We are a small yet powerful team of professionals dedicated to improving the financial wellness of our clients. We provide a variety of services designed to do that for the following types of clients.
Realtors and property managers
Hospice and related services
Professional services
Medical practices
Contractors
We tailor our service offering to each client's needs with the objective of helping them achieve their desired financial outcomes.
preview Team Members section anchor
Michael
Small Business Guru, The "Real Estate Agent" CPA
Michael has been serving small business owners for over 20 years. He focuses on maximizing the “Tax Efficiency” of Realtors. Michael is the proud leader of Team Aperto.
Aricie
Main Number Cruncher
Aricie has a passion and an eye for accuracy. A part of Aperto for over 7 years, she leads our team of dedicated Customer Allys in producing consistent results for our Realtor clients.
Linda
Main People Pleaser
Linda brings decades of sales and customer service experience to her role at Aperto. She is the first point of contact and constantly receives rave reviews for her warm and engaging personality.
Emily
Customer Ally
Emily joined Aperto in the Summer of 2022 with a desire to flex her accounting muscles and learn new ways to serve our Realtor clients. An avid gamer and baker, Emily is great addition to the team.
Maddie
Operations Specialist
Maddie joined Aperto in the Summer of 2022 after working as a contractor. She has an array of experience in accounting and serves as a calming and steady influence to keep the team on track.
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