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
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

Jessika Minczuk
Accountant
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