About Joy

Joy is a bookkeeping numbers girl. She grew up entirely in Claremont, California, and went to Loyola Marymount University for a finance degree. In college, she landed a job doing internal accounting work for a small business and loved the work. She worked internally for companies as small as 20 people to as large as 500 people. Since starting her own business, she’s personally helped over 500 clients with their bookkeeping in one form or another. Without good financial records, you can’t make sound financial decisions for your business.

She also is certified as a Professional in Human Resources (PHR) to further help clients with HR and payroll related work

About Andrew

Andrew started his career working in a tax and financial planning firm. After helping grow that firm, he left to start his own business the first was CFOAndrew – a new way to work with a tax professional. Over the years, Andrew has expanded his knowledge base by advising hundreds of businesses, helping build dozens of businesses, and covering a wide variety of finance, investment, tax and accounting areas.

Andrew’s expertise has grown and adapted over the years to broadly be called a CFO and Advisor. He currently spends most of his time either building companies or advising high net worth individuals on their tax and investment strategies. After mastering the technical aspects of the space, Andrew has moved into two main areas: disrupting the advisory business and adding human/emotional/behavioral elements to the planning function.

Andrew believes that most financial services businesses are profoundly broken. Working with his own companies as well as other start-ups, Andrew spends time thinking about, and building, the next generation of delivery for investment and tax advice.

About Our Team

Besides the owners, Andrew & Joy, we have a diverse team of people that are available to help you. Some of them work in a single business/brand, some cross over silos. All of them are great people who want to help you succeed. 

Our team grows and changes as our clients’ needs grow and change but our core team has been with us for many years.

  • Matt is the tax manager, he handles the day to day of tax preparation and planning.
  • Kathy leads our operations team – she manages data, people, and operations for us. If it needs a system, it needs Kathy.
  • Amanda is our internal “fixer”. When things need to be repaired or built, we send in Amanda. She’s here to chew bubble gum and fix books– and she’s ALL out of bubble gum.
  • Robin is our special projects manager. In addition to being a great bookkeeper if there’s a weird task, she’s probably going to be the one who follows Andrew blindly into the unknown. (It’s always Andrew with the unknown tasks).
  • Connie and her team run a lot of the family office accounting and is always pushing out consistent data to help our clients make things run.
  • Janette leads our offshore team who help in a variety of ways – from month end closing to day-to-day operations she and the team make sure it happens day in and day out.

 

Capabilities

We have a wide variety of capabilities that include all aspects of accounting, bookkeeping, taxation, finance, investments and corporate administration and compliance. We can build a wide variety of engagements including:

    • Low-touch engagements that cover monthly bookkeeping or annual tax prep
    • Ongoing engagements that including monthly reporting and on-demand support for taxes and investments
    • High-touch engagements with custom reporting and accounting processes, investments analysis and advisory, M&A support, and fundraising assistance
    • Full outsourcing of accounting and operational systems including compliance and entity management
    • Family office establishment and operation direct management of multigenerational wealth, investment, and tax strategies as well as compliance, administration and cash management.