Meet the Financial Experts Behind Your Success

Our team combines decades of experience from Big 4 accounting firms, Fortune 500 companies, and successful startups to deliver world-class financial services.

Leadership Team

Experienced leaders guiding your financial success

Sarah Johnson

Sarah Johnson

Founder & CEO

Former Big 4 consultant with 15+ years helping businesses scale through strategic financial management. MBA from Wharton.

CPAMBAFormer Deloitte Partner
Michael Chen

Michael Chen

Head of Operations

CPA with expertise in financial systems and process optimization for growing companies. Former Controller at multiple startups.

CPACMAQuickBooks ProAdvisor
Emily Rodriguez

Emily Rodriguez

Senior Financial Consultant

Fractional CFO specialist with a track record of helping startups secure funding and scale operations.

CFAMBAFormer Investment Banker
25+
Team Members
150+
Years Combined Experience
15+
Professional Certifications
500+
Clients Served

Our Core Team

Specialists dedicated to your financial success

David Park

Senior Bookkeeper

Specialties:

E-commerceSaaSProfessional Services

Lisa Thompson

Financial Analyst

Specialties:

ManufacturingHealthcareReal Estate

James Wilson

Tax Specialist

Specialties:

Multi-stateInternationalR&D Credits

Maria Garcia

Payroll Specialist

Specialties:

Multi-state PayrollBenefitsCompliance

Robert Kim

Systems Specialist

Specialties:

QuickBooksNetSuiteFinancial Integrations

Jennifer Lee

Client Success Manager

Specialties:

OnboardingTrainingSupport

Join Our Growing Team

We're always looking for talented financial professionals to join our mission of helping businesses achieve financial clarity and growth.