Founder and Owner Operator
Wesley brings a wealth of experience and a passion for helping businesses scale and thrive. Originally from Oregon and graduating with an MBA and a Bachelor of Science in Accounting from the University of Oregon, Wesley has lived in the San Francisco Bay Area since 1997. He began his career in San Francisco at Deloitte & Touche, where he honed his expertise in audits, technical accounting, and mergers & acquisitions. His tenure provided a strong foundation in accounting and delivering actionable insights to drive business success.
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After leaving public accounting and earning his CPA, Wesley shifted his focus to smaller companies and startups, where he played a pivotal role in helping them scale efficiently and sustainably while leading their accounting, tax, and payroll functions. This hands-on experience working with founders and owner operators inspired him to take the entrepreneurial leap himself, founding an accounting firm dedicated to supporting small local businesses and startups that specializes in delivering local, personalized, high-quality financial solutions to empower businesses to reach their full potential.
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Beyond his professional pursuits, Wesley has a heart for community and mentorship. He has coached youth baseball and football sports teams and served as a Cub Scout den leader, demonstrating his commitment to fostering growth and development in younger generations and the local community.
An avid coffee enthusiast, Wesley enjoys the art and science of home coffee roasting, blending his love for craftsmanship and precision into his personal life.​​​​​​
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