About Us
We empower startups to thrive and transform through expert accounting, bookkeeping, tax, and fractional CFO services.
Our Core Values
Our core values serve as guiding principles that shape our company culture, inform decision-making, and align us with our clients, vendors, and each other.
Integrity
At our accounting firm, integrity forms the cornerstone of everything we do. We hold ourselves to the highest ethical standards, ensuring transparency, honesty, and accountability in all our interactions. Integrity means we always prioritize the best interests of our clients, maintaining confidentiality and professionalism in every aspect of our work.
Trusted Partner
We understand the significance of trust in a client-advisor relationship, which is why we strive to be more than just an accounting service provider. As your trusted partner, we commit to deeply understanding your business goals, challenges, and aspirations. We work collaboratively with you, offering personalized solutions and proactive guidance to help you navigate the complexities of financial management with confidence.
Empathy
Building a startup can be an emotionally and intellectually taxing journey. We approach our work with empathy, recognizing the unique challenges and pressures you face as a startup founder or entrepreneur. Our empathetic approach means we listen attentively, understand your concerns, and tailor our support to meet your specific needs, providing not just financial expertise but also emotional support and encouragement along the way.
Quality
Quality is non-negotiable in our firm. We are dedicated to delivering excellence in every service we provide, from basic bookkeeping to complex financial analysis. Our team of experienced professionals ensures accuracy, thoroughness, and attention to detail in all our deliverables, empowering you with reliable insights to make informed decisions for your startup's success.
Collaboration
We believe in the power of collaboration to achieve mutual success. As your accounting partner, we view ourselves as an extension of your team, working closely with you to drive innovation, efficiency, and growth. We foster open communication, encourage feedback, and actively seek opportunities to collaborate with you, your team, and other stakeholders to unlock the full potential of your startup. Together, we can accomplish more than you ever thought possible.
Our Leadership Team
Our dedicated and experienced leadership team is committed to guiding your startup towards financial success and growth.
Joanna Coleman
Founder & CEO
Joanna has helped build a successful public accounting firm, as well as been a part of the core management team within many small businesses and startups, both private and public, over her 25+ year career. She excels in both strategic and tactical initiatives which are highly effective in moving companies forward to achieving their goals.
Joanna helped raise over $100 million directly for startups in non-dilutive and equity financing rounds. She is well versed in board and investor relations as well as corporate governance.
Brad Hunt
Controller
Brad has many years of experience in accounting and auditing with a focus on manufacturing and distribution clients as well as commercial service organizations within the retail and consumer packaging industries. He has earned a Bachelor’s degree in Accounting from Morehead State University and a Master’s of Accountancy degree from Northern Kentucky University. Brad also holds CPA licenses in Ohio and Kentucky. Before joining JColeman Consulting, Brad spent many years as an auditor and trusted advisor for small to medium sized companies.
Brad strives to provide exceptional service by taking the time to understand his clients’ businesses, goals, and needs. He serves as a valuable resource by responding quickly and providing proactive guidance and assistance year-round. Brad currently resides in Kentucky and enjoys traveling to National Parks in his free time.
Jennifer Finley MBA
Controller
Jennifer has a knack for turning complex financial systems into smooth, efficient operations. With over two decades of experience, she's helped organizations of all sizes optimize cash flow, fine-tune reporting processes, and streamline workflows. Jennifer combines deep technical expertise with a collaborative, client-focused approach built on clear communication and practical solutions. She helps organizations drive clarity and growth, improve financial accuracy, and make confident, data-driven decisions.
Backed by an MBA in Accounting and proven experience across corporate, entrepreneurial, and educational settings, she is the trusted partner businesses turn to for results.
Kimberly Kleeberg
Controller
Kimberly Kleeberg is a highly motivated and experienced professional with 22 year of experience in accounting and finance leadership, as well as operations, inventory and supply chain management. She earned her BBA in Accounting from Belmont University in Nashville, Tennessee and is highly proficient in development of accounting and finance policies and procedures in start-up environments. She has worked in various industries ranging from manufacturing, electronic commerce, and food and beverage, to SaaS, Non-Profit, and Consumer Electronics, among others.
Dana McMillon MBA
Controller & Onboarding Specialist
A seasoned financial leader with over 15 years of experience, Dana specializes in financial reporting, budgeting, compliance, and business operations. She holds a Bachelor's degree in Accounting from Athens State University and an MBA from the University of Alabama in Huntsville.
Her career spans multiple industries, beginning in healthcare before expanding into environmental services and most recently, the SaaS sector. Dana is known for her analytical mindset, attention to detail, and problem-solving abilities. She takes pride in delivering accurate financial services and providing precise insights that drive informed decision-making.
Committed to exceptional client service, Dana takes time to understand each client's unique needs and offers proactive guidance to support their financial goals. Her track record demonstrates success in optimizing financial processes while maintaining high standards of accuracy.
Joe Schaller
Controller
Joe has twenty-five plus years as a financial leader and innovator with senior-level accounting and operations experience. Has worked across a variety of industries from healthcare, construction, service, and manufacturing. Experience with small startups to Fortune 500 companies.
He is a strong, hands-on, and approachable director who understands the value of being a team-player and a motivator who inspires staff to achieve optimal results. Joe provides oversight, monitoring, and strategic analysis while maintaining internal controls and safeguards. He has demonstrated success developing a vision for the future and creating a culture in which long-range goals can be achieved.
Sarah McLaughlin
Controller
Sarah holds a B.S. degree in Business Administration from SUNY Buffalo, as well as, a B.S. degree Accounting, and Master’s Degree in Professional Accountancy & Audit from Daemen University.
Sarah brings experience in financial management, auditing, tax assistance and full-cycle Accounting. Sarah’s experience and former clients come from a myriad of industries, including manufacturing, not-for-profit, healthcare, SaaS and finance. Her expertise has served small to large businesses both public and privately held spaces. She specializes in accounting compliance for start-ups, SaaS Companies and government contractors.
Sarah is determined to help her clients scale successfully. She strives to help them reach budget goals; while also preserving positive culture. She has helped businesses achieve financial success, secure key contracts, increase efficiency and improve controls & compliance for over 20 years.
Heather Mitchell CPA
Controller
Heather brings over 20 years of accounting and finance expertise to help startups and growing companies transform financial complexity into clarity and confidence.
As a dual-licensed CPA in Georgia and North Carolina, Heather's career spans public accounting, private industry, and Fortune 500 environments. She specializes in controllership, financial reporting, taxation, and building real-time data systems that give founders the insights they need to make strategic decisions.
Heather is particularly passionate about working with startups and emerging companies, providing practical solutions that strengthen financial operations and support sustainable growth.
Melissa Mueller CPA
Controller
Melissa is a licensed CPA with over 15 years of experience in finance and accounting, with a diverse background spanning private equity, technology, government services, and other industries. Throughout her career, she has developed extensive experience in financial reporting, accounting operations, process improvement, and supporting the financial needs of growing organizations.
Melissa takes a practical, hands-on approach to accounting and finance, with a focus on creating efficient processes, solving complex accounting challenges, and providing clear financial information that supports better business decisions. Outside of her professional work, Melissa is actively involved with nonprofit organizations, volunteering her time and financial expertise to support their missions and communities.
Elise Lobato
Staff Accountant