I grew up talking business at the dinner table. My mom (a recovering CPA) helped run multiple businesses throughout her career and was the controller for a large public company. My dad is a WashU MBA and founder/managing partner of a marketing firm. Understanding revenue vs. profit, how to monetize, and what makes businesses grow is literally in my DNA. All 3 of us are graduates of the Farmer School of Business at Miami University in Oxford, OH.

After spending several years in progressive accounting roles from Staff Accountant to Controller & Director of Operations, doing everything from reconciling bank accounts and depositing checks to managing financial reporting and payroll, I decided to start my own firm.

Our team consists of a handful of spreadsheet nerds all located in the United States.