A letter from our CEO

I was never one of those kids that wondered growing up what I’d do with my life; I knew.

My family had a small business, and I grew up in it. Customer service, marketing, pricing, capital acquisitions and more fascinated me. I loved learning about all aspects of business, and from that early age found myself focusing on finding ways to improve existing systems to do things better, faster and more efficiently. I was always looking to improve existing systems and become more profitable.

Formal business education came courtesy of a double major in Business Economics and Communication from UC Santa Barbara. The training was invaluable but I always knew the best way to complete my business education was real world experience.

Upon graduation I accepted a job with a Fortune 500 company – there couldn’t have been a greater contrast between that and the family business, but I was driven by a determination to understand business on all levels. I’m grateful for those years, they taught me a lot.

But the biggest benefit was how that clarified what I’d always known, reminding me where my heart was. True to my roots, my passion was for smaller, emerging and rapidly growing businesses. That was where I really belonged and I decided to do something about it.

I was offered an opportunity to manage a small business and help it grow. In six years we increased revenues from $1 million to $8 million and employees grew from under 20 to over 90. I ran finance and operations but was involved in every decision including building proprietary software to know sooner where we were and how to achieve goals faster.

Building upon that I decided to create something of my own. I’m committed to learning, dedicated to constant improvement, and love to teach, mentor and make a positive impact on clients. I also believe that profit and success doesn’t have to come at the expense of doing what’s right. That includes helping, supporting and putting people first.

Looking around at the impact of the Great Recession in 2009, I realized that what so many businesses needed most was help to save money and become more efficient. I founded Peak Cost Containment and spent the next few years consulting for businesses of all sizes – with revenues from $500,000 to $2,000,000,000.

The objective was to give businesses insight into their numbers, tools to better define and understand their goals, empowering them to make more money and be happier and more fulfilled as they did. While this was rewarding and successful, it became clear that what too many companies sorely needed was financial help in the back office at the systemic level.

Too many businesses settle for help that doesn’t cure the disease, but slaps a bandage on the symptoms. To do it right and give them the help they really need starts with their bookkeeping, and a way to understand the story their numbers are telling them.

This led me creating Accountix where we provide comprehensive and strategic outsourced bookkeeping services. We give them better information with fewer headaches at a lower cost than internal options. A common sense approach fairly priced that delivers results.

Beyond the services our clients receive – and at no extra cost – is additional help to identify their cost savings opportunities. We point out actions they can implement on their own or with our help. Fresh, professional eyes focusing on their company’s problems enables them to understand more and take their business to the next level. And all Accountix clients can also take advantage of customized consulting services at a discounted rate.

In every way, it’s a win-win.

And that’s good business that builds stronger companies.

Reach out and let’s get the conversation started – we’re here to help.