Your CPA dream team

As Founder, Scott leads our team and keeps our customers happy. He’s a strong communicator with a knack for understanding what others need, setting goals, and helping achieve them.

Coolheaded and detail-oriented, Yanan is our go-to gal for uncovering bookkeeping and payroll mysteries, plus finding creative ways to solve them.

Stacy runs Balanced Budget Bookkeeping and serves as an outside contractor with us. She brings a deep understanding of back office functions for small businesses and the software tools used to run an effective and efficient accounting system.

A social, out of the box thinker is just the kind of person that fits in our firm. Her enthusiastic contribution in the important areas of reconciling books, running payroll, tax planning and completing accurate tax returns is how she brings great value to our customers.

Pierre-Yves is our adventurous, witty Frenchman and global Xero-certified team member. He blends keen analytical and creative skills to deliver reliable, agile solutions for our customers.

Angela is creative in thought and in action. She carefully assesses what needs to happen and sets out on a path to solve a problem or deliver on a promise.

A true creative spirit, Kim feeds off the energy in any setting and finds fresh solutions to roadblocks holding things up. She is an energizing connector who is approachable and transparent.

Leah is warm and perceptive. She has a strength of character and depth of insight that tackles business and tax issues bringing solutions to the table.

With her careful eye, nothing escapes Bekah’s attention or the goals in front of her. She will ensure that work and projects are executed and delivered as promised.

Juliet brings thoughtful originality to her record-keeping, payroll, and financial reporting work. When she’s not tuning up our customers’ books, she’s tuning up cars and prepping for outdoor adventures.

Colin brings a structured, composed approach to his work with customers. With his practical mindset, you can count on him to keep cool and stay on track with getting things done.

A master of to-do lists, Kaitlin sees the big picture and then carefully reviews each item to make sure everything stays on track and gets completed.

You want Amberly around when there is detailed work to do by a deadline. She combines a pragmatic, step-by-step approach with practical creativity to add value to the lives of those around her.

A lifelong learner who won’t rest until tasks are done and results are delivered, Cory can look at a complex problem and use analytics and good questions to find accurate solutions.

Jamaica combines her innovative and creative thinking to produce solutions to complex problems. Her curious and entrepreneurial spirit is where she adds great value for our customers and our team.

Our college intern carefully manages and plans out his own schedule of school, work and DIII college athletics with discipline and adaptability which translates in his efficiency, results orientation and mindfulness of others day after day.

With over 30 years of experience in project management and international business, Jim brings understated expertise, worldliness, and attention to detail to each customer he works with.