Behind Every Success Story Lies a Dedicated Team

Garett Robertson, MBA

Senior Consultant – Global Growth Strategy, International Mergers & Acquisitions

Garett is a two-time finalist for E&Y’s Entrepreneur of the year and seasoned executive with more than a decade of experience as CEO and CFO. He has led client engagements for executives and VC’s across the healthcare, telecoms, machine learning and general contracting industries in the USA, Spain, Australia, Peru and Mexico. He is passionate about understanding and solving the societal problems that come with inequality and, when not busy with his family, spends his free time researching, writing and educating on the subject.

  • 
IE Business School
 – Master of Business Administration (MBA) 
2016 – 2017 
 – Madrid, Spain
  • Finalist in Bain’s case competition
  • 1st place in Business Plan competition
  • #8 Ranked Global MBA by Financial Times
  • #4 Ranked European MBA by Financial Times
  • 
University of Utah – BS 
Degree Biomedical Engineering 
2000 – 2007
  • Activities and Societies: while interned at the Center for Neural Interfacing received a patent for redesigning their micro-electrode insertion device. Also designed and prototyped an imaging system for a robotic phlebotomist using own developed software algorithms 

  • Dean’s List, Minor in Chemistry
  • Emphasis in electrophysiology and numerical methods.
  • 
University of Utah
 – 
BS Degree 
Economics
 
2000 – 2007
  • Activities and Societies: Developed stochastic model using a continuous-time markov process based on the notion that the economy is a network of individuals or entities that spend money on each other’s goods or services. There is a probability or rate that each node will spend money with each other node in the system. Nodes could be individuals, businesses, governments or any other entity that trades money in the network. This could then be used to forecast the relative wealth distribution from one node to the next.
  • Dean’s List
  • Emphasis in econometrics, health economics and income inequality.

Tax-Ready Confidence
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Financial Clarity
Easy-to-understand reports show exactly where your money goes and how your business is really performing.

Ongoing Bookkeeping
Accurate monthly bookkeeping keeps your finances organized, predictable, and ready for smarter business decisions.

A Partner, Not Just a Bookkeeper
Ongoing support and financial insight so you can grow confidently, knowing your numbers are handled.

Clean-Up & Catch-Up
Behind on bookkeeping? We clean up past transactions and bring your finances fully up to date.

Established Business Strategy
We’ll bring our 30+ years of experience on QuickBooks. We’ll work side by side with your team getting up to speed on your current processes for a smooth transition. We’ll address any concerns you might have. Then we can address how these processes can evolve to better support your business.