Joshua Lance, CPA, CGMA
Our founder/managing director is Joshua Lance, a licensed certified public accountant (CPA) in Illinois and a Chartered Global Management Accountant (CGMA). Josh has many years of experience helping startups grow and develop through customized, value-added accounting, tax prep and coaching services. He spent most of his career at a top-10 national public accounting firm and most recently worked with high-net-worth individuals, managing their cash flows and investments. Josh graduated from Miami University in Oxford, Ohio with a degree in finance and accounting. Living in Chicago, Josh is married to his college sweetheart Leesa, and they have a son named Nathan and daughter named Ella. Josh enjoys spending his free time making wine at home, cooking, traveling, and cheering on his favorite teams: the Green Bay Packers and Everton FC (English Premier League).
Our administrative assistant is Jamie Engelhardt, a stay at home mom and photographer from the Chicago suburbs. She has held various jobs including administrative work for a suburban chiropractic office. Jamie graduated from the University of Northwestern with a degree in Intercultural studies. Living in Chicago, Jamie is married to her husband Andy and has two young children, Lydia and Jeremiah. She enjoys spending time with her family, reading, music, art, the Chicago Blackhawks, and growing her photography business.
Our accountant is Samantha Aycock! Samantha holds a Bachelor of Science degree in Finance from the University of Illinois at Chicago, and worked for 6 years as an Accounting Analyst for an international law firm downtown Chicago. She is married to Brian, and stays home with their two kids, Brooklyn & Donovan. She enjoys playing basketball, indoor rock climbing, and reading.
Saima earned her Bachelor of Science degree in Accounting with a minor in Human Resources from Purdue University. She will obtain her Enrolled Agent Certification through the IRS by the end of this year while working towards her Masters of Science in Taxation at DePaul. Saima has over six years experience as an accountant. In her free time, Saima likes to spend time with her husband and four very active sons. She also plays an active role in her community: volunteering for AARP to prepare taxes for the elderly and low income individuals.
Ekaterina holds an accounting degree from her native Russia, as well as Masters of Accounting and Financial Management from DeVry University. She worked for 8 years as an accountant and property manager for a family rental business. Married to Val, she stays at home with her two beautiful girls Elizabeth and Alexandra. Ekaterina enjoys spending time with her family, outdoors, cooking, reading, arts and crafts, and gardening.
Susan graduated from Indiana University with degrees in Psychology as well as Sociology. She spent the early years of her career in the Human Resources field before transitioning to accounting. She is married to Shawn and stays at home with her two daughters. In her spare time she loves to read, water ski and play tennis.