Joshua Lance, CPA, CGMA

Managing Director

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).