Meet The Team
President and CEO
Weary of the familiar statistic that most new businesses fail due to a lack of good financial information, Ruth Urban has made it her mission to help entrepreneurs make it…and make it big.
In full mentorship spirit, she brings more than 30 years of experience working closely with small businesses from different sectors. Savvy and laser-focused, Ruth recognizes the particular demands that small-business owners face and understands how to quickly assess and help them achieve responsible financial management for their growing companies.
She has built an exceptional team of highly-qualified experts who can help you identify and meet your company’s specific financial needs – from interpreting financial data, to offering regular consultations that help you develop and execute plans to improve the financial health of your company.
Caring and committed, Ruth is actively engaged in the Phoenix area’s business networks. Through her extensive network of contacts with other professional service providers that share her business integrity and honesty, she can provide complete access to a wide portfolio of small business financial services.
I’m creative and make a pretty good floral arrangement.
I’ve worked with a lot. My all-time favorite was Ray Charles. I worked with him twice and organized a 41-piece orchestra for him.
Chocolate, of course.
Most perfect place on earth:
I love Ojai, California.
Customer Relations Manager
With core values of integrity and objectivity, Helen brings decades of finance experience and deep business expertise to the clients she serves. A trusted, long-term business advisor, Helen has directed accounting and finance functions in numerous organizations.
She understands how to effectively manage both people and profits. Her genuine leadership skills and business insights generate confidence with every entrepreneur-driven company she helps.
Well, I can’t really say “that” here, but sometimes it’s all that can be said!
A carhop at an Eat’n’Park.
Most proud of:
That I learn something new just about every day.
Bucket list item:
To go to the ball in Vienna.
Business Development and Accounting
As a CFO and corporate controller, Deborah’s past executive management experience has created a track record of financial expertise and business improvements resulting in compliance, profitability, and growth.
She brings a thorough understanding of accounting and finance and combines it with a highly strategic approach to help both startups and established businesses succeed. She counts earning an MBA as a professionally satisfying and personally rewarding achievement.
Life in general! I love the outdoors and enjoy encouraging the young and not-so-young alike to be the best they can be.
Wherever I am at the moment.
While on a Catamaran tour of Bora Bora, I tripped over the doorway and fell smack dab into Kurt Russell who caught me, breaking my fall. I was quite speechless, saying only, “I’m so sorry.”
Steven is a Certified Professional Bookkeeper with a long career in executive management, consulting, and financial system management. Over the years he has developed business models for several startup ventures, and worked with small-business owners to create sound business plans.
Proficient in solving bookkeeping challenges, he’s helped numerous clients transfer their company financial data to new, more efficient platforms. Steve is a certified QuickBooks ProAdvisor, with strong skills in both the online and desktop versions of QuickBooks.
On his playlist:
You Can’t Always Get What You Want, The Rolling Stones.
Stocking a grocery store.
Favorite movie quote:
“Show me the money!”
No. Bus. Rides.
Carol has made a career of providing exemplary bookkeeping and billing services for a myriad of clients across a wide range of fields including medical, nonprofit, and design. Her QuickBooks proficiency, superior listening skills and patience help clients more clearly identify their challenges in order to make more confident decisions.
Dignity and freedom from suffering at the end of life.
Legal secretary. Boring!
Play the violin.
Bucket list item:
Marcy has more than 25 years of accounting and finance experience with Pepsi, Motorola, and 20th Century Fox. She holds an MBA and a BS in Accountancy. She’s also a Certified Professional Co-Active Coach with more than 13 years serving the small business and entrepreneurial community.
Marcy has facilitated programs and workshops on building trust, business ethics, internal controls, and entrepreneurial accounting, and has been a key speaker at numerous accounting and industry association events.
Invented e-Factor!®, an educational board game of business ethics. She uses it to provide fun, interactive training to meet Sarbanes-Oxley and other mandated compliance training.
With an accounting degree from Pepperdine University, Courtney Graham has practiced accounting and tax preparation for more than 15 years having worked with two, large, local public accounting firms. She holds a CPA license in both Arizona and California, as well as memberships in the American Institute of Certified Public Accountants, the Arizona Society of Certified Public Accountants, and the California Society of Certified Public Accountants.
Graham has used QuickBooks extensively to help small and medium-size businesses successfully organize their finances. She has experience consulting and training clients on QuickBooks, as well as consulting with individuals on all aspects of their businesses.
I once rode the elevator with Nicole Kidman in Santa Monica and missed my floor because my heart was pounding too loudly!
Iced green tea from Starbucks.
Jeannie has built a robust accounting career that covers a wide range of duties performed for both profit and non-profit organizations. She holds a Master of Financial Management in Accounting, is a Certified Nonprofit Accounting Professional, and has held senior as well as management positions in national companies.
Jeannie also worked for a CPA firm in Alaska before providing accounting services to small businesses and non-profit clients through her own company.
Dogs. I would love to run a rescue someday.
Working as an accountant for a lady who could have played Meryl Streep’s part in The Devil Wears Prada.
I sing and play piano.
Best birthday gift:
My husband bought me a signed basketball from my favorite player Diana Taurasi.
With a Bachelor’s of Science in Business Accounting, Meghan brings sound knowledge of accounting principles as well as comprehensive experience to help owners better manage their bookkeeping, whatever their business field. Meghan has a passion for diagnosing and correcting financials no matter the shape they’re in, and specializes in “fixing” QuickBooks files.
My kids. I know I’m biased but they really are the coolest people I know.
Favorite movie quote:
“You’re killing me Smalls!”
Loading and unloading the dishwasher. I have a certain way I like it done and it gets to me if it’s done another way.
Bucket list item:
From monthly statements to year-round accounting, Chris delivers strong skills to help business owners manage their overall finances and budgets. Before even receiving her degree in accountancy, she was already working in accounting positions. Since graduation, she’s worked for a national tax preparation company and a respected CPA office. She remains actively involved in the Valley of the Sun Institute of Managerial Accountants, a professional association.
Most proud of:
Besides my kids, it’s that I went back to school at age 55 and graduated at 58 with honors and an accounting degree.
Getting up every morning, walking the beach, and spending all day long enjoying the ocean.
Bucket list item:
Whitewater rafting down the Colorado River.
Jaime began her bookkeeping career in Sweden where she also served as an overseas tax assistant for the IRS and subsequently managed procurement operations for the U.S. Embassy. Jaime received a Bachelor’s degree in Music Therapy from ASU, and completed her Bookkeeping Certificate at Scottsdale Community College.
She enjoys helping small business owners organize and better manage the financial aspects of their businesses.
JR. It’s what my sister called me when she was learning to talk
A dog named Tucker.
Favorite local eats:
Valerie expertly and efficiently helps clients tackle their bookkeeping challenges. She brings keen attention to detail and exceptional customer service skills to proficiently manage clients’ needs, as well as our own administrative needs. Valerie has an exemplary work history that includes positions as office manager in the construction and real estate industry, as well as in accounting, HR, and supervision roles for small businesses.
I have been on my own since 18. It was tough, but it forced me to learn responsibility and how to handle my finances.
My Aunt Alette was crowned Ms. Wheelchair America 2016.
My fun Uncle Sheldon Feldner played the spa owner in the movie, “Howard the Duck.”
Carol first entered the world of finance while still in college where she handled the business, personal and investment accounting for a private family. She became controller for a local construction/development company, and in 1980, completed her accounting degree to become a practicing CPA. Carol excels in accounting, income taxes, financial planning, and succession and estate planning.
Kathy began her financial career on the management team of a large CPA firm. She excels at assisting clients with their accounting needs and guiding them successfully through their financial issues and decisions. Kathy has performed accounting, bookkeeping, and tax preparation, as well as consulting for a wide variety of small businesses. She is a seasoned professional who goes the extra mile to meet clients’ needs.