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Leadership Team

75+ years of combined experience and here to provide your business the utmost in accuracy, timeliness, and support.

David

Co-founder & Partner

David is a serial entrepreneur with 20+ years of business-related experience, and has been featured in numerous publications including Forbes, Inc., Entrepreneur, and more. Together with Erich, David built and sold one of the largest marketing agencies in the country with 100+ full-time employees at its time of acquisition.

Erich

Co-founder & Partner

Erich has decades of business experience in roles ranging from entrepreneurism to marketing, finance, and more. Alongside David, Erich co-founded and grew one of the most successful marketing agencies in the country that ranked as high as #461 on the Inc. 5000 list of America's fastest growing private companies.

Jonny, CPA, MSA

Partner

Jonny is a Certified Public Accountant and holds a Master of Science degree in Professional Accounting from the University of Wisconsin. Jonny has over a decade of experience in finance, accounting, and auditing, and has worked for some of the world's largest companies including the Kimberly-Clark Corporation.

Aaron, MSA

Senior Accountant

Aaron holds a Master of Science degree in Professional Accounting from the University of Wisconsin and is a former tax field auditor for the Wisconsin Department of Revenue. Aaron has 20+ years of experience in finance, accounting, and auditing-related roles, with a deep expertise in tax compliance and filings.

100% USA-Based

Headquartered in Wisconsin, our Midwest values and work ethic are unmatched.

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