Work with a comprehensive team integrated and connected to your business

Kristine

Accountant and Principle

The Visionary

"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.

Yoonsun

Accountant

The Undercover Tech Genius

"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.

Jake

Accountant

The Competitor

“People are just one of the most interesting things about life. It’s fascinating to see people’s differences in perspective and how people perceive and receive information. Everyone sees things differently. I think it’s great being able to talk to someone and identify common experiences and learn from them.”

Jake enters every conversation with the belief that there's something he can learn from it. He is fascinated by people's stories, perspectives and experiences, and uses their knowledge to help develop his own skills and processes for his work.

Jake is persistent and will try a hundred different ways of doing something to get it right. He is always striving to improve and grow his accounting skills and his own perspective and experiences.

Stephen

Accountant

The Self-Starter

"There’s a quote by Kurt Vonnegut that says, “When things are going sweetly and peacefully, please pause a moment, and then say out loud, 'If this isn't nice, what is?.' It’s a quote about realizing when things are good instead of just looking back. You’re always going to remember the big things, but I think there’s something to be said about remembering the small things that make you feel good, or happy that brought you joy."

Stephen is a board game enthusiast who credits strategy games for his interest in accounting. He approaches accounting like he does a puzzle- understanding the rules of the game, identifying missing pieces, and strategically making numbers fit while staying within the confines of accounting and finance. Stephen is passionate about leaving the world a better place than he found it, whether that’s by leaving no trace while hiking, supporting education equality, or helping his clients understand every piece of their business.

Visar

Accountant

The Meticulous

“I had a quote for many years that I like. ‘I’m not in competition with anybody but myself. My goal is to beat my last performance.’ It’s inspirational to me. Nobody is perfect. If I do something great today, tomorrow I can do even better. My only competition is myself.”

Visar is a tech guru. He is passionate about new technology, and is always on the lookout for the latest tech that will help him whip an inefficient process into shape. Visar spends a lot of time listening to his clients. Not only so he understands what their needs are, but because he also believes that there is a lot that people can learn from each other.