Jamie has over 20 years of success in managing all aspects of finance in private companies of all sizes, Jamie is a CPA and former corporate controller based in San Diego with a proven record of developing and implementing operational controls that improve the bottom line why not try this out. Jamie has experience in a variety of fields including …

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Karlyn is a CPA, former KPMG and Price Waterhouse consultant, and former Controller with over 12 years of experience. If there is ever a question about how something should be accounted for, Karlyn has the answer or will find it. She is persistent, detail oriented and resourceful. Karlyn has significant experience in Real Estate, Healthcare, Services, and Energy industries. With …

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Kristy came to Austin from Illinois in 2007.  She worked at a CPA firm as single mom through college, getting her Master's Degree in Accountancy from Southern Illinois University.  In Austin, Kristy worked as a Salaried Professional at Accountemps for three years.  During that time, she went to various clients and worked as a consultant for tax compliance projects, individual …

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Joan is a CPA with over 16 years of accounting, audit, and tax experience.  She graduated from the University of Maryland with a Bachelor of Science in Accounting and began her career at a Maryland public accounting firm.  After moving to San Francisco in 1998, she joined another public accounting firm where she managed audit, tax, and consulting engagements of …

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Tracy is a CPA with over 12 years in accounting and tax experience. She began her career working in small companies as an accounting manager building accounting teams and providing financial reporting for management enabling them to make decisions for solid growth. She then moved on to public accounting providing accounting, tax, and auditing services for small to medium sized …

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Marijia is a CPA with over 12 years of accounting and tax experience. She is a former Accounting Manager for a non-profit trade asssociation and is the Founder/CEO of Simple Accounting Solutions, LLC a full-service accounting services firm. Marijia graduated from Old Dominion University with a B.S. in Accounting and went to Keller Graduate School of Management to obtain her …

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Danica is a CPA with a BS in Accounting and a Masters in Finance and Accounting. She has over 15 years’ experience in building, leading and advising corporations through complex restructuring, start-up divisions and international projects. She began her career as a Not for Profit Controller and has since diversified her portfolio to include international corporations and small businesses in …

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Carol is a CPA with over 20 years of experience in accounting and tax. With half of her career in public accounting, Carol has gained a wealth of experience focusing on small to medium sized businesses in a wide variety of industries. Carol has set up and trained many clients on Quickbooks software as well as assisted with the migration …

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We find, screen, and test each CPA to ensure they have experience working with entrepreneurs so you don’t have to worry if your accounting professional is qualified. We provide training and resources to the CPAs to continue to expand their ability to serve entrepreneurial needs. We don’t stop there! Anyone can say they are a QuickBooks expert. Most are not. Even QuickBooks Pro Advisors only complete a multi-choice test without anyone actually observing them. We test each CPA individually on their QuickBooks skills using a custom-designed live observation.