about us

Cathi has a B.S. in Accounting from the University of Alabama. She has over 25 years of accounting experience including roles as a Senior Internal Auditor and Multi-Site Controller for a large, international manufacturing company. 

She left corporate life in California and opened an award-winning arts and crafts shop in Florida. Her experience as an accountant, retail shop owner, and small business consultant gives her a unique perspective and provides her clients with an unparalleled, multi-faceted approach to understanding and getting comfortable with their financials.

In addition to her love for numers and accounting, she enjoys traveling, drawing & painting, and knitting.

Dan received his B.S. in Accounting from the University of Cincinnati. He has over 30 years of accounting experience including roles as Director of Accounting and Regional Controller. He has worked in corporate accounting specializing in accounting and operating systems conversions. 

He's also got experience as a royalty compliance auditor, as well as personal finance and tax preparation. He is an Excel wizard and loves digging into the details when doing financial analysis.

When he's not crunching numbers, Dan enjoys coaching softball, playing golf, and traveling.