A globally dispersed team committed to redefining the client experience and pushing the boundaries of what's possible in virtual CPA accounting.
Greg O'Brien is the Co-CEO of Anomaly, focusing on complex planning issues for the company's clients and helping lead the operations and growth. Greg founded Anomaly CPA to specialize in working with entrepreneurial clients who own startups, small businesses, and real estate investors growing into more complex tax and financial issues. His experience includes advanced tax planning and business advisory for a wide array of individuals, start ups and real estate investors. In 2020, Greg was named a Top 5 National Finalist for the Tax Planner of the Year by the AICTC, from a pool of over 850 qualified Tax Planners from across the US and Greg was named the #1 Tax Strategist in the United States by the AICTC in 2023. Specifically, Greg has been a pioneer in working to educate other CPAs and tax accountants on Short Term Rental Taxation and the so called "short term rental loophole". He has a strong passion for being a positive change agent in CPA industry and helping mentor new firm owners.
Based in Boston, he focuses on clients with unique and challenging situations not only in the greater Boston area, but throughout the country. His passion to grow a team virtually has allowed the company to service clients not only in the US, but in other countries as well! Greg graduated from Bentley University in Waltham, Massachusetts in 2011 with a Bachelor of Science in Accounting where he competed outside the classroom on the gridiron. Greg earned Northeast 10 All Conference honors and captained his team during his senior season along with Co-CEO John Malone. After completing his undergraduate studies, he went on to graduate school and received his Master's Degree in Taxation from Bentley. His professional experience includes working for public accounting firms as well as in privately held companies. Throughout his career, Greg has developed a strong passion for helping individuals and small businesses navigate their most complex challenges. He is a strong believer in entrepreneurship and has a passion for studying successful entrepreneurs in all industries. Outside of the firm, Greg is an avid (and spoiled) Boston sports fan, CrossFit enthusiast, podcast junkie and enjoys spending time with his family and friends.
Bentley University, B.S. Accountancy
Bentley University, M.S. Taxation
CPA - Massachusetts
Greg O'Brien is the Co-CEO of Anomaly, focusing on complex planning issues for the company's clients and helping lead the operations and growth.
John Malone is the Co-CEO of Anomaly. He focuses on complex client issues as well as leads the company's operations and management team. John is a multi-faceted advisor with a passion for working with entrepreneurial clients and early stage businesses as they navigate complex tax and financial issues. John understands that your business and life are intertwined, requiring a management strategy that considers the right now in conjunction with your company's financial longevity and wellbeing.
John is dialed in on his clients’ futures, centering his approach around proactive and advanced tax planning. John is a Certified Tax Coach as designated by the American Institute of Certified Tax Planners. Along with Co-CEO Greg O'Brien, John has been instrumental in educating other tax accountants in Short Term Rental Taxation and the so called "short term rental loophole". With this background, he aims to provide innovative solutions to the ever-changing tax landscape. John is also an Attorney that has been recognized as a “Rising Star” each year from 2018 through 2022 by the Massachusetts Super Lawyers Magazine. John understands the drive behind entrepreneurs and their startup ventures. He maintained a full-time job while attending Suffolk University Law School in the evenings after graduating Cum Laude with a Bachelor of Science in Economics & Finance from Bentley University, where he captained the University's Division 2 football team. John remains professionally and personally driven in all aspects of his life today. He is dedicated to his family, health and fitness, and all things Boston sports.
Bentley University, B.S. Economics & Finance
Suffolk University Law School, J.D.
Lawyer - Massachusetts
John Malone is the Co-CEO of Anomaly, focusing on complex client issues as well as leading the company's operations and management team.
Jenni graduated from the University of Wisconsin with a BA in communications and went on to the University of Wisconsin - Milwaukee and earned an MS in Accounting. After graduating she worked for Arthur Andersen in the State and Local Tax Department. After leaving, she worked in the corporate tax world for a few more years before taking some time away from work to start a family. When all 4 kids, three boys and one girl, were in grade school she decided to reenter the workforce at a small local accounting firm. This is where her passion to work with small businesses began.
Jenni enjoys working with small businesses because she knows how important it is for a business to have an accurate set of books and to timely file their taxes. She likes to build a solid and trusting relationship with her clients so they will trust her with the finances while they use their passion to grow their business. Fall is her favorite time of year, not only does she get to watch her daughter play soccer and her son in the Marching Band, but she also likes to cheer on her favorite football teams with her family. Her two oldest boys are in college now, so she has learned to cheer for the University of Tennessee and the University of Iowa but her heart will always belong to Wisconsin. Go Badgers! Go Pack Go!"
University of Wisconsin, B.S. Communications
University of Wisconsin-Milwaukee, M.S. Accountancy
CPA - Wisconsin
Tom, a University of Massachusetts Amherst graduate with a BA in Accounting, began his career at a Big Four accounting firm. It was here that he earned his CPA license. Driven by a passion for technology and automation within the accounting industry, Tom transitioned to a leading accounting technology startup. This move allowed him to delve into various roles, underscoring his adaptability and forward-thinking approach.
At Anomaly, Tom applies his technical expertise and industry insights to ensure operational efficiency while adeptly managing the company's continuous growth. He's a firm believer in the potential for innovation within the accounting field, aiming to be at the forefront of this transformation. Outside of work, Tom enjoys spending time with his wife and their dog, Jelly Bean. Whether it's a quiet evening at home or an outdoor adventure, these moments provide balance and joy to his busy life. Tom's journey reflects a blend of traditional accounting expertise and a keen eye for technological advancements, making him a unique asset in the ever-evolving world of accounting.
University of Massachusetts Amherst graduate with a BA in Accounting
Michelle is a graduate of Eastern Illinois University with a B.S in Business (accounting emphasis) and subsequently received her MBA, specializing in Forensic Accounting, from Southern New Hampshire University. Michelle is licensed as a certified public accountant in multiple states.
Michelle joined Anomaly as Director of Quality Control & Advisory with over 15 years of tax and accounting experience. She has served many roles in both public and private capacities, within a variety of industries, including manufacturing, construction, not-for-profit, governmental, and many more. Michelle’s broad experiences as a former CFO, auditor, tax preparer, and general business consultant, are valued resources we are excited to offer our clients. Outside of work, Michelle, her husband, and children enjoy being outdoors as well as serving in their community. She is an active member of her church and serves in a variety of roles for community not-for-profits. Baseball is her speed in sports and coming originally from southern California, she is a faithful Dodgers fan.
Eastern Illinois University, B.S. Business, Accountancy Focus
Southern New Hampshire University, M.B.A.
Forensic Accountancy Focus
CPA - Arkansas, Texas, Illinois
Born and raised in Alaska, Rex Hamlett is a seasoned accounting professional with a B.B.A. in Accounting from the University of Alaska. He began his career at a nationally recognized infrastructure construction company and a native corporation with over 19,000 shareholders. Transitioning to public accounting, Rex has accumulated over 16 years of experience, working closely with small business owners and providing expertise in tax and general business accounting.
Rex is a licensed CPA and a member of the American Institute of Certified Public Accountants (AICPA). His extensive knowledge spans real estate, corporate management, cryptocurrencies, and construction. He is particularly skilled in identifying tax-saving strategies, including specializing in short-term rental tax loopholes.
Byron Critides is the Director of Innovation and IT at Anomaly. Byron brings a diverse background in the technology field, including working with tech startups and various accounting firms over the years. In this role, Byron is responsible for creating forward thinking tech efficiencies for both the Anomaly team and our clients. In an industry ripe for innovation, Byron pushes the bounds each day and introduced new, fresh and exciting ideas to save our clients time and money!
Ben is a graduate of Pennsylvania State University with a B.S. in Business (accounting emphasis). Post-graduation, he worked in assurance as a financial statement, federal awards compliance, and employee benefit plan auditor for a nationally and internationally present advisory, tax, and assurance firm. During this time, he also became a licensed certified public accountant. Eventually, Ben transitioned into owning and operating his own accounting practice, focusing mainly on monthly accounting and tax preparation services for small businesses and individuals. He brought this accounting and business experience with him when he joined Anomaly.
Ben excels in weaving new technology into the back office function of innovating businesses. He brings this skill set and acumen to his role as an Operations Specialist where he aids clients in optimizing their accounting functions with technology. Outside of the office, Ben enjoys being active, reading, and spending time with his family and friends as well as rooting for the Penn State Nittany Lions.
Pennsylvania State University, B.S. Business & Accountancy
CPA - Pennsylvania
Zoe is originally from Arkansas where she graduated from Hendrix College with a Bachelor of Arts in Business Economics and Spanish. After graduation, she and her now husband moved to North Carolina where she completed her Master of Science in Accountancy at the University of North Carolina at Wilmington and became a Certified Public Accountant.
Her professional experience includes business and individual tax planning and preparation, bookkeeping, accounting and governmental auditing. She especially enjoys working one on one with clients, helping them with the specific challenges that each business faces in tracking and recording their financial performance. Outside of work, Zoe does not care so much about watching American football or any other sports, but as a former soccer player herself, is a big fan of the US Women's Soccer team! She and her husband are proud dog parents to the best pup in the world, Riley.
Hendrix College, B.S. Economics
University of North Carolina-Wilmington, M.S. Accountancy
CPA - North Carolina
Giving back to the community and being of service to the public is a passion of Molly’s, whether she is serving the community by working with various outreach programs or local charities.
She is a cum laude graduate of Cal State University of Bakersfield with a Bachelor of Science degree in Business Administration - Marketing. Molly has extensive experience working with CPAs, beginning when she was in college. Molly went on to manage a CPA firm in California prior to joining Anomaly. She will use her experience and managerial skills to ensure she exceeds our client’s expectations for service.
Cal State University of Bakersfield, Cum Laude, B.S. Business Administration & Marketing
Cherise Hadley, CPA is a Massachusetts licensed Certified Public Accountant. She has both an audit and tax background, including Big 4 experience at Deloitte & Touche. Cherise graduated from Bentley University in 2012 with a Bachelor of Science in Accounting and a Minor in Finance. Since then, Cherise has enjoyed serving clients in various industries. She has experience in the following industries: financial services, manufacturing, real estate, private investing, health (medical and dental), and more.
Her professional experience includes public company audits, bookkeeping and payroll services, business and individual tax strategy, and estate planning. She brings a diverse background of experience to the Anomaly team and enjoys helping her clients work through complex tax and financial issues. Cherise loves to be with her family and friends. Cherise and her husband have three beautiful children and currently live in Utah. They enjoy all of the outdoor activities that Utah has to offer!
Bentley University, B.S. Accountancy
CPA - Massachusetts
Kim holds a double Master’s in both Healthcare Administration and a MBA in finance. She has worked in the private sector helping clients gain control over their finances, bookkeeping, and advisory services. Additionally, Kim works to continually build business relationships which have the clients best interest in mind while working closely with the client to ensure trust, compliance and clearly set goals for financial success for her clients.
Kim was born and raised in Canada and has been in the USA for 24 years. She has owned her own computer business for 12 years and began her interest in accounting back when paper and an adding machine were the main tools. Outside of work, Kim has a 16 year old son, and has keen interest in children’s welfare having been a CASA (Court Appointed Special Advocate) for four years. She is an avid music listener and enjoys everything from country to hip hop. One of Kim’s hobbies includes collecting baseball cards and refinishing old furniture.
University of Saskatchewan (Canada), B.S.
English Purdue Global University, M.H.A.
Purdue Global University, M.B.A.
Xiaoyu (Monica) Zhao moved from China to the US in pursuit of education in the field of accounting. After obtaining a bachelor’s degree in accounting from Kent State University, she relocated to sunny Tucson so that she could go on to earn a Master of Accounting at the University of Arizona. After extensive experience as a tax associate at a large CPA firm, Monica joined a local accounting firm as a senior accountant, bringing her professional experience and passion to help small business owners in need of tax and financial statement services.
Monica joined Anomaly as an Accounting Project Manager bringing her variety of experience in the accounting field. Monica enjoys organizing complex accounting information and helping business owners develop sound operating strategies. Beyond her professional life, Monica has a fondness for travel. While working towards her master’s degree in Tucson she met her husband and together they completed a life goal of a road trip along Route 66. She would one day like to visit all 50 states.
Kent State University, B. S. Accountancy
University of Arizona, M. S. Taxation
Jasmine Brock currently serves as the Project Tax Manager at Anomaly. Hailing from a small town in Arkansas, she spent her formative years in Austin, Texas. Jasmine comes from a family deeply rooted in small business ownership, particularly in the healthcare sector, providing her with early exposure to the intricacies of the accounting industry.
Her academic journey led her to Texas State University, where she successfully earned three bachelor's degrees in finance, accounting, and management. Beyond her professional pursuits, Jasmine exhibits a profound commitment to community service. During her leisure time, you'll find her actively engaged in teaching local gardening courses, offering mentorship to teenage students, or embarking on travel adventures.
Texas State University, bachelor's degrees in finance, accounting, and management
After graduation, Whitley worked for various local governments in the finance, public works, and administration departments. In 2012, Whitley became the youngest County Manager in the state of Georgia. It was during this time his interest in accounting surpassed his interest in administration. Whitley began working in private accounting and then transitioned to public accounting shortly thereafter. He completed his accounting education at Liberty University. He is recognized as a Certified QuickBooks ProAdvisor and holds Level 1 & 2 certifications as a Local Government Finance Officer from the University of Georgia Carl Vinson Institute. Whitley's expertise spans multiple facets of taxation, reflecting his commitment to delivering comprehensive financial solutions.
Beyond his professional endeavors, Whitley is a dedicated father who cherishes spending time with his 13-year-old son. An avid outdoorsman, he enjoys hunting, fishing, and golfing, and he eagerly supports the Bulldogs football team during the fall season.
Our team has been recognized for our impact
and services to clients:
2022 40 under 40 CPAs
2022 Top 10 Firms for Tech Award by AccountingToday
Nationwide2021 Concierge Accounting Firm of the Year
Certified Concierge Accountants2020 Top 4 National Finalist
Tax Planners of the Year - AICTC
2022 CPA Practice Advisor "40 Under 40" professionals who have emerged as leaders in the profession.
2020 AICTC Tax Planner of the Year National Finalist
2021 Concierge Accounting Firm of the Year
2022 Accounting Today Best Firms for Technology
With base level tax advisory subscriptions starting at $450/month + bookkeeping starting at $500/month, our engagements are relationship based, combining initial strategy, implementation and ongoing support. We work with our clients throughout the year to help them transform their business. Please answer the questions on the following page so we can determine if we are a mutual fit.
