Annual client reportSection 02
nine Partners, one File at a time.
The bench below is the whole firm. No layers between you and a designation, and no handoffs to a team you never met.
The directors page
Elena Marchetti, CPA
Managing partner · Advisory
Started in audit. Still reads the notes before the totals.
Tomas Lindqvist, CPA
Partner · Tax
Answers tax questions in sentences, not section numbers.
Priya Raghavan, CA
Partner · Cloud & systems
Moved 140 clients off spreadsheets and kept every one of them.
Marcus Thorne, CPA
Partner · Business advisory
The desk nameplate was a first-week joke. It stayed.
Yuki Tanabe, CPA
Partner · Bookkeeping operations
Runs the six-day close like a train timetable.
Saoirse Callahan, CA
Partner · Growth & forecasting
Builds forecasts that founders actually open.
Douglas Ferrier, CPA
Partner · Compliance & entities
Thirty-one years in. Has seen every letter a regulator can send.
Adaeze Nwosu, CPA
Partner · Payroll & people
Payroll right the first time, every cycle, every jurisdiction.
Ben Weiss, CPA
Partner · Structures & exits
Sold two businesses of his own before he priced one for a client.
Every partner holds a current CPA or CA designation. Registrations are listed in full in the engagement letter.
Tuesday, 7:40 in the morning. The close, being closed.
The Ledger & Lane method
Fig. 1
Diagnose
Three weeks with your last twelve months. We map what is late, what is missing, and what it costs you.
Fig. 2
Fix the base
Clean ledger, connected feeds, a close that lands on schedule. Boring on purpose. Everything else stands on it.
Fig. 3
Report forward
Quarterly partner sessions on what comes next: cash, tax positions, hires, pricing. The report reads forward, not backward.
The pledge
If an error of ours causes a penalty, we pay the penalty and we tell you before you find it. That sentence has been in every engagement letter since the firm opened, and it has been invoked twice. Both times, the client stayed.