Say hello to your team
Kim began his career at two of the most respected names in the industry, KPMG and Grant Thornton, where he developed a rigorous foundation in audit and financial reporting while working with organizations at a national scale. From there, he moved into executive finance leadership, serving as CFO across a striking range of industries, including construction, real estate, financial institutions, and software. That breadth is rare, and it is exactly what allows him to walk into almost any business and immediately understand where the financial pressure points are.
He holds a Master's of Professional Accountancy with an emphasis in Information Systems from Brigham Young University. That background gives him not just financial expertise, but a sharp understanding of the systems and processes that make or break a growing company's ability to scale.
Kim serves and has served on several boards, including as CFO for a not-for-profit organization, reflecting the same values he brings to every client relationship: preparation, clarity, and a genuine investment in the outcome.
Today, Kim leads Aconter with the conviction that a business's financial strategy should not be an afterthought. It should be the foundation everything else is built on.
Kristie began her career in her family's CPA firm at a young age, building a foundation in bookkeeping that she later expanded by operating several of her own small businesses. She holds a bachelor's degree in Food Service Management and Culinary Arts and has earned the QuickBooks ProAdvisor designation. Her career has also included balancing business management with raising a family through her husband's twenty years of active duty service in the U.S. Navy, an experience that shaped her adaptability and organizational strength.
Known for her energetic, detail-oriented approach, Kristie holds herself to a high standard of confidentiality and ethical practice, values instilled in her early on. Clients have come to see her as a trusted, dependable advisor for their bookkeeping needs.
Kristie currently resides in Spain with her husband and two children. In her free time, she enjoys traveling, reading, gardening, and cooking.
His experience includes roles with Goldman Sachs, Sunrun and Aconter, where he has built expertise in accounting, financial reporting, tax preparation, budgeting, forecasting, process improvement, and ERP implementation. He has worked with businesses ranging from small, family-owned companies to large national organizations, and that experience shapes how he approaches every client relationship at Aconter.
Joseph holds a Bachelor's degree in Accounting and an MBA from Utah Valley University.
Joseph believes accounting should do more than produce accurate numbers. It should give business owners the insight and confidence to make better decisions. He is known for a collaborative approach, close attention to detail, and a commitment to practical, personalized solutions.
Outside the office, Joseph spends his time with family, serving in his community, and continually growing both personally and professionally.
He later served as a divisional controller for Ferguson Enterprises, a Fortune 500 company, leading financial operations and strategic planning initiatives. Scott also spent more than two decades in resort sales, developing a deep understanding of hospitality, customer experience, and high-performing teams. His entrepreneurial background includes owning and operating multiple child care centers in North Carolina and building several franchise locations in the Charlotte market.
Scott brings that combination of technical accounting expertise and hands-on business ownership to every client relationship at Aconter, helping business owners move forward with confidence and clarity.
Eden has spent several years working in accounts receivable and accounts payable, invoicing, and bookkeeping support, developing a practical, detail-oriented approach to financial recordkeeping. She holds a QuickBooks Online Certification and an Intuit Bookkeeping Certification, and is skilled in Excel and Power BI for data analysis and reporting.
Her coursework has focused on small business accounting and data analytics in accounting, giving her a strong foundation in both the fundamentals of bookkeeping and the modern tools used to analyze financial data.
Eden is known for her adaptability and problem-solving approach, bringing energy and precision to every task she takes on.
Kim has owned and operated several successful businesses in addition to her accounting career, giving her a firsthand understanding of what entrepreneurs actually need from a financial partner. She holds a bachelor's degree in economics with a minor in accounting and passed the CPA exam on her first attempt, a notable achievement in a demanding field. She is also a QuickBooks ProAdvisor.
Kim's approach centers on helping business owners work on their business rather than getting buried in the accounting details. She combines a caring, positive attitude with a strong work ethic and a reputation for integrity that clients have come to rely on.
Outside of work, Kim enjoys traveling, hiking, and camping with her husband, spending time with her grown daughters, and being a grandmother to her five grandchildren.
Her career has taken her across the globe, from Japan and Greece to Spain, supporting U.S. Navy operations with budgeting, travel coordination, and property oversight. She holds a master's degree in International Business and a bachelor's degree in Business Management, and has contributed more than 1,500 hours of volunteer financial counseling, work that reflects her genuine passion for helping people feel confident about their finances.
As the spouse of an active duty service member, Sarah understands firsthand the challenges of frequent relocation and constant change, and that experience has shaped her into a flexible, empathetic advisor who meets clients wherever they are.
Originally from upstate New York, Sarah has a heart for service, a love of travel, and an appreciation for good coffee and clean spreadsheets alike.