Meet our Team
Katie
Katie is an accomplished financial leader with extensive experience as a CFO, Controller, and Executive Director for Large and small companies with multiple LLCs and complex operational structures. She has successfully led executive and financial teams, collaborating closely with operations to implement streamlined systems and drive profitability.
Katie brings a strong background in organizational structure, process improvement, and strategic financial planning. Her leadership style is hands-on and rooted in a deep understanding of how smart systems fuel business growth. She’s a problem-solver at heart, with a talent for aligning financial strategies with long-term business goals.
Now, Katie channels her expertise into working with small businesses and entrepreneurs, helping them build solid financial foundations and scale with confidence. She is passionate about supporting visionary business owners—partnering closely to help them achieve clarity, reach milestones, and turn their goals into reality.
Kaili
Kaili is a seasoned accounting professional with over 10 years of experience leading financial operations for companies of all sizes. As a Controller, she has managed teams, optimized systems, and ensured accuracy across multi-million-dollar budgets. Her expertise in financial reporting, compliance, and strategic planning makes her a trusted partner to business leaders. She has a talent for transforming disorganized or outdated accounting structures into streamlined, transparent systems that support better decision-making and profitability.
Proficient in QuickBooks (Desktop and Online), Excel, and Monday.com, Kaili regularly leads QuickBooks setups, cleanups, and migrations, helping businesses gain better control of their financial data. Her approach is hands-on, collaborative, and rooted in a deep understanding of both day-to-day operations and long-term financial health. Passionate about supporting small businesses, she’s known for her integrity, precision, and ability to bring order to financial chaos.
In here free time Kaili enjoys camping and fishing with her husband and daughter.
Shannon
Shannon is a detail-oriented bookkeeper with a degree in Business Marketing and a strong background in financial and operational management. She brings years of experience supporting small businesses, nonprofits, and community organizations with accurate, dependable bookkeeping and financial oversight.
Previously, Shannon worked in restaurant management in high level financial oversight including budgeting, forecasting, cost control and strategic planning to maximize profitability. . This hands-on leadership shaped her practical, organized approach to financial management. Known for her integrity, precision, and problem-solving skills, she delivers the kind of reliable support organizations truly value.
Proficient in QuickBooks Online, Excel, and Monday.com, and SAP Shannon builds efficient workflows and custom dashboards that drive clarity and accountability.
In her free time Shannon enjoys spending time outdoors with her husband and three children.
