About Us

A CPA Firm for Startups & Small Businesses

We focus our experience and expertise towards startups and small businesses. Our services are built to support the day to day functions of a company allowing the decision makers to make ProActive decisions based on accurate books and a solid financial & tax strategy.  

Why

Why

We started this company because we have a desire to help companies grow, become more efficient and succeed. That is why we specialize in startups & small businesses.

What Sucks

- No day to day involvement.
- Hourly Billing Rates.
- Late Tax Returns.
- Improperly completed tax returns that don’t match the books.
- A traditional service that focuses only on tax season and audits.

Your Reality

Your company’s finances run year round, month to month, day to day. You need a Team who is with you each step of the way throughout the year.

Our Solution

Services designed for you, by someone in your shoes. Our founders not only have experience in the accounting industry, but also as previous small business owners. Check out our plans to see for yourself.

Our Team
Rebecca A. Casarez, CPA - Profile Image 300x300.png

Rebecca A. Casarez, CPA

Managing Partner
Co-Founder

Certified Public Accountant (CPA)
Master’s Degree in Accounting
Bachelor’s Degree in Accounting
QuickBooks Online ProAdvisor
15 Years in Public Accounting & Operations Management

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Erik L. Casarez

Marketing Manager
Co-Founder

Business Development
Marketing
Management
Former U.S. Army Green Beret

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Jordan Carter, MBA

Business Strategy & Operations Advisor

Advisor to management teams, business owners, and founders 
Has served as Chief of Staff, CFO, and Strategy Consultant
Background in Private Equity Investing and Investment Banking M&A Advisory
Wharton Business School, MBA
Officer in the U.S. Navy Reserve

Brandon Steele, CFA, ASA - Profile Image 300x300 - Green Ledger CPA.png

Brandon Steele, CFA, ASA

Financial Analyst & Appraiser

Chartered Financial Analyst (CFA)
Accredited Senior Appraiser (ASA)
Business Valuation Specialty
Machinery & Technical Specialty

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Alex Steele, ASA

Senior Appraiser

Accredited Senior Appraiser (ASA)
Machinery and Technical Specialties
Appraiser for over 30 years

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Katie Oberlander

Staff Accountant

Bachelor's Degree in Accounting
Accounting Specialist
Accounts Payable
QuickBooks Online ProAdvisor

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Debra Falcon

Staff Accountant

Accounting and Payroll Specialist
5 Year’s Experience in Public Accounting
QuickBooks Online ProAdvisor
U.S. Navy Veteran

Ready to get started?

Speak with someone today!

Testimonials
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Chris Deatrick

Owner, So-Cal Auto

"They will handle your books like they are their own. I feel like I have business partners more than bookkeepers. Doesn't matter how big or small your operation is, this team will do all they can to help your business grow and save serious $$$. Thank you Green Ledger CPA!!"

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Sinuhe Montoya

CEO & Co-Founder, DroneQuote

"Green Ledger CPA helped me get up to speed on my tax situation with our business and also helped on my personal taxes. Working with this team is top notch and I'd recommend their services all day."

We are Veteran Owned and Operated
Inc. Military Green Ledger CPA
Veteran Business 2018 Green Ledger CPA
POMP USA Green Ledger CPA
Green Zone Heroes Green Ledger CPA
PBC TechStars Green Ledger CPA
veteran owned business - Green Ledger CPA-1