
Our North Star(s)
01.
Good Neighbor
We believe everybody deserves to be treated fairly, to be heard, and to be respected.
02.
Ship Daily
We desire to operate in a state of continuous improvement, never settle for the status quo, and zig when others zag.
03.
Service par Excellence
Service to our clients, employees, and community drives growth. We seek to serve others with excellence.
Our Leadership
"We keep moving forward, opening new doors, and doing new things, because we're curious and curiosity keeps leading us down new paths." - Walt Disney

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Stacey, CPA
COO
"Heart guides the climb, data maps the path. Together, we summit."

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Roman, CPA
Founder
Build Together, Go Farther. Community is Key.
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Meghan
Head of Intelligence
Behind every data problem lies a human story. A little data & a whole lot of empathy will get you far.