Our Team
Trent Walker
Stephanie Sorensen
Kyle Langston
Trent earned an Economics degree from Brigham Young University and an MBA from Purdue University with an emphasis in finance. Trent worked for companies from a startup to Fortune 500 in size, including as CFO for a medical device company. Trent serves clients in the areas of Amazon and Shopify retail, private consulting, social networks,
Trent earned an Economics degree from Brigham Young University and an MBA from Purdue University with an emphasis in finance. Trent worked for companies from a startup to Fortune 500 in size, including as CFO for a medical device company. Trent serves clients in the areas of Amazon and Shopify retail, private consulting, social networks, health coaching, and technology. Trent and his wife live in Woodland Hills, Utah, and have 6 children.
Kyle Langston
Stephanie Sorensen
Kyle Langston
Kyle is a seasoned finance and operations leader with a proven record of transforming financial processes and driving performance across multi-entity organizations. With extensive experience in strategic planning, budgeting, and operational restructuring, Kyle excels at turning financial insight into actionable results. His leadership has
Kyle is a seasoned finance and operations leader with a proven record of transforming financial processes and driving performance across multi-entity organizations. With extensive experience in strategic planning, budgeting, and operational restructuring, Kyle excels at turning financial insight into actionable results. His leadership has strengthened profitability, enhanced financial transparency, and built high-performing teams capable of meeting complex business challenges.
Heather Moore
Stephanie Sorensen
Stephanie Sorensen
Heather earned a Masters in Accounting from Brigham Young University with an emphasis in information technology. Heather serves clients in the areas of health and nutrition, solar construction and private consulting. Heather and her husband live in Lehi, Utah and have 4 children.
Stephanie Sorensen
Stephanie Sorensen
Stephanie Sorensen
Stephanie earned her accounting degree from Utah Valley University and has worked as a bank teller and supervisor. Stephanie is certified in QuickBooks Online and works with clients in the retail, medical and solar industries. In her spare time, Stephanie enjoys making “amigurumi” (crocheted stuffed animals) and spending time outdoors wit
Stephanie earned her accounting degree from Utah Valley University and has worked as a bank teller and supervisor. Stephanie is certified in QuickBooks Online and works with clients in the retail, medical and solar industries. In her spare time, Stephanie enjoys making “amigurumi” (crocheted stuffed animals) and spending time outdoors with her family. She lives in Farmington, UT with her husband and three kids.
Amy Beecher
Elizabeth Wheatley
Meghan Montgomery
Amy holds a bachelor's degree in Accounting from the University of Utah and brings nearly 20 years of experience in the accounting industry. She provides strong operational and strategic support, with a well-rounded background in budgeting, forecasting, financial analysis and reporting, data analysis, month- and year-end close processes,
Amy holds a bachelor's degree in Accounting from the University of Utah and brings nearly 20 years of experience in the accounting industry. She provides strong operational and strategic support, with a well-rounded background in budgeting, forecasting, financial analysis and reporting, data analysis, month- and year-end close processes, vendor management, payroll, human resources, compliance, and statutory reporting. Outside of work, Amy enjoys spending time with her family, learning new things, traveling, gardening, DIY, skiing, and canyoneering.
Meghan Montgomery
Elizabeth Wheatley
Meghan Montgomery
Meghan is pursuing a degree in accounting with an emphasis in data science at BYU-Idaho. She has hands-on experience with tax preparation, financial documentation, and day-to-day accounting tasks. She enjoys helping businesses stay financially organized while keeping processes accurate and efficient. Outside of work, Meghan enjoys pickleb
Meghan is pursuing a degree in accounting with an emphasis in data science at BYU-Idaho. She has hands-on experience with tax preparation, financial documentation, and day-to-day accounting tasks. She enjoys helping businesses stay financially organized while keeping processes accurate and efficient. Outside of work, Meghan enjoys pickleball, camping, reading, and spending time on her family’s farm in Idaho.
Elizabeth Wheatley
Elizabeth Wheatley
Elizabeth Wheatley
Elizabeth recently graduated from Brigham Young University with her bachelor’s and master’s degrees in Accounting. She has a strong background in both tax and financial accounting, and she greatly enjoys forecasting, budgeting, and day-to-day accounting tasks. Outside of work, Elizabeth loves to read, run, and bake delicious treats.
We are QuickBooks Certified
