Meet The Team
CEO & Bookkeeper
Alexander Hanson
Alex has experience in accounting and bookkeeping from three different organizations over the last ten years. Being exposed to different software, businesses, management styles and personalities has shaped him into a dynamic and unique accounting expert. He worked his way up from accounting executive to controller over the years demonstrating his drive, determination and attention to detail, which ultimately led him to start his own company where he can share his knowledge and help others do what they love.
Operations Manager
Devin Hanson CFP®
With ten years of experience in financial planning as a financial advisor, Devin brings her people skills and overall financial knowledge to the table. Being a Napa native and mother of five, she is committed to helping the businesses in her community and being as efficient as possible with everyone's time.
"People don't plan the fail, they fail to plan"