Detail-oriented Accountant and Advisor, passionate about creating efficiencies and providing strategic analysis to make smart business decisions.

Casey is a detail-oriented accountant and advisor, with a keen sense of initiative and entrepreneurship. He has built a career based on a passion for creating system and process efficiencies, utilizing best-in-class technologies and providing key performance analysis and strategies to help make smart business decisions. He earned his MBA and BS in professional accounting from West Virginia University. He is currently located in the heart of the Bay Area, where he practices accountancy and acts as a trusted advisor for business owners from all over the country. He is an active CPA in the state of California.



Casey has served as a CFO, tax expert, Accounting Manager, & Controller for an array of start-ups & established private companies. He has helped clients from countless industries implement efficient and automated processes & technologies while providing trusted guidance and support to owners and CEOs. Casey began his career preparing corporate and individual tax returns and providing full-service accounting responsibilities. He learned the intricacies for accounting in a variety of industries. He has spent many years in the private industry as an accounting manager helping build scalable operations, financial analysis and strategies, and successful teams. Casey specializes in CFO and tax services, an ideal partner for CEOs and business owners far and near.