Leadership Overview
Sorren has 4 executives leading key functions including strategy, financial oversight, outsourced accounting, and fractional financial management.
Driven by a commitment to client success, Sorren delivers specialized expertise across tax, assurance, and advisory services to navigate complex financial landscapes with personal attention.
Driven by a commitment to client success, Sorren delivers specialized expertise across tax, assurance, and advisory services to navigate complex financial landscapes with personal attention.
Leadership Roles at Sorren
Josh Tyree - Chief Executive Officer
Josh Tyree, the Chief Executive Officer at Sorren, directs the overarching strategic vision for the national firm. Overseeing the integration of legacy expertise into a unified service model, the Chief Executive Officer ensures that tax, assurance, and advisory teams maintain high standards of client engagement. This leadership role involves scaling resources to support diverse client needs across the national market. By fostering a culture of collaboration, Josh Tyree drives the firm toward long-term growth objectives while maintaining the personal relationships central to the business legacy. The Chief Executive Officer coordinates with the board to allocate capital effectively, ensuring that the firm remains a top-tier provider in the accounting sector. Through constant evaluation of market trends, the Chief Executive Officer positions the organization to address complex financial challenges, ultimately securing the firm's reputation as a trusted partner for clients of all sizes.
William Long - Chief Financial Officer
William Long, the Chief Financial Officer at Sorren, manages the internal fiscal health and capital structure of the organization. Overseeing the firm's financial reporting, the Chief Financial Officer ensures compliance with national accounting standards while optimizing operational budgets. This leadership role involves analyzing revenue streams across tax and assurance divisions to identify opportunities for increased efficiency. By implementing robust financial controls, William Long supports the firm's expansion goals and resource allocation strategies. The Chief Financial Officer collaborates with executive leadership to monitor profitability metrics, ensuring that the firm maintains its status as a Top 50 national entity. Through rigorous oversight of internal audits and cash flow management, the Chief Financial Officer mitigates risk and provides the stability necessary for sustained growth. This position remains critical for maintaining the financial integrity that clients expect from a premier professional services firm.
Sam Miller - Chief Financial Officer, Outsourced
Sam Miller, the Chief Financial Officer, Outsourced at Sorren, architects comprehensive financial solutions for external clients requiring high-level accounting support. Overseeing the delivery of outsourced financial management, the Chief Financial Officer, Outsourced ensures that clients receive deep expertise in accounting and advisory services. This leadership role involves tailoring financial strategies to meet the specific needs of diverse businesses, ranging from small enterprises to large organizations. By leveraging the firm's national resources, Sam Miller provides clients with the same level of professional attention found in internal finance departments. The Chief Financial Officer, Outsourced coordinates with tax and assurance teams to provide a holistic view of client financial health. Through the application of specialized accounting knowledge, the Chief Financial Officer, Outsourced drives operational improvements for clients, enabling better decision-making and long-term stability in an ever-changing financial landscape.
Preston Davis - Chief Financial Officer, Fractional
Preston Davis, the Chief Financial Officer, Fractional at Sorren, provides high-impact financial leadership on a project-specific basis for clients navigating complex growth phases. Overseeing the fractional advisory practice, the Chief Financial Officer, Fractional designs bespoke financial frameworks that allow businesses to scale effectively without the overhead of a full-time executive. This leadership role involves diagnosing specific financial pain points and deploying targeted strategies to resolve them. By integrating the firm's broader expertise in tax and private client services, Preston Davis ensures that fractional engagements deliver maximum value. The Chief Financial Officer, Fractional collaborates with client leadership teams to implement sustainable financial processes and reporting structures. Through this specialized approach, the Chief Financial Officer, Fractional empowers clients to overcome immediate challenges while building a foundation for future success, reflecting the firm's commitment to providing deep resources to every client.
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