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Our team

Davey Cook, MBA

Davey has 10 years of accounting and tax preparation experience, and he holds a Masters in Accounting from CSUS. During the first five years of his career, Davey worked with two local CPA firms where he handled on average 20 to 30 different monthly bookkeeping clients, about 20 monthly payroll clients, and annually prepared around 70 to 100 corporation and business tax returns along with 300 to 400 individual tax returns. During the last five years, Davey has been handling the Group Controller duties for two local equipment finance and brokering companies.

Nicolas Santos

Nicolas is a QuickBooks Online ProAdvisor who has 4 years of bookkeeping, payroll, AR, AP, and financial statement preparation experience. He was the sole bookkeeper for an equipment finance company that had a portfolio of over $20 million in assets, 70 employees, about 40 monthly AP vendors, and collected monthly payments on over 700 customers.