The things that matter most

Driven by principles, serving with care.

Mission

What motivates us about our work every day? Helping entrepreneurs build successful businesses and grow them into thriving enterprises that provide livelihoods and lives filled with opportunities.

Vision

What do we want our firm to become? It’s not about being the biggest; it’s about being the best at serving customers with honesty and integrity, amplified with innovation and technology.

Our Values

These are what form the framework for living out our mission and vision. They’re the ideals that knit us together with our clients and our colleagues.

People

Employees. Clients. Family. People are what matter most.

Communication

The single biggest problem in communication is the illusion that it has taken place. – George B. Shaw

Efficient

The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second rule is that automation applied to an inefficient operation will magnify the inefficiency. – Bill Gates

Embrace Change

The world as we have created it is a process of our thinking. It can not be changed without changing our thinking. – Albert Einstein

Our People

People matter most. Our business isn’t about number crunching and data processing; it’s about people serving people. Here’s the team ready to serve you:
Lance Bodeen
Lance Bodeen
CPA, CGMA, CEMA - Owner/Member
Katelyn Senn
Katelyn Senn
RTRP, QB ProAdvisor - Managing Member
Teenah DeCosta
Teenah DeCosta
Firm Experience Specialist
Lucy Sanchez
Lucy Sanchez
Receptionist
Jamie Wenzel
Jamie Wenzel
Bookkeeper
Rebecca (Becca) Heller
Rebecca (Becca) Heller
Tax Preparer
Jeremiah LaRue
Jeremiah LaRue
Director of Operations
Chelsea McCoy
Chelsea McCoy
Client Controller
Christina Marie Youngberg
Christina Marie Youngberg
Client Accounting Manager