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, Clio Manage Certified, Clio Grow Certified, Soluno, ProLaw, QuickBooks, Xero
Jane Phillips
Controller & Manager
Specialties - Hourly-based firms, Clio, MyCase, QuickBooks Online
Heather Prouty, CPA
Controller
Specialties - Family Law accounting, Actionstep, Bill4Time, Cosmolex, Rocket Matter, QuickBooks, Xero
Larissa Charais, CPA
Controller
Specialties - Criminal Defense accounting, Practice Panther, QuickBooks
Brittany Phillips
Accountant
Specialties - Hourly-based firms, Clio, QuickBooks Online
Cassidy Bennett
Senior Accountant
Specialties - Clio, MyCase, QuickBooks Online
Sara Jilek
Senior Accountant
Specialties - Clio, Actionstep
Jessika Minczuk
Accountant
Specialties - Soluno, Contingency Firms, Immigration Firms
Dakota Wynn
Accountant
Specialties - Clio Manage Certified, Clio Billing, Soluno, Contingency Firms, Hourly Firms
Adrienne Harris
Senior Accountant
Specialties - ActionStep, Clio, MyCase, Practice Panther
Heidi Baller
Accounting Assistant
Specialties - Payroll report and tax return archiving, payroll accounting entries, QucikBooks
Adley Halversen
Accounting Assistant
Specialties - Payroll report and tax return archiving, payroll accounting entries
