He began his career as a public practicing CPA. He eventually embraced his passion for technology and merged it with his experiences in public accounting and transitioned to the IT Director of a multi-office regional CPA firm in the Baltimore, MD area. Learning from the challenges of maintaining the technology for a firm, Byron established Simplified Innovations Inc, a subscription-based IT Dept focused on servicing the needs of CPA Firms, which he successfully exited after 8 years. Later, Byron joined the accounting automation startup Botkeeper and led the build of the post-sales teams from Series A to Series C and ultimately functioned as General Manager/Integrator. Now as the VP, Client Success at The B3 Method Institute, he helps organizational leaders to find their Business, Balance & Bliss while designing the accounting practice they desire that they can build and scale. Byron lives on a small horse farm in Maryland with his future wife, Nikki, and a gaggle of animals, including his dog Trinity. His extremely proud of his accomplished daughters, one a civil engineer and the other a student-athlete at the University of Pittsburgh where Byron regularly cheers on the Women's Lacrosse team, #H2P!

Maggie brings 10 years of experience in creating successful strategic partnerships. With a degree in business administration and the natural ability to connect she is responsible for creating mutually beneficial alliances for the R&D Tax Credit. Her expertise is varied amongst the construction, technology, dental, engineering, and software industry.

Brigid is an R&D Tax Consultant with years of experience in federal and state R&D tax incentives, sales and use tax filings, Section 199 Domestic Production Activities Deduction, and IRS examination support. Her areas of expertise include biotechnology, construction, engineering, manufacturing, software, and food & beverage.

Blake is a Senior Tax Attorney with years of experience in providing financial and tax planning advice, technical research, compliance, and federal and state tax incentives. Her areas of expertise include technology, fintech, wineries & more.