Meet Our Team

  • Paul Carlson

    CPA, MBA, PRINCIPAL

    Specialties: Financial forecasting and modeling, EOS, management reporting, process design, onboarding, monthly closes, monthly financial meetings, and course development

  • Janeen Halversen

    CONTROLLER & MANAGER

    Law Firm Specialties: Personal injury firm accounting, contingency firm accounting, immigration firm accounting, IOLTA disaster recoveries, Soluno, ProLaw, QuickBooks, Xero

  • Jane Phillips

    CONTROLLER & MANAGER

    Law Firm Specialties: Hourly-based firms, Clio, MyCase, QuickBooks Online

  • Heather Prouty

    CPA, CONTROLLER

    Law Firm Specialties: Family Law accounting, Actionstep, Bill4Time, Cosmolex, Rocket Matter, QuickBooks, Xero

  • Larissa Charais

    CPA, CONTROLLER

    Law Firm Specialties: Criminal Defense accounting, Practice Panther, QuickBooks

  • Brittany Phillips

    ACCOUNTANT

    Law Firm Specialties: Hourly-based firms, Clio, QuickBooks Online
    AE Firm Specialties: Deltek Ajera

  • Cassidy Bennett

    SENIOR ACCOUNTANT

    Law Firm Specialties: Clio, MyCase, QuickBooks Online
    AE Firm Specialties: Deltek Ajera

  • Sara Jilek

    SENIOR ACCOUNTANT

    Law Firm Specialties: Clio, MyCase, QuickBooks OnlineAE Firm Specialties: Deltek Ajera

  • Jessika Minczuk

    ACCOUNTANT

    Law Firm Specialties: Soluno, Contingency Firms, Immigration Firms

  • Dakota Wynn

    ACCOUNTANT

    Law Firm Specialties: Clio, Soluno, QuickBooks Online

  • Adrienne Harris

    CPA, SENIOR ACCOUNTANT

    Law Firm Specialties: Clio, Actionstep, Practice Panther, QuickBooks Online

  • Heidi Baller

    ACCOUNTING ASSISTANT

    Specialties: QuickBooks Online, Payroll report and tax return archiving, payroll accounting entries

  • Adley Halversen

    ACCOUNTING ASSISTANT

    Specialties: Payroll report and tax return archiving, payroll accounting entries, Soluno