Restaurant people who mastered finance.
Chad started busing tables at 13. Over the next fifteen years he worked every position you can name: line cook, server, bartender, sous chef, general manager, across quick service, hotel catering, corporate chains, and upscale brew pubs. He didn't study this industry. He lived it.
He left the floor with degrees in economics and finance from the University of Nebraska, moved into financial services, then joined Xero as their West Coast customer experience lead, consulting CPA firms and troubleshooting accounting operations across the country.
He eventually bought a restaurant with his brother. Ran it. Sold it. Came back to the finance side with something most CFOs never get: the ability to read a P&L through an operator's eyes.
Omaha, NE. Husker fan. Loves to travel. Engaged.
Jackie built her accounting career in industries that don't forgive mistakes: transportation, insurance, and corporate law. In each one, the environments were complex, the stakes were high, and precision wasn't optional. She built a reputation for being the person who finds what everyone else missed.
Transportation meant tracking fleet costs and fuel margins with no room for error. Insurance meant managing agent teams and overseeing work comp audits across high-volume books of business. Corporate law meant trust accounting and high-stakes compliance, where a single miscalculation has consequences. That's where she met Chad.
At a national restaurant accounting firm, all of it converged. Jackie brought a level of rigor to restaurant finance that the industry rarely sees. She reads every line. She builds process where there isn't any. She asks the questions operators often don't know to ask, then delivers numbers that are actually useful. The financial clarity our clients experience starts with her.
Lives on a farm in rural Iowa. Mom of three. Plays bingo with full commitment.