How We Make an Impact
With over 30 years of experience, BeanSquad has amassed knowledge through multiple industries that have helped position us today in supporting our clients.
At BeanSquad, we are dedicated to streamlining our clients' financial operations by delivering comprehensive and easily understandable financial insights. Our goal is to empower businesses to make informed and strategic decisions that drive growth and success.
We achieve this by offering tailored financial solutions, expert analysis, and ongoing support, ensuring that our clients have the necessary tools and knowledge to navigate complex financial landscapes with confidence.
Verified Excellence
We have a proven track record of success in both retail and wholesale divisions. And we bring to
the table all our experience, expertise and connections we have up to date
For CPA/Bookkeeping Firm
- Supports clients whether you are small growing firm or a mature firm looking to establish a new product line
- Helped grow one of our first clients from 28 clients to 200 in under 2 years.
- Have supported firms with up to 1000 clients
For Franchise
- Bringing over 30 years of franchise experience, we excel in navigating market dynamics.
- Working with multiple diverse Franchise Brands, from emerging to legacy.
- Supporting hundreds of different franchisees.
Lance Diamond
CEO
○ Weston, CT
○ 30 Years Financial Executive
○ Managed portfolios $2B of revenue
○ Supported clients in $1B in successful exits
○ BBA, University of Michigan, Ross School of Business
Bruce Patz
CRO
○ Boston, MA
○ 25 Years Payroll/HR Executive
○ Built the business from the ground up with multiple exits, including $70M in successful outsourced payroll exits
○ Licensed CPA
○ BBA, University of Michigan, Ross School of Business
Mike Greenblatt
SVP of Bus Dev
○ Philadelphia, PA
○ 8 Years in the Bookkeeping Industry
○ Operational Partner
○ Developed Bookkeeping Practices for large CPA & Boutique Firms
○ BS, UMass Amherst, Isenberg School of Management
Henry Uy
EVP of Finance
○ New York, NY
○ 25 Years in Finance & Accounting
○ 17 years at Impact, built & financed departments for clients at Impact
○ Experience running offshore & onshore finance offices
○ BS Accounting, MBA Finance
Erica Aquino
VP of Ops
○ NorthEast Florida
○ Supported multiple CPA & Bookkeeping firms on operations & accounting services
○ 15 Years of Operations & Accounting Experience
○ Specializes in Leveraging Technology for Financial Innovation
Executive Team
Lance Diamond
CEO
Read MoreLess
○ Weston, CT
○ 30 Years Financial Executive
○ Managed portfolios $2B of revenue ○ Supported clients in $1B in successful exits
○ BBA, University of Michigan, Ross School of Business
Bruce Patz
CRO
Read MoreLess
○ Boston, MA
○ 25 Years Payroll/HR Executive
○ Built to business from ground up from scratch and multiple exits $70M in successful outsourced payroll exits
○ Licensed CPA
○ BBA, University of Michigan, Ross School of Business
Mike Greenblatt
SVP of Bus Dev
Read MoreLess
○ Philadelphia PA
○ 8 Years Bookkeeping Industry
○ Operational Partner
○ Developed Bookkeeping Practices for large CPA & Boutique Firms
○ BS, UMass Amherst, Isenberg School of Mgmt.
Henry Uy
EVP of Finance
Read MoreLess
○ New York, NY
○ 25 Years Finance & Accounting
○ 17 years at Impact, built & finance dept of clients at Impacct
○ Experience running offshore & onshore finance offices
○ BS Accounting, MBA Finance
Erica Aquino
VP of Ops
Read MoreLess
○ NorthEast Florida
○ Supported multiple CPA & Bookkeeping firms on ops & accounting services
○ 15 Years Operations & Accounting Experience
○ Specializes in Leveraging technology for financial innovation