At The Accounting Doctor, we are more than a financial firm; we are architects of financial well-being, committed to nurturing your financial health with a blend of expertise, care, and foresight. Our foundation is built on core values that guide our operations and relationships, ensuring that every client receives personalized, strategic, and impactful financial solutions.
Our Team
A Blend of Experience & Expertise
Led by founder Adam B. Remis, CPA, our team brings over two decades of comprehensive experience in CPA services, tax planning, and financial strategy. With backgrounds spanning CFO roles and accolades such as CFO of the Year, our leadership is at the forefront of financial innovation and client service.
Join Us in Rethinking Financial Health
We invite you to explore how The Accounting Doctor can transform your financial landscape, offering a partnership that goes beyond numbers to ensure your financial resilience and success.
Discover more about our journey, values, and the people who make The Accounting Doctor your ideal financial health partner.
Your Financial Wellness Team
![Adam B. Remis, CPA, MSIM](https://theaccountingdoctor.com/wp-content/uploads/2024/03/the-accounting-doctor-adam-remis.webp)
Mr. Remis is Founder of The Accounting Doctor and oversees our Tax Research teams. He has been a CPA for over 25 years and specializes in building tax plans that minimize the amount of taxes liabilities for each of his clients.
Prior to founding The Accounting Doctor, Mr. Remis worked as a CFO for both public and privately held companies. Mr. Remis’s professional background as a CPA includes tax and financial audits of a variety of businesses ranging from small family owned, to global Fortune 500 companies.
In 2017, Mr. Remis won Chief Financial Officer of the Year in the Public Company category from the Financial Executives International Arizona Chapter for his work at InnSuites Hospitality Trust (NYSE Mkt: IHT). From 2019-2021, Mr. Remis served as President of the Arizona Chapter of the Financial Executives International Group.
![Brian K. Fern](https://theaccountingdoctor.com/wp-content/uploads/2024/04/Screenshot-2024-04-02-123209-297x300.png)
experience in the financial services industry. Brian
is a fractional CFO working with PE firms,
privately-owned firms in several industries, and
helps companies identify expense-savings
opportunities. He turns “CFO into profit centers.”…
is a fractional CFO working with PE firms, privately-owned firms in several industries, and helps companies identify expense -savings opportunities. He turns “CFO into profit centers.” Brian helped get over $100M in PPP loans for companies and followed that up with currently helping profit and not-for-profit companies evaluate ERC (Employment Retention Credit) and has successfully helped many entities receive these government Cares Act funds.
Prior to that, he spent 10 years as CFO at an RIA with $5 billion assets under management, where he gained expertise working with hedge funds,
private equity funds, institutional managed accounts, and High Net Worth clientele. Brian also worked at CIBC World Markets in various roles including Senior Product Controller for the Real Estate, Credit Capital Markets, and Investment Banking departments. Earlier, he spent seven years at The First Boston Corporation in various capacities including Internal Audit, Chief of Staff for Public Finance and Mortgage Finance, and expense czar for Investment Banking.
Brian started his career at Deloitte (Touche Ross & Co) where he earned his CPA certification. He graduated from Boston University with a BSBA from the Questrom Business School. Brian is also the past Treasurer and current Vice President of his Temple in New Jersey where he resides with his
wife and children. He enjoys golf, cooking, and recently retired from ice hockey after playing for 35 years in a men’s pick-up game. He is a member of the AICPA and NJSCPA.
![Martin D. Eisenstein](https://theaccountingdoctor.com/wp-content/uploads/2024/04/thumbnail_iNovember112023NYCMartinEisenstein12043-Editcopy-1-1.jpg)
Martin Eisenstein, the CEO, a licensed CPA and attorney-at-law, offers a streamlined approach to legal, tax, and wealth advisory through his innovative Personal Business Manager program. With a history of managing multifamily offices for a prominent Hollywood talent agency, he’s skilled at simplifying complex issues and creating understandable solutions. Martin’s focus is on providing clear strategic advice to entrepreneurs, ensuring they’re equipped with practical, forward-thinking strategies for their unique needs.
![Cory McClure MBA, ASBC](https://theaccountingdoctor.com/wp-content/uploads/2024/03/the-accounting-doctor-cory-mcclure.webp)
Cory is an Accredited Small Business Consultant (ASBC) and financial manager with over 25 years of accounting management experience. As our Senior Tax Analyst, Cory continues to help growing businesses improve their accounting and financial management processes. In addition, he has worked with numerous small and medium-sized companies to improve internal communications and role expectations by creating SOPs to standardize accounting, improve workflows, and establish meaningful reporting processes for management, resulting in effective work environments and maximized performance. He also applies his extensive experience to provide project management and strategic planning for his clients.
When Cory is not in the office you can find him on the golf course enjoying the many courses around Central and Southern Arizona. He is married and the father of 3 children.
![Zachery Ivey](https://theaccountingdoctor.com/wp-content/uploads/2024/03/the-accounting-doctor-zachery-ivey.webp)
Zachery is our Sales Manager and has nearly 20 years of experience in both inside and outside sales. He loves interacting with his clients to help them achieve their financial goals. Zac has been working with The Accounting Doctor for over 2 years and has a passion for providing his clients with the most current information available, so they can make sound decisions for their families.
Prior to joining The Accounting Doctor team, Zachary worked with Allstate Insurance on their sales team, and found incredible success helping his small business clients by providing general liability, life insurance, disability insurance, workers compensation and directors/officers policies. In addition, he provided home and auto insurance to his individual clients. Mr. Ivey obtained a record sales accomplishment by holding the “Shark of the Week” award for most policies sold in the week for a consecutive 13 weeks.
When he’s away from the office, Zachary and his partner have a combined four children ranging in age from 2 to 18 years old. They live in Houston, Texas and Zac enjoys golfing and sporting events in his free time.
![Kerry Hernandez](https://theaccountingdoctor.com/wp-content/uploads/2024/03/the-accounting-doctor-kerry-hernandez.webp)
Kerry is our Operations Manager, overseeing the Operations and Client Support teams. An experienced Project Manager, Kerry uses her expertise in organization and customer service to keep our systems running smoothly, and ensure our clients are receiving top-notch service.
Before joining The Accounting Doctor, Kerry worked in Mortgage Loan Processing and Administrative Support.
In her free time, Kerry enjoys cheering her family on at soccer games, doing home renovations, and traveling.
![Krista McDonald](https://theaccountingdoctor.com/wp-content/uploads/2024/03/the-accounting-doctor-krista-mcdonald.webp)
Krista is a Project Coordinator, and member of our Client Support team. She has 6 years of customer service experience and uses her expertise to help our clients get through the Advanced Tax Planning onboarding process as quickly as possible. She is also responsible for assisting the leadership team with organizing and maintaining data requests, managing our social media, and other special projects as needed.
In her free time, Krista enjoys horseback riding and reading, while also working on her Bachelor’s Degree in accounting.
![Jesus Garcia](https://theaccountingdoctor.com/wp-content/uploads/2024/03/the-accounting-doctor-jesus-garcia.webp)
Jesus is a member of our Client Support team. He is a dynamic professional with a diverse background in sales, recruiting, and customer engagement. With 8 years of experience as a skilled salesman he brings a unique blend of expertise to the table. Jesus takes pride in his ability to effectively communicate complex concepts, fostering client trust and loyalty. He excels at consistently providing a superior experience for his clients.
![Brian Davis](https://theaccountingdoctor.com/wp-content/uploads/2024/03/the-accounting-doctor-brian-davis.webp)
Brian is our Client Relations Representative, and engages with our clients to build, maintain, and strengthen relationships. He supports our sales team, and is the first line of communication for our new clients.
Brian is retired United States Air Force with 20 years of service to his credit. While in the service, Brian worked in Information Management, Client Support (IT Support) and Administration, and earned his A.S. in Information Management, as well as his B.S. in Workforce Education and Development.
During his tenure with the United States Air Force, Mr. Davis was awarded the Air Force Achievement Medal, Air Force Commendation Medal, and the Joint Service Commendation Medal for his service tours in Qatar, Afghanistan in support for OIF, OEF and NATO.
![James Sesay](https://theaccountingdoctor.com/wp-content/uploads/2024/03/the-accounting-doctor-james-sesay.webp)
Leading with innovation and a deep commitment to storytelling, James expertly crafts campaigns that resonate with a broad client base, driving the firm’s growth. His military background further amplifies his dedication to community service, adding a profound layer of integrity and resilience to his professional endeavors.