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.


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.


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.)