Meet the Team: Josh and Samantha
With his undying love for the old sitcom “Full House”, Josh, our Founder and Managing Director, is easily the nerdiest of our crew. He’s a licensed Certified Public Accountant and Chartered Global Management Accountant (CGMA). Josh has published multiple articles for Intuit (Quickbooks), Xero, and CPA Practice Advisor. His years of experience in the accounting industry have made him quite knowledgable on far more than just the numbers. His love of business spurs his passion to see craft breweries and small businesses survive and thrive. Despite his uncanny knack for using old man phrases, Josh was named as one of the Top 40 Under 40 in 2017 and 2018 by CPA Practice Advisor.
Samantha attended the University of Illinois at Chicago where she received a bachelor’s degree in Finance. For 6 years she worked as an accounting analyst for an international law firm in Chicago. Samantha easily transitioned into the role as our Director of Operations, having shown her knack for understanding our internal team as well as the external operations of our clients. Sam is most known for her overly cautious nature. Case in point, she is afraid there might be a bear in her backyard in the Chicago suburbs— an ACTUAL bear. We can’t make this stuff up people.