Meet our team (It's Just Us!)

Career in school finance at various Central Coast county offices and individual schools
CBO (Chief Business Officer reporting to Superintendent) both in permanent positions and consulting engagements within Santa Barbara, San Luis Obispo and Monterrey counties 2010-2024)
Emphasis in presentation of financial information to non-financial audience
Years of payroll experience, budgeting, planning and managing operations and facilities

Retired CPA
Founded and served as President of computer software retail business, growing from $350K to $900M over 15 years, taking company public on NASDAQ. Experienced with acquisitions and new markets.
Started other businesses subsequently and consulted for multiple businesses over last 25 years.
Most recently temporarily resigned from Board of Pismo Beach hotel to reorganize and manage the hotel for 18 months, reducing annual costs from $570K to $400K, significantly enhancing profitability. Returned to Board position as CFO March 2024.
Emphasis on processes and efficiency, as well as strategy, but doesn't shy away from a messy bank rec and other accounting cleanup.
Filed taxes for own sub-S corporations for last 25 years.