Three women using an early model computer with a colorful, stylized filter.

The Band

A whole team, not a solo act. We built this firm the way we tell clients to build theirs: clear roles, defined ownership, and nobody so irreplaceable that a vacation causes a crisis.

You get continuity, coverage, and multiple humans who know your business — which beats one overworked frontman every single time.

How the Team Works

You always know who owns what, where questions go, and why each person is involved.

Over-reliance on one person is how businesses break — a founder bottleneck, a key employee who's the only one with the passwords, an advisor who's unreachable in March. We refuse to be that. Work moves even when someone's out, advisory time goes to decisions instead of chasing documents, and you're supported from multiple angles. It's the same model we help you build inside your own company. We just went first.

Meet the Team

  • Portrait of a smiling woman with blonde hair in a black lace top, standing against a blue wall.

    Stephanie Steinke

    CEO | Principal Advisor
    Team anthem: Under Pressure

    Stephanie works with owners navigating growth-driven complexity. She helps you interpret the numbers, sequence the decisions, and redesign the systems at each level of business. At this since 2012, a firm owner since 2014, and repeatedly dragged into operations, tech, and AI consulting because clients kept needing more than tax returns. Business guidance and mentorship grounded in real numbers, the real constraints, and reality of running growing businesses — plural — herself.

  • A woman with long brown hair and blue eyes smiling, wearing hoop earrings, a white shirt, and a blue blazer, standing in front of a green background with yellow accents.

    Ashley Boulett, EA

    Tax & Strategic Planning
    Team anthem: I Ran (So Far Away) — specifically, from tax surprises

    Ashley leads tax prep and proactive planning, making sure your tax strategy matches how your business actually operates, what it can afford, and where it's headed. Her whole thing is helping you understand tax implications before decisions get made — not in April, staring at a number nobody warned you about.

  • A young woman with long wavy brown hair smiling outdoors, wearing a white top and gold cross necklace, with a historic brick building and green trees in the background.

    Kara Scott

    Senior Accountant | Client Accounting Services Lead
    Team anthem: Walk This Way

    Kara runs our CAS department and leads client meetings, tax planning, and financial reviews for ongoing clients. She's the one who'll sit with you, explain what your numbers are actually saying, train you up on QuickBooks, and prep your return — teaching as she goes, because she'd rather show you the way than keep you dependent.

  • A young woman with shoulder-length dark hair smiling outdoors with a background of greenery and blooming flowers

    Ann Arcillas

    Payroll & Accounting
    Team anthem: She Works Hard for the Money

    Ann oversees payroll and monthly accounting for clients with growing teams. Payroll runs accurately, filings land on time, and compliance never becomes the thing that keeps you up at night — because when payroll wobbles, everything wobbles, and Ann does not wobble.
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    Dawn Mahle

    Administrative Assistant
    Team anthem: Call Me

    Dawn keeps our North Dakota location running and staffs the front desk — she's usually the first voice you'll hear when you reach us. Blondie wrote her theme song four decades early.



  • A retro 80s vinyl mash up

    Mary Ann Romero

    Junior Accountant
    Team anthem: Every Little Thing She Does Is Magic

    Mary Ann handles monthly bookkeeping and accounting for many of our clients — the steady, meticulous work that makes everything else possible. Clean monthly closes aren't glamorous. They're just the entire foundation of your business. Every little entry she makes is, in fact, magic.


  • pink background and cassette tapes

    Gina Resch Schneidewent

    EA, USTCP Tax Manager
    Team anthem: Hit Me with Your Best Shot

    Gina is our tax manager and all-around tax expert — an Enrolled Agent AND a United States Tax Court Practitioner, a credential rare enough that most accountants have never met one. Translation: she's admitted to represent taxpayers before the U.S. Tax Court itself. The IRS can hit us with their best shot. We brought Gina.


  • a smiling woman in a black and white photo framed by a wooden door frame.

    Meghan Wyman

    Dedicated Client Accountant
    Team anthem: It Takes Two

    Meghan works with exactly two clients — two of our biggest — and that's the whole point. When your business is large and complex enough, you don't get a rotating cast of whoever's available; you get Meghan, full stop. She lives inside their operations, knows their numbers the way they do, and shows up every day like it's her own company. Because functionally? It is. Rob Base said it takes two to make a thing go right. He was talking about Meghan and a clean set of books.

Why This Team Model Matters

This structure means:

  • Work does not stall if one person is unavailable

  • Advisory time is spent on decisions, not admin or chasing missing docs

  • Clients are supported consistently from multiple angles

  • The firm can scale without chaos

It is the same model we encourage our clients to build inside their own businesses.

Apply to Work With Us

Stewardship and Continuity

We believe businesses should be built to last, including our own.

Our team-based model supports:

  • Long-term client relationships

  • Clear ownership and accountability

  • Reduced risk from one key person

  • Continuity of service as businesses grow

This is part of our commitment to stewardship, responsibility, and sustainable growth.

A Note on Fit

We work best with owners who respect structure and want a team, not a superhero.

If you're looking for one person to "just jump in and fix everything," that's not us — that's the exact single-point-of-failure model we exist to replace. If you want a coordinated team built for real growth, clear accountability, and continuity that outlasts any one person (including Stephanie — she'd be the first to say it), we're ready to talk.


Ready to get started?

Here’s what working together looks like:

  • Apply to work with us so we can understand your business and goals

  • We review fit, scope, and complexity before proposing next steps

  • If aligned, we outline services, timing, and expectations clearly

  • Work begins with a structured onboarding and clear points of contact