Our Team

Dedicated professionals committed to empowering
architecture, engineering, and construction firms with strategic financial solutions

Paul Carlson, CPA
Paul Carlson, CPA
Managing Partner, Founder
Jane Phillips
Jane Phillips
Director of Accounting
Steph Austin
Steph Austin
Marketing Coordinator
Sara Jilek
Sara Jilek
Manager
Kim Kleinhuizen
Kim Kleinhuizen
Senior Accountant
Abigail Ochoa, CPA
Abigail Ochoa, CPA
Accountant

Big-picture financial thinking, built for AEC firms

Join us for a free consultation and discover how we can elevate your firm's success.

Smiling middle-aged man with gray hair and glasses working at a desk using a laptop and holding a smartphone, with paperwork and a pen nearby in a modern office.