The people behind
your books.

Isaac brings a level of financial rigor that goes well beyond traditional bookkeeping. As an Assistant Controller at Colorescience, he manages core accounting functions and ensures accurate, decision-ready financial reporting in a fast-paced corporate environment.

With hands-on experience across the full accounting cycle - including audit support, inventory management, and complex reconciliations - Isaac catches issues early and builds systems that scale with growing businesses.

His approach is simple: clean books, tight processes, and financials you can actually trust.

Jacob is a Wealth Manager at Lucia Capital Group with over four years of experience helping clients - many of them small business owners - build financial plans tailored to every season of life.

His passion for bookkeeping was sparked close to home: his wife is a small business owner, and he's spent the last two years managing her financials. That experience ignited his drive to help other business owners take control of their numbers.

With a background in both wealth management and bookkeeping, Jacob brings a rare combination - not just maintaining clean books, but interpreting the data to help owners grow their personal assets for years to come.