About Us

Meet the Team

No matter what challenges your organization is facing or the opportunities you want to create, we are there every step of the way to ensure you have the right information, people, and process to make your dreams a reality.

Alexander Duncan, CPA

  • Alex brings over a decade of public accounting and tax experience to Visibility CFO & Tax Advisors. Based on expertise developed at Ernst & Young and then Alvarez & Marsal, Alex specializes in guiding clients through all aspects of tax compliance and planning, including extensive experience in compliance for trust companies. Alex is passionate about helping small business owners achieve transformative growth, and the enthusiasm for his work is driven by the satisfaction of facilitating significant milestones, contributing to the development of companies, and supporting entrepreneurs through the complexities of mergers and acquisitions. Alex is a licensed Certified Public Accountant in Wyoming and Georgia. Outside of work, Alex enjoys hiking with his two Springer Spaniels, fly fishing in the summer, and snowboarding in the winter.

Andrew Stubbs, CPA, CVA, CTC


  • With over 15 years of experience in finance and accounting, Andrew is our Director of Financial Strategy at Visibility CFO & Tax Advisors. Andrew has held high-profile interim CFO roles for a diverse range of VC, early growth, and PE-funded businesses across the nation. His extensive industry experience spans from healthcare and educational institutions to real estate services. Drawing on his background with prominent firms like Alvarez & Marsal and Ernst & Young, Andrew leverages both large-scale expertise and practical business acumen to enhance EBITDA and drive value creation for small to medium-sized businesses. His deep passion for practice valuation is evident in his dedication to optimizing growth and company value, whether through liquidation exits, partnership transitions, fundraising, debt-financing. He also loves traveling with his family, exercising, cold plunging, wake-surfing and boarding, and snowboarding.

Emily Stubbs, Esq.


  • Emily brings a wealth of legal expertise to Visibility CFO & Tax Advisors. Emily’s comprehensive experience spans business acquisition representation, corporate and employment law, commercial litigation, and c-suite management. Her strategic approach helps companies navigate complex legal landscapes and avoid potential pitfalls, all while enhancing their overall value. Emily’s track record includes bolstering back-office operations, aligning personnel incentives, and refining operational processes to attract outside capital. Her commitment is to help businesses achieve growth, higher valuations and successfully pursue liquidity events. Outside of these pursuits, Emily loves time spent with her 4 kids, running and exercise, travel, snow and water skiing, and word puzzles of all kinds.

Sarah Bertoglio

  • Sarah excels in project management and bespoke client solutions at Visibility CFO & Tax Advisors. Her organizational skills and commitment to client success ensure that everything gets over the finish line and goals are met with precision. With firsthand experience running small businesses, Sarah understands the challenges our clients face and is dedicated to providing tailored solutions that ease implementation and drive results. Her proactive approach and attention to detail help streamline processes and deliver exceptional service. Outside of work, Sarah enjoys traveling with her family, walks in the beautiful Arizona winter weather, baking treats, and experimenting with different craft mediums.

Scott Bertoglio


  • At Visibility, Scott merges his financial background with a passion for data science and technology. Having spent the first 11 years of his career as a financial investment analyst for a Fortune 50 company, Scott discovered his enthusiasm for integrating technology into financial reporting. His unique blend of finance and tech expertise allows him to bring financial reports to life, providing actionable insights and driving efficiency in operations. When not helping others work towards financial freedom, Scott likes being outside with nature, playing board games with his family and playing on his pinball table.

Drive for Excellence

Our drive for excellence is characterized by maintaining high standards, demonstrating humility in the pursuit of growth, and applying our innovation and technical skills to achieve exceptional results.

Tenacity

We have a relentless drive, where hard work and go-getter attitudes fuel an unwavering commitment to getting work done with energy & tenacity!

Focus on Solutions

With a strong bias for action, we are proactive, innovative, and unwavering in our commitment to finding solutions, no matter the challenge.

Transparency

We work with transparency rooted in honesty, confidence, and integrity. We embrace humility to foster clear, open communication and build trust in every interaction.

Our Core Values

Respect

We are service oriented culture builders who approach all of our interactions and relationships with kindness and respect.

Persistent Communication

We are persistent communicators and active listeners who work to keep clients and our team well informed and educated throughout all of our processes.

Process Discipline

We create detail oriented, organized and streamlined systems and processes that we execute with discipline and project management skills that drive efficient and successful outcomes.