Big firm capability. Small firm relationships.

We are a team of smart, hardworking and light-hearted professionals who are passionate about helping fellow business owners succeed.

Core Values

People First

Family focus, winsome and caring for others

Humility

Admit when we are wrong, quick to listen and slow to speak, learning from others

Ownership

Responsible for actions, follow through on commitments, high accountability culture

Results Matter

Commitment to excellence, continuous improvement, celebrating wins!

Hustle

Growth oriented, hungry, going above and beyond

MISSION

We seek to honor God by facilitating the financial success of business owners.

VISION

To be trusted advisors to the business owners we serve. To improve our community through helping businesses grow and thrive.

MANAGEMENT

Want to learn more about us? Click on our name and check out our bios.

Jonathan Badger, CPA

Jonathan Badger, CPA

Shannon Badger, CPA

Shannon Badger, CPA

Our TEAM

Director of Operations

Krystal Engelhardt

Firm Administrator

Amanda Owens

Executive Assistant

Kristi Jewett

Tax Manager

Bill Buhler, CPA

Accounting Manager

Susana Vallelonga, MBA

Accounting Manager

Megan Petroski, CPA

Accounting Manager

Margaret Wortham, CPA

Project Manager

Brooke Manuel

Senior Accountant

Romicca Dichoso

Senior Accountant

Chloe Cordero

Senior Tax Accountant

Aira Infante

Accountant

Veronica Morales

Accountant

Clarisse Paguio

Accountant

Mary Castillo

Senior Accountant

Francis Notarte

COMMUNITY INVOLVEMENT

We believe in giving back through volunteering and community involvement.

Boards Served

Memberships

Boards Served

CONTACT US