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

Paul Carlson, CPA
Managing Partner, Founder

Jane Phillips
Director of Accounting

Steph Austin
Marketing Coordinator

Sara Jilek
Manager

Kim Kleinhuizen
Senior Accountant

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.

