Home / Our Team
Efficient accountants, strong process and clear communication are what give our clients financial peace of mind. Our team is trained to be diligent, responsive and detail oriented, customizing every report, communication and accounting control to fit your situation.
Tax and Accounting Director
Two decades across public accounting, operations and wealth management. A trusted advisor to entrepreneurs, family offices and high net worth individuals who rely on her for more than the numbers. She connects the dots between tax strategy and business growth, between compliance and peace of mind.
Accounting and Trust Reconciliation
Over 20 years across real estate, trust reconciliation and property management, including a decade at The Walt Disney Company managing complex audits and enterprise reporting. Known for precision and reliability, she brings structure and clarity to every ledger.
Senior Accountant
A sharp analytical eye and a collaborative spirit. Julian excels at high volume bookkeeping, internal controls and intricate Excel projects, turning raw data into something you can act on.
Payroll and Bookkeeping
A mathematics background paired with clear, consistent communication. Hunter manages payroll across multiple companies and reconciles bank statements across platforms with accuracy and discretion.
Lead Accountant and People Specialist
Seasoned accounting professional with a Bachelor of Business Administration from Western Governors University and 6+ years of corporate accounting across insurance, manufacturing and service industries. Extensive experience with accounting ERP systems and general ledger work, data analytics and process optimization, with added expertise in payroll, human resources and hiring protocols. On weekends, you'll find her walking the beachfront or painting the sunset.
Lead Accountant
Seven years of professional corporate accounting with a Bachelor of Business Administration, and well on his way to Certified Public Accountant. Experience across accounts receivable, tax and service industries, with deep work in subledgers, general ledgers, data analytics and process optimization, including accounting for family services at V.B.R. Family and Children Resource Agency. On weekends, you'll find him at the beach with his family.
How we are built
Based in the San Francisco Bay Area and Carmel, California, we serve complex families and businesses across the country. We still believe in in-person relationships, and we will meet you where you are when it matters.
From the moment you partner with us you have a dedicated accountant by your side, someone who knows your business and anticipates what you need. Behind them is a team working quietly to keep everything moving.
The family office model
For centuries, wealthy families hired a dedicated accountant to manage everything, from taxes and payroll to business planning and giving. That person was the financial backbone of the family.
Today the same job is usually scattered across a sea of specialists who do not talk to each other. We believe everyone with a complicated life deserves that single, coherent point of coordination.
The first step for every client
We learn how your world is wired, show you where the real risks are, and outline what it would take to fix them.
Talk to us
Every engagement begins the same way, with a risk assessment. We only take on a limited number of new clients each month, so that the ones we have are properly looked after.
