Meet The Team

Brandon is an experienced Accountant with a strong background in financial reporting, budgeting, and regulatory compliance. With 15 years in accounting and finance, he specializes in managing financial statements, optimizing processes, and ensuring accuracy in financial operations.

 

Brandon holds a Bachelor’s degree in Accounting and is QuickBooks Online Pro Advisor certified. Throughout his career, he has worked with Wealth Management, Service, Non-profit and Retail companies providing strategic financial insights and maintaining compliance with GAAP. Known for his analytical skills and attention to detail, Brandon is dedicated to driving financial efficiency and supporting business growth.

 

Outside of work, Brandon enjoys being outside and spending time with his family.

Jackie is an accounting professional with over 13 years experience. She has done accounting for various business types including construction, wealth management, property management and more.

 

Jackie is Quickbooks Pro Advisor Certified and knowledgeable in Yardi, Xero, and many other programs to help businesses manage their income and expenses. Jackie is very patient and understanding, and is meticulous when reviewing financials.

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When she is not working, she loves spending time with her kids and traveling.