ABOUT
Outlook
Outlook A&T is a full‑service, client‑first firm offering essential operational support—bookkeeping, accounting, payroll, tax compliance—plus strategic advisory (including virtual CFO services, financial reporting, tax planning, and succession planning) and IT solutions like custom app development, fleet management, and customer support outsourcing—services typically reserved for larger firms.
Our Leadership
Meet the dedicated professionals behind Outlook A&T who are committed to providing exceptional services.
Goran
Founder and Principal Consultant
Goran, one of the founders of Outlook Accounting & Taxes Co., is a two time nationally recognized 40 Under 40 honoree in the accounting & tax industry. With expertise in tax strategy, bookkeeping, and fractional CFO services, having advised top firms like Google, Netflix, GAP Co., Lucid Motors, Stryker, Medline, and Kraft Heinz, with prior Director experience at Accenture, Ernst & Young, and Deloitte.
Chris
Chief Operating Officer
Chris, a seasoned technology leader with over 20 years in software development and 15 years in engineering leadership, has led globally distributed teams across Gaming, Retail, and Healthcare. He specializes in software architecture, infrastructure, security, live operations, and team development. He drives engineering and operational strategy, roadmap execution, and talent development for products operating at scale.
Chong
FP&A Director
Chong, a strategic finance leader with deep expertise in financial planning and analysis, brings over a decade of experience driving operational efficiency and business performance. He has led cross-functional teams across industries, delivering insights that shape corporate strategy and enable data-driven decisions. As FP&A Director, Chong specializes in forecasting, budgeting, and performance management, guiding financial strategy and fostering a culture of accountability and continuous improvement.
Prince
Chief of Staff / FP&A Specialist
Prince, chief of staff and FP&A specialist with over seven years of experience, specializes in project management, program leadership, and digital transformation. He has successfully driven business outcomes for Fortune 500 clients like PepsiCo, Medline, Kraft Heinz, AstraZeneca, and GMC, focusing on delivering data-driven solutions, optimizing processes, and building strong client relationships.
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Isabella
Account Management Professional
Isabella is a Customer Success and Account Management professional with over five years of experience supporting clients across SaaS and professional services. She specializes in client retention, process optimization, and high-value account support. Isabella is known for strengthening client relationships, refining operational workflows, and elevating the overall customer experience through thoughtful communication and a solutions-driven approach.
Joseph
​Director, Sales & Go-to-Market Strategy
​Joe is a growth and revenue leader with over 25 years of experience across SaaS, ERP, and professional services. He has helped mid-market and private equity–backed firms modernize how they generate, forecast, and manage revenue. Before joining Outlook, he held senior roles at Ultra Consultants, Armanino LLP, Wipfli, and UHY Advisors, leading enterprise growth and digital transformation initiatives.
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Dylan
Sales Associate
Dylan is a Sales and Client Success professional dedicated to building lasting client relationships and ensuring seamless delivery across teams. At Outlook Accounting & Taxes, he collaborates closely with the PMO team to align client goals with internal operations, streamline communication, and enhance the overall client experience.
Saad
Senior Tax Manager
​Saad is an experienced Tax and Accounting Manager with over ten years of expertise in corporate, partnership, and individual taxation. He leads a team of six at Outlook Accounting & Taxes, overseeing complex multi-state filings, payroll, and financial reporting. Known for his precision and client-focused approach, Saad ensures compliance, accuracy, and strategic guidance across every engagement.
Marissa Carlisle
Consultant
Marissa is a Certified Public Accountant and Certified Estate Planner with extensive experience across business, individual, trust, and estate taxation. She holds an MBA in Business with an accounting specialization from Texas Lutheran University. Marissa is passionate about guiding clients through every stage of their financial journey, providing thoughtful tax planning, strategic advisory support, and meaningful business development insights. She takes pride in helping clients achieve long-term growth and maximize tax savings.
Deb Anderson
Senior Tax Accountant
Deb Anderson is a Senior Tax Accountant at Outlook Tax & Advisory with extensive experience across individual, partnership, and corporate tax compliance, planning, and reporting. She brings a steady, detail-driven approach shaped by both public accounting and corporate experience, and is known for her reliability, accuracy, and calm problem-solving in complex or deadline-driven situations.
Rosie Majeres
Serves in Client Relations
Rosie Majeres serves in Client Relations at Outlook Tax & Advisory, supporting clients through coordination, communication, and day-to-day engagement. With decades of experience in financial services, she brings a strong focus on trust, confidentiality, and client care, ensuring a smooth and welcoming experience while keeping workflows organized and on track.
Amy Verschoor
Senior Accountant
Amy Verschoor is a Senior Accountant at Outlook Tax & Advisory specializing in accounting operations, payroll compliance, and ongoing client support. She is known for stepping into complex or fast-moving situations and delivering clarity, accuracy, and follow-through, while serving as a reliable primary point of contact for clients and internal teams.
Lovkesh
Tax Consultant
Lovkesh is an experienced Financial Consultant with over twelve years in US taxation, forensic accounting, and financial analysis. At Outlook Accounting & Taxes, he supports clients with tax reviews, audits, financial reporting, and data-driven insights. Known for his technical expertise and analytical mindset, Lovkesh helps ensure accuracy, clarity, and strategic value in every engagement.
Ayaan
Tax Consultant
Ayaan is a seasoned Tax and Accounting Consultant with over a decade of experience in corporate, partnership, and individual taxation. At Outlook Accounting & Taxes, he leads a team of six, overseeing multi-state filings, payroll operations, and financial reporting. Renowned for his precision and client-first mindset, Ayaan delivers each engagement with strategic insight, regulatory compliance, and unwavering attention to detail.
