Meet the Team
Founder, CEO and CAO (Chief Anticipation Officer)
Robin, supported by the KBS team, provides strategic guidance and system-based solutions for entrepreneurs. She has over 30 years of financial and accounting experience, a passion for the efficiencies that new technologies enable, and a dedication to small businesses.
Long before “cloud computing” was a mainstream term, Robin built her own company, KBS, as a virtual organization. She takes this same innovative and thoughtful approach to establishing efficiencies and solutions that fit the current business environment for her clients.
Robin has earned designations from the American Institute of Certified Public Accountants (AICPA), including Chartered Global Management Accountant (CGMA), Certified Information Technology Professional (CITP), and Certified Public Accountant (CPA). Recent certifications include Certified Intacct Service Provider, PlanGuru Advisor, and Certified LivePlan Expert. Robin is an active member of the Maryland Association of CPAs (MACPA) and a frequent speaker on accounting technology trends and tools. Her expertise coupled with decades of first-hand knowledge about the unique challenges faced by small businesses, enables her to serve as your trusted strategic advisor.
When Robin isn’t working at KBS, she is enjoying walks in the woods with her dog Jackson and trying to keep up with her millennial young adult children. She can also be found enjoying her favorite Malbec, or whatever beer the KBS Clients are producing this month.
Accounting Manager and IT Director
Ilana joined KBS in the spring of 2008. She provides financial management services for several clients. Ilana also provides technical support to both KBS clients and staff, assisting with various hardware and software installations. She brought years of experience to KBS in benefits consulting and defined contribution plan administration. Ilana lives in Bethesda, MD, where she enjoys spending her spare time with her family (husband, four kids, two cats, one dog), scrapbooking and knitting.
Patti has worked for KBS since the spring of 2010. Her responsibilities include financial reporting, cash flow forecasting, and supervision of bookkeepers. She is a CPA with extensive experience and a wealth of knowledge in a large international public accounting firms and worked in a variety of industries including real estate, construction, entertainment, not-for-profit and hi-tech companies. Her clients range in size from small, closely-held organizations to large publicly traded companies. Along with her husband and three sons, Patti resides in Laytonsville, MD. Patti enjoys working out, spending time with her family, watching sports (Go Nats!) and going to concerts.
Karen joined the KBS team in September 2017 and provides financial management services, as well as her Excel talents, for several clients. Karen began her career as a database analyst and later changed her focus to accounting and HR. Karen is a CPA and has served as the controller for several consulting firms. Karen lives in Olney, Maryland with her husband and three children, and enjoys searching for the perfect cocktail and watching documentary films.
Nicole joined the KBS team in November 2018. She provides financial management services for several clients. She has years of finance and accounting experience in the hospitality industry in a variety of roles including internal audit, financial training, systems conversion, and financial reporting and analysis. She also serves as Treasurer on an all-volunteer board for a local non-profit, Aschiana, that supports the education of street children in Afghanistan. She lives in Falls Church, Virginia with her husband and three children and spends her spare time playing tennis, reading, and chauffeuring children.
Angie joined the team in November of 2018. She is a CPA with over 15 years of accounting experience, and also holds a Masters Degree with a Concentration in Accounting. Angie has worked in public accounting, financial accounting, audit and tax. She has a particular passion for working with small companies to help them establish themselves in a competitive position. She enjoys spending time with her husband, 17 year old son and 4 1/2 daughter.
Senior Transaction Specialist
Amy has worked for KBS since September 2009. She provides financial services for several clients. Amy is also instrumental in training new employees, as well as handling many KBS administrative activities– she can master the most complex invoice KBS has ever seen. She brings years of experience in banking and financial services to KBS. Amy lives in Rockville with her husband and is embracing a fairly recent “empty nest”. She now has time to travel and spends as much time as possible on the water. Amy and her husband enjoy entertaining friends at home, especially around the fire pit! This provides the perfect setting to research her next favorite cocktail.
Diana joined KBS in the summer of 2010. She provides financial management services and technical support for several clients. She brought to KBS over 10 years of experience in regional planning and economic and demographic analysis. Diana lives in Kensington with her husband and two children, and together they’re attempting to hike in all of the National Parks. When she’s not working, Diana enjoys knitting, gardening (harvested corn and potatoes), playing the ukulele, and sipping on prosecco.
Helena joined the team in July 2013 with experience in retail and corporate customer service. Helena provides transactional and research support for KBS clients, and manages the SOGO facility. She lives in Kensington with her husband and two children. When she can escape from KBS for a bit, you’ll find Helena enjoying a good book or indulging in a yummy dessert. She also just recently obtained her second citizenship as a Dutch citizen!
Administrative and Sales Support
Sarah joined the KBS team in the spring of 2016, and supports the CEO and client service team, assisting in sales relationships and business development processes. She offers experience in networking, sales, event planning, community outreach, social media and marketing, as well as administrative and client service skills. Sarah is knowledgeable in increasing brand awareness and expanding business networks both regionally and globally. Sarah lives in Columbia with her husband and school-aged twins. Apart from KBS, Sarah is a Healthy Living Strategist, helping others get into shape as a Fit Body Boot Camp trainer and Nutrition Coach. When she successfully escapes the nightly homework battles amongst her angelic children, she enjoys running (away), cooking, and sipping on her favorite glass (or 3) of Malbec.
To ensure there is a deep bench of support for our clients, KBS CFO enlists the assistance of entry level Transaction Specialists. Currently, we are very glad to have the assistance of Aidan Knab and Khadija Sow. In addition to the local team, KBS CFO also works with extremely talented individuals across the globe based on the needs of the situation. Over the years, KBS CFO has worked with highly qualified people, in a secure manner, across the globe, including Chennai, India, Rome, Italy, and Medellin, Colombia.
Rita Klein (Retired)
KBS CFO Advisor
Rita has worked for KBS since the fall of 2004. She was responsible for financial reporting for clients across real estate management, food services, consulting, and health-related fields. Rita also assisted in the onboarding of new clients and trained and supervised KBS administrative staff members. Rita has an MBA with a concentration in Accounting from the University of Maryland. She lives in Kensington with her family, and when not working at KBS, Rita stays busy as the President of her synagogue.
Jackson Thieme (RIP September 2018)
Beloved KBS CFO Mascot and all-around appreciator
Jackson Thieme joined the team in October 2004 when the firm was founded. From inception he had been a tireless supporter of the founder and ensured that the daily walks were used strategically to drive the business forward. He liked to take a lot of naps and bark at the postal workers, but, other than that he was a dedicated and valued part of the KBS CFO team.