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About The Owner

Hey, I'm Cassi!

I am a seasoned Controller with over 15 years of experience in accounting & finance services and I absolutely love what I do! I have spent several years working for small and mid-size Companies with revenue ranging from $10M to $150M+ and with direct oversight managing accounting operations.

With an MBA in Accounting, I have a strong technical background with a focus on data efficiency and compliance. Whether you need help with day-to-day accounting operations or financial modeling, my expertise as a reputable Controller will help you understand your business performance adding value and growth opportunity.

  • Experienced leadership with MBA-level expertise.
  • Affordable packages with flexible solutions.
  • Friendly, approachable, and responsive team.
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Meet Our Team

Patty Wineland

Accounting Manager

Patty loves to wrangle “the proverbial shoebox” into accurate, relevant reports to help businesses gain clarity on their numbers. She has over 25 years of experience in the bookkeeping and accounting industry and thoroughly enjoys bringing her knowledge and expertise to each new client. She believes there is much satisfaction in knowing clients can make better business decisions once they have accurate data. Patty has worked with business owners in a variety of industries including service providers, tech sales, retailers, non-profits and many more.

Patty Wineland Pictures Coming Soon

Lauren Waesche

Staff Accountant

Lauren graduated with a Bachelors in Education from East Tennessee State University and began her career as an elementary school teacher. After starting a family, she decided to reside at home. Shortly after, her husband started a cabinetry business, and she filled their need as a bookkeeper. She became intrigued with the accounting side of business and has worked as an accountant since 2019. During her free time, you can find her outside hiking, gardening, and raising chickens at her home in Tennessee with her husband and children.

Emily Mosquera, MSWPictures Coming Soon
Testimonials

Trusted by Businesses

  • Renee Surratt Google

    Cassi has been such a pleasure to work with. She has helped streamline our entire AR/AP side of our business and get all our books in order. We don't know where we would be without her.

  • Erika Flores Google

    It is the best experience to work with a reliable person like Cassi. She mentored me on best practices on financial goals. Created financial reports and checklists that I still use today. She is very smart and goes above and beyond to ensure the numbers are GAAP ready.

  • Dreu Murin Google

    Very informed and profesional. Cassi has been a great asset to our company.

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