Meet Our Team
Over 45 years of combined team experience.
David Steller, CPA
Role: Managing Partner
Experience: 20+ years
Tax strategy and business consulting
Michael Rogers, CPA
Role: Tax Services Director
Experience: 15+ years
Complex tax planning
Zach Newman
Role: Bookkeeping Manager
Experience: 10+ years
Financial reporting and systems
Services delivered directly inside your existing work environment
Partnership with Workday
We partnered with Workday in 2008 and became a customer of theirs too. Our philosophy of superior technology and company core values remains aligned ever since the partnership began.
How and what we do
Our commitment is to prioritize customer success and we do this by investing in pioneering technologies to ensure we continue to deliver Workday platform excellence and optimization. Our services span across the full Workday lifecycle and our strategic partnership focus enables you to handle today’s agenda while provide agility to look beyond into the future.
Scott Garner, Director of Accounting Operations at Tripadvisor
We wanted something that was easy to implement. We also needed something that was already compatible with our Workday tenant, that didn’t require a lot of customizations and would be an enhancement to our processes.
Our Core Values
Integrity
We operate with honesty and transparency
Excellence
We deliver exceptional quality in everything we do
Partnership
We view client relationships as true partnerships
Innovation
We embrace technology to improve our services
Education
We help clients understand their finances
PrimeBalance Accounting
A global team empowered to serve a shrinking world
Technology is making the world a smaller place. With offices in the U.S. and the U.K., PrimeBalance is positioned to provide industry-leading service to Workday customers around the globe.
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