Our Team

Founder/Owner

Kirsten, a Xero-certified Financial Advisor, brings over 19 years of rich financial management experience to the table. Her proficiency doesn’t stop at Xero; she’s certified in over a dozen of its add-ons, ensuring seamless integration for an optimized financial ecosystem. Alongside her skilled team, Kirsten transforms accounting complexities into streamlined processes.

Beyond her technical expertise, Kirsten is a vocal advocate for finance, technology, and entrepreneurship, regularly sharing her insights and experiences on various platforms.

Her journey in finance began as an outsourced CFO in Los Angeles, where she catered to a diverse client base, from inventory-heavy businesses to service-oriented firms, including numerous local architecture practices. This exposure revealed a common thread: many businesses were inadvertently undermining their financial health. The advent of Xero in the U.S. marked a pivotal moment for Kirsten, showcasing the potential of technology to revolutionize accounting from a necessary evil into a catalyst for business growth.

Kirsten is driven by a passion for empowering small to medium-sized businesses to thrive, not just survive. She believes that in today’s economy, a robust financial system is not just a luxury but a necessity.

"The era of hefty profits masking financial disarray is over. Today, even the most promising companies must navigate tighter budgets and slimmer profit margins. I'm here to make a difference because I love what I do. If you're looking for a financial ally, I’m eager to help. Don’t hesitate to reach out with any questions."

In addition to her professional endeavors, Kirsten is committed to giving back. She mentors women in business globally through the Cherie Blair Foundation and offers her guidance to budding entrepreneurs at the Santa Monica accelerator, Expert Dojo, and Startups.com.

CPA

It’s fair to say that nobody wants tax problems.

I provide solutions for tax compliance problems, including unfiled returns, unpaid assessments, liens and levies and penalty assessments.

I work with U.S. citizens living abroad to deal with the particular compliance issues they face with taxation and reporting in multiple jurisdictions.

I also work with small business people who need stress free guidance to keep their business compliant, and still minimize the annual tax bill.

The Internal Revenue Code and forty-one state income tax codes present opportunities for problems no matter where you reside. Every year I meet new clients who thought their preparer was correctly reporting their foreign or business income and financial affairs. At least they thought that until the letter from the IRS came.

After 35 years of business management and a decade of tax practice I have the experience to help manage your business and compliance issues.

Client Services Coordinator

Carol conducts our intake forms, getting to know you and your business better and make sure that we are the right fit for your company. Additionally she assists clients with various tasks and questions. If you’d like to book a call with her, go here!