Chase’s background is a story best told over bourbon, sitting in a vinyl booth somewhere dark and loud. It includes everything from $100m company turnarounds, private ski resorts in Hokkaido, secret bars in Shanghai, and biker gangs in Tucson. He sees businesses as machines and is obsessed with understanding how each one works and how to make it better. Ask him about excel models for fantasy sports, trail running, and what pop culture criminal enterprise he’d want to own.
John has over 15 years of accounting experience in a wide variety of industries and roles because he can’t stand not knowing how something works. He loves a challenge, you will never hear that your books are too messy to clean up or that your business is too complicated, and the words “I’ll figure it out” will probably be in his epitaph someday. Ask him about Kentucky sports, bourbon, and passive real estate income.
HR and Operations
Taylor spent a nearly decade in corporate HR and operations before bringing her toolkit to our island of misfit toys. Our clients benefit from her obsession with process and organization as she builds thoughtful systems using the latest tools and technology. If you love checklists and SOPs, you’re speaking her love language. Ask her about the wonder that is a library card, travel, Cuban food, and DMAIC models.
Miguel brings a disciplined and curious approach to understanding and organizing client’s books. His attention to detail is only matched by his interest in learning. Don’t let his quiet demeanor and youth fool you, he’s as sharp as they come. And he comes complete with an Accounting degree and a Masters in Tax. Ask him about soccer, cars, and the last good movie he saw.
Financial Analyst & Tax Specialist
Serina brings her 15 years of financial experience with Xerox, Pepsi, Nike, and Deloitte to our mighty little team. As an IRS Enrolled Agent she handles tax strategy and filings for our clients. With her calm and cool presence, she carves through the stress and anxiety of tax matters leaving a trail of confidence and relief in her wake. Ask her about her plans after tax season, traveling, and volunteering.
I mean, can you really like the spinoff of something more than the original??
Yes. Yes you can.
I know, right!?? They’re always such party-poopers or at best anti-heroes (looking at you Ozark). But not us. If anyone is looking for a show about cool accountants we’ve got a script you should read…
Don’t worry, we’re charging our crystals, setting good intentions, and backing up all our systems and data.
I don’t know but thinking about spending our life building models inside of a model scrambles my brain a little bit. Like, my brain just started flashing #DIV/0 when I tried to think about it (zing! Come for the existential questions but stay for the excel humor!).