The team your business needs to turn your data into decisions
With over 45 years of collective experience in our intimate team, you get the benefit of the expertise that normally commands salary spend over $500,000 for a fraction of the price.
We have two CPAs and an experienced bookkeeper with a Masters of Accounting. We do not outsource or offshore our work. We believe fundamentally in empowering domestic professionals with a fulfilling high-impact career serving small business owners like you.
We take a hospitality-based approach to your numbers
The biggest complaint we hear about accountants is their lack of responsiveness and availability. Because of this, we maintain an intimate roster of clients in order to serve you deeply and closely, leaving room to be there for you during the unexpected ups and downs of your business.
We strive to anticipate client needs, not wait for you to ask for what you need. We are the financial experts, after all.
Each member of our team is passionat about the impact we can make on your business.
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 when I was 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, so 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.
Meet the Team
Our service and mission would not be possible without this amazing team of professionals and experts.
Courtney 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 well-organized so you can make confident decisions.
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 to help further this mission.
We donate 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!
