Meet The Team | Insogna CPA PC

Meet Chase

President

CPA – Certified Public Accountant
CGMA – Chartered Global Management Accountant

“I have always loved entrepreneurship and small business. That’s why Insogna CPA focuses on bringing affordable CFO-level expertise to help fellow small businesses grow, and use our tax expertise to save them as much money as possible.

Many small business owners work their entire lives growing and reinvesting their profits back into their business. But then, when they want to retire, they find themselves unable to enjoy life. Just like an investment advisor recommends, my goal is to help every business owners we work with to start saving money every year, so that in 20, 30, 50 years after pouring their life’s work into their business, they at least have some savings built up to look back on and enjoy in retirement – at which point selling the business is just a bonus. This is how I run my company too.”

Meet our team

Becke

Accounting Manager

Becke is a transplant from the great state of Wisconsin, therefore is a cheese lover and Green Bay Packers fan. Go Pack! Becke has two beautiful sons that keep her busy. When she’s not busy with work, she likes to ride her Harley, go wine tasting, cook and spend time with friends and family. Becke doesn’t have a set of hobbies since she enjoys just about anything.

Becke

Accounting Manager

Abbie, CPA

Tax Manager

Abbie enjoys helping clients understand and navigate the complex world of Income Taxes with her extensive experience in tax law, dedication to customer service, and reliable and accurate tax advice. Her passion for accounting started back in high school after taking an accounting course that her father suggested. Something just clicked and she knew immediately that this was the profession for her.

Abbie, CPA

Tax Manager

Ami

Enrolled Agent

Ami’s goal is to help all clients have a worry free tax preparation experience. As a graduate of Manchester University with a BEng in Engineering, Ami has been preparing taxes for over 16 years and has experience in a wide range of areas including small businesses, rentals, retirement, and investments. It gives Ami great satisfaction knowing that she can help our client maximize their tax savings and reach their financial goal.

Ami

Enrolled Agent

Andrew

Junior Tax Accountant

Andrew is currently pursuing a Master of Accounting degree at St. Edward’s University. In his downtime, Andrew enjoys spending time and watching old shows with his wife, Sarah, and their newly adopted cat, Nausicaä.

Andrew

Junior Tax Accountant

Marjorie

Senior Bookkeeper

Marjorie graduated with a bachelor's degree in Accountancy and a master’s degree in Management with over 15 years of accounting experience in corporate industry and small businesses specializing in accounting systems, product costing and financial reporting and analysis. She treats every day as a learning experience and is always excited about discovering new ideas. Her interests include art and cr

Marjorie

Senior Bookkeeper

Arjay

Senior Bookkeeper

Arjay brings to the table an extensive experience in the field of audit. He now prepares and reviews the financial statements for the readers. Outside of work, he can watch movies all day or go hiking.

Arjay

Senior Bookkeeper

Arjay

Senior Bookkeeper

Arjay

Senior Bookkeeper

Angela

Junior Bookkeeper

Angela holds a bachelor's degree in Accountancy with over 5 years of accounting experience in healthcare and small businesses. Since elementary, she always wanted to do accounting work as she enjoys the challenge of making financial data accurate in a jiffy. When she's not at work, she loves spending time with her family.

Angela

Junior Bookkeeper

Flynne

Digital Marketing Specialist

After earning her degree, Flynne is all about helping businesses keep up with the dynamic scene of digital marketing, build and maintain relationships, and maximize their capacity for social purpose through online and offline campaigns.

Flynne

Digital Marketing Specialist

Courtney

Inside Sales Specialist

Courtney brings over 25 years of sales and business development experience working with global (Big 4) and growing regional CPA firms. Courtney’s goal is building long-term relationships with valued individuals and business owners, helping them identify their needs and align them with Insogna CPA’s resources to achieve their goals. Outside of work, Courtney enjoys everything outdoors with famil

Courtney

Inside Sales Specialist

Heather

Client Advisor Specialist

Heather grew up traveling the world as a military brat. She attended The University of Southern Mississippi on a golf scholarship. While planting her roots, marrying her college sweetheart and being blessed with two beautiful children, Heather also found her love for business. As a civilian in the United States Air Force, she held many accounting positions that grew her knowledge of business manageme

Heather

Client Advisor Specialist

Frances

Junior Bookkeeper

Frances holds a Bachelor of Science in Accountancy. She enjoys helping business owners with their daily accounting/bookkeeping needs, as she brings her detailed experiences from across multiple industries. Francis is always ready to learn new things, and a big fan of anime series and movies.

Frances

Junior Bookkeeper

All of us at Insogna CPA exist to help deliver ethical, transparent and industry-leading expertise to help you grow your business, maximize your tax savings and incorporate technologies that make your CPA experience a seamless experience.

Cheers to your health, wealth and happiness!