Four people, and you will know which one you are talking to.
Small enough that the person who scoped your engagement is the person doing it. Deep enough that a tax question goes to a CPA and a systems question goes to someone who builds systems.
Scott Arena
Founder & Principal
Scott runs the engagements — the monthly close, the cleanups, and the automation builds. He is a QuickBooks Certified ProAdvisor at Level 2 (Advanced), a Certified Payroll ProAdvisor, and Bill.com certified for accounts payable.
Aiden works the recurring side of the practice — transaction review, reconciliations, and the month-end steps that keep a file current between builds.
John Miller, CPA
Senior Financial & Tax Resource
John is the CPA in the room. He reviews the tax position before year-end and takes the questions that need a licensed opinion rather than a bookkeeper’s.
Caleb Theriaut
IT & Systems Consultant
Caleb handles the systems side of a build — the connections between platforms, the data that has to move cleanly, and the parts of an automation that live outside the accounting file.