Margaret Ellison, CPA
Managing Partner
Margaret has spent twenty-five years advising owner-managed businesses through growth, financing and succession. She leads the firm's assurance and quality review practice.
About the firm
A capstone is the piece that holds the structure together.
That is the role we play for our clients — the finance function that keeps everything else standing steady while the business grows.
Our approach
Built for owners who want a partner, not a portal
Most of our clients arrived after outgrowing a bookkeeper or being passed between junior staff at a large firm. We built the practice around the opposite experience: small caseloads, senior accountants, and reporting that arrives before you ask for it.
Every engagement starts with a review of your records and systems, then a written plan covering scope, deadlines and fees. From there we run the calendar and keep you ahead of every filing.
Values
Four commitments we hold ourselves to
Plain language
We explain the number and the decision behind it, without hiding behind accounting vocabulary.
Senior attention
Your engagement is led by an experienced accountant, not handed down and forgotten.
Proactive, not reactive
Planning conversations happen before deadlines, so options are still on the table.
Discretion
Owner finances are sensitive. Access is limited, documented and secure.
Team
Who you'll be working with
Named partners and leads own your engagement from the first call onward.
David Karan, CPA
Partner — Tax
David heads business and individual tax, with deep experience in multi-state filings, S-corp planning and resolving legacy compliance issues.
Priya Raman
Director — Accounting Services
Priya runs the monthly close and bookkeeping teams, and has rebuilt records for construction, healthcare and e-commerce clients across the country.
Alex Whitfield
Lead — CFO Advisory
Alex works as a fractional CFO to founder-led companies, focusing on cash forecasting, pricing and getting financials ready for lenders and investors.
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