We are entrepreneurial CPAs who have been in the Game, meaning – we’ve been in your shoes. We’ve experienced the highs and lows, the trials and tribulations of business firsthand. From a stroke of genius in the night giving rise to a new idea, to the wee morning hours making the dream real, we’ve been in your shoes. We’ve tasted the sweetness of victory and the bitterness of defeat.
We are not number historians reporting on past results. Instead, we are experienced business people who happen to be CPAs. We know numbers, more importantly, we know business.
Steve is a co-founding Principal of The Alt Key and has over 30 years of experience serving small businesses and entrepreneurs from the early planning stages to maturity. His mentoring of small business owners began after college when he was recruited to a national consulting firm. He has assisted start-ups with business plans, projections, accounting software, and managing by the numbers.
Steve has worked for both local and national CPA firms serving clients with tax planning and preparation, and representing clients before the IRS and state tax authorities. He has opened several of his own CPA firms and his personal experience with establishing, operating, merging, and selling his own small businesses makes him a valuable resource to clients.
Jeff is a co-founding Principal of The Alt Key with more than 30 years of experience in public and private accounting in the areas of tax, accounting, finance, and management advisory services. Jeff has a particular expertise and passion within the commercial real estate sector, including experience with acquisitions, dispositions, due diligence, investment offering materials, capitalization and financing, operations and management, taxation and financial reporting.
He has been a Principal and Vice-Chairman of a commercial real estate investment firm and technology-based property management company with assets in excess of $500 million. Jeff has extensive knowledge of systems design and implementation and he has been instrumental in the launch and growth of several business start-ups and technology ventures.
Linda has over 15 years experience working in the public and private accounting arena. She has been involved in almost every facet of operating a successful firm, including taxes, preparation of financial statements, health and retirement benefit plans, marketing and human resources. She has experience in recruiting, hiring, training, and mentoring of administrative staff in multiple offices and is instrumental in developing best practices. Linda has coordinated client seminars, company functions and marketing efforts. Her knowledge and background are instrumental in providing an excellent experience for each client as well as being a valuable asset to management and other staff members.
Elaine has over 30 years of bookkeeping and financial experience with CPA firms and private companies. She has served as a Bookkeeping Services Manager for over 12 years and over that span has been responsible for the supervising and training of staff in multiple locations, Years of experience enables Elaine to work seamlessly with most accounting systems in reconcile accounts, prepare financial statements, payroll and sales tax reporting and provide ongoing support. She also has experience working in a variety of industries including retail, restaurant, non-profit, medical and service based. Certified Quickbooks Advisor,
Certified Public Accountant
American Institute of Certified Public Accountants
Arizona Society of Certified Public Accountants
Windows, Excel, Quickbooks, Practice Management.
Michelle Young has over 7 years of bookkeeping experience in public accounting. She has worked extensively with Quickbooks and has been involved with the creation of compilations, sales tax reports, live payroll and 5500’s.