Founding Partner

Robert Wm. Wheeler, CPA

As a seasoned CPA for over 30 years, Robert Wm. Wheeler, aka Bob, simplifies complex money topics with clarity and candor. He provides personalized financial and tax advisory services for individuals, businesses and enterprises.

In addition to number-crunching, Bob pursued training as a certified somatic therapist. He addresses both systemic and inner wisdom barriers around our money mindset that influence financial decision-making.

Bob is the author of the book “The Money Nerve: Navigating the Emotions of Money” where he guides readers readers through the psychological barriers around our unique relationship with money. Bob believes financial literacy starts young; he also co-authored the children’s book “Darius Wants a Dog” to instill money smarts early on. He is also the host of the Money You Should Ask podcast where he explores why we do what we do when it comes to money.

Blending professional insight with humor, Bob is currently serving as CFO to The World Famous Comedy Store locations in California and has so for over 25 years.

Whether you’re an individual, new startup or established corporation, Bob provides customized and judgement-free money and tax guidance to reduce stress on your journey to financial freedom

Managing Partner

Shelley Bi, CPA, MBA

With over a decade of public accounting experience, Shelley leverages her comprehensive expertise to empower businesses and high net worth individuals to unlock their full financial potential. She goes beyond audits and financial reporting to provide customized advisory services centered around each client’s specific growth goals and pain points.

Shelley enables organizations to scale strategically through services like budgeting, forecasting, variance analysis, and optimizing internal controls. Her specialization in complex corporate and flow-through taxation allows her to legally minimize clients’ tax burden while ensuring full compliance.

Armed with sharp technical know-how, Shelley moves swiftly from assessment to actionable strategy focused on creating organizational and financial clarity. She has successfully represented clients before IRS and state tax authorities, appealing seven figure disputed amounts over her career.

Known for rolling up her sleeves alongside her clients, Shelley tailors comprehensive and straight-forward financial plans that transform stress into success. Businesses and individuals who work with Shelley gain an invaluable partner invested in their continued advancement.