Rose Taylor graduated from the University of Oklahoma with a BBA in Business Management.  While business is her primary passion, she found out early on she had a knack for accounting.  For the past 15 years, Rose has owned multiple businesses and partnerships in varying fields such as retail, B2B, e-commerce, and real estate.  She has worked for small businesses and multi-million dollar corporations, both publicly and privately.  

She is an Enrolled Agent and has been practicing accounting and tax for 15 years. An Enrolled Agent (EA) is an individual who has demonstrated technical competence in the field of taxation where they advise, represent, and prepare tax returns for any entity with tax-reporting requirements.  EA's are licensed by the federal government and are authorized to appear in the place of the Taxpayer at the Internal Revenue Service.  

Steven VanCauwenbergh is a serial entrepreneur and author who has built (and sold!) several businesses in the service-based industries of music, bridal, B2B, and real estate investing.  His strengths are teaching entrepreneurs systems  to help increase their capacity, scaling your business, and thinking outside the box.   Steven works to create long-term value for our clients through marketing, strategies, and utilizing outside relationships to make your business better! 

Nicholas Meyers is an experienced accounting and finance professional with over 20 years in various industries including agriculture and manufacturing.  He is a Certified Public Accountant (CPA) in Oklahoma and holds a Master of Accountancy degree from the University of Okahoma.  Nicholas is a proven leader in the development of organizational structures, capital investment, and software implementations.  

Liz Poteet obtained her accounting education at Oklahoma State University.  She has worked in a variety of fields, such as, manufacturing, construction, local missions, non-profits, and property management.  Liz handles much of our office management duties, client accounts payable and receivables, payroll, inventory, and property management.  

Rebecca Irving is our lead staff accountant.  She works closely with clients

during the on-boarding process to help make sure it's a smooth transition. 

She has over 20 years experience with multiple accounting softwares.  She has a Bachelors degree in accounting from Utah Valley University.  She lives in Oklahoma with her husband and four children.  

Iris has over 10 years of accounting and tax experience.  Over the course of her career she has earned several designations - Enrolled Agent, Quickbooks Online ProAdvisor, Xero Certified Advisor, and is currently a candidate for the Certified Bookkeeper designation.  Iris is a member of the National Association of Enrolled Agents, the Oklahoma Society of Enrolled Agents, and the American Institute of Professional Bookkeepers.  When not crunching the numbers, she enjoys playing video games, photography on her collection of exotic plants, watching anime, and spending time with her husband and animals.