Our Team

Paul Carlson
CPA, MBA, Principal

Specialties - Profit First, Financial forecasting and modeling, tax compliance, Bill.com, Lexicata

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

Heather Prouty, CPA
Controller

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

Monthly closes and monthly financial meetings.

Janeen Halversen
Controller

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

Monthly closes and monthly financial meetings.

Larissa Charais, CPA
Controller

Specialties - Criminal Defense accounting, Practice Panther, QuickBooks

Monthly closes and monthly financial meetings.

Madeline Leehy
Controller

Specialties - Estate Planning accounting, EOS Traction, Profit First, Actionstep, Clio, EsiLaw, FreshBooks, MyCase, QuickBooks

Monthly closes and monthly financial meetings.

Stacy Manganiello
Controller

Specialties - Centerbase, CosmoLex, QuickBooks

Monthly closes and monthly financial meetings.

Partner Firms

Firms that regularly help our clients with income taxes and other services.

Mary Moorman, CPA

Income Taxes

Steve Parker, CPA

Income Taxes

Benjamin Sargent, CPA

New York City and New York State Income Taxes, Federal Income Taxes

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