Meet the Team
Get to know the experts turning your numbers into knowledge.
Our Expert Team
Bookkeeping is about trust—here's the team earning it every day.
Led by Enrolled Agent (EA) Dan Boehrer, our founder and principal Accountant, our team brings together decades of combined experience in accounting, finance, and business operations. Dan launched the firm after a successful decade in corporate finance, and his passion for pairing clean books with practical business insights drives our entire approach.
Our skilled professionals specialize in various aspects of bookkeeping and accounting, from day-to-day transaction recording to complex financial reporting and payroll management. Each team member is committed to maintaining the highest standards of accuracy and compliance while providing the personalized service that small businesses deserve.
Together, we work as a cohesive unit to ensure your financial records are not just accurate, but truly useful for making informed business decisions. Our collaborative approach means you benefit from our collective expertise, while having consistent points of contact who understand your unique business needs.
