Tarun K. Juneja, CPA
President, Founder & Certified Public Accountant
» tj@cfotech.net
TJ founded CFO Tech in 2003 with the belief that small businesses deserve the same treatment as Fortune 500 companies. His philosophy of offering outsourced CFO services is directly attributable to that belief.
Characterized by his entrepreneurial spirit, as well as his passion for numbers, T.J. is driven to help businesses succeed and grow by providing the highest quality accounting services, comprehensive financial insight and unparalleled tax advice. Excellence is a way of life for him. One of his favorite sayings is “Those who fail to plan, plan to fail.”
TJ spent several years during his early career in the public accounting arena at Kenneth Leventhal, CPAs and later Ernst and Young, LLP. He then moved on to the private sector, serving as CFO in a growing IT company, where he benefitted from seeing the other side of financial management.
As a young accounting graduate, TJ earned the singular distinction of not only passing the CPA exam on his first attempt, but scoring among the highest of thousands of CPA candidates who sat for the exam that year. That achievement earned him the prestigious Elijah Watts Sells Award (named in honor of one of the founding partners of Deloitte, Haskins & Sells, which eventually became Deloitte Touche, one of the “Big Four” CPA Firms).
Education
- B.S., Business Administration and Accounting, Columbia Union College, Tacoma Park, Md., 1992
- Certified Public Accountant (CPA), 1992
- Graduate Coursework, International Taxation, George Mason University, Fairfax, Va.
- Federal Tax Accounting, Florida Atlantic University
When he’s not working, TJ enjoys spending time with his two sons. He volunteers with the Cub Scouts and with his sons’ schools. His interests have rubbed off on his sons, as they like playing board games together like Life, Monopoly and Cash Flow. In addition to reading, TJ also enjoys hiking and working out to balance out his too-often sedentary professional life.
Suzanne Quarnstrom, CPA
Senior Tax/Accounting Manager
» sue@cfotech.net
Working her way through college, Sue began her professional life as a bookkeeper, quickly moving her way up to Assistant Controller in the retail and construction industries. After graduating from Arizona State University in the astoundingly short span of two and a half years, Sue quickly moved up to Controller and has never looked back.
In 1984 Sue returned to her original home, Chicago, to begin her career in public accounting, as a Certified Public Accountant. Armed with her professional credentials as a CPA, she rose through the ranks, becoming a Manager for a major local firm. Over the next 20 years, she honed her craft, both in Chicago and, over the last ten years, here in Arizona, leading to her hanging out the shingle of her own CPA practice over the past few years.
Seeing an opportunity to expand her opportunities and put the breadth and depth of her knowledge in accounting, small business consulting and taxation to good use, Sue recently joined the staff of CFO Tech as a Senior Manager. Already in the short time she has been with us, she has brought her practical experience and superior administrative talents to the firm and especially to our clients, as we constantly seek to improve our abilities to service our clients
Education
- B.S. Accounting – Arizona State University
- Certified Public Accountant (CPA)
Professional Organization Memberships
- American Institute of Certified Public Accountants
- Arizona Society of Certified Public Accountants
When away from the office, Sue indulges her passions for home decorating, sewing, quilting and embroidery. Like most professionals, she is an avid reader. Along with her husband Bob, she likes to take road trips to interesting areas of the United States. More than anything else, though, Sue is in engaged in the highly professional and polished practice of spoiling her grandchildren.
Mark H. Schwartz, MBA
Senior Tax/Accounting Manager
» mark@cfotech.net
Mark joined the staff of CFO Tech in 2006 after merging his practice with CFO Tech. As Senior Manager, Mark supports the professional standards set for the office by reviewing staff work product; presenting analyzes based on data; directing tax research; and encouraging staff to grow in professional knowledge, ability and stature.
He finds his greatest satisfaction in providing the highest quality deliverables for every aspect of every client project, solving complex problems, and helping small businesses grow to meet their true potential. Above all, Mark is driven to excel, and thrives in an environment where nothing less is acceptable. CFO Tech keeps Mark motivated and inspired by constantly pushing him to new levels of professional achievement.
Education
- B.A. Accounting, Suffolk University
- B.S. Education, Berklee College of Music
M.B.A., Suffolk University - Law Coursework, Suffolk University
- Economics and Political Science Coursework, Brandeis University
One might call Mark a Renaissance man, as he has enjoyed a number of careers in his lifetime – from playing professional baseball to performing as a professional musician. These days, he is entirely “accounting-centric” while he lives with his wife and two boys in Phoenix.
Susannah D. Sabnekar, CPA/ABV, DABFA
Director of Forensic Accounting
Susannah.Sabnekar@cfotech.net
Ms. Sabnekar specializes in business valuation, litigation support and forensic accounting. Susannah’s experience includes preparation of expert reports, deposition, trial preparation and expert testimony.
Ms. Sabnekar was formerly a shareholder of Zolondek, Strassels, Greene & Freed, P.C. and managed the litigation support and business valuation department. Previous to this position, she was the Chief Financial Officer of Winston & Strawn’s western regional office and its successors.
Professional Highlights
Significant Litigation Support Services and Forensic Investigations are as follows:
Assisted counsel in bankruptcy and litigation phases associated with the proceedings related to Lincoln Savings and its Subsidiaries.
Damage studies in a variety of industries (see below) with damage amounts ranging to 10.5 million.
Personal injury damage studies and lost wage calculations.
Consultant to counsel in its representation of the Creditors Committee of the Circle K Corporation and its representation as Disbursing Agent.
Court appointed receiver and forensic accountant.
Consultant in cases involving administrative, regulatory and public law utility matters.
Consultant to businesses in reorganization and workout stage
Consultant in several high profile matrimonial and business dissolutions.
Consultant to counsel in its defense of public companies before the SEC.
Business Valuation Services with values ranging to 70 million. Services have been performed in numerous matrimonial and business related disputes, in connection with estate planning, gifting and entity conversions, and for the purpose of establishing value in connection with an anticipated sale or buy-out.
These services have been performed in the following industries:
- Dairy production and distribution
- Agricultural entities including cotton, olive, oranges and cantaloupe
- General and specialized construction contracting entities such as drywall, stucco, plaster
- Manufacturing and Distribution
- Medical practices including chiropractors, general practitioners, other specialists and imaging centers
- Professional services firms including law, accounting and engineering
- Real estate enterprises
- Restaurant establishments
- Retail entities
- Specialty products
Education
- B.S., Accounting – Arizona State University, 1991
- Successfully completed five examinations required by the American Society of Appraisers
- Completed 40 Hour Mediation Training Program
Professional Designations
Certified Public Accountant – Arizona – 1991
Diplomat of the American Board of Forensic Accountants (DABFA) – 1997
Accredited Business Valuator, (ABV) American Society of CPAs – 2001
Candidate Member of the American Society of Appraisers – 2001
Professional Organization Memberships
American Institute of Certified Public Accountants
Arizona Society of Certified Public Accountants
Member, CPA/Law Forum of the Northeast Valley
Member, Arizona Dispute Resolution Association
National Litigation Support Services Association
Women’s Society of Certified Public Accountants
Julie Moffatt
Julie serves as the Comptroller at the Bondurant School of High Performance Driving. As one of our senior employees, Julie exemplifies our concept of providing full-service CFO services to our clients, as she heads up the accounting team installed in the Bondurant School.
Prior to moving to Phoenix and hiring on with CFO Tech at the Bondurant School, Julie worked in the accounting departments of Star Fuel Centers and Sunflower Broadband, and as a Staff Accountant and Tax Processor at the CPA firm of Schmidt and Eudaley.
Education
- Emporia State University (Emporia, Kan.) – B.S.B.M. in Management
- Kansas City Community College – Associate’s Degree in Accounting
Fun Facts
Julie didn’t plan to stay in Phoenix. In fact, she was on her way to California in search of her career, when she stopped in Phoenix to visit a friend. On a lark, she answered an ad from CFO Tech. She was surprised when she was called for an interview by TJ, and after a rigorous review, was offered the position of Staff Accountant at the Bondurant School. Since that fateful day, Julie has worked her way up to Comptroller, supervising a staff of two and answering to TJ, who also serves as the Executive Vice President and General Manager of the Bondurant School. Reporting to, and working with the school’s founder, Bob Bondurant, is an honor and privelege in Julie’s words.
Xing Yi (Joyce) Tan
Senior Staff Accountant
» joyce@cfotech.net
Joyce has the difficult job of not only servicing many of CFO Tech’s major clients, but also “keeping the books” for the firm itself. It is Joyce who generally pays the bills, processes CFO Tech’s payroll, and gets to sit in front of TJ much of the time, as he pours over each and every number she has entered right down to the smallest detail and decimal point. Mature far beyond her years, Joyce moved to the United States from Mainland China at the tender age of 17 to complete her college studies, and has been with CFO Tech since 2005 when she was graduated from Arizona State University.
Education
- Arizona State University, W.P. Carey School of Business – B.S.B.A. in Accounting with Honors; (She completed her studies in just three years)
Fun Facts
Joyce has a beautiful singing voice and can often be heard singing along with her favorite recordings early in the morning and late in the day. Her English is quite impressive — no doubt due, at least in part, to her love of singing both in Chinese and English. Joyce is in the process of applying for permanent status on her way to becoming a naturalized American citizen.
Joanne Whitmer
Staff Accountant and the Director of Marketing
» joanne@cfotech.net
During the tax season, Joanne takes on the added responsibility of heading up Tempe-based Liberty Tax Service –part of a nationwide chain of retail tax franchises– in which TJ holds an interest. Joanne holds a rather lofty title for someone just a few years out of college. However, she single-handedly hired, trained and managed a staff of more than 20 tax preparers in her first full tax season, more than doubling revenues over the previous year –a testament to her managerial and marketing abilities!
Education
- Arizona State University – B.A.S. in Digital Publishing
- Eastern Arizona College – A.A.S in Advertising Design
Fun Facts
Joanne came to CFO Tech through Liberty Tax Service, where she had been hired as a part-time Tax Preparer during college. She didn’t know what she was getting herself into. Joanne loves the outdoors and loves to organize.
Lindsay Hansen
Staff Accountant
» lindsay@cfotech.net
Lindsay is one of the newest accounting members of the CFO Team with a strong desire to provide excellent service to our clients. In the short time she has been with us, she has already proven herself and promises to be a good fit with a demonstrated eagerness to grow alongside the rest of our talented staff.
Prior to coming to CFO Tech, Lindsay established a strong foundation to her career by earning a degree in accounting from the University of Arizona in Tucson. After college, she further strengthened her professional credentials by accepting positions of increasing responsibility in such industries as construction, manufacturing, and real estate. Her most recent position prior to joining CFO Tech was as a tax preparer at Liberty Tax Service, an affiliate of CFO Tech.
Education
- University of Arizona – B.S. in Accounting
Fun Facts
Being from a family of avid cyclists, Lindsay occasionally joins her siblings and parents in the adventures of bicycle racing and mountain biking. Her most recent ride was last October where she biked from Boise, ID to the west coast in a single week. Lindsay was accompanying her younger brother who was finishing up a tour across America.