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About Us

KBFP CPA'S - Team Approach KBFP CPA'S - Team Approach

The KBFP team takes an innovative approach in helping owners gain an in-depth perspective into their businesses. The team at KBFP works with companies to provide advice and guidance on operating their business more efficiently and effectively with the aim of increasing the value of their business. The KBFP team provides clients with the effect of every important business decision on their business before they make it. If your needs are related to personal goals the team at KBFP can work with you in meeting your needs in financial planning and taxation.

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Our Team

Rob Pellegrino CPA LPA Partner/Co-Founder

Rob Pellegrino CPA LPA

Partner/Co-Founder

Philip Bright CPA CGA LPA Partner/Co-Founder

Philip Bright CPA CGA LPA

Partner/Co-Founder

Manu Kakkar CPA CA CGA Tax Principal

Manu Kakkar CPA CA CGA

Tax Principal

Ylli Beqiri CPA Associate

Ylli Beqiri CPA

Associate

Liliana Nalli CPA LPA Audit Manager

Liliana Nalli CPA LPA

Audit Manager

Thomas Samuel CPA Manager

Thomas Samuel CPA

Manager

Simran Kaur Senior Associate

Simran Kaur

Senior Associate

Jemy Jose Bookkeeping & Payroll Associate

Jemy Jose

Bookkeeping & Payroll Associate

Rose Barci Staff Accountant

Rose Barci

Staff Accountant

Angie D’Aversa Administrator

Angie D’Aversa

Administrator

Mark Soer IT & Digital Marketing Associate

Mark Soer

IT & Digital Marketing Associate

Awards & Certifications

Our Process

Schedule A Call

Every business is different, and we want to take the time to get to know your company and understand your accounting situation. Please fill out the form, and and one of our team members will respond within 24 hours to set up an initial discovery call.

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1

Initial Discovery Call

This call is to get to know your company and the accounting procedures you currently have in place. This is the time to disclose and review your company’s situation and current practices. From this discovery call, we can gauge what kind of services you require and how we can best assist you.

2

Logistics Call

Once we have all of your information, our team of experts will analyze your companies situation and brainstorm multiple solutions. One of our team members will contact you to discuss the solutions we believe would benefit your company and break down exactly how we plan to solve every issue that arose during the initial discovery call. We encourage clients to ask any lingering questions about our team and voice any concerns not previously discussed during this call.

3

Onboarding Call

Finally, we will design a few packages, outlining the prices and defining each package’s scope. Once you have chosen your desired package, we will begin integrating our team with your accounting processes, discussing timelines and next steps.

We will walk you through how your new cloud accounting software works and how much easier it is to track your financials.

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4

Let’s Connect

Plan for a stronger financial future. Book a consultation with a team member to explore how KBFP’s tailored accounting, tax, and advisory solutions can support you and your business.

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