Meet our team of exceptional accountants.
You’ll be seeing a lot more of them.
Accounted is a woman-owned, boutique service firm where high standards of excellence and innovation guide everything we do.
You have passion, vision, and drive… we have precision, insight, and solutions. We understand that entrepreneurs start a business because they have a dream, not because they want to be buried in accounting.
While most people don’t start a business because they love to analyze financial data, the Accounted team of professionals, aren’t most people.
Meet Jan
From a young age, Jan learned that she could figure anything out if she put her mind to it, and that’s why she gets results. Having spent her career running businesses and her entire life going after what she wants, it’s not just her financial expertise that makes her excel as a CFO but her willingness to find effective solutions and make them happen for her clients.
2020 CFO of the year - small business category
2014 CFO of the year - honoree
2011 CFO of the year - nominee
Meet Morgan
Stepping beyond the conventional role of a Controller, Morgan’s authentic passion involves unraveling the narratives embedded within numbers. She possesses a deep appreciation for the order and logic inherent in numbers. Enjoying the process of solving accounting puzzles, Morgan’s dedication is focused on delivering clients precise information to enable well-informed business decisions. Moreover, she leverages her tax knowledge to offer a nuanced perspective and a clearer understanding of the broader financial landscape.
Meet Candice
Whoever said no one is born to be an accountant hasn’t met Candice. Her attention to detail was clear even in elementary school when she started her first business at the age of 10. It’s no wonder Candice is now a skilled Controller helping entrepreneurs build thriving businesses: she’s always had a knack for enterprising ideas and solutions. A master of efficiency, Candice is continually testing new technologies and procedures for her clients to help them find more effective ways of doing things.
Meet Shilpa
Finding genuine satisfaction in accounting, Shilpa appreciates it as a puzzle to solve, each piece falling into place. In contrast to other puzzles, accounting carries real-world weight, and achieving balance feels like a meaningful impact on the world. It's a subtle joy, knowing that the numbers aligning represent a tangible contribution to the order of things.
Meet Nick
In the initial stages of Nick’s professional journey, a genuine eagerness to assist people in various ways emerged. With advanced technology skills and a strong work ethic, the realization dawned that accounting was his true vocation. The ability to help clients with their financial questions regularly, coupled with the camaraderie of great teammates, serves as a daily motivation to continue growing in the accounting world.