ABOUT
At Eastwood Advisory we work together as a team to empower companies to thrive. Whether we are processing Employee Retention Credits, creating a plan for your cashflow or advising in business goals, we aim to help you feel empowered to run your business in the best way possible.
OUR TEAM
One Team. One Goal. To Empower You in Your Business.
JESSE L. COX
Managing Partner, All Services
20 year accounting professional in various roles, including tax, audit, private equity, consulting, start-up, & business development. As Managing Partner, Jesse leads each engagement with enthusiasm, excellence and intention.
VIVIAN B. COX
Vice President, Operations
15 year relationship management professional focused on customer happiness, consistent communication, and project management. As VP of Operations, Vivian leads our new client engagement and day-to-day operations, and keeps all the men in line.
KATHY BENNETT, CPA, MPAcc
Director, Tax Credits & Cashflow
30 year accounting professional with a Master's in Professional Accounting. Kathy has extensive experience with small business tax and consulting, and most recently served as Senior Director of Finance for three years at a social service nonprofit agency.
ALAN ABADIE, JR. CPA
Manager, Tax Credits & Cashflow
King of all things New Orleans, 12 years of small business accounting and tax and 100% southern hospitality. As manager, Alan works with the team on managing all aspects of IRS communications and tracking document processing.
ALAN WILSON, JD, MSc
Advisor, Operations
ADAM BOCIK
Advisor, Digital Marketing
MICHAEL BERTHOLD
Senior, Tax Credits & Cashflow
Cooler than your average Senior tax accountant, not only does Michael have a signed record deal but 3 years with a national firm experience focused on corporate, partnership and individual taxation. Michael ensures each client engagement is tracking as necessary.