Our Team


Paul Carlson
CPA, MBA, Principal

Specialties - Financial forecasting and modeling, EOS, management reporting

Process design, onboarding, monthly closes, monthly financial meetings, and course development

Janeen Halversen
Controller & Manager

Specialties - Personal Injury accounting, IOLTA disaster recoveries, Soluno, ProLaw, QuickBooks, Xero


Stacy Manganiello
Controller & Manager

Specialties - Hourly firms, Clio, QuickBooks


Heather Prouty, CPA

Specialties - Family Law accounting, Actionstep, Bill4Time, Cosmolex, Rocket Matter, QuickBooks, Xero


Larissa Charais, CPA

Specialties - Criminal Defense accounting, Practice Panther, QuickBooks 

Julia Kang, CPA

Specialties - Soluno, Contingency firms

Brienne Esones
Senior Accountant

Specialties - Clio, QuickBooks Online

Jane Phillips
Senior Accountant

Specialties - Hourly-based firms, Clio, MyCase, QuickBooks Online

Brittany Phillips

Specialties - Hourly-based firms, Clio, QuickBooks Online

Adley Halversen
Junior Accountant

Specialties - Payroll report and tax return archiving, payroll accounting entries