ENGAGE with Real People.
ENGAGE CPAs operates on the level of a large national firm, but you can expect to talk to the same people every time you call. You may just call us your accountants but we have developed real relationships with many of our clients over the years. From starting a business, to welcoming a new baby, to planning for retirement, we have become a part of our client’s lives.
Meet our team of approachable, tech-savvy, compassionate accountants.
MICHAEL D. KLIPPER, CPA
Chief Executive Officer / Founder
Mike’s accounting career started when he was an intern for a small Philadelphia area CPA firm. He continued to work full-time in the field and earned his CPA credentials after passing the exam in 2008. Over the next five years, he honed his skills and built relationships within the business community both in the Philadelphia region and nationally.
In 2013 Mike founded ENGAGE CPAs. The idea was to create a proactive and approachable accounting solution for small business owners and individuals. He and his team believe that there is more to accounting than preparing tax returns and financial statements. Mike loves working with clients, learning the intricacies of their business, and helping them achieve their goals. His goal as CEO of ENGAGE is for the firm to provide value to every business and individual they work with.
Mike grew up in Bucks County, Pennsylvania and went on to attend Northeastern University in Boston, Massachusetts, where he got his degree in Finance and Accounting. Mike and his wife Morgan, who was also his high school sweetheart, live in Skippack, PA, with their two daughters, Sadie and Tessa. Besides spending time with family, Mike enjoys relaxing on the beach, visiting wineries across the country, and trying new restaurants wherever he travels.
DAVID G. KORPEL
Chief Operating Officer
After graduating from college, David jumped right into public accounting, where he first met Mike. This experience established a well-rounded technical foundation. He gained a wealth of experience traveling the country performing audits, reviews, compilations, and tax engagements before joining up with Mike again as ENGAGE’s first employee.
As Chief Operating Officer, Dave is in charge of keeping our client relationships as fun, informative, educational, and productive as possible. He aims to be supportive, informative, proactive, and trustworthy. Whether wearing his bookkeeping, tax, forensic accounting, or social media hat, his focus consistently remains on adding value for our clients. He is inspired by the innovation and entrepreneurial spirit of clients. His passion for helping small business owners make sense of their numbers and remove any stress and anxiety related to their financials and taxes is second only to the love for his family.
Dave’s wife, Laura, son Lincoln, and daughter Luna are his motivation every day to grow, learn, and love what he does. They live in Skippack, PA and can often be found hiking on another new trail in the area or walking into town for a bite to eat.
DAISY S. ROTH
Chief Accounting Officer
Daisy combines her passion and unique skillset to put a personal touch on our client’s needs. After graduating from Lansdale School of Business she began her accounting career at Bear Creek Mountain Resort. As a senior member of the accounting department, Daisy was an integral part in coordinating the communication of five separate accounting databases into one collective operating system and was responsible for the oversight of all bank relationships and on-site cash management.
Daisy joined ENGAGE CPAs in 2016 as Chief Accounting Officer, Daisy oversees the accounting records of all clients to ensure proper postings of financial transactions, trains clients on how to properly utilize QuickBooks for their needs, and assists clients with any other bookkeeping, tax or accounting questions to ensure that clients understand their financial well-being throughout the year. Conscientious, proactive and always with a happy disposition, she has honed her skillset to meet your accounting needs.
Daisy and her husband Bob reside in Zieglerville, PA with their favorite feline Gadget, where they are active in their church and community. When she isn’t hard at work on client’s books, Daisy enjoys baking, gardening, playing tennis and spending time with family and friends.
Mike’s accounting career started when he was an intern for a small Philadelphia area CPA firm. He continued to work full-time in the field and earned his CPA credentials after passing the exam in 2008. Over the next five years, he honed his skills and built relationships within the business community both in the Philadelphia region and nationally.
In 2013 Mike founded ENGAGE CPAs. The idea was to create a proactive and approachable accounting solution for small business owners and individuals. He and his team believe that there is more to accounting than preparing tax returns and financial statements. Mike loves working with clients, learning the intricacies of their business, and helping them achieve their goals. His goal as CEO of ENGAGE is for the firm to provide value to every business and individual they work with.
Mike grew up in Bucks County, Pennsylvania and went on to attend Northeastern University in Boston, Massachusetts, where he got his degree in Finance and Accounting. Mike and his wife Morgan, who was also his high school sweetheart, live in Skippack, PA, with their two daughters, Sadie and Tessa. Besides spending time with family, Mike enjoys relaxing on the beach, visiting wineries across the country, and trying new restaurants wherever he travels.
After graduating from college, David jumped right into public accounting, where he first met Mike. This experience established a well-rounded technical foundation. He gained a wealth of experience traveling the country performing audits, reviews, compilations, and tax engagements before joining up with Mike again as ENGAGE’s first employee.
As Chief Operating Officer, Dave is in charge of keeping our client relationships as fun, informative, educational, and productive as possible. He aims to be supportive, informative, proactive, and trustworthy. Whether wearing his bookkeeping, tax, forensic accounting, or social media hat, his focus consistently remains on adding value for our clients. He is inspired by the innovation and entrepreneurial spirit of clients. His passion for helping small business owners make sense of their numbers and remove any stress and anxiety related to their financials and taxes is second only to the love for his family.
Dave’s wife, Laura, son Lincoln, and daughter Luna are his motivation every day to grow, learn, and love what he does. They live in Skippack, PA and can often be found hiking on another new trail in the area or walking into town for a bite to eat.
Daisy combines her passion and unique skillset to put a personal touch on our client’s needs. After graduating from Lansdale School of Business she began her accounting career at Bear Creek Mountain Resort. As a senior member of the accounting department, Daisy was an integral part in coordinating the communication of five separate accounting databases into one collective operating system and was responsible for the oversight of all bank relationships and on-site cash management.
Daisy joined ENGAGE CPAs in 2016 as Chief Accounting Officer, Daisy oversees the accounting records of all clients to ensure proper postings of financial transactions, trains clients on how to properly utilize QuickBooks for their needs, and assists clients with any other bookkeeping, tax or accounting questions to ensure that clients understand their financial well-being throughout the year. Conscientious, proactive and always with a happy disposition, she has honed her skillset to meet your accounting needs.
Daisy and her husband Bob reside in Zieglerville, PA with their favorite feline Gadget, where they are active in their church and community. When she isn’t hard at work on client’s books, Daisy enjoys baking, gardening, playing tennis and spending time with family and friends.
NATHANIEL S. YESNER, CPA
Team Director
Nate started his accounting career with the Department of Defense, where he spent 13 years in various auditing and management positions. This included over a decade of experience auditing defense contractors. Nate’s auditing tenure gave him exposure to companies of all sizes and direct experience working with a variety of different accounting systems. In 2012, Nate passed the CPA exam and became a Certified Public Accountant in Pennsylvania.
Nate joined the ENGAGE team in 2020 and brought with him a passion for helping others succeed and overcome challenges. He prides himself on being approachable, patient and understanding. In his role as Accounting Lead, he works closely with clients and advises on a variety of accounting and tax matters.
Nate and his wife Andrea live in Havertown, PA with their two children, Maria and Jonah. Together they run Mercy Kids Africa, a charitable organization that supports an orphanage in Chingola, Zambia. Nate has served as Treasurer and Member of the Board since 2015. In his free time, Nate really enjoys traveling and has spent time in Europe, Africa, the Middle East and South America. He’s also an avid sports fan, an aviation enthusiast and loves talking about personal finance.
JULIE LEGRAND
Senior Executive Accountant
Julie’s accounting career started in 2016 as a staff accountant for an Oregon-based CPA firm. During her time at the firm, her role included preparing personal and corporate income tax returns, assisting with the preparation of payroll, and performing bookkeeping duties for clients.
Julie joined the ENGAGE team in 2022 as Senior Executive Accountant. Organized, detail-oriented, and a whiz with QuickBooks Online, she loves to make life easier for every business and individual we work with.
Julie grew up in Los Angeles, CA and went on to attend George Fox University in Newberg, OR, where she got her bachelor’s degree in accounting. Julie and her husband Ryan live in Levittown, PA with their son Jameson. In her free time, Julie enjoys going on walks and listening to good audiobooks and podcasts.
Nate started his accounting career with the Department of Defense, where he spent 13 years in various auditing and management positions. This included over a decade of experience auditing defense contractors. Nate’s auditing tenure gave him exposure to companies of all sizes and direct experience working with a variety of different accounting systems. In 2012, Nate passed the CPA exam and became a Certified Public Accountant in Pennsylvania.
Nate joined the ENGAGE team in 2020 and brought with him a passion for helping others succeed and overcome challenges. He prides himself on being approachable, patient and understanding. In his role as Accounting Lead, he works closely with clients and advises on a variety of accounting and tax matters.
Nate and his wife Andrea live in Havertown, PA with their two children, Maria and Jonah. Together they run Mercy Kids Africa, a charitable organization that supports an orphanage in Chingola, Zambia. Nate has served as Treasurer and Member of the Board since 2015. In his free time, Nate really enjoys traveling and has spent time in Europe, Africa, the Middle East and South America. He’s also an avid sports fan, an aviation enthusiast and loves talking about personal finance.
Julie’s accounting career started in 2016 as a staff accountant for an Oregon-based CPA firm. During her time at the firm, her role included preparing personal and corporate income tax returns, assisting with the preparation of payroll, and performing bookkeeping duties for clients.
Julie joined the ENGAGE team in 2022 as Senior Executive Accountant. Organized, detail-oriented, and a whiz with QuickBooks Online, she loves to make life easier for every business and individual we work with.
Julie grew up in Los Angeles, CA and went on to attend George Fox University in Newberg, OR, where she got her bachelor’s degree in accounting. Julie and her husband Ryan live in Levittown, PA with their son Jameson. In her free time, Julie enjoys going on walks and listening to good audiobooks and podcasts.
ENGAGE Real Solutions Built Around Your Life.
ENGAGE CPAs was founded in Collegeville, Pennsylvania 2013 with the goal of breaking away from the traditional concept of accounting. We had a vision for how things could be done differently. With a subscription model, rather than hourly billing, accountants at ENGAGE focus on providing comprehensive, quality financial support and not on billable hours. Our group eventually expanded, adding a satellite office in downtown Philadelphia.
It’s about more than filing tax returns. Our individual clients get clear advice from someone they trust. We provide the information they need to plan for a successful financial future.
We also work with all types of small business entities and self-employed professionals and creatives to identify and meet their needs. This often means we wear many hats, operating as your tax accountant, CFO, bookkeeper, business consultant, and more. We provide a flexible service that adapts and changes as your business grows and changes; all at consistent and transparent pricing.
ENGAGE the Latest Technology.
Accountants have a reputation for being behind the times. One of the fundamental strengths of ENGAGE CPAs is our proficient use of the latest technology to streamline our workflow and processes. Clients appreciate the use of electronic signatures, automated report generation, online accounting applications, file sharing, virtual training and meeting capability and many other enhancements which simplify their accounting activities and make their lives easier.
By leveraging the latest digital tools, we’re able to seamlessly work with clients all over the country and handle accounting activities at the level of a large, national firm.
