As a growing business, you need people that can take ownership and comprehend the impact of their work. You need a team of vastly skilled people to meet the demands of tax compliance, accounting and financial forecasting. We invested in our team of talent so you can have the benefits of an integrated accounting team without compromising your budget or focus.
We are number enthusiasts. We are energized by analyzing data, excited about interpreting financial activities, and delighted by math puzzles like formulating mathematical models.
We are detail-driven. We are dedicated to creating checklists for everything we do, from bookkeeping to year end close, to ensure that nothing is overlooked in your accounting.
We are your number-philosophers. We examine the bigger picture of your numbers so we can decipher how your business got here and what we can do to help you reach for the stars.
We’re a group of outside-the-box thinkers who work hard to help you visualize your data in a way that makes sense to you. We take accounting and make it work in your world. Let’s get to know each other so we can help your business see the big picture.
"My passion lies in the journey of business creating. I am grateful to have had the opportunity to work and think at the same table with entrepreneurs working to bring their ideas to reality. I am an entrepreneur, as well as an advocate for financial education. I believe that financial clarity brings the freedom to map the world and create the life we all want."
Kristine is a big picture thinker, with a strong vision of where she wants her business, her team, and herself to be. This, combined with her sense of urgency, means she’s always got growth and action on her mind. She has a knack for building relationships with others, probably because she approaches relationships with realness and finds joy in taking care of others.
"My passion really is small businesses and helping people who's voice isn't heard. Accountancy and finance is something that not a lot of people understand. There are so many questions no-one has the answer to. I just want to give back what I know and help these businesses gain clarity and see that they can take more risks and make more money."
Ashley is a people person trained in accounting and HR. Throughout her ten year career, she had been dedicated to helping small business owners scale their business and understand their finances. Ashley is a deep, contemplative listener who takes the time to listen to people's wants and wishes so she can truly understand who they are and what they need. She is a safe haven for her teammates and clients to express themselves who always makes sure their thoughts and ideas are met with kindness and understanding.
"I want to leave this world better off than it was when I was here. So I always ask myself 'so what?' It's not 'so what' in this flippant way, it's 'so what does this matter?' What does it mean, how does it impact your life, how does it impact the people around you? At the end of the day, I just want to help people."
Lauren is a lifelong learner. She is endlessly curious, and is always armed with thoughtful questions to dig in deep and fully understand a problem. She is not afraid to examine things from several angles until she figures it out. Lauren loves solving problems. Not only does she get to help people, but she feels a sense of accomplishment when she gets to flex her brain.
Lauren has a degree in business administration with an accounting option and has transitioned from corporate to small business accounting the last few years.
"The more I work with these businesses, the more I relate to them. They're not just a client. We're building a relationship with their owners and becoming part of the business. I get to be there for these clients to help them grow. When they thrive, I thrive."
Yoonsun would never tell you this, but behind her quiet demeanor she’s hiding a technical genius with a keen eye for analytics. She is a master at all things Excel. From building forecasting tools to number-crunching, Yoonsun can do it all. She'll be the first person to troubleshoot your computer and a client’s financials at the same time. Yoonsun is driven by ambition and has earned a double master's in accounting. She is fascinated by data, and loves testing new technology that allows her to explore it.
"I'm drawn to people that have a story to tell. I could listen all day to people talk about the things they're passionate about. There is so much we can learn from each other just by listening. My own passion is learning these stories and gathering knowledge and wisdom from these experiences so I can share them with people who might benefit from hearing them."
MacKenzie is a word accountant. While her teammates analyze data and wrestle numbers, she reconciles words and formulates messages. She has a hand in all things writing, from marketing to magazine stories to this bio (hi!). She is quick to jump into creative projects head first with no questions asked. She doesn't take herself too seriously, and welcomes feedback with open arms and enthusiasm. MacKenzie credits her background in journalism with a local government beat for being able to decipher tough language and translate it into messages anyone can understand.