CPA Team

Colin Grubb 

 

CPA Certificate Number: 10765

Colin provides the team with over 30 years of experience in public accounting in Colorado. Colin graduated from Michigan State University in 1980. He is a licensed Certified Public Accountant.

His extensive experience with real estate and small business make him a leader in the industry. Colin’s expertise is to identify tax structure opportunities that are advantageous to our clients to maximize tax savings. He’s known for his creative approach at helping clients in creating add-on services and revenue making ideas that have produced great success. His passion and adoption of paperless technology has made him a pioneer in the accounting industry.

Colin moved to Denver for the opportunities and quality of life that only Colorado can offer. In his spare time, Colin enjoys going to car shows, camping and spending time with his wife and dog, Clara.

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Ralph Shinn 

CPA Certificate Number: 11954

Ralph has been in the public accounting and the financial planning business for over 25 years and is a licensed Certified Public Accountant (CPA) and Certified Financial Planner (CFP®).

He is an advisor and provider of wealth management services for small to medium-sized business clients and affluent individual investors. Ralph has also served as an on-call CFO for several of his business clients and has extensive experience in start-up companies including entity selection, business development, venture capital financing, and interfacing with other business partners including bankers, lawyers, and developers. His other activities include evaluation of financial instruments and negotiator in several business venturefinancingand real estate projects of which he has been an investor/partner. Ralph’s areas of expertise are Advanced Tax and Financial Planning for closely-held businesses and affluent individual clients, retirement, trust and estate planning, litigation support, and business consulting. He has extensive experience in real estate taxation and structuring of entities to protect personal assets of individuals and businesses as well as sophisticated planning of transactions to minimize taxes and add value to clients’ portfolios. Ralph is a member in Good Standing of the Colorado Society of CPA’s (COCPA), American Institute of CPA’s (AICPA) and the Financial Planning Association. In the past, he has served on the boards for several not-for-profit organizations in Northern Colorado and currently is Treasurer of RVNA of Greeley/Fort Collins.

In his spare time, Ralph enjoys playing golf, hiking, running and weight training.

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Victor-20Victor Amaya 

CPA Certificate Number: 26553

Victor has been working in the public accounting industry for over five years and is a licensed Certified Public Accountant (CPA) by the State of Colorado. Victor earned a Bachelor’s and Master’s of Accountancy from Colorado State University.

His client focus is brick and mortar retailers, online retailers, general contractors and subcontractors. He aids his clients in understanding their business by optimizing their accounting system to help in the decision making process. Victor has experience in both local and national accounting firms, including PricewaterhouseCoopers.

natioanl academy of public accountingVictor is on the Financial Committee at the Colorado Society of CPA’s (COCPA). He has been chosen for the American Institute of CPA’s (AICPA) Leadership Academy. Victor was also awarded Top 10 Public Accounting Professional Rising Star award from the National Academy of Public Accounting Professionals in 2015 and has been  nominated to the Denver Business Journal’s ’40 under 40′ list ni both 2014 and 2015.

Victor was born in Honduras and raised in New Jersey. He is fluent in Spanish. In his spare time, Victor enjoys hunting, fishing, camping and spending time with his wife and two young children.

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cassandra

Cassandra Lenfert LinkedIn

CPA Certificate Number: 29601

Cassandra has over 10 years of experience in public accounting, and is a licensed Certified Public Accountant (CPA) in Colorado and Indiana.  She graduated from the University of Southern Indiana with a Bachelor’s degree in Accounting and Professional Services in 2006.

Cassandra strives to give the clients she works with peace of mind. She specializes in tax planning, consulting, and compliance for individual, business, and estate/trust clients.  She has experience working with clients in a variety of industries including  the professional services, real estate, and technology industries.    Cassandra is a member in Good Standing of both the American Institute of CPA’s (AICPA) and the Colorado Society of CPA’s (COCPA).    She has served on several not-for-profit boards in Northern Colorado in past years.

Outside of work, Cassandra  enjoys spending time with her husband and young son in the beautiful Colorado outdoors.

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clearpathftcollins-1-of-15-1Lisa Smith LinkedIn

CPA Certificate Number:  28783

Lisa has been working in the public accounting industry for over 9 years and is a licensed Certified Public Accountant (CPA) in Colorado.  She graduated from Colorado State University with a Bachelor of Science in Business Administration with a concentration in Accounting.

Lisa has worked with a variety of individual and business clients, assisting with tax planning, consulting, compliance, and litigation support.  She is a member in Good Standing of both the American Institute of CPA’s (AICPA) and the Colorado Society of CPA’s (COCPA).

In her spare time, Lisa enjoys reading, building furniture, gardening, and spending time with her husband.

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Sara Williams LinkedIn

Sara works as a para-professional while pursuing her degree in Accounting.

As an employee since 2005, she has won the hearts of many of our clients while providing the ultimate in quality accounting and customer service. In 2010, Sara began her first year as a telecommuter, benefiting from the cloud based technology ClearPath offers.

Sara is a born and raised citizen of Colorado. After meeting her husband she has taken up sport clay shooting, skeet and trap. In her spare time, Sara enjoys four-wheeling, camping, horses and being by the lake. Family is an important part of Sara’s life, in 2009 they welcomed their son Ryder and just recently, Sara and her husband welcomed a new baby girl, Makenzie.

 

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sierraSierra Ruby

Sierra is currently persuing her Bachelor’s from Metropolitan State University, while working two full time jobs. She has plans to graduate in 2015 and continue her education to attain her Masters of Accountancy, with an international designation, and a Certified Public Accountant license. She is a Administrative Assistant. Her job duties include supporting staff with day-to-day activities, scheduling appointments, digital dispatching of information to the appropriate people, client communications, along with other staff duties. Sierra was born and raised in Colorado. She would love to travel and see the world. During her spare time she loves to read, learn, hang out with her family and best friends, and swim.

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DillonDillon Mount

Dillon is currently pursuing his Bachelor’s Degree from Colorado State University, while working at ClearPath and the Army. He plans to graduate with his undergraduate in spring of 2017. Dillon will continue his education to get his Master’s of Accountancy from Colorado State University and a Certified Public Accountant license while also going on active duty as an Army Officer.

He currently works as an administrative assistant and aspires to do more. His duties include supporting the staff with day-to-day activities, scheduling appointments, client communications, along with other staff duties and continuing to learn more everyday.

Dillon was born and raised in Southern Utah and has served in the Army since 2010. During his free time, he enjoys spending time with his wife and two dogs doing anything and everything Northern Colorado has to offer.

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DaraDara Tillapaugh

Dara graduated from Metropolitan State University of Denver and worked in the education field for eight years.

She is an Administrative Assistant. Her job duties include supporting staff with day-to-day activities, scheduling appointments, digital dispatching of information to the appropriate people, client communications, along with other staff duties.

Dara is a Colorado native and was raised in the Littleton area. In her spare time she enjoys traveling with her husband, gardening, and attending sporting events.

 

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clearpathftcollins-3-of-15Jody Dickinson LinkedIn

Jody graduated with an Associates and a Bachelor’s Degree from Colorado State University and also graduated from Denver Paralegal Institute and has worked in the legal field for the past 34 years.

She is an Administrative Assistant. Her job duties include supporting staff with day-to-day activities, scheduling appointments, digital dispatching of information to the appropriate people, basic bookkeeping, client communications, along with other staff duties.

Jody has lived in Colorado off and on for 33 years, living in the Loveland and Denver areas. In her spare-time she enjoys traveling, reading, needlecrafts, baking and participating in a prison ministry in Texas.