The team your business needs to turn your data into decisions

With over 40 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, 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. 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.

Courtney Hoffchen

Dir. of Operations

Courtney is the expert behind our automations, process efficiency and technology implementations.

Carissa Michaud

Executive Admin

Carissa is responsible for all the details that make our company unique and for ensuring seamless communication with our clients.

Caley Blythe

Financial Reporting & Analysis Manager

With over a decade of client service in financial reporting, Caley helps translate the financials into core decisions and dashboards for clients.

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

Tax Analyst

Madan is currently completing his Bachelor of Science in Accounting. He is responsible for tax preparation and report compilation for clients.

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