I’m not your typical accountant. I spent some time working at a traditional CPA firm and realized it was not for me. I wanted to work with clients and teammates who inspired me on a daily basis and made me feel excited for Mondays. That’s where this business grew from.

Now I get to teach creative business owners all about the tax and accounting side of the business so they don’t feel like it’s some big unknown stressful thing hanging over them all the time. I also love taking taxes and bookkeeping off your plate so you can focus on the fun parts of owning a business.

I’m a Certified Public Accountant with nearly a decade of experience in public accounting. I earned my undergraduate degree from Indiana University (Kelley School of Business) and was a member of the Alpha Kappa Psi business fraternity.

When I’m not helping clients with taxes and bookkeeping, you can find me taste-testing craft beers (confession: not much of a wine person), on a run with my Goldendoodle pup Lilly or planning my dream log cabin with my husband.

James is my right hand man, in life and business. Prior to joining us full-time James led a web design and development agency for just over a decade. His experience as a creative agency leader brings a unique and fresh perspective to our team and gives us deep insight into what creatives are looking for when it comes to their financials.

James holds a Master of Business Administration from Indiana Wesleyan University and completed his undergraduate at Purdue University (Indianapolis). James oversees many of our day to day operations, ensuring our amazing clients are served quickly and with the level of service that our clients have come to expect.

Outside of the office James enjoys watching pitches from the local startup community, hiking through the wooded trails of Indiana, and teaching our son (Jimmy) everything he knows about home improvement projects.

Anna is the organized, detail-oriented, and self-motivated accountant you’ve always wanted on your financial team. She has the creative spark that we always look for in team members – someone who is truly passionate about helping our unique clientele.

Anna is an Enrolled Agent with over a decade of experience in public accounting. Anna holds a Bachelors of Science in Business Administration and Accounting from The University of Southern Mississippi. Anna works one-on-one with our bookkeeping and tax preparation and planning clients.

Anna resides in Bay St. Louis, MS with her husband and two young sons. In her free time, Anna enjoys spending time with her kids outdoors, tending to her many plants, and drinking wine while cooking.

Ashley is the trusted accountant clients turn to when they want both expertise and genuine care. With nearly 14 years of experience in public accounting, she combines deep tax knowledge with a personable approach that makes clients and teammates alike feel supported and valued.

A Certified Public Accountant, Ashley earned her Bachelor of Science in Business Administration from The University of Southern Mississippi. She works one-on-one with Virtual CFO clients, provides monthly insights to bookkeeping clients, and prepares and reviews tax returns throughout the year.

Ashley lives in Bay St. Louis, MS with her husband and their three boys. Much of her free time is spent cheering on her two oldest sons in their many sports, but she also enjoys family boating trips, trying new local restaurants, and the everyday joys of raising children.

On any given day you can find Rachel crunching numbers with an infectious smile on her face. She has a passion for teaching entrepreneurs that numbers should be associated with valuable insights rather than fear and loves being the trusted advisor our clients need.

Rachel is a Certified Public Accountant with extensive experience in business and personal tax accounting research and preparation. Rachel holds a Master of Business Administration from Midwestern State University. Rachel works one-on-one with our Virtual CFO, bookkeeping and tax preparation, and planning clients.

Rachel resides in Pueblo, CO with her husband. In her free time, Rachel enjoys fly fishing, skiing, and hiking around Colorado.

Sarah understands the toll bookkeeping and taxes can have on creative entrepreneurs, which is why she has dedicated her career to promoting efficient, timely, and accurate financial reporting.

Sarah is an Enrolled Agent and holds a Bachelor of Science in Accounting from Arkansas Tech University. Sarah works one-on-one with our tax and bookkeeping clients, ensuring our clients’ books are organized and accurate.

Sarah resides in Hot Springs, AR with her husband and their young son. In her free time, Sarah enjoys taking in all of the beauty and adventures that Hot Springs National Park has to offer.

As a creative herself, Jamie was overjoyed to join an accounting firm who focuses on taking the stress out of small business financials. Jamie thrives on talking with clients and working with others to help clients achieve their goals.

Jamie is a Certified Public Accountant with extensive experience in complex multistate and high net-worth business owner tax returns. Jamie holds a Bachelors of Arts in Accounting from the Vanguard University of Southern California. Jamie works one-on-one with our bookkeeping and tax preparation and planning clients.

Jamie resides in Queen Creek, AZ with her husband, daughter, and dog. In her free time, Jamie enjoys watching her daughter explore new things, tackling projects in her craft room, and spending time with family and friends.

With a unique blend of creativity and financial expertise, Jessica brings a fresh perspective to the world of accounting. As both a musician and a finance enthusiast, she understands firsthand the challenges that bookkeeping and taxes can pose for creative entrepreneurs. Her passion lies in reducing financial stress by empowering business owners through education—helping them feel confident, informed, and in control of their numbers.

Jessica holds a Master of Business Administration and a Bachelor of Science from Frostburg State University. At the firm, she works closely with our bookkeeping and Virtual CFO clients, offering support tailored to each business’s needs.

Jessica and her family call Maryland home. When she’s not crunching numbers, you’ll find her under the stars camping, making music, or lost in a book.

As a former professional photographer, Sarah has a deep and unique understanding of the ins-and-outs of a home-based creative small business. Sarah has a special place in her heart for small business owners and commemorates with our entrepreneurial clientele when they do that little happy dance for the next client they book.

Sarah holds a Bachelor of Arts and has worked in small business for over 10 years. Sarah works one-on-one with our bookkeeping and Virtual CFO clients.

Sarah resides in McMinnville, TN with her children. In her free time you’ll find Sarah exploring the hiking trails around middle Tennessee, enjoying time with friends and cheering her kids on at all of their school and extracurricular activities

As the former owner of an e-commerce manufacturing company, Amanda gained firsthand experience in small business operations, including product-based bookkeeping and strategies to improve profitability. She now utilizes that knowledge to help other small business owners alleviate financial stress by providing accurate, timely financial reports and insights.

Amanda holds a Bachelor of Business Administration from Henderson State University and works one-on-one with our bookkeeping clients to ensure their financial records are in top shape.

She resides in Malvern, Arkansas, with her husband, her sports-loving teenage son, and a variety of four-legged companions. In her free time, Amanda enjoys spending time with her family—including her new grandson—attending sporting events, and visiting local lakes and restaurants.

Delaney is a CPA whose experience and skillset align perfectly with the company’s values of building enduring client relationships and providing comprehensive tax accounting services to creatives. Delaney’s attention to detail, time management skills, and strong communication abilities make her a valuable asset to any team. Delaney enjoys digging into the details of tax planning and helping clients navigate complex tax issues so that they feel confident when tax time rolls around.

Delaney has experience in both entity and individual tax preparation and holds a Master of Accounting from UNC Greensboro. Delaney works one-on-one with our bookkeeping, tax preparation & planning clients, and Virtual CFO clients.

Delaney resides in Winston-Salem, NC with her partner. In her free time, Delaney enjoys creating & trying new recipes, solving puzzles, and diving into new books with a hot cup of coffee.

Madeleine Gray, a Tax Accountant with a detail-oriented mindset and a passion for educating others, is another valued addition to our team. Her experience encompasses a broad range of accounting tasks, including intricate work on individual and business tax returns, trusts, estates, and 990s. She is adept at monthly bookkeeping and skilled in resolving complex IRS issues, showcasing her proactive and thorough approach.

Madeleine holds a Bachelor of Science in Accounting from Clemson University and a Master’s in Accountancy from the University of Scranton, crowned by her CPA certification. Her academic journey has not only equipped her with deep technical knowledge but also a commitment to making accounting approachable for clients.

Beyond the realm of numbers, Madeleine leads an active life in Greenville, SC. She continues her passion for swimming, participating in races and embracing the discipline of her college swimming days. Her downtime is joyfully spent with her goldendoodle, socializing with friends and family, and enjoying community gatherings. This love for interaction and community is mirrored in her professional role, where she excels in engaging with and supporting our clients.

With over a decade of public accounting experience, Stacy brings both technical expertise and a strong client-service mindset to our team. Since earning her CPA license, she has worked with a wide range of businesses and individuals, with a particular focus on creative small business owners. Stacy holds a Master of Science in Accounting (Audit) and a Bachelor of Arts in English Literature from the University of North Texas.

Throughout her career, Stacy has prepared and reviewed Federal and state tax returns, managed franchise tax filings, and conducted financial audits across a broad client base. Her attention to detail, organizational skills, and ability to manage complex workloads make her a dependable and effective professional.

Stacy is committed to helping clients navigate the financial side of their business with confidence, so they can focus more on what they do best. She finds motivation in seeing the tangible impact of her work—whether it’s a client’s growing brand or a successful project brought to life.

Based in Fort Worth, TX, Stacy lives with her husband and two daughters. Outside of work, she enjoys renovating her 100-year-old bungalow, reading and spending time with her family and three rescue pups.

Ann Castillo brings a wealth of experience and expertise to our team, making her a valuable asset to our clients. With degrees in both Management Accounting and Accountancy, Ann has a strong educational foundation that supports her practical skills.

She is a certified QuickBooks ProAdvisor, showcasing her proficiency in utilizing advanced accounting software to streamline financial processes. Ann’s ability to set up and maintain efficient accounting systems ensures that clients always have accurate and up-to-date financial records. Her training as a Tax Preparer from Bedrock University further enhances her ability to navigate complex tax laws and regulations, helping clients maximize deductions and minimize liabilities.

Before joining our firm, Ann worked in various roles where she honed her skills in financial reporting, budgeting, cost management, and tax preparation. Her collaborative approach and excellent communication skills make her a strong team player and a trusted advisor to her clients.

Outside of work, Ann enjoys hiking, traveling, and volunteering in her community. She is passionate about giving back and participates in initiatives that positively impact society.

Amie brings over 10 years of bookkeeping experience, specializing in helping small business owners feel confident and organized in their finances. She’s managed everything from account reconciliations and payroll to 1099 filings and financial reporting. With a love for digging into the details and streamlining systems, she enjoys turning financial chaos into clarity.

In addition to her work with small businesses, Amie has supported nonprofit organizations with donor management, grant reporting, and fundraising campaigns. Her well-rounded experience makes her a valuable resource for clients across a variety of industries.

Amie studied Performance and Business Management at the University of Bridgeport. She lives in Gainesville, Florida, where she enjoys spending her free time at the theater or exploring the outdoors.

Dakotah is a CPA with experience in both public accounting and the corporate world. She’s worked with individuals, partnerships, and corporations—preparing tax returns, navigating compliance requirements, and responding to IRS notices. She enjoys diving into tax research and helping clients feel confident about their taxes, no matter how complex.

She’s known for her organized approach, clear communication, and love of mentoring others. Whether she’s preparing a return or untangling a tricky tax issue, Dakotah brings a calm and thoughtful presence to her work.

Dakotah graduated from Goshen College with a degree in Accounting and Business and soon after obtained her CPA license. She lives in Fort Wayne, Indiana, with her husband and adopted dog. In her free time she enjoys spending time with her family and helping out at her sister and brother-in-law’s small town cafe in Leo, Indiana.