About Capital CFO+

Capital CFO+’s accomplished and experienced nonprofit advisors, bookkeep-ers, accountants, and Chief Financial Officers facilitate your growth and success. We offer personalized solutions to help you simplify and understand not only your finances, but your business as a whole. We exist to improve the health of your business and your bottom line.

OUR VISION FOR YOUR BUSINESS

Your business.
Your solution.
Our expertise.

We seek to take the burden and over-whelm of your financials and back-end business tasks off your plate; offering you a sense of relief and time to focus your attention on building your business.

Schedule a free consultation

We simplify financial plans and statements

Ensure timely and accurate financial reports

Improve administrative accountability, efficiency, and organization

Manage communications to ensure transparency

What Sets Us Apart

We are relationship-driven and focused on providing successful solutions for our clients. Transparency and efficiency are key values we hold true to in our work. We support, we lead and we provide. We work in your business, so that you can focus your attention on growing your business.

We reduce costs

Hiring and training full or part-time staff can be very expensive. Paying for an employee with benefits is costly. Many companies and nonprofits either do not need a full-time position OR need additional help that does not require an additional in-house employee. Working with Capital CFO+ lets you focus your human resources where you need them most.

We improve efficiency

When you have an expert working on a project, they will be faster, effective, and efficient. Working with Capital CFO+ gives owners and leaders an essential competitive advantage. By outsourcing activities that are routine, administrative, or require specialized skills, you can focus more on core functions and ensure that your company thrives and succeeds.

We level the playing field

Most small firms simply can’t afford to match the in-house support services that larger companies maintain. Capital CFO+ helps small firms act “big” by giving them access to the same economies of scale, efficiency, and expertise that large companies enjoy.

Meet Sabrina Houser, Owner of Capital CFO+

Sabrina Houser started Capital CFO+ in 2016. Having worked in the nonprofit arena for twenty years, Sabrina saw first-hand the need for accuracy, efficiency, and transparency regarding a company’s finances. She has the unique perspective of working as a CEO of a nonprofit and experience managing multiple funding sources and contracts. As the CEO, she oversaw all fiscal and fiduciary responsibilities for the organization. She provided direct leadership and oversight for the agency’s finance and accounting functions, including compliance with relevant government regulations. Sabrina believes that your financial health leads investors, customers, and clients to feel confident in a company’s stability and potential for growth. You can contact Sabrina at sabrina@capitalcfollc.com.

My Why…

“I started Capital CFO+ because I saw a need for mid-sized businesses and nonprofits to outsource their bookkeeping and CFO work. Companies that do not need full-time employees or a department often feel they have no other option than to do it themselves. And I saw that they were holding their breath, hoping it would all work out. When I meet with clients, there is this feeling of finally exhaling and realizing that they have options, they do have control, and they can get back to their roles and find their hum again. Getting to be a part of your company’s fabric brings me joy and pride. Capital CFO+ is here to simplify your finances and help you put your financial pieces together.”

My Reason…

“I was born and raised in this area and spent ten years living in Rochester. I never thought I would move back home, but living in Saratoga Springs has made me realize what an amazing place we get to live in. My family and I wake up in an area where most come to vacation. Our little town comes to life in the summer but stays alive all year round.

I wanted to start a company that would help me get back to feeling connected with who I am and what is important to me. I work very hard at balance in my life, and although we all define that differently, it is about getting to spend time making memories with my family. I love to write and take advantage of the adventures of our town. My husband and I have two children, who are the best people I know, and a little dog that owns our heart. We adore our town, and we rally around our community. We feel fortunate to have found our home and our reason.”

drew@capitalcfollc.com
FULL PROFILE 

INTERN

Meghan Urban

FULL PROFILE 

Our Mission

We are here to be your business partner. From simplifying your finances, to priori-tizing your back-end needs, we listen to your objectives and work to put the pieces of your business together to form a solid foundation and a brand built for success.

Explaining your financials so they are straightforward and easy to understand.
Being transparent with our work and allowing you to be, too.
Being accurate and exact with our reporting and recordkeeping.

Let’s Get Started

Sabrina Houser

OWNER

Sabrina Houser started Capital CFO+ in 2016. Having worked in the nonprofit arena for twenty years, Sabrina saw first-hand the need for accuracy, efficiency, and transparency regarding a company's finances. She has the unique perspective of working as a CEO of a nonprofit and experience in managing multiple funding sources and contracts. As the CEO, she oversaw all fiscal and fiduciary responsibilities for the organization. She provided direct leadership and oversight for the agency's finance and accounting functions, including compliance with relevant government regulations. Sabrina believes that your financial health leads investors, customers, and clients to feel confident in a company's stability and potential for growth. You can contact Sabrina at sabrina@capitalcfollc.com.

Pearl Rose

BRANCH MANAGER

Pearl Rose became the Branch Manager for Capital CFO+ in 2020. Having spent three years working side by side with Sabrina, the company owner, it felt like a natural fit to give her such a meaningful title. Pearl knows that Capital CFO+ is like a dog on a bone when it comes to providing personal attention and quality service. Although somewhat in a supporting role, she supports our focus on the importance of not taking a paws on your financial health, agency, or company goals. Pearl's most important job is being there for our owner, whatever is needed that day, even if it's only to take a walk in the park.

Liz Chipman

DIRECTOR OF EDUCATION AND EMPLOYMENT

Liz is an experienced, versatile executive with a career in education and the nonprofit sector. Committed to working collectively for good, she has a passion for work that positively impacts our lives together – both in the community and in the workplace. She is driven by a commitment to employee engagement, collaborative thinking, and creating a diverse and equitable workplace for all employees. You can reach Liz at liz@capitalcfollc.com.

Holly Urban

DIRECTOR OF ACCOUNTING

Holly has 18 years of proven financial leadership. Most recently, she served as the CFO of a Public Radio Station in Albany, NY. She revamped the finance operations in place for over 30 years and implemented many new policies and procedures necessary for operations. She also spent three years as a CFO consultant serving various clients in the Capital Region with diverse accounting needs. Holly also spent eight years in Public Accounting with a concentration in serving NFP and Healthcare sectors. Holly can be reached at holly@capitalcfollc.com.

Heather Reynicke

Director of Accounting

Heather has a background in both accounting and healthcare administration, she has served many organizations with streamlining and improving efficiencies in the office and on the front lines. Heather has provided financial management in public and private industries for over twelve years, offering a multifaceted approach to providing proven solutions and eliminating redundancies. Most recently, Heather’s diverse background, excellent interpersonal and customer relations skills enabled her to establish and operate a successful restaurant.

Katie Stair

DIRECTOR OF NONPROFIT SERVICES

With over 18 years of progressive nonprofit experience, Katie comes to Capital CFO+ with a diverse background in nonprofit administration, organization management, and program development. Her direct experience includes organization development, strategic planning, grant writing, fundraising, board development, program analysis, evaluation and reporting, staff leadership, and marketing. Katie holds a Bachelor of Arts in Communication from Marist College and a Master of Science in Organization Management from Sage Graduate School. She lives in Saratoga Springs, NY, with her husband, James, their son Caden, and their dog, Kona. Katie can be reached at katie@capitalcfollc.com.

Margaret Conway

Executive Assistant

Maggie is an executive assistant at Capital CFO+ who helps provide administrative and secretarial support. She focuses on bringing optimization and organization to business practices. Previously, Maggie studied at Siena College where she completed her Bachelor of Arts in Communications and Digital Marketing. She also spent time in Sydney, Australia, studying Global Perspectives on Public Relations and Advocacy. Prior to Capital CFO+, Maggie worked at the Siena College Athletic Center and formerly played Division 1 Field Hockey. She is a team player and a firm believer in the power of positive thinking. Maggie can be reached at maggie@capitalcfollc.com

Nicole Kroosz

BOOKKEEPING ACCOUNT MANAGER

Nicole has been working with a range of small to medium-sized businesses over the past 14 years. Throughout her career, she has gained significant experience in accounting and Human Resources, contract management, and being a liaison to outside CPA firms and insurance agencies. Nicole has a proven track record in set up, clean up, and daily management of books and records in QuickBooks Desktop and Online and various integrations and platforms. She holds a bachelor's degree in business administration with a concentration in management science from Averett University in Virginia and is a QuickBooks Online Certified ProAdvisor. Nicole can be reached at nicole@capitalcfollc.com.

Danielle Rollins

Bookkeeping Account Manager

Danielle is a hard-working problem solver with over 12 years’ experience in bookkeeping, accounting, and payroll. Concentration in the nonprofit and government fields has instilled an understanding of the importance of meticulous attention to detail and meeting time sensitive deadlines. Hands on experience in the full accounting cycle from AP/AR, payroll, bank reconciliations and Financial Statement generation, has allowed Danielle to become proficient in these and many other areas, as well as various computer software programs. Danielle earned an Associates degree and a Bachelor’s degree in Business Management and Economics with a focus in accounting from SUNY Empire.

Danielle loves to help those around her and finds joy in successfully completing the task at hand.

Originally from Central NJ, she now resides in upstate NY with her husband and their 2 precious children.

You can contact Danielle at danielle@capitalcfollc.com.

Marci Persons

CFO

Marci has worked in finance for more than 15 years. She has experience in both the nonprofit and private sectors. She is currently employed as an Accountant for a nonprofit organization, managing their day-to-day accounting functions, including aspects of Human Resources and IT Management. She is a proven Finance Office Manager with a reputation for organization and accuracy. She has set up accounting software and POS systems for multiple organizations. Her knowledge of data management and computer software, with her ability to adapt and learn quickly, make her a valuable asset to any project. You can reach Marci at marci@capitalcfollc.com.

Svetlana (Lana) Albanese

CFO

Lana has 16 years of financial management and controllership experience in the supermarket, legal, manufacturing, and construction industries. She is skilled in Project Management, Budgets, Financial Reporting, Auditing and Internal Controls, Procurement, Business Intelligence and Analytics, Policy Development, Payroll, and Benefits Administration, among other things. Lana believes in your business, your cause, your dream and is passionate about supporting it. Lana can be reached at lana@capitalcfollc.com.

Sharon Smith

CFO

Sharon’s diverse and wide-ranging accounting background spans nearly 30 years. She has worked for small to mid-size companies in both the private and public sectors. Sharon recently served as the Business Manager for a private, nonprofit educational program for individuals with autism in northern New Jersey. Her ten years in this role included monthly and yearly closing, financial statement preparation, budgeting, forecasting, and payroll on the accounting side, as well as management, human resource tasks, and fund-raising on the business side. She is dedicated, efficient, diligent, and self-motivated. Sharon can be reached at sharon@capitalcfollc.com

Bruce Woods

CFO

Bruce is a Certified Public Accountant with over 35 years of experience in the accounting industry, including public accounting experience with both national and regional firms, as well as private sector experience including CFO roles with healthcare and human services organizations. He has prepared, analyzed, and reviewed monthly financial statements with the Board of Directors for many diverse organizations. Bruce has developed from scratch the accounting and general ledger package for start-up organizations. He has identified billing system discrepancies and implemented changes that improved the speed of the company’s cash flow. He has assisted not-for profit agencies with writing grant writing and compliance reviews.

Bill Gentes

CFO Bill has more than 35 years of senior level experience in operations and financial management primarily in the manufacturing sector. He has demonstrated expertise in setting up accounting systems and financial controls to improve accuracy and timeliness of financial reporting systems. He has experience in working with a wide array of accounting and MRP software systems. He is fully versed in evaluating requirements for risk management and bank financing programs. Bill also has a strong HR background having managed HR and Administration at several locations. His broad background will be a valuable asset to all organizations. Bill can be reached at bill@capitalcfollc.com.

Jeff Pitkin

CFO

Jeff retired from his role as Treasurer (chief financial officer) of New York State Energy Research and Development Authority in July 2021, a position he held for 20 years, and previously served as its Controller since 1991. During his career, Jeff grew the organization’s systems and processes from an annual budget of about $40 million to $1.5 billion. In addition to financial management, Jeff was responsible for human resources, information technology, information security, contract management, operational transformation and LEAN, facility management, investments, bond financing, and internal controls. Previously, Jeff was Assistant Controller for Trans World Music Corporation (national music and video retailer) and a Senior Accountant for Ernst & Young. He is a certified public accountant (inactive) and he received a BBA in Accounting from Siena College.

Gilles Lauzon

CFO Gilles has more than 30 years of accounting experience for nonprofit organizations. He is currently employed as a Director of Finance for a member association managing the day-to-day accounting functions for three related entities. He is skilled in managing monthly and yearly closings, financial statement preparation, budgeting, and forecasting. He is adept at understanding and improving systems and controls, operations, processes and financial procedures to ensure the integrity of financial information and reporting. He is a certified public accountant and he received an MS in Accounting from Syracuse University. You can contact Gilles at gilles@capitalcfollc.com.

Bob Garrett

CFO

Bob has over 42 years in the accounting field encompassing both the manufacturing industry as well as the non profit arena, Early in his career he worked his way up the ranks at Sterling Drug Inc., beginning as a Cost Accountant  and finishing as Division Accounting Manager. In these various positions he was responsible for the process cost system, variance reporting and analysis and consolidated monthly/annual closings for 3 worldwide pharmaceutical plants.

For the last 27 years he has been the CFO of a non-profit dedicated to the betterment of the lives of persons with developmental disabilities. He has extensive experience in budgeting, purchasing, overseeing employee benefit plans, contract management, preparation of internal financial schedules and Board reporting, as well as facility management and managing the day to day fiscal operations of a $22MM entity.He is knowledgeable in FundEZ and QuickBooks and Microsoft products. He is also a Notary Public.

You can contact Bob at bob@capitalcfollc.com.

John Zielinski

CFO

With 35 years of experience as a Chief Financial Officer, Corporate Controller, and Vice President of Finance and Administration, John possesses extensive senior financial, administrative management, and problem-solving expertise. He has experience in public accounting, over 17 years in manufacturing, and 19 years with commercial, service, and nonprofit organizations. John can be reached at john@capitalcfollc.com.

In addition to expertise in accounting, auditing, and financial management, he has experience in:

Establishing and maintaining banking and investment relationships
Implementing, updating, and converting information technology systems
Analyzing and selecting employee benefit plans advantageous to both the employees and company
Reducing costs without sacrificing quality or performance
Rewriting organizational handbooks to comply with ever-changing federal and NYS regulations
Choosing the best & most cost-effective insurance and risk management policies and programs
Managing the Information Technology, Human Resources, Purchasing and Facilities departments
Analyzing, developing, and implementing internal control systems to ensure compliance with organizational policies and to safeguard its’ assets
Assessing the need for, implementing, and managing organizational change
Formulating solutions to operational problems emphasizing cost control, cost analysis, efficiency analysis, inventory management, and purchasing.
Managing, accounting, and reporting on over $230 million in federal grants & contracts

Brittany Creel

BOOKKEEPER

Brittany has worked in Bookkeeper roles for family-owned businesses as well as large corporations for over 15 years. She found a passion for helping clients with accurate and efficient record keeping, as well as streamlining business processes. Brittany is knowledgeable in business management and total operations in retail, manufacturing and restaurant industries. In 2021, she joined Capital CFO+ and is committed to handling the bookkeeping, data entry, and financial record keeping for her clients. Brittany prides herself on effective communication, producing timely and transparent record-keeping as well budgeting. Her primary expertise is QuickBooks, both online and desktop. Brittany can be reached at brittany@capitalcfollc.com.

Eve White

BOOKKEEPER

Eve has over 20 years of experience in operations management and regulatory compliance, working for medium-sized law fi rms inside a complex legal industry. She is adept in financial management, auditing, and organizational development with a passion for leadership training and development. You will see her values of integrity, respect and innovation demonstrated in her work and everyday interactions. Eve can be reached at eve@capitalcfollc.com.

Victoria Ritter

BOOKKEEPER I studied international relations and economics in undergrad and graduated with my bachelor’s degree from the University of Albany, SUNY in 2017. I’ve always loved to travel even from a young age and studied abroad in India for a semester. I have extensive experience working in hospitality, as well as years of experience in the not-for-profit sector, working primarily in international development and health care. I discovered a passion for numbers, specifically related to accounting and bookkeeping after reading several books on the subject. Also, as a history buff it was fascinating to learn that bookkeeping dates back to the Middle Ages. I started to explore QuickBooks, completing a number of trainings online, and began to seriously look into pursuing a career in bookkeeping/accounting. I enrolled in and completed a certificate course for financial accounting with Harvard Business School Online, and I enjoyed the subject matter so much that I applied, was accepted to, and am currently taking courses towards a Master of Science in Accounting with the University of Massachusetts, Amherst. Victoria can be reached at victoria@capitalcfollc.com.

Nicole Tremblay

BOOKKEEPER

Nicole has been working in the bookkeeping and accounting field for 6 years. She graduated from SUNY Delhi in 2016 with a Bachelors in Accounting. Since then she has worked with companies in the restaurant, hospitality and construction industries. Over the years Nicole has worked with a variety of different accounting softwares, specializing in Quickbooks. She recently became a certified QuickBooks ProAdvisor and is also working towards her CPA license. Nicole has developed a strong passion for working with numbers and exceeding the expectations of her clients. Communication, time management and accurate record keeping are three of her expertise. She is very excited to be a member of Capital CFO+ and develop new client relations.

Nicole can be reached at cole@capitalcfollc.com.

Patrick O'Keeffe

Bookkeeper

I graduated from Siena College with a degree in Finance and a minor in Philosophy. After school, I moved to Manhattan to work in the Finance and Accounting departments at two large investment banks - Merrill Lynch and Morgan Stanley. Most recently, I was an Associate Director at a smaller German bank called West LB. As an Associate Director, I was responsible for month-end close for various trading desks including the Money Markets, Emerging Markets, and Derivatives desks. In addition to month-end close responsibilities, I was responsible for generating daily risk attribution for multiple trading desks. I also provided each trading desk with daily P&L estimates at the close of business, and daily reconciliations between the estimate and General Ledger using trade level detail.

You can contact Patrick at patrick@capitalcfollc.com.

Tracey Anthony

BOOKKEEPER

Tracey studied political science and marketing while getting her Bachelor’s degree from Syracuse University before moving on to get her law degree. She spent almost twenty years working in retail management before deciding to use her experience to move into bookkeeping and accounting. As a small business owner herself, Tracey understands the difficulties of trying to manage your business’ finances on your own. She prides herself on her communication, diligence, and accuracy.

Tracey can be reached at tracey@capitalcfollc.com.

Jaishree Bhanchand

BOOKKEEPER

Jaishree almost went to nursing school at her father’s request but after attending a few courses, she decided that finance was her calling. She moved to New York and began attending school at Queensborough Community College.

There, she obtained a degree in Liberal Arts & Sciences and landed a job at New York University as a Finance Assistant.After three years she moved upstate to Schenectady NY, where she has been working as a FinanceAssistant withWAMC for 7 years.

She is continuing her education at Empire State College and expects to complete her degree in Business Management &Economics with a concentration in Finance in 2022. She lives with her husband and 5-year old son and enjoys spending time with them.

Amy Terry

BOOKKEEPER

Amy has been working as a bookkeeper for over 15 years. She is an expert in data management and accounting software. In 2017, she joined Capital CFO+ and is committed to handling the bookkeeping, data entry, and financial recordkeeping for your company. Amy has a reputation for transparency, efficiency, and accuracy.

Her primary expertise is QuickBooks, both online and desktop. She helps companies find efficiency and processes for their bottom line.

Andrew

Accounts Assistant

Andrew is a recent graduate of SUNY Orange County Community College. He majored in accounting and earned an associates degree. He is currently in pursuit of his bachelors. Originating from the Bronx, New York, he is very passionate about his work and he takes pride in his profession. Andrew is very meticulous with his work and doesn't like to hand in anything but his best. He has a big personality and an even bigger heart. You can contact Andrew at drew@capitalcfollc.com.

Meghan Urban

INTERN

Meghan is an upcoming junior at Marist College. She majors in Applied Mathemati cs, on an actuarial track, andminors in Data Science and Analyti cs. She was recently elected as the Vice President of Marist Math Club and theTreasurer of Associati on for Women in Mathemati cs at Marist, where her primary responsibility will be brainstormingideas and working collaborati vely with other board members. Meghan is very passionate in the fi elds of business andmath and is looking forward to the professional experience she will build with her persistence and commitment toCapital CFO+.

About Capital CFO+

Your business.Your solution.Our expertise.

We simplify financial plans and statements

Ensure timely and accurate financial reports

Improve administrative accountability, efficiency, and organization

Manage communications to ensure transparency

What Sets Us Apart

We reduce costs

We improve efficiency

We level the playing field

Meet Sabrina Houser, Owner of Capital CFO+

My Why…

My Reason…

Meet Our Team

Sabrina Houser

Pearl Rose

Liz Chipman

Holly Urban

Heather Reynicke

Katie Stair

Margaret Conway

Nicole Kroosz

Danielle Rollins

Marci Persons

Svetlana (Lana) Albanese

Sharon Smith

Bruce Woods

Bill Gentes

Jeff Pitkin

Gilles Lauzon

Bob Garrett

John Zielinski

Brittany Creel

Eve White

Victoria Ritter

Nicole Tremblay

Patrick O‘Keeffe

Tracey Anthony

Jaishree Bhanchand

Amy Terry

Andrew Watson

Meghan Urban

Our Mission

The importance of hiring the right bookkeeper

Capital CFO+ Professional Development Division Creates a Strong Workplace

Hiring a Virtual Phone Concierge

Sabrina Houser

Pearl Rose

Liz Chipman

Holly Urban

Heather Reynicke

Katie Stair

Margaret Conway

Nicole Kroosz

Danielle Rollins

Marci Persons

Svetlana (Lana) Albanese

Sharon Smith

Bruce Woods

Bill Gentes

Jeff Pitkin

Gilles Lauzon

Bob Garrett

John Zielinski

Brittany Creel

Eve White

Victoria Ritter

Nicole Tremblay

Patrick O'Keeffe

Tracey Anthony

Jaishree Bhanchand

Amy Terry

Andrew

Meghan Urban

Your business.
Your solution.
Our expertise.