Owner - Fractional Controller
Cere's 23+ years of progressive accounting experience (working for Fortune 500 companies as well as small to mid-sized startups) has helped her to develop her creative management style to meet the specific needs of individual clients. She strives to maximize client support by streamlining processes for small business owners, startups, and hyper-growth clients in a variety of industries. Cere loves to spend weekends hiking the Rocky Mountains with her husband, two kids, and fluffy standard poodle.
Patrick is passionate about accounting, enjoys doing calculations and spreadsheets and loves delving into the depths of the GAAP conceptual framework. Patrick has been with the company since he graduated from college and is currently studying to sit for the CPA exam in 2022. When not at work, Patrick entertains himself with walking his dog and exploring the Denver area on his motorcycle.
Debbie has twenty-five years of progressive accounting experience and an active CPA license. Debbie’s extensive experience includes working at all levels as an accountant in both nonprofit and for-profit organizations as well as annual tax preparation. During her free time, you will find Debbie riding horses on the family farm, reading historical fiction, and petting the family cats. During a Zoom call with Debbie, you may see her constant companion Charlie the cat in the background. Charlie understands the importance of an early workday. His melodic howl serves as Debbie’s daily sunrise alarm, even on the weekends.
Yolanda has over forty years of accounting experience working in both profit and non-profit industries. In the past she has worked as a consultant alongside the Small Business Administration (SBA) while running her own bookkeeping business. Yolanda’s experience includes assisting small business owners with their initial business setup, training their company employees and then providing ongoing client services once the business is established. She enjoys working for small businesses as she believes that they are the backbone of the community. Yolanda is bilingual in Spanish and English and uses her skill to aid Spanish speaking business owners by working as an interpreter. During her spare time, she enjoys the great outdoors and will get away on her Harley Davidson for a journey.
Ryan earned a Bachelor of Science in Business Administration from Colorado State University in 2015. She is the company QuickBooks Online SME and plans to take the QBO certification exam early 2022. When she is not bookkeeping, Ryan enjoys exploring the outdoors. During the fall, hunting season takes precedence. In the winter, she is skiing or snowmobiling. During the spring and summer, she can usually be found climbing to the top of a mountain on her side-by-side. She is living the dream in the heart of the Rocky Mountains with her fiancé and Border Collie.
Kristin utilizes her 15+ years of experience as a small business owner to assess client needs and assist with budgeting, goal setting and investment strategy. She is passionate about helping individuals improve their relationship with their money so they can be successful and achieve their financial goals. When Kristin is not in the office, she can be found golfing, enjoying a stroll with her two beautiful kids, or snuggling her two fluffy cats.
Denver, Colorado, United States