The team your business needs to turn your data intoĀ decisions
With over 30 years of collective experience, your CFO team is ready to tackle your challenges head-on.
Meet Shannon
I became a CPA because I lost a bet with my dad - seriously!
He taught me about money since I was a kid, and I learned about business by managing a McDonald's by age 16. I learned these concepts young and teach them so that you can understand them too.
I worked in Big 4 and corporate finance departments for 15 years, serving Fortune 50 bottom lines, soĀ I decided to take what I learned and use it to serve the backbone of our economy - small businesses!
My goal is to translate what your numbers are trying to tell you and bust the myth that all accountants are boring and lack personality. It's possible to actually have fun with your finances!
Meet the Team
Our service and mission would not be possible without this amazing team of professionals and experts ready to serve you.
CourtneyĀ Galer
Director of Operations
Courtney is the expert behind our automations, process efficiency and technology implementations. She makes it her mission to help us serve you seamlessly.
Marie Giordanella
Accounting Specialist
Marie is an expert accountant and tax preparer with over 13 years of experience and keeps all client accounting up to date and clear.
Madan Regmi
Accounting & Tax Analyst
Madan is currently completing his Bachelor of Science in Accounting. He is responsible for tax preparation and report compilation for clients.
A Big Part of our WHY
We believe to our core that financial education is not a privilege but something everyone is entitled to. That is why we partner with JUNIOR ACHIEVEMENT as a partner to help further this mission by donating a portion of CFO client fees every single month to this organization and we volunteer regularly.
Junior Achievement provides financial and business education programs to students from elementary through high school, using practical examples and real life scenarios.
Please explore their site for ways to donate and volunteer for your local chapter!
