Jay Lode, “CPA Jay”, graduated from Montana State University Bozeman, and has over 25 years experience in tax and accounting. His firm specializes in helping small to mid-sized businesses – and their owners – grow through holistic accounting.  This "big picture" approach provides not only peace of mind but also a proactive approach to minimize tax liabilities.

Jay is a member of the Arizona Society of CPAs and is licensed as a Certified Public Accountant in both Arizona and Montana.  Jay also combined his love for small business with his life long passion for geology and formed The Rusty Lode, LLC, a rock and gem business. His interests include yoga and attending dubstep concerts with his "festy besty," Caleb, their son.

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Theresa Lode, firm administrator, brings many years of experience in administration, freelance writing and bookkeeping.  She is a graduate of Helena College (Nursing) and Yavapai College (AGS) and has earned her advanced certification as a Life Coach.  In her business, Zany Sage Coaching, she loves helping folks "Get a New Life Without Going Into Witness Protection"  but she also loves helping people who don't wish to run away and maybe....just start a business.

Theresa loves Zumba, reading and a good cup of coffee.

The Lodes have been married for 29 years and have 3 young adult children. They live in Prescott, AZ but are known for their nomadic ways and love working from the road while they explore.

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Daisy, CHO (Chief Happiness Officer AKA The Fluff Ball of Happiness), is responsible for tail wagging, adorable tricks and heart melting.  We suspect some clients would rather come see her.  (BTW – She’s a Bichon Frise.)