About us
Client Relationships Come First.
Trust is built on transparency. Expect clear communication, on-time deliverables, and a team that treats your business like a long-term partnership.
Certifications, Awards, and Earned Badges
Meet the Team
👋 Here’s the people you’ll be working with
Founder | Certified Advisor
I blend clean books with clear, practical guidance. My goal is to simplify complexity and empower SMB owners to make data driven decisions. Outside of work, you would find me spending time with my daughters, gaming, strumming guitar, or mountain biking.
Experience and Expertise
- Xero Partner and Advisor
- Intuit's Quickbooks Certified ProAdvisor
- 10+ years of experience in bookkeeping and accounting for small and medium sized businesses
- Experience in complex accounting scenarios involving multi-entity structures and intercompany accounting
- Strong background in e-commerce and logistics workflow as well as 3PL operations
Staff Accountant | Supervisor of Client Relations
From onboarding to pay runs, I combine a people-first HR and software integrations to deliver accurate financials and frictionless support. In my spare time I enjoy spending time with my family, painting, and writing.
Experience and Expertise
- Intuit's Quickbooks Certified ProAdvisor
- Expertise supporting small business payroll for hourly and salary employees
- 5+ years of experience in HR operations
- Former role as lead supervisor of customer service and client relations teams for SMBs
- Comfortable wrangling workflow challenges and integrating tools across the tech stack
CTO | Chief Treats Officer
- Tiger
Tiger is our resident bunny and unofficial Chief Treats Officer. He brings deep expertise in morale management, strategic sniffing, and keeping the office carrot-compliant. When he’s off duty, Tiger can be found perfecting nap logistics and auditing treat inventories with fierce (yet fluffy) dedication.
Experience and Expertise
- Maintains team morale; enforces cuddle-compliance and snack-time SLAs.
- Exceptional nose for anomalies; investigates any unexplained rustle of treat bags.
- Lead paper-shredder, ensuring document security and client confidentiality.
- Stress-tests boxes, cables, and chair legs for durability; approves only chew-resistant gear.
- Wellness promoter - schedules mandatory sunbathing breaks and maximizes treat ROI per binky.
