Eric is a serial entrepreneur with a proven track record of founding and exiting businesses across the automotive, retail, insurance, and tax sectors. With over 14 years of experience in the tax and accounting industry and five years in financial planning, he is deeply committed to financial education and empowering entrepreneurs to scale their impact. Eric is also passionate about building communities and connecting people, actively fostering relationships through masterminds and nonprofit events.
Outside of work, Eric is a father to a 21 year old son. He loves snowboarding, racing cars with his son, coaching his local cycling team and being on the board of several nonprofits.
Yna joins the team with a rock-solid background in Finance and Accounting and has earned international qualifications in her profession. Her training comes from start-ups to big multinational companies of various industries. She is our team’s ground force, boots always marching! From onboarding clients to hefty accounting works, there you’ll find her. She imbibes a strong mindset for continuous improvement and ensures that efficiency is a standard. Apart from her prowess in numbers, her cheerful energy is beaming wherever!
Hoang brings a distinctive skill set to our clients, combining his experience as a California entrepreneur and years in accounting within the financial and investment sectors. This blend of expertise enables him to coach business owners directly on their financial statements, craft strategies for profit growth, and minimize tax burdens. Hoang’s depth of experience and open-minded approach allow him to view challenges from a unique perspective, making a powerful impact on clients’ businesses.
Ron is our tax manager with 6 years of experience helping clients navigate the complexities of U.S. taxes. He specializes in handling intricate tax returns for industries such as service, real estate, high-net-worth individuals, and small to medium-sized businesses. Ron is dedicated to making tax season as smooth as possible for his clients by delivering high-quality returns on time, every time! He combines professionalism with a friendly, approachable attitude, ensuring that working together is both efficient and enjoyable.
Marielle brings a wealth of experience in business, accountancy, and client support to the team. With a strong focus on client support and a passion for continuous learning, she is dedicated to providing exceptional service to our clients. Marielle plays a vital role in assisting the team and ensuring smooth communication throughout projects. Committed to clarity and efficiency, she works diligently to keep everything on track from start to finish.
Marjorie brings the team experience in serving the needs of clients in a timely manner by providing outstanding tax and accounting skills. She has a broad exposure to federal income taxation and knowledge of tax regulations and special programs such as the Employee Retention Credit.
Ralph is a hardworking and diligent individual who prioritizes the success of our team with broad skills and experience in accounting. He is adept at handling multiple tasks for multiple clients and to see that every task is accomplished in a timely manner. He is an extremely gifted and driven person who accepts new challenges with an open mind.
Sharlene is an experienced accountant working end-to-end accounting and preparation of financial statements of businesses from various industries such as e-commerce, SAAS, professional services, non-profits & NFT companies. She is a dedicated and analytical professional with a passion for reliable financial reporting and financial modelling.
