Meet the team
Laura Schneider, CPA
Retired Founder, Retired chief operating officer
EXPERTISE:
Tax planning, Business tax, Personal tax, Choice of entity, New business owner coaching, Virtual CFO
Matt Wilson, Esq.
Partner, Tax Attorney
expertise:
Tax planning, Business tax, Choice of entity, Business transaction planning and tax, Business accounting, Start-Ups, Personal tax, Personal financial planning, Virtual CFO, Income, Sales and Property Tax resolution, Audit support
James Patterson, CPA
PARTNER
Expertise:
Tax planning and preparation, Business tax, Personal tax, GAAP Accounting, Financial statement preparation
Angie Karstens, CPA
Virtual CFO - Team Manager
expertise:
Outsourced CFO/Controller, GAAP Accounting, Quickbooks Online, Auditing, Employee Benefit Plans, Inventory
Elizabeth Carey, EA
VIRTUAL CFO/CONTROLLER
Expertise:
Outsourced CFO/Controller, Corporate tax, Business tax, Personal tax, Sales & use tax, QuickBooks Online
Anjanette Potter, CPA
Support Services manager
Expertise:
Office management and administration, GAAP accounting, Financial statement preparation, Payroll, Quickbooks Online
Becky Torek, CPA
Tax Accountant
John Shuck, CPA
tax accountant
Dawn Kompaniet
Support Services Staff
Expertise:
Front office administration, Accounts payable, Accounts receivable, Workflows and Tax support
Sarah Carey
Support Services Staff
Laura Hoffman
Staff ACcountant
Maurice Willis, EA
tax accountant
Expertise:
Individual tax, Business tax, Tax planning
Read More
Kari Gough, CPA
VIRTUAL CFO/CONTROLLER
EXPERTISE:
Outsourced CFO, GAAP Accounting, Quickbooks Online, Auditing, Reporting, Financial Planning
What we value
Communication
We believe in communicating openly, clearly, and frequently with our clients. We keep you in the loop on important matters as they arise.
KNOWLEDGE
We pursue innovative ideas and stay on top of regulatory changes so that our clients always receive first-rate service. We pride ourselves on transparency, and freely share knowledge with our clients to give them a better understanding of the numbers driving their businesses.
Individuality
We know that each of our clients and their business goals are unique, and our approach to accounting reflects that. We tailor a plan that is perfectly right for you.
Community
We support the inspiring work of our community’s visionary entrepreneurs. We foster long-term relationships with all our clients, colleagues, and partners to ensure the longevity of these incredible businesses.
FUN