We are a virtual firm that work out of home offices with accessibility to in-person meetings using professional office space in East Boulder or Broomfield, CO through Regus Office Space. Most of our client communication takes place via Zoom video conferences, email or phone calls.
Steve Trojan, CPA
Steve Trojan is a CPA, licensed in the states of Colorado and Illinois, and has over 30 years of experience dealing with small and mid-sized companies. Steve started his firm in 2002 in Illinois and moved to Colorado to start a location in Boulder, CO in 2015.
His experience includes organizations in size from 1 to 400 people in industries such as machine tools, consumer products, electronics, and consulting. He focuses his time on tax preparation and tax planning for small business and their owners, cash flow improvements, profit improvement, business planning & forecasting, start-ups & acquisitions and general business coaching.
Steve is a graduate of the University of Colorado Business School. He was a tax and accounting counselor at the Small Business Development Center in Illinois where he counseled clients interested in learning about starting or expanding their business. In his spare time, Steve enjoys growing hot peppers, learning guitar, Spanish, German and trading the stock market
Lisa is our bookkeeper and works with many of our clients in monthly or quarterly bookkeeping, payroll, QuickBooks Online setup and training and other similar activities. With over 30 years of corporate business experience she is excited to share her knowledge and organization skills with our clients for business success.
Lisa works remotely from her office in Longmont and is a great asset to our service offerings. She enjoys gardening, gourmet cooking and walking her dogs as well as giving advice to her two 20-something daughters, both fully on their way to independent adulthood!
Sarah is our administrative support person and you may deal with her frequently about such things as submitting your documents to us, setting up your portal, getting your tax return to you, scheduling appointments and other activities.
Sarah lives in Erie with her two children. She enjoys gardening, painting and creating home decor. She has a background in Payroll, Bookkeeping and Human Resources.