Firm Profiles

MANAGEMENT
Jade Dog Capital

Jade Dog Capital is a commercial finance brokerage that takes a different approach. With Jade Dog Capital you gain a partner and an advocate. Instead of offering only specific funding programs, we learn about you, your business, and your situation so we can connect you with the financing option that’s truly the best fit.

Jade Dog Capital
MANAGEMENT
Jose Inclan

Jose Inclan serves as an advisor to TOP CFOS. Jose also co-founded Inclan Interactive in 2009. Prior to this, Jose served as marketing manager for Costco.

Inclan Interactive provides technology solutions for small- to medium-sized companies helping them save time, effort, and resources. Jose brings a lot of talent to the table as co-founder of Inclan Interactive. He is very much aware of the many technology problems business owners face and utilizes SAAS to serve their needs.

In February 2015, Jose was invited to serve on the board of advisors for TOP CFOS. Jose has a lot of business acumen and brings many insights to the board. These insights always translate into offering greater value to our clients. Jose also loves to volunteer and be actively involved in the community. He currently serves on the boards of two local non-profits and teaches American government at Utah Valley University.

Born in Mexico City, Jose attended the University of Utah where he earned two bachelor of arts degrees, one in political science and the other in film studies. Later on, Jose went back to the University of Utah where he earned an MBA with an emphasis in marketing. Jose loves to travel, play racquetball, and spend time with his family.

Jose Inclan
Advisor
David Strong

David Strong serves as a seasoned CFO & leader to our clients. Dave is a true professional in every sense of the word. He is someone that everyone wants on their team. He possesses a unique entrepreneurial mindset that sets him apart as a strategic CFO. Because of this, he has the uncanny ability to quickly grasp opportunities for growth in the marketplace with sound implementation and scaling.

Dave is a senior-level financial executive with over 23 years of proven leadership and performance. Dave has over 15 years of hands-on experience serving as the CFO, EVP finance, COO, and president of private corporations. Dave has served companies in various industries, including but not limited to Financial Technology / Cloud SaaS, Real Estate Development, Operations & Investing, Home Health Care, Internet Based/e-Commerce, Real Estate Title Insurance, Investment Banking, Mergers & Acquisitions, Tax Planning, Venture Capital, Private Equity, and Management Consulting.

Born in Salt Lake City, Utah, Dave attended University of Utah’s David Eccles School of Business, where he earned his Bachelor of Science in Finance. Then, he obtained his MBA from Westminster College’s Gore School of Business. Dave went on to graduate from Harvard Business School’s OPM/Owner President Management program. In Dave’s spare time, he loves spending time with his family, detailing cars, playing ice hockey, and doing CrossFit.

linkedin.com/in/dave-strong-7bb71238

David Strong
CFO
BOARD OF ADVISORS
SEO Werkz

SEO Werkz is a full-service Internet marketing and Search Engine Optimization (SEO) services company offering results-driven services and exceptional customer support. Our web marketing services include Social Media, Link Building, Local Search, PPC, Content Creation, Web Design, and Retargeting.

TOP CFOS has helped us to reorganize our books so that we could look at reporting in a whole new way. We are able now to section off our business and report on the profitability of each service that we provide. Randy has brought insight on many occasions and has been a trusted consultant for many decisions. He is incredibly responsive and hard working.

SEO Werkz
Hyrum Oaks

Hyrum Oaks serves as an advisor to TOP CFOS. Hyrum is the creator and race director of the Utah Valley Marathon (named one of the top ten races in the country by Runner’s World Magazine and  named the small business of the year by the Utah Valley Chamber of Commerce in 2013).  Hyrum created the race as a student at Brigham Young University in 2008 and grew the race from 240 participants the first year to over 7,200 participants by 2012. Hyrum also created the Phoenix Marathon.

Hyrum received a business degree from BYU with an emphasis in recreation management. He is the founder and current CEO of RaceEntry.com, a race registration platform that provides race management tools for thousands of races from all fifty states.

Hyrum Oaks
Advisor
Jacob Stewart

Jacob Stewart, JD, is a professional tax adviser. He works with business owners and their CPAs to help them apply a variety of planning tools that will significantly reduce their tax burden.

Prior to joining our team, Jacob spent several years working as the chief tax and asset protection consultant for a large asset-protection company. In that capacity, Jacob has helped hundreds of medical professionals and other small business owners across the country reduce their taxes and protect their assets. Through his interactions with CPAs, attorneys, and financial planners nationwide, Jacob has gained unique exposure to a large variety of tax planning tools and strategies.

Jacob obtained his juris doctorate degree from George Mason’s law school in Arlington, Virginia. Because of his education and experience, Jacob is able to look at a client’s situation from multiple perspectives and involve asset protection, tax considerations, estate planning, and financial planning in his recommendations to clients.

In addition to his law degree, Jacob has a FINRA Series 65 (investment adviser) certification and has both life and health insurance licenses. He is also licensed to practice law in Utah. Jacob and his wife have five children. Jacob loves spending time with his family, serving in his local congregation, reading, playing racquetball, hiking, and spending time outdoors. He also speaks fluent Spanish and French.

Jacob Stewart
Tax Strategist
Kyle Nordhagen

Kyle Nordhagen serves as a financial analyst at TOP CFOS. Prior to joining the team, Kyle worked as a sponsor liaison with Crafted Beats Productions, a local DJ firm, where he did financial analyses, identified profitable ventures, and managed their general ledger. He is certified as an advanced tax preparer by the IRS. With this certification, Kyle worked in the VITA program as a tax preparer.

Kyle’s organizational skills and attention to detail make him a valuable player in serving TOP CFOS clients’ needs. He is currently pursuing a masters of accountancy degree at Brigham Young University on scholarship. He is married and enjoys outdoor activities, especially lacrosse, golf, and basketball.

Kyle Nordhagen
Financial Analyst
Randy Russon

Randy Russon serves as a CFO to our clients and is the founder of TOP CFOS. Prior to this, Randy pursued successful entrepreneurial paths in accounting, manufacturing, and retailing.

TOP CFOS provides all the services that a top-level CFO would provide to any firm. Randy is very talented when it comes to reviewing a firm’s financials and has tremendous insight into the numbers and what they mean on financial statements. This is one of his greatest strengths: seeing opportunities to maximize profits and guide companies to higher levels of success. Working with winning companies, he loves to be the catalyst behind soaring profits.

In July 2012, Randy was appointed to the board of directors of Downtown Provo, Inc. Then, he served as chairman of the board in 2013. The mission of Downtown Provo is to revitalize the downtown district of Provo, Utah. With Randy’s key insights into creating value, his talents on the board have been most welcome. Randy also pursued successful entrepreneurial paths prior to founding TOP CFOS.

Born in Provo, Utah, Randy attended Brigham Young University where he earned a bachelor of science degree in finance. He continues to be an avid reader of books on corporate finance. When Randy is not serving clients, he loves the absolute beauty of the great Utah outdoors. He spends a lot of time with his son four-wheeling, camping, and hiking.

Randy Russon
Founder
Omar Widdup

Omar Widdup is a consultant and has strategically partnered with TOP CFOS as a tax adviser. Omar has a rich background in business and tax, which includes working as an accountant for local and international corporations as well as local CPA firms. He is an entrepreneur at heart and has been involved in the formation of local and international businesses for the last three years.

Omar is passionate about helping business owners improve their accounting systems and business strategies. His specialties include FBAR filing, international tax, partnerships, partnerships with foreign partners, and S-Corps.

Omar’s educational accomplishments are quite impressive. He graduated from Southern Utah University with both a master of accountancy degree in taxation/audit and an MBA. Previously he earned a bachelor of science degree in accounting from Brigham Young University. In addition, he earned a Global Management Certificate from BYU, which allows him to connect with a wide range of business owners and provide consulting services in various industries.

Omar Widdup
Tax Advisor
Intervivos

It is estimated that less than 20% of families have an Estate Plan. While some firms cater only to high-income clients, Inter Vivos knows that every family needs a proper plan, which is why we offer different plans for every situation and price range. From “Do-It-Yourself” plans to complex multi-state plans, Inter Vivos’ expert attorneys can help you create peace of mind in caring for your family, business, and property. Our attorneys are specialists in every aspect of Estate Planning. Pet Trusts, Special Needs Planning, and Blended Families, to Complex Business Succession Plans, we can create the best Estate Plan for you that will ensure that your wishes are fulfilled and your property is protected from Probate Court. Over $5 Billion worth of property is currently in the hands of Probate Courts. Do not allow this to happen to your hard earned assets.

Intervivos
Scott Russon

Scott Russon serves as a client services representative at TOP CFOS. In the past, Scott has ventured down many entrepreneurial paths from selling lemonade to writing his own e-book on Amazon. He has a big passion for business and is self-motivated to keep trying until the task is finished.

Recently Scott returned from serving a two-year LDS mission in Mexico. While serving there, he learned Spanish and is grateful for the opportunity to communicate with a wider range of people. While on his mission, Scott served as a leader of approximately 150 other missionaries.

In the fall of 2018, Scott will be attending Utah Valley University. He will be pursuing a bachelor of science degree in business management at the Woodbury School of Business. Scott loves the outdoors and enjoys recreational activities, especially basketball, four-wheeling, and camping.

Scott Russon
Client Services Representative
Todd Orullian

Biography of Todd Orullian, CPA, MBA

Todd Orullian serves as an outsourced CFO to our clients. He is a strong senior executive with over 29 years of finance, accounting, and operational experience. Todd is a highly self-motivated individual with a proven track record of success and exceptional performance in corporate strategy and execution. Todd is a results-oriented professional with a strong work ethic. His problem-solving abilities help companies overcome the growth challenges they face, improve internal controls, and enhance profitability. The following are some key highlights from Todd’s extensive background as a CFO:

Nelson Laboratories, Salt Lake City, Utah – Substantially improved corporate profits through enhanced financial analysis, dashboard reporting, cost management, and budgeting. Played a key role in selling the company to a strategic buyer.

The MGIS Companies, Salt Lake City, Utah – Managed the firm’s key strategic partnership and performed a primary role in achieving double-digit growth rates for six straight years. Improved operational efficiencies by 50%.

Professional Staff Management, Salt Lake City, Utah – Managed all financial reporting and M&A activities. Worked with owners to substantially improve financial results through in-depth financial planning and analysis.

Born in Salt Lake City, Todd attended the University of Utah, where he earned his Bachelor of Science degree in Accounting, graduating summa cum laude and was selected as the Outstanding Scholar of the School of Accounting. He then obtained his MBA from the University of Utah, where he was the Dean’s Scholar and recipient of the UACPA Outstanding Graduate Student award. As a CPA, Todd worked as an audit manager for the international public accounting firm of Ernst & Young.  He is a member of the American Institute of Certified Public Accountants. In Todd’s spare time, he enjoys fishing, running, baseball, reading, and music

Todd Orullian
CFO
RFBM CPA’s

RFBM CPAs is the perfect answer to the accounting and tax needs of small to medium sized businesses. We specialize in offering custom-made packages of accounting services to match the day to day needs and reporting requirements of your business. We provide bookkeeping services, payroll, tax planning, new business advisory, income tax preparation, management reporting, and much more. As Advanced QuickBooks™ ProAdvisors, we can assist with the setup of your QuickBooks (both On-line and Desktop versions) and provide ongoing training and support.

We are different from other accounting firms because we practice “real time” accounting, which means we keep your books up-to-date and can show you how to make better business decisions and save money on your business tax returns by using current information (as opposed to the old method of accounting where accountants couldn’t tell you how to save money until after your taxes were completed).  We utilize and stay on the forefront of new industry technology and this helps to give our clients an edge, too!

Whether your business is new or established, small or midsized, you’ll always receive the personal support and exceptional service our firm has become known for by local business owners.  Our goal is to form a long-standing, professional relationship with each of our clients.

This link is to the content library on our website which has hundreds of tax and QuickBooks tips: www.rfbmcpa.com/content_library.htm

RFBM CPA’s