What defines us: Bookkeeping Accounting Tax Technology Supporting small business owners Delivering peace of mind Supporting entrepreneurs Delivering timely financials Real human support Seamless integrations Building long-term partnerships Financial clarity Supporting your growth Helping businesses scale Proactive communication Turning numbers into action Bringing confidence to business owners Data-driven decision making Timely communication

Our Team

Our leadership team leads with purpose, expertise, and a deep belief in the power of small business. We combine decades
of experience with a clear mission: to simplify finances, spark growth, and build lasting partnerships. These are the people behind the
platform: passionate, thoughtful, and committed to helping you move forward with confidence.

Meet Our Team Of Experts

The experienced professionals behind your books, your strategy, and your peace of mind. Focused on your success, they bring
clarity and trusted guidance to every stage of your business.

Lil Roberts

Founder and CEO

Julia Aquino

Julia Aquino

Chief Financial Officer / Chief Operating Officer

Tom Packert

Chief Technology Officer

Alexis Kovic

Alexis Kovic

Head of Growth

Louis Goldenberg

Louis Goldenberg

Director of Tax

Neisha Gallardo

Neisha Gallardo

Accounting Manager

Jeremy Durrance

Jeremy Durrance

Product Owner

Jada Williamson

Jada Williamson

Customer Success Manager

Lead with clarity

Reclaim your time – focus on growth while we take care of the numbers.