About Us

Our Professionals


  • Suhas R. Shah CPA, CCIFP, CGMA Partner

    Suhas Shah is one of three co-founders of Source One Business Services, LLC. With over thirty years experience, Suhas has provided auditing, accounting, tax and business advisory services to a broad range of clients.
     
     

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  • Lawrence J. Regan CPA Partner

    Larry Regan is one of the three co-founders of Source One Business Services, LLC. In addition to the day-to-day administration and financial management of the firm, Larry is responsible for overseeing key relationships for many of the firm’s clients.

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  • James G. Schickner CPA Partner

    Jim Schickner is one of the three co-founders of Source One Business Services, LLC. With over thirty years experience, Jim has provided auditing, accounting, tax and business advisory services to a broad range of clients in the Baltimore/Washington, DC Metropolitan area.
     

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  • Frank Harper CPA Partner

    Frank Harper joined Source One Business Services, LLC in 1989, and became Partner in 2010. With over twenty years experience, Frank has provided auditing, accounting, tax and business advisory services to a broad range of clients in the Baltimore/Washington, DC Metropolitan area.

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  • Jeffrey B. Wiley MBA, CVA, CM&AA Manager, Consulting Division

    Jeff manages the firm's business consulting division. He specializes in business valuations, merger and acquisition planning, capital formation, marketing studies, human resource studies, organizational structuring, budget and forecast modeling, and corporate operation reviews.
     

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  • Mark Leach CPA Manager

    Mark has extensive experience in accounting, tax and business consulting, and Employee Benefit Plan audits.
     
     
     
     
     
     

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  • Liza-Marie Balzer CPA, CITP, CGMA Manager

    Liza has extensive experience in accounting, tax and business consulting, Defense Contract Audit Agency (DCAA) Issues (Incurred Cost Submission and Provisional Billing Rates to name a few), various accounting Software (Foundation, SAGE, Quickbooks desktop and online versions, and PeachTree), multi-state tax income, and sales/use tax issues.

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  • Charles Petr CPA Manager

    Charles has extensive experience in accounting, tax and business consulting, partnership taxation, various accounting software (Foundation and Quickbooks), foreign reporting, and multi-state tax reporting.
     
     
     
     

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  • Bryan Bradford CPA, CCIFP Manager

    Bryan has extensive experience in accounting, tax and business consulting, various accounting software, turnaround, management, operations, bank and bonding consulting.
     

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