Phil Zdanowski — General Manager
Education: The College of Saint Rose (Albany, NY).
Before Weekly Accounting: Phil spent four years in public accounting as an auditor. In his own words, he was looking for a way to help businesses more directly — to be the person owners wanted to see, rather than the “annoying auditor” nobody did. That instinct — service over compliance — led him to reach out to John and Jeff about a different kind of accounting career, and he jumped on board with the BrightZen team.
At Weekly Accounting: Phil serves as General Manager of Weekly Accounting Inc. and BrightZen Systems, based in Latham, New York. He runs the operational core of the firm — the machinery that keeps weekly books actually weekly. His audit background matters here: the discipline of verification, applied at the pace a small business actually moves.
Jad Jadallah
Jad is connected to the Weekly Accounting network and follows the firm closely. His public LinkedIn profile does not list professional history or education, so this profile is pending — background details to be added directly.
(Internal note: identity confirmed via mutual connections and company following; bio content needed from the team.)
Sam Kaplan — Fractional CFO & Controller
Education: California State University, Fresno (2005–2010) — a double major, and not a typical one: a B.S. in Business Administration (Accountancy) and a B.S. in Music (Performance). He graduated summa cum laude, made the Dean’s List ten consecutive semesters, was a member of Beta Alpha Psi, and received the Baker Peterson and Franklin Excellence in Accounting Award. While still a student, he taught financial and managerial accounting fundamentals at the university’s learning center.
Before Weekly Accounting: Sam has spent 15+ years as the finance backbone of growing consumer businesses. As Financial Controller at Label Daddy — the leading D2C camp-and-school-label company — he was the CEO’s “armchair quarterback”: forecasts, record keeping, and strategy through licensing deals with the MLB, NHL, and NBA, plus HR for 30 employees. The company grew revenue 300% during his tenure. At Legacy Licensing Partners, a $5–10M wholesale manufacturer, he effectively filled the CFO and COO seats — leading licensing negotiations with Disney, Marvel, and Viacom and managing vendor integrations with Target, Kroger, and Rite Aid. In 2018 he founded SHK Financial, his fractional CFO and controller practice, where he has served 15–20 clients from pre-revenue startups to $40M ARR businesses — rebuilding accounting systems, implementing billing modules for logistics providers, and in one case recovering over $2M in past-due receivables. He also serves as Fractional COO and Financial Controller for One Inc Cooperative, where he modeled 50+ revenue streams and helped incubate ventures that are now venture-funded.
With the team: Sam works with the Weekly Accounting network from Los Angeles, bringing controller-grade rigor to the fractional CFO role.
Nate Plating, MBA — Fractional CFO
Education: Covenant College, B.A. in Sociology (2016–2020); MBA in Finance from the University of Tennessee at Chattanooga (2024–2025). He’s supplemented the formal degrees with IDEO U certifications in Human-Centered Service Design and AI x Design Thinking — a design-thinking lens most finance people never acquire.
Before Weekly Accounting: Nate’s path ran through operations and leadership before it ran through finance. He spent five years with the CFC Foundation in Chattanooga, ultimately directing its summer and leadership programs. At Surv, a home-services startup, he served as EA and Chief of Staff, then consulted for two and a half years. At Bridge Innovate and Western Electric, he rose from Finance and Administration Manager to Director — running the financial operations of the business day to day.
At Weekly Accounting: Nate joined as a Fractional CFO in June 2025 and works from Chattanooga, Tennessee. He came to the work the right way around: operations first, then finance — so the numbers he manages are never abstractions.
Viny K — V.P. of Finance & Reporting
Education: California State University, Fullerton — B.B.A. in Accounting (2002–2006), followed immediately by an M.B.A. in Finance (2006–2008). Accounting first, finance second: the fundamentals before the strategy.
Before Weekly Accounting: Viny brings 15+ years as a finance business leader across diversified sectors. She started as Accounting Manager at Synergy Pacific Management in Irvine (2007–2009), then joined Content.ad, where she has served as V.P. of Finance & Reporting since 2009 — over 17 years running finance for a digital advertising platform through fast-paced, growth-driven environments. Her focus: building high-performing teams with an emphasis on automation, accountability, and continuous learning, and increasing revenue, cash flow, and productivity through strategic planning and strong internal controls. Core competencies span strategic business planning, management reporting and analysis, budgeting and forecasting, cash flow management, risk management, and performance metrics.
With the team: Viny works with the Weekly Accounting network from Irvine, California. Seventeen years of owning the numbers at one company is its own credential — she has seen every cycle a business can go through and reported on all of them.
Alex Lugbill — Fractional CFO
Education: University of Colorado Boulder — Leeds School of Business.
Before Weekly Accounting: Alex is an entrepreneur who became an accountant, which is rarer and more useful than the reverse. While in school he founded and ran SB Landscaping LLC (2013–2017), managing site work for 13 rental properties, full landscape renovations on 15+ homes, and crews of up to five. He then spent seven years in public accounting: Staff Accountant at David Brewster & Associates (2017–2021), then Tax Senior at O’Kelly & Associates and TaxSavvy through 2023. Along the way he bought a rental property and helped launch a concrete business, where he serves as CFO.
With the team: Alex works as a Fractional CFO from Boulder, Colorado — integrating data from marketing and sales platforms and QuickBooks Online into a cohesive, always-current financial model that supports real decisions. Owner-operator empathy plus tax-season discipline.
Josh Eisenberg — Fractional CFO
Education: The Wharton School, University of Pennsylvania — B.S. in Economics (2005–2010), with coursework spanning business, marketing, entrepreneurship, and psychology. He remains active in the Wharton community as part of the Wharton Club of Southern California leadership team.
Before Weekly Accounting: Josh passed over the standard consulting and finance track out of Wharton to build companies instead. He founded On Deck Cooperative (2011–2019), growing it into the largest retail delivery service in the Santa Clarita Valley and building the “dynamic delivery” operating model that maximized customer satisfaction while minimizing arrival time. He then served four years as Chief Operating Officer of Pineapple Ventures (2018–2022) and co-founded KND Infusions (2021–2023), a functional wellness consumer products company. He also serves as Vice President of The New Amsterdam Group, advising private equity, hedge fund, and real estate GPs on capital raising and fund placement. (And yes — during a 2023–2024 career break he played poker professionally, sponsored by Commerce Casino. Reading incomplete information under pressure turns out to be transferable.)
At Weekly Accounting: Josh joined as a Fractional CFO in January 2025, working from Los Angeles. In his words: he’s part of a team of business engineers who deconstruct business data and solve problems to increase profitability — connecting all relevant business data into one unified source so owners see their business in a way they never could before, coached through the Integrated Financial Model (IFM).
Profiles compiled from public LinkedIn data, August 2026. One entry (Jad) pending details.