Our Team

Bill Mertz founded Corporate CFO in 2010. He focuses on establishing our client relationships and works closely with Business owners as a key trusted advisor. Bill works with companies to enhance their organizational development, obtain financing, implement growth strategies, and organize their strategic objectives. It was his goal to establish Corporate CFO to provide the same financial sophistication to small businesses that large companies have access to. He also recognizes that the value of the business is the owners greatest asset, he assists in maximizing this value through implementing exit plans and succession plans to include management buyouts and third party sales.

Bill earned a B.B.A. in Accounting from James Madison University. Prior to Corporate CFO he has over 30 years of accounting and strategic consulting experience extending across numerous industries. Bill co-founded Watkins Consulting, Inc., a national consulting firm established to provide consulting and accounting services to the Resolution Trust Corporation. As CEO, Bill was responsible for the oversight of all large engagements including strategic planning, process improvement, financial investigations and complex litigation, forensic accounting, as well as real estate and project management engagements.

Away from work Bill enjoys spending time with his family, especially chasing around his four grandchildren. He also enjoys hiking and camping around the Mid-Atlantic region.

Billy Mertz joined the Corporate CFO team in 2011. He is responsible for providing accounting and advisory services to our clients, including the preparation of annual budgets, monthly and quarterly financial reporting, Profitability analysis, and Cash flow management. Billy is also instrumental in working with our clients to obtain financing and maximizing the clients banking relationship. In his time with Corporate CFO Billy has found that all small businesses need support in managing their cash flow and setting goals and budgets for their organization. He believes this gives Management great clarity to manage their business and make decisions efficiently and effectively. He also works closely with business owners on strategic planning, exit planning and succession planning.

Billy is a Graduate of the University of Alabama, prior to coming to Corporate CFO, Billy spent two years coaching some of the world’s top junior tennis players in College Park, Maryland as well as Atlanta, Georgia. Billy was a four-year letterman on the University of Alabama Men’s Tennis Team, where he was a team captain and earned All-SEC honors.

Away from work, Billy enjoys rooting on all Alabama Sports, and spending time with his wife and daughter. Billy also enjoys running, playing tennis, and spending time at the beach.

David Potter joined the Corporate CFO team in 2017. He is responsible for managing and overseeing our construction contracting clients, including producing monthly WIP reports, Direct and Indirect Labor Costs, job costing and job profitability analysis. David also works closely with Management to provide Job cost estimates, Consolidated financials, compliance reporting to regulatory agencies, and the submission of monthly reports to financial institutions. David has been instrumental in working with management to increase profitability, enhance growth strategies, and ensure the achievement of corporate goals and objectives.

David earned a Bachelor of Science in Accounting from the Pennsylvania State University, prior to Corporate CFO he has over 20 years of controllership experience, with a strong emphasis in the construction industry. David is a licensed CPA and is a member of the American Institute of Certified Public Accountants.

Outside of work, David likes spending time with family, including two Newfoundland dogs. He is a car enthusiast that also likes photography, hiking, and travel.

Carla is a Senior Manager at Corporate CFO Services, responsible for managing and overseeing many of our outsourced accounting and special project engagements.

Carla has over 30 years of experience providing accounting and consulting services to small businesses in a variety of industries. Her experience includes extensive work in all facets of corporate accounting, establishing and implementing accounting procedures, software implementation, and financial reporting for executive management. She previously worked as a controller and manager for a regional certified accounting firm managing over 100 business and personal income tax returns.

Mrs. Robinson earned a Bachelor of Science in Accounting from the University of Maryland, she is a licensed CPA, a member of the American institute of CPAs, and a certified Quickbooks Pro Advisor.

Eileen Shifflett is an Accounting Manager at Corporate CFO, responsible for overseeing the processing of payroll, accounts payable and accounts receivable, as well as preparing the month-end financial statements. She is also responsible for Corporate CFO’s quality control, and development of our internal training programs.

Eileen is also a member of the Accounting Department at James Madison University. At James Madison, she is responsible for the ongoing design and implementation of the two-credit progression in Excel Training required for all students majoring in Accounting.

Eileen received both a B.B.A. in Accounting and an M.B.A. from James Madison University.

Luke Higgins joined the Corporate CFO team in 2017. He is responsible for managing all aspects of our clients’ accounting needs, including, accounts payable and payment processing, accounts receivable, payroll management, and Financial Statement preparation. Luke works closely with management to provide budgets, financial statements, and profitability reports for Board Meetings and Management meetings. He has also played a major role in working with our clients to make significant improvements in their accounting processes and internal controls. Luke also oversees several audits each year for our clients to ensure all schedules are prepared and reports are provided to the auditors.

Prior to coming to Corporate CFO, Luke worked for a public accounting firm in Maryland. Luke gained experience completing audits, reviews, compilations, and tax returns. Luke is a graduate from York College of Pennsylvania where he received a Bachelor of Science with a focus in accounting. At York College, Luke was a founding member of the Club Baseball program.

When not working, Luke can be found on the golf course or at the local dog park with his Bernese Mountain dog, Harper. Luke lives in Edgewater, MD with his wife, Emilia, and daughter, Emerson.

Kevin joined the Corporate CFO team in 2018. He is responsible for managing all aspects of our clients’ accounting, including overseeing accounts payable and accounts receivable, preparing month end financial statements, and producing budgets. Kevin has extensive experience with clients in the construction industry, leading preparation of management reporting, job costing analysis, and successfully completing an SEC audit to take a client public. He has also implemented internal controls and best practices for a variety of companies focused on improving month-end accounting procedures and timely financial information. Kevin is very skilled in Excel, especially utilizing it for large data sets and reports to provide helpful information to our clients.

Kevin is a graduate from the University of Maryland, College Park where he received a Bachelor of Arts in Economics. Prior to joining Corporate CFO, Kevin worked in the restaurant industry serving as General Manager for Looneys Pub in College Park, MD. Kevin’s management role provided valuable experience in accounting processes including overseeing a staff and payroll processing of 100+ employees, profitability analysis, and monthly financial statements.

Away from work, Kevin enjoys rooting on the Maryland Terrapins and DC professional teams, golfing, and spending time with his rescue-mutt Bodie. Kevin also enjoys traveling, with a bucket-list of visiting all U.S. National Parks – his current favorites are Zion and Grand Teton.

Anne Beam joined the Corporate CFO team in 2023.  She is responsible for providing accounting services to our clients, including accounts payable and accounts receivable, cash reconciliation, month-end close, and financial statement preparation.

Before becoming an accountant at Corporate CFO, Anne worked as a Chief Operating Officer, leading the client lease agreements and accounts receivable teams.  Anne provided leadership for all aspects of the business, including Financial, Sales, and Operations.  Anne holds a Master’s in Business Administration from the University of South Florida, where she also completed her undergraduate degree in Elementary Education.

Anne likes spending time with family outside of work, including her husband, two children, and Labrador Retriever.  Anne enjoys running and completes 5K’s, 10K’s, and Half Marathons each year. She likes hiking and camping and enjoys traveling both locally and abroad. Brazil is one of her most memorable destinations.

Kevin joined the Corporate CFO team in 2022. He is responsible for providing all aspects of accounting services to our clients, including accounts payable and accounts receivable, transactional coding, cash and credit card reconciliation, and assisting in the Month end close process.

Kevin is a graduate of Marymount University where he earned a Bachelors of Arts, double majoring in Accounting and Finance. During his time at Marymount University Kevin was also a member of both the Swim and Cross-Country teams. Prior to joining Corporate CFO, Kevin worked for a tax firm where he gained experience in managing the accounting cycle for small businesses.

Away from work, Kevin enjoys spending time with his Husky and trying new restaurants in the area.

Brenna joined the Corporate CFO team in 2021. She has several years of progressively responsible and diverse payroll experience, beginning as an Account Manager at Paychex to her most recent experience as the leader of a payroll department managing the administration of two multistate payrolls totaling over 700 employees. Brenna will be responsible for all payroll administration, employee onboarding, benefit administration, and implementing effective and efficient payroll processes for our clients.

With the recent completion of a master’s in business administration with a concentration in Accounting, she strives to ensure that payroll is processed timely, securely, and accurately while remaining compliant with all applicable federal and state regulations.

In her free time Brenna can be found getting lost in a variety of interests from her passion for world history and riding her motorcycle to learning about viticulture and camping in the mountains.

Vickie Tobin joined Corporate CFO in 2010. She is responsible for processing general ledger transactions, accounts payable processing, and client invoicing. Vickie is also responsible for preparing bank and credit card reconciliations for all our client’s accounts, enhancing internal controls by segregating duties.

Prior to joining Corporate CFO, Vickie worked as an Administrative Officer at U.S. Geological Survey, where her duties included tracking departmental expenditures and budget reconciliations

Kelly Higgins joined the Corporate CFO team in 2015. She is responsible for the Marketing Administration, including overseeing our social media presence, organizing and overseeing effective PR and branding activities, as well as lead tracking and helping pursue targets.

Kelly earned her Bachelors and Masters degree in Education from James Madison University, where she was a member of the club triathlon team.

Away from work Kelly enjoys spending time with her husband and daughter, as well as chasing after their rescue dog.