Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Cassaundra Soto-Gillon
Milwaukee (Headquarters)

10000 W Innovation Dr.
Milwaukee, WI 53226

Tel: 414.259.6783



Areas of Focus

  • Microsoft Dynamics GP
  • ExpenseConnect
  • InvoiceConnect


University of Wisconsin-Milwaukee
  • Bachelor of science degree in business administration with majors in accounting and information technology management

Cassaundra A. Soto-Gillon

Consultant I

Cassaundra Soto-Gillon is an information technology consultant who works with clients on the functionality of Microsoft Dynamics GP, with a focus on the financial portion of ERP systems.  She also assists clients with setting up inventory, purchasing, and sales modules in Microsoft Dynamics GP.  In addition, Cassaundra works with an IP solution created by Wipfli to help bring expense reports from Concur into Dynamics GP as a payable general ledger transaction or as a project.

Past Experience

  • Internal auditing
  • Accounts payable/accounts receivable specialist
  • Business analysis