Meet Your Team
Heather Phillips
Account Manager
QBO Expert
Heather is amazing at hearing the clients and making sure all their needs are met. A "Jill of All Trades" she also understands everything that goes into running a business, having run one herself. She is great at taking a problem and finding solutions and systems to solve it.
She loves interacting with clients and making sure they are thriving.
I dare you to share with her.
Judah Kosky
Managing Senior Partner
Xero-Certified Guru
Judah loves to problem solve and see the big picture. He enjoys chatting with his clients about their businesses' financial health and is excited to provide ideas on how to improve.
Meetings with Judah are anything but boring. You'll often hear laughter from his office, and you leave with a better picture of your business's financial health.
I dare you to have a laugh with him.
Sarah Griffin
Client Success Coordinator
Sarah is a talented communicator and enjoys meeting our clients needs to help them succeed.
Her specialities involve understanding the big picture to ensure the small things are aligning with the bigger goals.