors forward, Trinity currently serves as board chair for Paradox Sports (Boulder, CO), a nonprofit that revolutionizes lives through adaptive climbing opportunities.

She resides in her mountain playground, Nederland, CO, with her husband Jake, young daughter Atlantis, and black and fuzzy adventure pup, Pali.

 

lauren-wilson-headshotLauren Wilson, Controller & Financial Planning and Analysis

Lauren Wilson joined FireStone in 2015. She started her finance career as a bond analyst for a mutual fund company, and later moved into the accounting realm working as the Controller for a Colorado based craft brewery. Since then she has worked with tech startups, media companies, and expanded further into the craft beverage business working with craft distilleries, wineries, and kombucha makers.
Lauren has an MBA from Babson College, a place that eats, sleeps, and breathes entrepreneurship. That spirit has allowed her to understand and relate to her clients and their desire to create and succeed.


FireStone CFO’s Associates:

We have expanded our services and offerings to our clients by adding proven C-suite associates to our team. Our Associates work in cooperation with our core CFOs, finance and accounting experts. This gives us the ability to bring our clients a comprehensive C-suite solution. We can build a team for a management and business development plan as opposed to hiring individual contractors to work on piecemeal components of the business. Below are the Associates that we partner with for C-suite positions.

 photo-rick-patch-headshot Rick Patch, Software Executive and Entrepreneur

Rick Patch is a pioneering software (and some hardware) executive and entrepreneur with deep experience in investing, technology and leadership. Venture capital has been a key cornerstone of his career, as both the Investor investing, and the CEO putting it to work. Prior to founding and working with companies through Odyssey Partners, he served as founder and CEO of several software and internet companies, and served as a founding partner of Sequel Venture Partners ($410MM) focused on technology investments where they produced top-drawer investment results.

Rick earned a degree in computer based information systems and accounting from the University of Colorado Leeds School of Business as well as a compete portfolio of computer science from the CU Engineering School. He loves business, technical problems. and great teams.

The first thing he does in the morning is make coffee and walk for at least an hour listening to books, fiction and career related. Rick loves historical fiction, time with friends, and is a reasonable biker (mountain trails especially), snow-board’r, snow-shoe’r, adventure’r and travel’r.

 

 


FireStone CFO’s Affiliates:

Our Affiliates are trusted experts “in the family network.” FireStone CFO has worked with these businesses for years and is confident in referring these outsourced services to our clients. Our Affiliates are not contracted through FireStone CFO. We can connect our clients to resources for their needs for human resources, information technology resources and more. Making the best connections for our clients is another benefit of working with FireStone CFO.

fred-holt-headshotFred Holt, Founder and CEO, Summit HR Solutions

Fred Holt is the Founder and CEO at Summit HR Solutions, an outsourced strategic and tactical human resources (HR) solutions provider. As a service provider, Fred is very active in the early stage market and works with early-stage companies.

Summit HR Solutions assists early-stage companies by providing a comprehensive outsourced human resources solution that allows its client companies to remain focused on key business initiatives. By laying a solid foundation of people practices early on, the business will be supported by the HR function going forward, rather than distracted by it. Summit HR Solutions’ consultant’s look and feel like a member of your management team. They work onsite with your entire organization to ensure best practices in areas such as hiring, compensation, benefits, employee relations, leadership development, corporate culture, employee engagement and performance management. Our approach is to design, implement and manage stage-appropriate processes and programs that will evolve as your company does. We scale up or down to meet our clients’ needs, and work on a month to month basis, with no long term contracts. You can learn more about Summit HR Solutions at www.summithrsolutions.net.

 

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  • About FireStone CFO:

    FireStone CFO provides outsourced finance and accounting expertise. We are the partner that companies choose to help take their business to the next level. We are located in Denver and Boulder, Colorado.