Principal

With over 18 years of public accounting experience, Victoria has served as a tax professional for both large and small CPA firms. She specializes in a variety of solutions including tax planning, tax preparation, outsourced accounting, and financial forecasting. She uses her expertise and insight to help her clients achieve their goals so they can get back to doing what they love. She fuses accounting with technology and helps her clients realize the benefits of having real-time financial metrics to make better business decisions.

Victoria earned her Bachelors of Science in Accountancy from the University of Illinois in Urbana-Champaign and her Masters in Taxation from DePaul University. She currently serves on the Board of Directors for TEMPO Milwaukee as the Treasurer.

When she’s not providing accounting or tax advice, she enjoys spending time outdoors with her husband and three children, traveling, skiing, and exploring the culinary scene.

Accounting Manager

Hope has over 15 years of experience in the public and private accounting fields. Her past responsibilities span audit, tax, bookkeeping, and financial reporting. She holds a Bachelor of Science degree in Accounting from Eastern Illinois University and has spent countless hours volunteering for the various organizations including her current position on the executive board for the band boosters. Outside of the office, Hope is a wife and a mother of two boys and enjoys attending their their marching band competitions, archery tournaments, track & field meets, and traveling together as a family.

Accounting and Tax Manager

Jodi has over 20 years of public accounting experience in both accounting and tax. She has worked with a wide variety of clients including small businesses, non-profits and individuals. She prides herself on the relationships she creates with clients, from the internal accountant to the owner. She enjoys advising business owners on financial solutions as well as assisting individuals with any tax issues she can help resolve. She holds a Bachelor of Business Administration degree in Accounting from the University of Wisconsin- Whitewater. She is also an Enrolled Agent with the Internal Revenue Service. When she is not working, she enjoys travelling with her husband and spending time in the local parks with her 3 dogs.

Tax Manager

Leanne has over 30 years of tax and accounting experience in closely held corporate and family office environments. She has a strong background in tax preparation and planning across a wide range of industries and enjoys being part of team to provide quality results for clients. She holds a Bachelor of Science degree in Accounting from University of Illinois in Urbana-Champaign. A recent transplant to Wisconsin, Leanne enjoys exploring the greater Milwaukee area and all the outdoor activities it has to offer including kayaking, boating and fishing.

Staff Accountant

Since graduating with a Bachelor of Business Administration in Accounting from the University of Wisconsin-Whitewater, Will has specialized in financial accounting, analysis, and reporting for small businesses. He prides himself on ensuring accuracy, completeness, and reliability in his work to best support clients in achieving their goals through informed decision-making. Outside of the office, Will travels the country to ride the newest roller coasters and experience other adrenaline-pumping activities like skydiving and zip lining.

Administrative Assistant

Jane has over 25 years as a sales and sales support professional with extensive experience in the food and beverage industry.

In her past roles, she has managed various business categories regarding sales, data, insights, and customer inquiries. She has always been passionate about assisting others to achieve their goals.

She holds a Bachelor of Science degree in Environment, Textiles, and Design from the University of Wisconsin-Madison. Outside of work, she enjoys traveling, long walks, water aerobics, and spending time with her husband and two adult sons.