Our Team
Accountants, Controllers & Tax Strategists Working in Sync
SmartBooks Insight pairs credentialed experts with precision automation so you get CFO-level visibility without building an in-house finance department.
Leadership you can rely on
Every client is paired with a pod that includes accounting, tax, and automation experts who know your industry.
Chief Accounting Officer
Malick Ouedraogo, CPA
Big Four alumnus and multi-entity GAAP specialist who leads quality review across every SmartBooks Insight engagement.
Focus: Accounting standards · Compliance · Quality assurance
Vice President, Client Experience
Jordan Reyes
A decade running outsourced finance teams for SaaS and e-commerce companies with a relentless focus on white-glove service.
Focus: Client success · Playbooks · Onboarding
Director of Tax Strategy
Priya Patel, EA
Enrolled Agent with deep multi-state and federal tax planning expertise for growth-stage businesses and investors.
Focus: Tax planning · Compliance · IRS representation
Head of Automation & AI
Marcus Ó Dálaigh
Architects the automation pipeline that powers transaction classification, anomaly detection, and custom dashboards.
Focus: AI automation · Integrations · Reporting
How our pods support your finance operations
We embed with your leadership team, own recurring workflows, and surface strategic insights before you ask.
Dedicated pod model
A controller, accountant, and tax strategist stay with you from kickoff through monthly close and year-end.
AI-assisted workflows
Automation pipelines handle OCR intake, transaction coding, variance detection, and dashboard updates in real time.
Always-on communication
Weekly syncs, monthly business reviews, and a shared workspace keep everyone aligned and accountable.
Industry expertise
We specialize in SaaS, e-commerce, professional services, and multi-entity operators with complex compliance demands.
Ready to offload your finance operations to a trusted team?
Schedule a discovery call to meet the pod that will manage your books, reporting, and tax planning.