About Us
Simple Startup is the preferred fractional CFO partner to growth-minded executives looking to reinforce their financial foundations, transform their fiscal strategies, and scale, or exit, their business.
Our CFO services provide your company with the partnership you need to build a clean, historical track record; fortify your company against financial weakness; explain the story of your organization to shareholders; and guide you through complex issues so you can evolve into the future with ease. We’re a team of CFOs and CPAs passionate about amplifying your success, because scaling your company is our goal too.
Why Work With Us?
Simple Startup empowers you to:
Partner with a hands-on financial team.
We offer hands-on support to help accelerate your business to the next growth stage. Whether it’s negotiating loan terms, entering a new market, exiting a business, or finding the right funding sources, we are by your side every step of the way.
Set up a successful foundation.
Simple Startup seamlessly sets up the financial groundwork in your accounting practices so you can gain the insights you need to drive your business forward. We work with the systems that work for you resulting in seamless reporting and integration.
Get financially ready for your next move.
Whether your goal is to grow tenfold, achieve Series B funding, build the value of your company so you can be acquired, or secure guidance to determine your next move – we help companies with $2M – $20M in revenue with their financial needs.
Get personalized, data-driven insights.
Get the financial insights you need to make the right decisions for your business. We help you identify and collect the right data to produce accurate forecasts for appropriate resourcing. Our analysis and partnership give your leadership and management team the confidence to make the right decisions to increase market share, improve profitability, and foster growth.
Who Are We?
Meet the Simple Startup Team
Lorne
Principal & Co-Founder
Lorne
Principal & Co-Founder
Lorne loves finance so you don’t have to (seriously, he plays with Excel sheets on vacation!) He spent 12 years in corporate London as an investment analyst then made the jump to Boulder, Colorado to act as finance mentor to high impact companies at The Unreasonable Institute, Girl Effect Accelerator and Singularity University. He has an MBA from IE business school in Madrid, Spain (ranked 8th in the world) and is a Quickbooks Pro Adviser with a certificate in Advanced Financial Modeling from London School of Business and Finance. He used to be a professional ski racer, hates mushrooms and adores his two little girls, Amber and Lyla.
Verity
Co-Founder
Verity
Co-Founder
Verity makes finance fun. From jargon buzzers to funny ice-breaker games, she’s on a one-woman mission to make sure you’re never bored. She also started a company in London that won the Yahoo! Finds of the Year 2009 and subsequently she was named one of the top 100 in the Courvoisier Future 500, ‘an elite network of the rising stars in the UK’ so is intimately familiar with the struggles of being an entrepreneur. She then spent 3 years at the Unreasonable Institute as their VP of Operations supporting incredible entrepreneurs, before joining Simple Startup where we also support incredible entrepreneurs! She has an MBA from IE business school in Madrid, Spain (ranked 8th in the world), loves to ski, kitesurf, bike, hike, dance….. (I know, we’re exhausted just reading it) and most of all, adores going on mini-adventures with her kids.
Bert
Tax Advisor & CPA
Bert
Tax Advisor & CPA
Bert is a serial entrepreneur. He started multiple successful businesses ventures ranging from control room and furniture sales to real estate investments to movie theater operation. Due to the accounting complexity of dealing with such diverse ventures, he went back to school, earned his Master’s degree in accounting, and then passed the CPA exam, becoming a licensed Certified Public Accountant who could deal with it all himself. Bert is passionate about using his incredible experience to help other entrepreneurs succeed. He is both a morning person AND a night owl, loves every kind of outdoor sport imaginable, is still happily married to his high school sweetheart (awwww) and has 5 incredible kids, many of whom are entrepreneurs themselves.
Dominique
Operations & Project Manager
Dominique
Operations & Project Manager
Dominique is a Colorado native who was raised in the metropolitan city of Taipei, Taiwan. She has traveled to over twenty countries including Israel, France, Scotland, Ireland, England, Thailand, Bali, Singapore, Australia, China and Japan. Alongside her jetsetter lifestyle, she enjoys binge watching Chopped, Cupcake Wars, and Forensic Files and is always up for a good dare. One time she ate a whole stick of deep fried scorpions at the Forbidden City in Beijing, and jumped off a thirty-foot cliff at Paradise Cove. She’s an accounting major at Leeds School of Business. If accounting wasn’t difficult enough, she also has a minor in Chinese and is proficient in not only speaking, but also reading and writing Chinese characters! What a rock star!
Justin
VP of Business Development
Justin
VP of Business Development
Justin is a Midwest native who arrived in Colorado from Nicaragua, where he was living for the better part of a decade. He found himself in Nicaragua after completing his International MBA from IE Business School. While in Nicaragua, he built a community center network for the United States Embassy, evaluated the social and economic impact of footbridges for flood prone villages, and guided university groups on sustainability treks through the lakes and volcanoes which epitomize the Nicaraguan countryside. Justin is passionate about numbers, sustainability, and innovation. When he’s not working on poverty solutions or summiting a volcano, he enjoys using his accounting super powers to turbo charge our client’s businesses and impact on the world.
Benjamin
VP of Business Growth
Benjamin
VP of Business Growth
Benjamin grew up in the Denver area and is currently based in Austin, TX where he attended the University of Texas. He has an extensive marketing background that began in his role as a business integrity analyst for Facebook’s incubation projects. As Instagram marketing moved into the international spotlight, he moved into the role of senior process executive and switched over to Instagram’s backend services team to assist businesses of all sizes. From there he joined the global customer experience team at Dropbox as a corporate trainer and built better onboarding practices for their customer service team in Athens, Greece. He also has an entrepreneurial side having run several small businesses including a wakeboard coaching business and a margarita machine rental company. This coincides with his passion for sharing the tools that Simple Startup provides to small businesses across the US as he truly believes these services could have been a game-changer for his previous entrepreneurial ventures. Beyond his career, he has a passion for snowboarding and wakeboarding and was fortunate enough to become a nationally recognized athlete when his college wakeboard team won a national championship in 2012. He has two basset hounds, Eeyore and Waffles, who love to help him explore the outdoors.
Cody
Account Executive
Cody
Account Executive
Cody was born and raised alongside his five sisters in Houston, Texas, where he played every sport under the sun (not very well, but it counts!). He attended the Naval Academy in Annapolis for two years, before returning to Texas to finish school at Texas State. He stayed in the central Texas Hill Country after school (because who leaves the Austin area after they visit, right?), and now lives just outside of Austin with his wife and young son. He spent a few years in the Enterprise Rent a Car leadership program before moving into sales and leadership roles at various software companies and small businesses within their SEO programs. A love for helping small businesses thrive brought him to Simple Startup where he enjoys being part of the team and experiencing the enthusiasm that entrepreneurs bring to the table. Outside of work, Cody loves being a dad/learning how to dad, playing softball and tennis, dancing poorly yet enthusiastically, and hanging out with his two rescue pups Backpack and MoneyPenny.
Justin
Account Executive
Justin
Account Executive
Justin is a Texas native born and raised in Austin. He has a sales background in the retail, admissions, and banking industries which has grown his passion for connecting businesses with each other to fulfill mutual needs and initiate growth. Because of this passion, Justin was thrilled to join the Simple Startup team in 2021 and help them grow and reach businesses in need of their accounting services across the US. Outside office hours, Justin has a plethora of activities that keep him and his fiancé, Amaree, busy including camping, working out, rooting for their favorite sport’s teams (Go Longhorns! Go Cowboys!), watching movies, and, of course, listening to music! Austin is the live music capital of the world after all.
Megan
Team Lead
Megan
Team Lead
Megan is originally from Pennsylvania but has spent the last 10 years living on the Big Island of Hawaii. She considers herself to have entrepreneurial spirit and always has her hands in a fun side project. A few years ago, she transitioned from a career running wellness and adventure retreats on the Hawaiian Islands to working in the Austin, TX corporate world in search of growing her skill set. At work she loves connecting with people, identifying needs within a project or business, and strategizing on behalf of clients to provide more value. When at play, she loves to be outside – hiking, swimming, SUPing, and rock climbing! Megan also enjoys taking long walks on the trails by the river, preferably ending up at a place that serves street tacos (don’t we all?).
Nick
Senior Accountant & Valuations
Nick
Senior Accountant & Valuations
Nick recently graduated from CU Boulder with a duel degree in finance and accounting. While studying at school, Nick got involved in the local startup scene and began helping entrepreneurs grow their businesses. Passionate about finance and accounting, Nick one day hopes to become a venture capitalist. He recently received his Quickbooks Online certification and is currently studying for the CFA. At the age of 14, Nick placed 8th in the United States games of America for the 100m butterfly. In addition to being a competitive athlete, Nick also practices classical guitar. He has performed on stage with many professional guitarists including William Kanengiser, Audra Vigil and Peter Li. In his spare time, he enjoys snowboarding with his friends and making independent films with his dad.
Viswa
Senior Manager & CPA
Viswa
Senior Manager & CPA
Viswa is a CPA who has been working with Startups and SMEs for the last 5+ years. He is a wizard at setting up books from scratch and has an unbelievable knack for cleaning up books, however messy they are (And trust us, sometimes they can be super messy)! He strongly believes in a client-first approach and is one of the most patient people I’ve ever met. He’s happy to explain things in multiple different ways until even a child could understand Accounts Receivable! In his spare time, Viswa loves nothing more than to hang out with his two kids and take them swimming.
Santhosh
Assistant Manager
Santhosh
Assistant Manager
Santhosh earned his Master’s degree in commerce from Mangalore University and has more than 12 years of experience working in a variety of positions with the financial sector including with Siemens, Accenture, Cap Gemini, and Consero Global Solutions. Santhosh also has extensive insight in core accounting practices. Besides his passion for accounting, Santhosh loves playing cricket and working out at the gym. In the future, he looks forward to growing his role’s responsibilities within the accounting industry.
Teri
CPA & Account Manager
Teri
CPA & Account Manager
Teri was born and raised in Tulsa, Oklahoma. She received her BS in Business Administration with emphasis in Finance at Oklahoma State University (Go Pokes!). Teri landed her first accounting role after a short stint in the banking industry. She spent over a decade with that same company gaining knowledge and experience to work her way up through the ranks to become the Director of Accounting & Finance and working closely with the CFO. She earned her CPA in 2018, recently earned her QuickBooks Online certification, and has 15 years of experience in all levels of accounting including consolidation and multi-currency transactions. Outside the office, Teri still lives in Oklahoma with her husband, 3 kids, and 2 dogs.
Keyur
CPA
Keyur
CPA
Keyur is fond of finance and accounting hence his role as a Staff Accountant! He started his career by pursuing a bachelor’s and then a master’s degree in commerce with a specialization in accounting. Because of his passion for this field, he also pursued his CPA while studying for his master’s degree and earned it in 2020. His current intellectual pursuits include learning new tech and software. When he’s not working or learning new skills, he likes to get physical by playing cricket and kho-kho (a 107-year-old traditional Indian game) and working out, as well as playing board games like chess. He also loves binge-watching horror and thriller movies and series.
Akhila
Senior Financial Analyst
Akhila
Senior Financial Analyst
Akhila is a Financial Analyst with a background in both operations and finance and she has been working in accounting for more than 2 years. She has her Master’s of commerce from Sri Venkateswara University and a QuickBooks Online certification. In her spare time, Akhila loves reading books, and listening to great music.
Ariel
Staff Accountant
Ariel
Staff Accountant
Ariel is a Texas native who moved to Colorado in 2020. She studied finance and economics at Texas State and is currently completing her master’s degree in accounting from University of Colorado. In her spare time she enjoys exploring Colorado and hiking with her husband and dog. She also loves traveling and learning about different cultures.
Shrishti
Staff Accountant
Shrishti
Staff Accountant
Shrishti is a Staff Accountant at Simple Startup. She is QuickBooks advanced certified and absolutely loves working in finance and accounting. Shrishti likes to stay fresh by learning new skills and is very passionate about all kinds of music. She spends her free time reading literature and writing poems! She’s a true linguaphile – loving to learn and explore the mechanics of foreign languages. Currently, Shristi is learning French and she’s already fluent in 5 languages!
Kumi
Staff Accountant
Kumi
Staff Accountant
Kumi is a Staff Accountant at Simple Startup. She completed her Master’s in Business Administration with a major in finance and is QuickBooks Online Advanced certified. Finance is her core area of interest and her ability to play with numbers is second to none. In her spare time, she loves watching Friends and The Office, reading and dancing to funky songs!
Dhwip
Staff Accountant
Dhwip
Staff Accountant
Dhwip is a Staff Accountant at Simple Startup. He started his career as a Finance & Accounting executive with one an Indian blue-chip company. He is a strong believer in the power of positive thinking at the workplace and always tries to bring loads of energy and enthusiasm to his role. Outside of work, he loves to release energy by spending time at the gym and playing sports. He also makes it a point to contribute to the betterment of society through volunteering.
Lavina
Chartered Accountant
Lavina
Chartered Accountant
Lavina is a Staff Accountant with Simple Startup based in India. She started her career working as a fundamental research analyst for a textile group as their Head of Accounts Department. She has her QuickBooks Online Certification which has allowed her to maximize client’s use of the online accounting portal. In her spare time, Lavina enjoys cooking (and eating 🙂 ), and sharing her recipes on repeat with her close family and friends. A lover of learning new things, Lavina recently trained in rifle shooting!
Raji
Process Lead
Raji
Process Lead
Raji has more than 6 years of experience helping clients with their accounting requirements in a variety of industries and through a number of software applications including QuickBooks, Xero and Wave App. Raji is also an expert in 1099 filings given her keen eye for detail and commitment to organization. Outside of her career, Raji lives with her hubby and two kids in Bangalore. She is passionate about designing clothing and costumes for herself and her children and loves spending most of her free time enjoying her family.
Somashekar
Lead
Somashekar
Lead
Somashekar is a Financial Analyst with an MBA in Finance from DSATM at Visvesvaraya Technology University. His hobbies include watching movies (hello Netflix and Chill) and playing cricket.
