Real money advice.

Real people.

 

 We’re The Freelance CFO.

We’re a full-service accounting, bookkeeping and tax preparation firm that empowers you and your business to achieve your own version of success by removing barriers and customizing our approach to meet you where you’re at, in order to get you where you’re going.

We believe:

Having a mortgage and student loan debt doesn’t make you bad at money.

If you went to college and have student loans for a degree you didn’t finish or don’t use it’s A-okay.⁣

You can make and save money easily, and without a traditional budget.

You can invest and have debt.

You can live a life full of ANDs, not ORs.

You can pay down debt, make more money, and live a fulfilling life.

And, most importantly, you can buy the damn latte.

We meet you where you’re at,

to get you where you want to go.

 

Our Mission

We're founded on the principles that you are deserving of compassionate access to financial education that meets you where you are.

Through our shame free approach to accounting, bookkeeping, and other financial services we bring calm out of chaos, clarity to confusion, and help you achieve success on your terms. 

We know managing your money can feel vulnerable. We’re here to help you make empowered and aligned choices in your life and business.

The numbers matter and YOU and your dreams matter too.


Our success is when you feel calm, cool, and confident in supporting your lifestyle with your finances.

Hey! I’m Katelyn, and I really love money.

I love investing, building, growing, talking about, and spending money. My love for all things finance is what drives me to help others achieve the same financial freedom I have.

Katelyn Magnuson

Astrology Big Three: Taurus: Sun, Scorpio: Rising, Libra: Moon
Title: VIP Account Manager and CEM
Enneagram/Human Design: Projector
Location: Mostly Boise, ID
Interests: Chickens, renewable agriculture, the outdoors
Causes You Care About: spay/neuter efforts, and bully breed rescues
You Geek Out On… Retirement/compound interest
A Random Fact You Love: A chicken (hen), can experience a sex reversal and begin exhibiting rooster traits.
Something Brag-worthy: I bought my first house the month I turned 20.
Favorite Quote / Song Lyric: "To see a world in a grain of sand and a heaven in a wild flower, hold infinity
in the palm of your hand and eternity in an hour." Auguries of Innocence by William Blake

Working with individuals and businesses who are passionate about pursuing a life they love and gaining financial empowerment and peace? That inspires the hell out of me.

That is why I created The Freelance CFO.

I’m here to tell you that your dreams and passions aren’t optional. It is your duty to live your singular, wonderful and uncommon life to the fullest.

Leave the numbers to us. You take care of the rest!

The Freelance CFO Founder Katelyn Magnuson

We don't work with a**holes.

Our Team

The

Emily Barber

Client Experience Manager

Emily Barber

Astrology Big Three: Capricorn Sun, Aquarius Rising, Taurus Moon
Title: VIP Account Manager and CEM
Enneagram/Human Design: I think 7 w 8 but I am genuinely unsure on this
Location: Boise Idaho
Interests: Travel, Hiking, Reading, and whatever my current hyper
fixation activity is (pickle ball at the moment)
Causes You Care About: She Should Run, Ocean Conservancy
You Geek Out On… WW2, Taylor Swift, nature documentaries, art history
A Random Fact You Love: Trees have “families” and talk to each other through mycelium
Something Brag-worthy: My friends and I ran a skate competition for charity in
Cebu, Philippines that about 200+ people showed up to
Favorite Quote / Song Lyric: I don’t think I can fit all the lyrics that Taylor Swift
and Bon Iver wrote together for Folklore/evermore 🙂

Hannah Marshall

Bookkeeper

Hannah Marshall

Astrology Big Three: Capricorn Sun, Aquarius Rising, Taurus Moon
Title: Bookkeeper
Enneagram/Human Design: -
Location: Lancaster NH
Interests: Travel, hiking, finding new spots in my local area that
I haven't seen before!
Causes You Care About: CASA work, Foster Care
You Geek Out On… Other people’s hiking stories. I don't know why,
but I honestly get so excited and want to know more!
Something Brag-worthy: For 10 years, I had an amazing garden.
I had no clue what I was doing, still don't. But every year,
I had this incredible garden and I loved everything about it!
Favorite Quote / Song Lyric: "There's no beginning, There is no end,
There is only change"

Maia Lopes-Gilbert

Graphic Designer

Maia Lopes-Gilbert

Astrology Big Three: -
Title: -
Enneagram/Human Design: -
Location: -
Interests: -
Causes You Care About: -
You Geek Out On… -
A Random Fact You Love:-
Something Brag-worthy: -
Favorite Quote / Song Lyric: -

Tyler Russell

Senior Tax Accountant

Tyler Russel

Astrology Big Three: Western Astrology - Leo: Sun, Libra: Moon, Saggitarius: ascendent
Vedic Astrology - Cancer: Sun, Libra: Moon, Scorpio: Ascendent
Title: Senior Tax Accountant
Enneagram/Human Design: 1
Location: South Burlington, VT
Interests: Meditation, fitness, nature
Causes You Care About: Nature and meditation
You Geek Out On… Nature and meditation
A Random Fact You Love: Electrons are both waves and particles
Something Brag-worthy: I graduated university with honors. (Feels embarrassing to brag about this)
Favorite Quote / Song Lyric: "Time is the moving image of eternity." - Plato

David Magnuson

IT + Bookkeeper

David Magnuson

Astrology Big Three: Capricorn sun, cancer rising
Title: IT + Bookkeeper
Location: Boise Idaho
Interests: Camping, Hunting , Outdoors, Dogs, Trucks/ atvs/utvs
You Geek Out On… The Eiffel Tower can be 15 cm taller during the summer, due to
thermal expansion
A Random Fact You Love: I am good at working on vehicles
Favorite Quote / Song Lyric: "Sex Panther is a cologne which is illegal in 9 countries.
It is also made from bits of real panthers. 60% of the time, it works every time."
-Anchorman

Victoria Cala

Bookkeeper

Victoria Cala

Astrology Big Three: Sun: Capricorn, Moon: Libra, Ascendant: Cancer
Title: Bookkeeper
Enneagram/Human Design: 6w5 / Generator
Location: Ormoc City or Baybay City Philippines, its very dependent on family
and weather situations!
Interests: Animals in general, Food (eating not cooking!🤣), Travel and cute white
board accessories, exploring new apps and tools for productivity
Causes You Care About: Ormoc Stray Oasis (https://www.facebook.com/ormocstraysoasis)
You Geek Out On… all things dogs! I would be like a quack doctor for dogs, I still have
my vets to confirm my diagnosis though. If I'm not doing what
I'm doing now, I'd be a vet for dogs only! (transitioning to baby things now 🤣)
A Random Fact You Love: Boeing engineers used Potatoes to test their in-flight Wi-Fi!
(wifi and me, hashbrowns and me are one and the same. LOL!)
Something Brag-worthy: Started with nothing after I left home, now I have a good home
with a family of my own. ❤️ Able to support my family and living
comfortably without sacrificing my needs and wants.
Favorite Quote / Song Lyric: I don't Care, I Love It (Icona Pop)

Christy Villaseñor

Fractional Director of Operations

Christy Villaseñor

Astrology Big Three: Virgo Sun, Leo Moon, Cancer Rising
Title: Fractional Director of Operations
Enneagram/Human Design: 2w1, Manifestor
Location: Bakersfield, CA
Interests: Video games (Skyrim, State if Decay 2, Sims). Micro-learning random subjects.
Organizing my home to balance function and comfort.
MCU and re-watching my top favorite shows
Causes You Care About: Innocence Project, Magic Bullet Fund, The Trevor Project,
Autistic Self Advocacy Network, Dysautonomia International
A Random Fact You Love: Crows are known not only play pranks on each other but
also can remember people, learn words, and even trade with people.
They are incredibly smart. (So, be nice to them!)
Something Brag-worthy: Put a goal of purchasing a 4b2b house on my 5 yr vision board
this year, and we bought it, this year.
Favorite Quote / Song Lyric: "Life should be about more than just surviving." - The 100

Logan Johnson

Executive Assistant

Logan Johnson

Astrology Big Three: -
Title: Executive Assistant
Enneagram/Human Design: 9
Location: Total Slomad… live on the road
Interests: I love being outside, exploring new places, travel, & exercising.
Causes You Care About: Humane Society, Ethiopian Impact
You Geek Out On… WHot herbal tea, hormone health, Taylor Swift, fluffy dogs, mountains,
beautiful sunsets
A Random Fact You Love: When you cuddle with someone you care about, your body
releases a hormone called oxytocin that calms you and makes you more likely to deal
better with stress
Something Brag-worthy: For 2 consecutive years in high school, I was a ballerina in
The Nutcracker in Louisville, KY.
Favorite Quote / Song Lyric: “Tell me, what is it you plan to do with your one wild and
precious life?” —Mary Oliver

Jill Cantrell

Operations and Account Manager

Jill Cantrell

Astrology Big Three: -
Title: Operations and Account Manager
Enneagram/Human Design: 8
Location: Indianapolis, IN
Interests: Love going to concerts, big Christmas gal, boating, Disney (I'm a quiet Disney adult)
Causes You Care About: The Hallie Strong Foundation, Big Brothers Big Sisters
You Geek Out On… A clean house/car, power washing tiktoks, taking the screen protector off a
new apple product, successfully making a meal that's not burnt, decorating for Christmas
A Random Fact You Love: There are more penguins living in warmer climates than colder climates.
Something Brag-worthy: Surviving (for the most part thriving) my first year of being a mom
Favorite Quote / Song Lyric: It's five o'clock somewhere.

Katie McManus

Copywriter + SMM

Katie McManus

Astrology Big Three: A former Capricorn in crisis; aka Aquarius Sun,
Sagittarius Moon, Leo Rising
Title: Social Media Manager & Content Writer
Enneagram/Human Design: Type 2 (Enneagram); Manifestor (Human Design)
Location: Boulder, CO
Interests: Any kind of art, travel, Formula 1, college football, crocheting,
a lot of fandoms (there’s a list), petting all the animals.
Causes You Care About: Indigenous rights, supporting small businesses,
fair pay for artists, and lots more.
You Geek Out On… Anything or anyone with a compelling story.
A Random Fact You Love: Dolphins like to play catch with puffer fish because the
toxins puffer fish excrete don’t hurt dolphins. It just makes them high.
Something Brag-worthy: I can cry on command (thanks acting school).
Favorite Quote / Song Lyric: Do your best, keep your promises. - Dad

Adam Sanchez

Executive Assistant

Adam Sanchez

Astrology Big Three: Sun: Libra , Moon: Cancer , Ascendant: Aquarius
Title: Executive Assistant
Enneagram/Human Design: 6 wing 5
Location: Woodbridge, Virginia
Interests: Dungeons and Dragons, Lord of the Rings, Star Wars and the list goes on and on
(also vacuums - like the household appliance).
Causes You Care About: Humane Society and St. Jude
A Random Fact You Love: Roller Coasters were invented to distract Americans from Sin
(LaMarcus Thompson and Coney Island)
Something Brag-worthy: I just got married this year and went to Greece for our honeymoon
Favorite Quote / Song Lyric: "Don't Fuck it up" - RuPaul

A team you can trust.

Systems that work.

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