WE FOCUS ON YOU
WE CARE
WE HELP YOU SUCCEED
FOUNDER / CEO
David Mosberg
David Mosberg is a 25-year business administration and management veteran who specializes in helping companies grow profits while keeping customer/client experience at the forefront of the relationship.
Over the past 20 years, he has focused on business acquisitions and turn-arounds while creating long term systems and environments for growth.
Working with small to medium sized businesses and getting them to sustainable and increasing financial opportunities is what David has turned his focus on over the past 5 years with great success.
‘My passion has become helping small business owners take their unique gifts and turn them into life-long financial legacies!’
David volunteers by teaching Dave Ramsey’s Financial Peace university and a youth class for teenagers on managing money for the future.
David and his Bride Marla have three Children and live in Montgomery, TX.
He is a former professional chef who also loves to read and spend time watching his daughters dance competitively now that his son has retired from his ice hockey career.
David continues to inspire entrepreneurs and shares his journey as a contributing author of "All In"- 6 & 7 Figure Entrepreneurs Share Success Secrets for Unlocking the Impossible and Achieving Your Wildest Dreams.
DIRECTOR OF ACCOUNTING
Jenn Fedde
Jenn Fedde is a twenty-plus year veteran of the accounting and bookkeeping world. She leads our finance team with a great passion for accuracy and timeliness and a focus on helping businesses succeed by having strong financial reporting to assist with business decisions. Jenn is an avid learner and is always seeking opportunities for advancement in her craft as well as all areas of her life. She enjoys dining, traveling, and a new passion for tennis. She is Bad-Ass!
BOOKKEEPER
Lorena Villarreal
Lorena Villarreal is a financial specialist with a decade of experience on bookkeeping and payroll working closely with business owners. She is known for her proficiency, work ethic and problem solving.
She spends her time off with her beautiful teen daughters and two ferocious chihuahuas.
BOOKKEEPER
Carlie Clarke
Carlie comes to us with eighteen years of Bookkeeping experience, which was gained in the offices of public accountants and having owned her own business. When she’s not busy serving our clients, she enjoys spending time with her two adult children, daughter-in-love, grandson, her two Yorkshire Terriers, and boating on Lake Conroe.
BOOKKEEPER
Jodi Gilmore
Jodi is a dedicated Bookkeeper with over fifteen years of bookkeeping and payroll experience. Previously, she managed finances for small businesses and owned a small business giving her the understanding of the importance of accurate bookkeeping. When she is not working, she is playing golf, traveling, and enjoying time with her granddaughter.
TAX COORDINATOR / BOOKKEEPER
John Sabau
John brings over 15 years of experience as a business owner, as well as in the areas of public accounting, tax management and personal wealth building. His role as tax coordinator and bookkeeper allow him to focus on his passions: helping businesses navigate the challenges associated with tax and business financial management. When he is not working, John enjoys playing pickleball as well as traveling and exploring new places with his wife.
