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

Jane Phillips
Controller & Manager

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


Heather Prouty, CPA

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


Larissa Charais, CPA

Specialties - Criminal Defense accounting, Practice Panther, QuickBooks 

Brittany Phillips

Specialties - Hourly-based firms, Clio, QuickBooks Online

Cassidy Bennett
Senior Accountant

Specialties - Clio, MyCase, QuickBooks Online

Jessika Minczuk

Specialties - Soluno, Contingency Firms, Immigration Firms


Stacy Manganiello
Controller & Manager

Specialties - Hourly firms, Clio, QuickBooks

Adley Halversen
Accountanting Assistant

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