About Us
The "Why, Who and How"
Our Mission
To be the accounting resource that enables our customers' business to thrive by providing timely, consistent and tailored financial reports, and being the on-call support to ensure the company’s back-end is a well-oiled machine.
Our Story
In late 2011, our founder started the company as a virtual tax and accounting practice to assist clients with their tax filings, bookkeeping, and other accounting needs. As referrals began to come in, we quickly realized that our method of providing accounting services in an online environment fit perfectly with the needs of SaaS companies and online businesses. By using tools such as Zoom, Slack, Quickbooks Online, Xero, Google Sheets, etc. we were able to empower business owners by streamlining accounting tasks, guiding companies to profitability via customized financial reports, and being a consistent support source available via chat or video conference.
Over the course of the next few years, we discovered that our mission was to be the accounting support for online businesses to allow them to focus on the success of their companies.
Our goal is to be the accounting solution that best fits our customer’s needs so their business can not only thrive but blast off to the moon!
Core Values
Accuracy
Produce accurate, reconciled information each time, every time.
Honesty
Being truthful in our words and actions.
Transparency
Establish trust through open, candid and frank interactions.
Efficiency
Obtaining the best possible outcome in the least wasteful manner.
Integrity
Do the right thing and holding ourselves to a high ethical standard.
Initiative
Taking responsibility in finding better solutions and alternatives for our customers.
Meet Our Team
Dan
Gomez
Founder &
CEO
Dan’s goal is to utilize technology to make business owners’ lives easier. As a CPA, Dan has provided support to many SaaS companies and online businesses to help them grow from a startup to an enterprise.
Rebecca
Varon
operational manager, CPA
Rebecca is a CPA with a deep skill set from working as a controller for a SaaS company as well as an auditor for Deloitte. She provides valuable expertise thru an intimate knowledge of a variety of businesses, consistent attention to detail, and reliable communication.
Barbara
Guilharducci
Senior AP Specialist
Barbara is the AP and payroll specialist of our client’s dreams. Her meticulous, diligent, and caring nature ensures that vendors, employees, and contractors are paid on time and consistently.
Jesriel
Cruiz
STAFF
ACCOUNTANT
Jesriel’s tech-savvy knowledge combined with solid accounting expertise and experience with SaaS and other e-commerce companies is a great asset for our clients.
Adriana
Larrarte
AP Specialist
Our clients love working with Adriana due to her caring nature, experience and reliability. She works everyday to ensure our client’s AP & Payroll systems never fail and are always supported.
Hira
Aizaz
Staff Accountant, Acca
An ACCA certified (CPA equivalent) accountant and 5 years at Ernst & Young, Hira brings her profound expertise in full-cycle accounting, attentive attitude and pleasant nature to the benefit of our clients.
Jodi-Ann Lewis
Senior Accountant, CPA
Jodi is a CPA with a Master’s in accounting and over 15 years of experience. She has taught US GAAP, meticulous in her work, has a caring attitude and a joy to work with.