Our accounting and tax experts partner with entrepreneurs to eliminate their fears

(and ensure they sleep better at night)

Our Values for Business and Life…

Transparency


Say it plain. We don’t overcomplicate or oversell, our goal is to keep things as crystal clear as possible, so everyone is on the same page. This is a safe, surprise-free zone. Although you may be surprised by the amount of money you save tax planning.


 

Respect


We don’t talk over people’s heads, nor do we talk down. Our skillset is specialized, we’d never expect clients to intuitively understand the nuances of our profession. We’re here to encourage success, not stifle it.


Curiosity


We do tend to pry. We ask a lot of questions to understand our clients, so we plan and decision-make accordingly. Being nosy helps us catch errors before they’re problems, and helps us seize opportunities to save.


 

Inspire Change


Numbers can be scary which is why we love demystifying them. With the boogeyman out of the closet, clients make informed decisions and act on their own behalf. This is how we change lives.


Joy


Go outside, hit the road, get out of cell service. Whatever makes you happy, your money and time should afford you that.

Meet Our Team

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Kimberly Burkett, CPA, MAcc

Founder & CEO
Kimberly has worked in accounting since 2001. She started as a bookkeeper for a small independent auto dealership
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Jamie Feller

Client Accounting Manager
Jamie had worked in bookkeeping most of her life (including childhood) and is currently working on her B.S. in Accounting
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Veronica Madarang

Operations & Marketing Coordinator
Veronica holds Bachelor’s degrees in both Accounting and Marketing Management. Life outside and off the internet
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Kristin Aquino

Accounting Staff
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Anju Bisht

Accounting Staff