About Us

Andrew Klein, MBA


Andrew Klein has been working with startups and emerging growth companies for more than a decade. He’s worked as a founder and as an outside advisor for both entrepreneurial teams and their investors. In this capacity, he has managed the strategic operations and funding of companies in a variety of industries with specific expertise in SaaS, health care, hospitality and consumer products, and energy/construction. Companies with Andrew's direct involvement have raised almost $90 million in debt and equity.

Andrew also has a strong passion for entrepreneurship and connecting people, as demonstrated by his involvement as a TechStars Alumni, 9Mile Labs Accelerator, Kick Incubator, teacher at General Assembly, and in running the meetup group Cigars & Startups. He holds a BS in accounting and an MBA focused on entrepreneurial finance, both from Seattle University.



Kathleen Baxley
Heathcare Practice Group Partner

Kathleen Baxley advises entrepreneurs on how to prepare cogent financial models and compelling pitches to present to potential investors. She is a financial professional with more than 20 years of experience preparing financial models, business plans, market analysis and valuations tools. She’s worked in in various capacities including at JPMorgan and Oppenheimer in New York.

 Her areas of focus include healthcare, consumer products, and media companies. Kathleen has a BA from Colgate University and an MBA from Stanford University.   


Mark Mitchell
Sr. Consultant, CFO/COO


Mark Mitchell is a senior operations and financial professional with extensive hands-on experience helping companies achieve new levels of growth and profitability. He has a reputation for driving financial and operational results for both emerging and publicly traded companies. He is equipped with excellent knowledge and application of “best practice” solutions, based on broad industry background that includes experience with manufacturing, services, and telecommunications. He has an outstanding track record of collaborating with senior management teams, boards of directors, and outside investors.

Gabe Sperling
Bookkeeping Associate



Gabe Started as our intern back in 2016.  We gave him the crappiest of jobs that no one wanted to do. He took them seriously and pleased clients by figuring out the most efficient ways to get client work done. 


Gabe's speciality is helping our clients who have fallen behind in their accounting and is our fastest associate in clean-up accounting.  Many clients have also used Gabe to build investor lists, manage intial investor contact, and other general data entry work.  





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