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Our Team

Paul Carlson, CPA, MBA

Paul Carlson, CPA, MBA

Managing Partner

Specialties - Financial Forecasting and Modeling, EOS, Management Reporting, Jirav Certified

Process Design - Onboarding, Monthly Closes, Monthly Financial Meetings, and Course Development

Jane Phillips

Jane Phillips

Director of Accounting

Specialties - Financial Modeling, IOLTA Disaster Recoveries and Remediation, IOLTA Compliance, Process Development, Onboarding, Workflow Management

Practice Areas - Accounting Expertise for Hourly and Contingency Law Firms

Case Management Software - Clio Manage Certified, Clio Grow Certified, Clio Billing, MyCase, Practice Panther, QuickBooks Online

Steph Austin

Steph Austin

Marketing Coordinator & Accounting Assistant

Specialties - Sales & Marketing Coordinator, Accounting support

Case Management Software - Clio, QuickBooks Online

Sara Jilek

Sara Jilek

Manager

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance, Process Development, Onboarding, Workflow Management

Practice Areas - Accounting Expertise for Family Law, Elder Law, Estate Planning Law, Criminal Defense Law, Environmental Law

Case Management Software - Clio Manage Certified, ActionStep, QuickBooks Online

Jessika Minczuk

Jessika Minczuk

Manager

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance, Process Development, Onboarding, Workflow Management

Practice Areas - Accounting Expertise for Immigration Law, Criminal Defense Law, Disability Law, Contingency and Personal Injury Firms

Case Management Software - Soluno Certified, Clio Manage Certified, Clio Grow Certified, Filevine, CloudLex, QuickBooks

Dakota Wynn

Dakota Wynn

Manager

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance, Process Development, Onboarding, Workflow Management

Practice Areas - Accounting Expertise for Personal Injury Law, IP/Patent Law, Real Estate Law, Family Law, Contingency Firms, Hourly Firms

Case Management Software - Clio Manage Certified, Clio Billing, Soluno Certified, FileVine, QuickBooks Online

Adrienne Harris, CPA, MBA

Adrienne Harris, CPA, MBA

Manager

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance, Process Development, Onboarding, Workflow Management

Practice Areas - Accounting Expertise for Immigration Law, Family Law, Estate Planning Firms, Criminal Defense Law, Intellectual Property Law

Case Management Software - ActionStep, Clio, MyCase, Practice Panther, QuickBooks

Cassidy Bennett

Cassidy Bennett

Senior Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Immigration Law, Family Law, Elder Law, SpEd Law, Criminal Defense Law

Case Management Software - Clio, MyCase, QuickBooks Online

Tonya Rae Burnett, CPA

Tonya Rae Burnett, CPA

Senior Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Immigration Law, Elder Law, Immigration Law, Personal Injury/Contingency Firms, Real Estate Law, HOA Enforcement & Litigation

Case Management Software - Clio Manage Certified, Clio Grow Certified, MyCase, QuickBooks Online

Stephanie Reuter

Stephanie Reuter

Senior Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Family Law, Corporate Law, Criminal Defense Law, Estate Planning Law, Immigration Law, Bankruptcy Law

Case Management Software - Clio Manage Certified, Clio Grow Certified, Clio Billing, MyCase, Practice Panther, QuickBooks Online

Lacey Sorlie

Lacey Sorlie

Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Personal Injury/Contingency Firms, Family Law, Estate Planning Law


Case Management Software - Clio Manage Certified, Clio Grow Certified, QuickBooks Online, Smokeball

Amber Wilson

Amber Wilson

Senior Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Criminal Defense Law, Estate Planning Law, Probate Law, Personal Injury/Contingency Firms

Case Management Software - Soluno, CloudLex, QuickBooks Online

Maddie Romatoski

Maddie Romatoski

Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Personal Injury Law, Real Estate Law, Family Law, Contingency Firms, Hourly Firms

Case Management Software - Clio, QuickBooks Online, Soluno

Maria Felder

Maria Felder

Senior Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Environmental Law, Non-Profit Law, Criminal Defense Law,  Non-Profit Law

Case Management Software - Clio, QuickBooks Online, QuickBooks Desktop

Kim Kleinhuizen

Kim Kleinhuizen

Senior Accountant

Specialties: Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas: Accounting Expertise for Personal Injury Law, Criminal Defense Law, Family Law

Case Management Software: QuickBooks Online, Clio

Melissa Leija

Melissa Leija

Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Immigration Law, Estate Planning Law, Family Law, Contingency Firms, Hourly Firms

Case Management Software - Actionstep, Clio, Dynamics, Practice Panther, Quickbooks Online

Leslie Munoz

Leslie Munoz

Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Personal Injury Law, Family Law, Estate Planning Law, Corporate Law

Case Management Software -Clio, MyCase, Quickbooks Online

Gabriel Rodriguez-Solivan

Gabriel Rodriguez-Solivan

Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Real Estate Law, Special Education Law, Family Law, Contingency Firms, Hourly Firms

Case Management Software - Caret, Clio, Lawmatics, Quickbooks Online

Heather Prouty, CPA

Heather Prouty, CPA

Controller

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Personal Injury/Contingency Firms, Estate Planning Law, Family Law, Healthcare Law

Case Management Software - Clio, Actionstep, Bill4Time, Cosmolex, Rocket Matter, QuickBooks Online, Xero

Janeen Halversen

Janeen Halversen

Controller

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance, IOLTA Disaster Recoveries

Practice Areas - Accounting Expertise for Personal Injury/Contingency Firms

Case Management Software - Clio Manage Certified, Clio Grow Certified, Soluno, ProLaw, QuickBooks Online, Xero

Larissa Charais, CPA

Larissa Charais, CPA

Controller

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Criminal Defense Law, Family Law

Case Management Software - Clio, MyCase, Practice Panther, QuickBooks Online

Brittany Phillips

Brittany Phillips

Senior Accountant

Specialties - Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Practice Areas - Accounting Expertise for Family Law, Immigration Law, Probate Law

Case Management Software - Clio, QuickBooks Online

Adley Halversen

Adley Halversen

Accounting Assistant

Specialties - Payroll report and tax return archiving, Payroll accounting entries, Accounting support

Case Management Software - Soluno, QuickBooks Online

Maria Carlson

Maria Carlson

Accounting Assistant

Specialties - Data imports, Financial Accounting, Forecast and Budget Modeling, IOLTA Compliance

Case Management Software - Clio, MyCase, ActionStep, QuickBooks Online

Heidi Baller

Heidi Baller

Accounting Assistant

Specialties - Payroll report and tax return archiving, Payroll accounting entries, Accounting support

Case Management Software - Clio, MyCase, QuickBooks Online

Jay Cercos Sanchez

Jay Cercos Sanchez

Accounting Assistant

Specialties - Payroll report and tax return archiving, Payroll accounting entries, Accounting support

Case Management Software - Clio, MyCase, Soluno, QuickBooks Online

Christina Harris

Christina Harris

Accounting Assistant

Specialties - Data imports, Payroll report and tax return archiving, Payroll accounting entries, Accounting support

Case Management Software - Clio, QuickBooks Online, Caret

Jean Shaffer

Jean Shaffer

Accounting Assistant

Specialties - Payroll report and tax return archiving, Payroll accounting entries, Accounting support

Case Management Software - Clio, QuickBooks Online

Amanda Garcia

Amanda Garcia

Accounting Assistant

Specialties - Data imports, Payroll report and tax return archiving, Payroll accounting entries, Accounting support

Case Management Software - Clio, Actionstep, Practice Panther, QuickBooks Online

Jane Kedrowski

Jane Kedrowski

Accounting Assistant

Specialties - Data imports, Payroll report and tax return archiving, Payroll accounting entries, Accounting support

Case Management Software - Clio, Practice Panther, MyCase, Filevine, QuickBooks Online

Nicole Franzone

Nicole Franzone

Accounting Assistant

Specialties - Data imports, Payroll report and tax return archiving, Payroll accounting entries, Accounting support

Case Management Software - Clio, Filevine, MyCase, QuickBooks Online

Suzan Carlson

Suzan Carlson

Junior Accounting Assistant

Specialties - Administrative support, Accounting support


Case Management Software - Salesforce, Jirav

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