MEET OUR TEAM

Our unique and personable team offers flexible, full-service paperless financial back-office solutions for your startup or small business.   We have a wide range of experience and expertise, and work with a host of software solutions.

          Patricia Gay, CPA, MA, MNLP

Patricia Gay, CPA, MA, MNLP

Controllership, Business and Financial Coaching

Patricia is a CPA and financial coach with over 30 years of accounting, bookkeeping, auditing and tax experience in both private and corporate settings.  She brings her extensive knowledge to help her clients’ businesses grow profitably and sustainably.

Her broad professional experience gives her a unique perspective on diverse client needs and regulatory requirements, while her educational background — a BBA in Accounting, an MA in Counseling Psychology and an NLP Master Practitioner Certification –   give her the ability to offer her clients transformative business and financial services and coaching.

Raised in Texas and Brazil, Patricia is fluent in English, Spanish and Portuguese. Her deep cross-cultural experience gives her unique insight into working with a wide range of personalities, and she is undaunted by new challenges and unfamiliar territory.

Andrea Heller

Andrea Heller

Bookkeeping

Andrea Heller has over 30 years of bookkeeping and small business management experience. She brings a spirit of precision, diligence, and cheerful collegiality to all her work endeavors.

Iva Slone

Iva Slone

Bookkeeping

Iva is a full charge bookkeeper and office manager. She is a former civil engineer who discovered she loves accounting. With her 18 years at Green Gulch Zen Center as a Zen priest and bookkeeper, Iva brings a calm, centered spirit to our office.

Angela Heller

Angela Heller

Bookkeeping

Angela handles bookkeeping for our clients and is not only reliable, precise and efficient, she’s a joy to have the office.

Emma Noren

Emma Noren

Bookkeeping and Data Management

Emma provides bookkeeping for various clients and is currently a student at SRJC working toward medical school. We are trying to convince her that accounting is far less stressful.

Kevin Williams

Kevin Williams

IT Manager

Kevin has 25 years of IT and database programming experience and is a SalesForce Certified Administrator and Certified Developer. Perhaps more importantly, however, he is a insatiably curious collector of interesting, funny facts and boosts morale wherever he goes.

Elena DuCharme, JD, CPCC, MNLP

Elena DuCharme, JD, CPCC, MNLP

Financial and Business Mindset Coaching

Elena is a certified coach, Master NLP Practitioner, and former practicing attorney. She brings decades of experience coaching and consulting professionals and entrepreneurs on leadership, client development, marketing and money issues.