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Hi! I’m Kari, and I LOVE helping small business owners JUST LIKE YOU. If you are just starting out or have had your own business for years, I’d love to be on your team! My focus is on using proactive tax planning strategies to help you keep more of your profits! I do all my work 100% virtually and have clients from all over the country.

Michelle Fox leads a team of 25 accountants at a mid-size firm and oversees payroll for over 500 clients. Having prior experience successfully running her own small business, Michelle brings a personal commitment and tailored approach to every client engagement.

Ross Loveland started True Profit Salons on the belief that beauty businesses provide a tremendous amount of good to our communities and the economy. But unfortunately, far too many beauty business owners are struggling and aren’t getting the rewards they deserve for the good they do.

True Profit Salons changes the story and supports beauty entrepreneurs as they build the business of their dreams.

Sherry Nelson has dedicated over three decades to supporting small businesses. She loves helping entrepreneurs navigate financial complexities, optimize tax strategies, and achieve sustainable growth.

Pam Omilian is the founder of API Consulting, which has been in business since 2003.  Pam’s company is a full-service accounting firm that handles all matters of business for the owners she works with.  She started API Consulting doing bookkeeping out of her home and is now the proud owner of her own building in her hometown of Lake Orion.

David is the founder and lead architect of Latitude Bookkeeping for Churches, a firm focused on developing financial confidence in church leaders and motivating missional giving. With a background in education, ministry, and entrepreneurship, David’s unique journey has equipped him to address the financial challenges faced by church leaders with clarity and empathy.

Patrick is an expert in accounting operations & technology and helping small- and mid-sized business owners succeed.  His firm, BookkeepingOps, specializes in outsourced accounting department and bookkeeping services.  Prior to BookkeepingOps, Patrick spent 25+ years working in management consulting, technology startups, and was a small business owner himself in the executive suite industry.

Tenille Rios is the Director of Operations at Peter Holtz CPA, a firm known for its sustained high growth and excellence in the accounting and tax industry. Under her guidance, the firm has successfully implemented cutting-edge technology solutions and adopted a client-centered approach that has not only attracted a diverse clientele but also retained them year after year.

Manjinder Singh is a Certified Public Accountant (CPA) and Certified Tax Planner with over two decades of experience in the accounting industry. Currently, he serves as a Platinum Tax Advisor at Peter Holtz CPA.

Unlike the “stereotypical accountant” that sits behind her desk and crunches numbers all day, Kelli Thorfinnson loves being part of teams, collaborations, and getting involved in internal developments to streamline processes for her firm. She is passionate about organizing, improving, and helping processes for her firm so that they can better serve their clients.