Our Team

Our team of experienced management accounting professionals works tirelessly to help you achieve the success you deserve. We are committed to our clients, helping them work and live without worrying about their financial management concerns. Schedule a consultation today and see what accounting services we can offer you.

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Executive Management

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Manny Cosme

President & CEO

About Manny

An entrepreneur with diverse accounting experience and a love for sharing knowledge, Manuel “Manny” Cosme is driven to help other small businesses.  Working in large and small companies – and for himself – Manny witnessed that ongoing struggles with financial responsibilities often hold businesses back from their goals. He saw a solution and made it happen with the creation of CFO Services Group.

With more than 15 years of focus on managing finances and administration, Manny has the high-level experience and training that his clients need and want. He worked as a financial statement auditor in a national public accounting firm and left to join a small accounting firm focusing on bookkeeping, payroll, and tax preparation for small businesses.  He jumped at the opportunity to purchase the payroll processing portion of the business and incorporated it under the name of PBSG, Inc.  After three years, he successfully positioned the company and sold it to a major competitor, Fortune 500 payroll company ADP.  

Having realized how much he loved running a business, Manny began looking for an opportunity to create one from the ground up as he gained more management experience. He became the accounting manager for the California Hispanic Chambers of Commerce and then moved across the country to accept the position of Chief Financial Officer for the United States Hispanic Chamber of Commerce in Washington D.C.

After three years as CFO, Cosme felt the time was right to launch his new business. He created CFO Services Group in 2012 and looks forward to building a national clientele. “I believe in the entrepreneurial spirit and I believe in helping others.”

Manny credits his training as a relationship coach and his spiritual studies for his approach to understanding and advising his clients.  

“Listening, educating, being proactive. Those are the ways I can make a difference,” he said. “Owners seem comfortable talking to me and that helps head off problems.”

In addition to leading the team at CFO Services  Group, Cosme serves as the Treasurer of the Board of Directors for both the Equality Chamber of Commerce DC Metro Area and the Greater Washington Hispanic Chamber of Commerce and is Finance Chair for Entrepreneur Organization DC Accelerator program.

Manny graduated summa cum laude from the School of Economics and Business Administration at Saint Mary’s College in California, with a dual major in Accounting and Economics and a minor in Mathematics.

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Rachel Clark

Chief Operating Officer

About Rachel

Rachel Clark has been helping business owners transform and run their business for over 19 years. Her excellent leadership skills, effective management and supervisory skills has helped her lead complex teams, in a multitude of industries. Her complex thinking skills has allowed her to develop structure and systems that allows an organization to run efficiently and productively.

After graduating from Business School acquiring a B.S. from Sonoma State University, she began her career in Executive Recruiting. This allowed her to develop many people skills that gave her an experience of working with a myriad of employees and identifying how to get results through other people. She spent 16 years coaching business owners, which helped her acquire skills working with CEO’s and building a business to achieve their Vision’s. Her career has been built on connecting CEO’s to the functions of their business, including employees, that allows for the entire business eco system to run successfully.

In her free time, Rachel is an avid long distance runner, wife and mother. She resides in Mendocino, CA where she and her husband continue to operate their own small business.


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Lin Walker

Accounting Services Manager

About Lin

Our Accounting Team Manager Lin Walker brings her extensive business background and broad perspective to help our clients and staff with their day-to-day details and big-picture decision making. Previously a Senior Lead Accountant here at CFO Services Group, Lin has been with our firm since June 2017 and has experience in the nonprofit accounting sector, hands-on operations management at small businesses, and HR expertise.  

As manager, Lin actively works with our team to make sure we deliver our clients the best service possible. She onboards new clients, conducts quality control reviews of client files, and provides training both through our external education programs as well as internally to strengthen our skills. Lin is devoted to developing a strong team, and her mission is to build on that teamwork with consistency, new skills, and open communication. 

Lin earned her degree from California State Polytechnic University-Pomona. When her career took her to China, she volunteered at an orphanage for children awaiting surgery and adoption. Previously serving as a Senior Accountant for a nonprofit foundation in Northern Virginia, she supervised and ran disbursements of millions of dollars in donations. Her previous work experience includes working as the Operations Manager for a law firm and the HR and Accounting Manager at a healthcare company. Her previous positions provided her with a solid foundation of accounting and bookkeeping skills, while her cultural experiences created a strong appreciation for diversity.  

Outside of the office, Lin loves traveling anywhere with water and currently resides in Virginia with her husband and two young sons. She has a love of spicy food and loves trying out new restaurants and recipes.  She has worked and travelled all over the world, finding enjoyment in meeting new people and learning about different cultures

Non-Profit Accounting Team

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Georgia Crutchfield 

Senior Lead Accountant

About Georgia

CFO Services Group’s Senior Lead Accountant Georgia Crutchfield brings 15 years of Accounting Management & Controller experience to our team. With over 10 years of specialized experience in nonprofit accounting and auditing, her broad range of skills cover management accounting for small businesses, government & compliance, bookkeeping, tax, nonprofit organizations, and auditing. 

She is a passionate and dedicated individual who is at her happiest in viewing her love for accounting through the window of seeing her clients grow and thrive. She takes great pride in implementing accounting processes and procedures for organizations to help them set a powerful foundation for development.  

 Originally from Alabama, she received her formal education in accounting from the University of Tennessee at Martin, and now resides in Tennessee with her husband and children. Georgia enjoys utilizing her attention to detail to all facets of her life, including but not limited to rebuilding and preserving her collection of classic American cars. 

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Kristi Bottoms

Lead Accountant

About Kristi

Kristi Bottoms began working at CFO Services Group as an Associate Accountant, promoting into the Full Charge Accountant position in 2022. She brings her in-depth customer service experience as well as a passion for working with small businesses from her time in Old Town Alexandria, Virginia where she worked for several years at one of the local boutique retail stores learning the ins and outs of a small business. Kristi then shifted further into accounting by working with smaller independent businesses in the DC/Maryland/Virginia area, building further on her foundational knowledge of accounting principles and practices. 

 Kristi graduated with her Bachelor of Science degree from George Mason University in Fairfax, Virginia. Originally from Tennessee and a prior resident of Washington, DC, she currently resides in Ann Arbor, Michigan with her husband. She finds gratification and fulfillment in sharing and expanding her knowledge of accounting practices and growing her career in the field with the guidance of our supportive team and educational standards. At the top of her career goals, Kristi’s focus is primarily on formal certifications and looks to broaden her skills with a variety of accounting software and technology. 

 In her spare time, Kristi enjoys spending her time reading and traveling, already experiencing the cultures of over 20 different countries.  

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Lauren Gilson

Full Charge Accountant

About Lauren

Lauren Gilson is a Baltimore, Maryland native and brings a myriad of professional experience to our team. Initially joining CFO Services Group as an Associate Accountant, Lauren was promoted to a Full Charge Accountant and is an asset to our clients and team. 

 Lauren earned her Bachelor of Fine Arts at Alfred University NYSCC, returning to Baltimore after participating in a variety of international gallery shows and professional artistic initiatives. She continued her creative work specializing in murals and design while simultaneously gaining experience in various industries including manufacturing, retail, and restaurant service. Through these positions, she gained intimate knowledge managing inventories, internal reporting, payroll, and costing strategies. After over five years building relationships with creative and small business owners, she saw an opportunity to blend her creativity, social skills and lifelong love of mathematics by returning to school to pursue her CPA certification.  

 Lauren’s commitment to her community is reflected in her work ethic. Her experience with small businesses has strengthened her creative problem-solving skills and compassionate understanding of the value of teamwork. These relationships reinforced her philosophy of the importance of respect, joy, and harmony in a successful work environment. She believes that a sensitivity to details, optimism, and positive outlook make any task an exciting challenge, and any communication an opportunity to connect. Through numerous years in customer service and an internship with a tax firm, Lauren finds great satisfaction in guiding others and interpreting nuanced information to increase communication and efficiency.  

 In her down time, Lauren likes spending time with her network of family and friends, maintaining her personal art practices, and giving as much attention as possible to her cat Jasper.  

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Melissa Mintah

Associate Accountant

About Melissa

Melissa is an experienced Associate Accountant currently pursuing her degree in Business Analytics and Information Systems with a minor in Accounting from the University of South Florida. She has an educational background in anthropology and over 10 years’ experience working with smaller businesses in office management and administration. Working closely with a small public accounting firm for several years, Melissa has a multifaceted view of bookkeeping and accounting that helped her realize her interest in these fields.

Melissa has worked with smaller companies that have both small business and larger firm clientele and ensures that every client she works with feels they have a concierge experience. She provides her full attention while treating each client with compassion and understanding. Melissa also thrives in learning new software, platforms, systems, and processes.

Melissa happily resides in sunny Florida, and loves walking in local parks in her free time. She also enjoys attending art and cultural festivals and spending time genuinely connecting with and learning from others.


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Deven Trammell

Associate Accountant

About Deven

Deven Trammell is an Associate Accountant here at CFO Services Group. Deven began his career in facility Management after graduating from Pensacola Christian College and remained with the organization for 3 years serving as their Residence Manager. His adept skills and experience in customer service, financials, and management are an asset to our team.  

He graduated from Pensacola Christian College in Florida with his Bachelor of Science in Accounting and a minor in Management. While working as a Residence Manager, he coordinated maintenance and environmental services projects to ensure that both buildings he managed were well-maintained and functional. He utilized his natural problem-solving personality to facilitate interpersonal mediation whenever he was needed. 

After Florida, Deven moved to Arizona and accepted a position as a Loan Specialist for a mortgage company. His attention to detail ensured that homeowner’s loans were processed accurately and timely. With more direct experience in financials, he soon learned that he had a distinct drive to improve his skills as an accountant and began working on his Masters degree in Accounting through Liberty University.  

In his free time, Deven enjoys exercising, reading, and spending time playing with his dog named Tank.  

Small Business Accounting Team

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Kristoffer Burnett (Kris)

Financial Planning & Analysis Lead

About Kristoffer (Kris)

Kris Burnett joins our team as a Financial Planning & Analysis Lead with over 15 years of management accounting and financial planning experience. He is thrilled to utilize his background to help our clients understand the “story” of their business from a financial perspective, and will support our clients with Planning, Cash Flow, Sales & Revenue, and Operations projects to build the foundation on which they can grow.  

Kris’s experience includes but is not limited to financial services, manufacturing, and retail. He previously volunteered with SCORE, a small business mentoring nonprofit organization, helping aspiring entrepreneurs and small business owners launch and grow their businesses. He especially enjoys developing efficient ways for small business owners to understand the more complicated aspects of their finances. 

Kris received his bachelor’s degree in finance from Wichita State University, subsequently earning his MBA from Emporia State University. He held his Certified Management Accountant (CMA) certification for 10 years, substantiating his vast knowledge in the areas of financial management, financial planning, analysis, control, decision support, and professional ethics.  

Kris was born, raised, and currently resides in the Wichita, Kansas area, but frequently spends his time in Dallas, Texas where his two grown daughters live. He is always interested in exploring new hobbies, but he currently enjoys watching football and basketball, hiking, building websites, learning, and exercising. 

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Angela Conway

Senior Lead Accountant

About Angela

Angela Conway is a Lead Accountant with over 20 years of accounting experience, including many years at the Controller position.  She has primarily worked with small businesses and has extensive experience in a multitude of accounting and human resources roles. Angela also has experience leading accounting teams and advising managers in budgeting, forecasting, cash flow, financial statements, and other management issues.  She has worked extensively with QuickBooks and has taught the software program to newer accounting professionals. 

Angela is originally from upstate New York and moved to South Carolina in 1995 after obtaining her Accounting Degree at SUNY Oneonta.  She has taught Business Mathematics at the college level and obtained a Master of Management degree in South Carolina.  She’s currently working on her Master of Business Administration. 

Angela is a dedicated individual with a passion for helping small to mid-size businesses and their owners. She is resourceful and efficient and is an effective communicator with attention to detail.  Angela is diligent and focused on her work. 

In her free time, she enjoys her three sons and her pets.  She also enjoys traveling with her husband, loves sightseeing and trying out local restaurants. 

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Melissa Johnson (MJ)

Lead Accountant

About Melissa (MJ)

Melissa (MJ) Johnson is a skilled Controller with SaaS and independent bookkeeping experience in hospitality, non-profit, tax preparation, and a variety of small business industries. Her expertise encompasses all aspects of accrual accounting, including but not limited to oversight of A/R, A/P, payroll, taxes, invoicing, reporting, audits, procurement, inventory, sales tax, human resources, and more.  

She is meticulous and prompt, and thoroughly enjoys helping small business owners organize their accounts. As an advocate of accuracy and ethics, she focuses on efficiency and precision while building a stable rapport with clients.  

Originally from Phoenix, Arizona, MJ now enjoys the beauty of the countryside in the small, industrial town of Waynesboro, Virginia. She delights in spending time with friends at local establishments, loving on her daughter and two dogs, and fixing up her house in an eclectic and modern style.  

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Amber Buckner

Full Charge Accountant

About Amber

Amber brings eight years of accounting experience in various industries to the table, along with a strong background in customer service, social services, and law enforcement. She began her accounting career with a small local CPA firm, specializing in accounting for small businesses and individual income tax preparation. She has worked for a global publicly traded manufacturing company as a Staff Accountant, and a small, locally owned retail pharmacy chain as the Assistant Controller. Through those experiences, she learned that what she loves most about accounting is helping small business owners and nonprofits realize their dreams.   

Amber discovered her passion for accounting after taking a personal financial planning course.  She returned to school and completed her education, graduating first with two Associates degrees from her local community college. She then graduated cum laude with a Bachelor’s degree in Business Administration in Accounting from Western Carolina University (Go Cats!).  She is currently a CPA candidate, studying to sit for the exam.  

 Amber is originally from Canton, NC, but now resides in Johnson City, TN with her wife and adult child.  Her passion for accounting is only rivaled by her passion for dogs. She currently has three rescue dogs named Obi, Kenzi, and Beckett. When she isn’t working diligently to assist small business and nonprofits with their accounting needs, she is advocating for animal rescue groups, spay/neuter programs, and fighting against breed-specific legislation. 


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Nikki Beane

Associate Accountant

About Nikki

Our Associate Accountant Nikki Beane brings our team over ten years of experience in bookkeeping and accounting. Her energetic and optimistic outlook on life shine brightly along with her excellent customer service skills and sharp attention to detail. Nikki discovered her love for accounting when she was managing the bookkeeping and office operations for Beane Construction & Property Maintenance, a company she helped establish with her husband. 

Nikki obtained her Bachelor’s degree in Business Administration and Management from the University of Southern Maine. She is looking forward to building on her already strong foundation of accounting knowledge with the CFO Services Group team. 

 Nikki was born and raised in Portland, Maine and still resides in the southern Maine area with her husband, two children, and three huskies. In her spare time, Nikki loves traveling, camping in the summer, and snowmobiling with her family in the winter. 


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Caitlyn Cameron 

Associate Accountant

About Caitlyn

Caitlyn Cameron found her start in the accounting industry through her mother’s teachings. Watching her mother thrive as a Senior Accountant lit a fire in Caitlyn as she began to recognize her love and appreciation for business and analyticity. This passion flourished into a motivation to study accounting both inside and outside of the classroom. Through self-study, Caitlyn found that she adored data entry and working with numbers, leading to her position with CFO Services Group as an Associate Accountant.
Embracing her long history of quality customer service, Caitlyn enjoys providing assistance, resolving issues, and maximizing efficiencies to support her clients. With strong communication skills, resourcefulness, and a diverse knowledge in accounting practices, Caitlyn excels in streamlining procedures and providing the support that organizations need to grow. Focusing on both satisfaction and boosting productivity, Caitlyn ensures all financial information is meticulously scrutinized, allowing her clients to make knowledgeable decisions regarding their financial needs.
Caitlyn was born and raised in Georgia and earned her Bachelor’s of Science degree in Psychology with a focus on Industrial-Organizational Management from Kennesaw State University. Thus, she possesses a scientific approach to business and offers professionally developed techniques and evidence-based results to her clients. Caitlyn is self-motivated and dedicated to ensuring the highest quality care for her colleagues and clients.
Although she currently resides in Georgia, Caitlyn has plans to move to the windy city of Chicago. She is happy to be a part of CFO Services Group and is looking forward to contributing to the company’s growth and their clients’ success. In her free time, she enjoys every aspect surrounding music, walking her cats, baking, and learning new languages.

Growth Team

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Paola Zambrana

Business Development Lead

About Paola

Paola Zambrana was born in Bolivia and raised in Fairfax, Virginia, and adores Northern Virginia for all the natural beauty it has. She particularly treasures the connections she makes with both the people, energy, and environment of the local area. She earned her Bachelor of the Arts in International Studies from George Mason University, and her lifetime dream of serving her community via non-profit work and volunteering in the community is actualized with her work at CFO Services Group. She is incredibly involved in her local community, volunteering her time packing meals for the less fortunate, serving food in shelters, handing out care packages to the homeless in winter, and many more activities. She also volunteers with the Childhood Cancer community, a cause very dear to her heart.  

 With her fluent Spanish bilingual skills and over 20 years of experience in business development, sales, marketing, event management, and running her own business, she brings a wide range of expertise to CFO Services Group. She has worked for many prestigious organizations in the Washington, DC Metropolitan Area, as well as some of the largest nonprofit organizations.  With this experience, she branched off to run her own business coordinating, planning, and running major festivals and events in the City of Alexandria, Virginia. While operating her own business and juggling everything, she learned from firsthand experience the struggles that many small business owners face with the journey in achieving their goals. This experience is a vital aspect of her professional growth, and she is thankful to utilize it by serving other businesses in building her relationships and serving the needs of her clients with her skills as both a great team player and a leader. 

 When she is not working, she loves spending time with her big loud family. She is kept busy raising her two beautiful daughters with her oldest daughter attending college in New York and her youngest daughter coding her way through life. She is at her happiest when playing with her two Chihuahua/Jack Russel puppies while watching her favorite television show, The Office. Paola genuinely believes she has found her forever family here with CFO Services Group. 

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Angela Miller

Growth Consultant

About Angela

Angela Miller joins us from the Eastern Shore of Maryland with a passion for helping others succeed and over 10 years of experience as a Sales and Finance Professional. She operates as a true advocate for her clients, listening closely to their specific wants & needs to connect them with the best solutions and help them thrive. Education is one of her favorite parts of any job she has held, and she is eager to help our clients flourish with her empathy and understanding of how challenging it can be to launch and run a small business effectively. Angela loves researching and learning new skills, making her desire to know as much as she can about the details of her working environment an asset to our team. She absorbs information easily, enjoys a challenge, and garners the most joy from watching those she has helped succeed. She studied Business Management at Johnson & Wales University in Charlotte, NC and has obtained several bookkeeping certifications to further her education and provide insightful support to the CFO Services Group team and clients. 


Angela has lived in Maryland for most of her life, loves to sing, and takes every opportunity to get creative with anything she can get her hands on. Her hobbies also include spending time with her husband in the garage wrenching on cars, sharing her baking talents with others, and traveling as often as possible. 

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Rosie Sarmiento

Growth Assistant 

About Rosie

Our Sales Administrative Assistant Rosie Sarmiento joins us from El Paso, Texas with over 6 years of customer service experience in the freight, dining, and security service industries. Rosie’s unique adaptability and experience allows her to utilize her natural intuition to assist in finding our potential clients the perfect service solution to meet their needs. Having previously lived in Panama and California, she also brings her Spanish bilingual skills to the team, making her well-equipped to assist CFO Services Group in our mission to expand our accounting educational programs to a wider audience of business owners and nonprofit organizations. 

In Rosie’s spare time, she loves taking opportunities to expand her palate by trying new coffee and cuisines in her local area. She also enjoys spending time with her blended family of 5 children, 2 dogs named Sammie and Frankie, and her wonderful parents.   

Administrative Team

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Leslie Reyes


About Leslie

Our Administrative Assistant Leslie Reyes is passionate about helping our small business owners and nonprofit organization clientele in each of their missions for success. She also provides her exceptional support to our CFO Services Group staff by assisting with administrative tasks, Spanish bilingual communication skills, project management, and a wide variety of requests.  

 Leslie earned her Associates degree in Medical Administration from Grantham University and spent most of her career in the healthcare industry as both a Registered Medical Assistant and a pharmaceutical clinical research assistant for over 25 years. Before joining us at CFO Services Group, she was a manager at a medical practice handling medical billing, managing accounts, and coordinating various projects to facilitate smooth office operations. 

 Originally from Texas, Leslie has also lived in New Mexico, Hawaii, and Panama with her husband while he was actively serving in the United States Navy. Now settled in their permanent home in El Paso, Texas, Leslie loves playing with her two dogs named Lumos and Chole, as well as spending quality time with her big family and 9 wonderful grandchildren. 

Rosie Samiento Photo

Jill Shalett

Internal Bookkeeper

About Jill

Jill Shalett found her love of bookkeeping by helping small business owners get and stay organized while raising her young children. This part-time freelance work eventually became a wonderful career in bookkeeping as Jill discovered that she has a knack for details and a love of helping small business owners with solutions on improved efficiencies and workflow.

By working with small business owners, Jill guides her clients with understandable language and creates processes with cloud-based solutions customized for their individual needs. Jill focuses on finding solutions to maximize workflow, creating accurate financial information for successful informed, confident, and profitable decisions.

Jill is originally from Saginaw, MI, and moved to Washington, D.C. in 1999 after graduating from Michigan State University with a BA in Family Community Services. Jill brings her background in helping others to the forefront when working with small business owners to better understand their specific needs, finding the best solutions.

Jill currently lives in Washington, D.C. with her husband, two teenage daughters, and their dog and cat. She is excited to work with CFO Services Group and contribute to the success of the company’s clients.

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Join Our Team

Our CFO Services Group team is composed of dedicated individuals who are passionate about providing the right assistant and solutions for our clients. Learn more about position openings and opportunities.