Accountant Jamie is the epitome of an inspiring person. After a lengthy career in administration she went back to school to get her accounting degree while working full time all while being a busy mom! Phew, that makes you tired just thinking about it. Playing double duty, Jamie is overseeing our administrative functions while she moves into her new future as an accountant. Plan to interact with Jamie in a host of ways!
Accountant Kasey is a rising star in the public accounting industry. With a GPA that'll knock your socks off, loads of accolades and a calm, capable demeanor she is a wonderful asset to the team. It's hard to find a natural in this profession, Kasey is, hands down. Kasey is working in the accounting and tax department with our small business, nonprofit and individual clients. There's nothing she can't conquer. CPA here she comes!
Bookkeeper When you want someone to create order out of your piles of papers, you want a Randi in your life. Her natural abilities to stay neat and organized and multi-task, make her a stellar bookkeeper. Randi manages the books and payroll for a host of our clients across many industries and sizes. Our bookkeeping and payroll services are popular with our tax clients who want one team watching out for them. Randi works hard to get everything in order, making planning a breeze.
Tax Partner If you need help with your taxes Bill's your guy! With over 45 years tax experience there's not much he hasn’t seen. Bill works with businesses and individuals on all taxation issues from the highly complex to the simple. Bill is also a business valuation expert. If you own a business and need an official valuation done for estate/succession planning, adding or exiting partners, lending or legal needs, the ABV after his name stands for Accredited Business Valuation (ABV) Specialist. It’s the CPA license equivalent for the business valuation world, in other words, licensed expert.
Managing Partner When you’re a business owner you want to work with someone who knows what it’s like to run a business. It’s even better when they have a knack for accounting, taxes and money! For over 20 years, Shannon has worked with thousands of other small business owners and owned multiple companies of her own. She has a passion for serving humble, hardworking small business owners through thick and thin. Shannon’s an advocate for helping people from all walks of life have a healthy relationship with money. Money isn’t the root of all evil and her personal story is living...