Shelly Scism

Shelly Scism

Sr. Accountant

Shelly Scism is an Accounting Consultant at Amplēo who provides full-cycle accounting, compliance, and financial leadership support to clients across construction, retail, e-commerce, and professional services. She specializes in financial reporting, reconciliations, budgeting and forecasting, payroll management, and regulatory

compliance, with deep expertise in tools like NetSuite, QuickBooks, Bill.com, Concur, and major payroll platforms (ADP, Paychex, Paylocity, Paycom, Gusto). A skilled systems integrator, she connects these platforms into seamless, efficient workflows that eliminate manual work and reduce errors. Shelly brings a strong advisory and strategic edge to her client work, supporting business sales, acquisitions, and ownership transitions with hands on M&A and transaction advisory experience. Her experience includes financial due diligence — evaluating a company's books, assessing internal controls, analyzing customer and revenue concentration, and reviewing the finance team's systems and processes — ahead of a sale or investment. Her background includes fraud examination and forensic accounting, giving her a sharp eye for irregularities and risk. Her industry expertise spans construction and e-commerce alike. In construction, she's skilled in job costing, client billing, payroll, and subcontractor billing with clients such as HDLA. In e-commerce and direct-to-consumer accounting, she manages inventory costing, COGS matching, landed cost and multi-channel sales reconciliation, drawing on experience with clients such as Stack Baseball and Stack LP and other businesses throughout her career. She's also experienced with recurring revenue models with clients such as Stack GP among others, giving her a working understanding of the accounting nuances behind subscription-based businesses. Known for executing large-scale accounting projects and leading cross-functional teams, Shelly brings order and precision to fast-moving or transitioning businesses — whether she's untangling complex financials, managing a month end closing, or advising on payroll and HR policy. Clients rely on her to strengthen internal controls and improve efficiency and accuracy at every stage of growth.

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Meet the rest of the team

Ryan Hutchins

President, Valuation

Ryan founded Peak Business Valuation, a national firm that delivers 1,100+ business valuations and 150+ equipment appraisals a year. He works with business owners who are buying, selling, or growing — and need to know what they actually have. His focus is quality, accuracy, and making sure the number means something.

Jason Parr

President, Sales Tax

Jason has spent 30 years going deeper into one discipline while most firms go broader. He joined Peisner Johnson in 1996 and built his career there learning every service line, working through every kind of situation, and eventually becoming President and CEO. The Sales Tax People has completed 35,000+ projects for companies ranging from regional mid-market businesses to large multinationals. His clients are CFOs, controllers, and the accountants who serve them, usually calling when the exposure has already been building quietly for months. He'd rather you call before that point.

David Mink

President, Marketing

David founded Avalaunch Media in 2012 and built it into one of the fastest-growing marketing agencies in the country: 50 people, 8 figures, clients like Red Bull, GoPro, and Microsoft. After working with hundreds of companies, he kept seeing the same pattern: businesses with a real marketing leader get results. Those without one waste time and money. That's why he built the first fractional CMO, agency-backed solution and why he joined Ampleo.

Dana Calder

Partner, HR

Dana Calder embeds with founder-led and private equity-backed companies of 20 to 200 employees, especially across SaaS, fintech, and mission-driven industries, at the stage where they have outgrown figuring HR out as they go. At Amplēo HR, she steps in alongside leadership when managers need real coaching, performance conversations have become uneven, and executives are spending too much of their week putting out people fires instead of building the business. She replaces reactive habits with practical people systems that fit the rhythm of the company, moving effortlessly between big-picture strategy, leadership coaching, and hands-on execution.

Ryan Purser

Partner, Finance

Ryan Purser has helped companies secure hundreds of millions in debt and equity financing, and specializes in forecasting, financial models, KPIs, and the system upgrades that make them all work. He spent nearly a decade in finance, operations, and eCommerce at Cricut, leading the finance team through a $280M IPO, and has optimized SaaS and hardware-enabled tech companies, run global operations and supply chain, and built BI teams from scratch.

Reagan Berkley

Partner, HR

Reagan Berkley brings 15+ years of HR and People & Culture leadership, most recently as VP of People & Culture at a global commercial real estate analytics and financial technology firm, where she cut time-to-hire from 87 days to 45 while lifting candidate satisfaction by 40%. At Amplēo HR, she embeds alongside executive teams and internal HR leaders to give growing companies the senior backup they need to get ahead. She specializes in talent acquisition strategy, employee retention, and manager development, turning practical people programs into lasting structure and measurable business results.

Case studies

Zarbee’s
CFO Services

Zarbee’s

November 15, 2015
5
min read
Traeger
CFO Services
eCommerce

Traeger

November 5, 2015
5
min read
Thrive Life
CFO Services
eCommerce

Thrive Life

January 14, 2016
5
min read
 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.