Kevin A Marshall, CPA – Vice President
Kevin is a successful and unique entrepreneur. He brings both an entrepreneurial spirit and a CPA’s financial acumen to each client situation. This ensures that the innovative solutions he brings to clients are also rooted in strong financial returns.
Professionally, Kevin has been a practicing CPA for over 30 years. He owns a virtual CPA firm that serves clients across the country. They specialize in the difficult; specifically turning around dire financial situations with unique financing, tax mitigation, and business planning solutions.
As an entrepreneur, Kevin has started and sold several businesses. He started a Bed & Breakfast in Connecticut that became one of the top grossing B&B’s in New England. Kevin profitably sold that business before his last relocation to Tucson AZ, where he wisely went virtual with his CPA and funding business.
Kevin’s awards include Money Magazine – People to Watch and Hartford Business Journal – 40 Under 40. Kevin actively volunteers with Make Way for Books and the Tucson Rotary, and has lent his expertise as Treasurer to numerous non-profit organizations.
The Dream Team
CLU ChFC CAP
Director of Technology
Director Of International Affairs
Great things in business are never done by one person. They’re done by a team of people.
- Steve Jobs