Who you'll work with

The people behind your numbers.

We don’t hire people to process transactions. We hire people who treat your practice like it’s their own — who notice when something’s off, ask the question nobody else asked, and care whether you’re actually better off at the end of the month. Everyone here works as a partner in your business, not a vendor to it. That’s the standard, and it’s the only one we know how to run a firm on.

Robin Angaiak, founder and fractional CFO at Line & Ledger

Robin Angaiak

Founder & Fractional CFO

Self-proclaimed Happy Human. Robin grew up in an Alaska village and spent seasons commercial fishing before finding her way into the numbers side of small business. She founded Line & Ledger in 2019 with a simple conviction: business owners deserve to understand their own money without being made to feel small about it.

Today she leads a team that supports private practice owners nationwide — translating numbers into next steps, in plain language, with a lot of warmth and zero jargon.

Daniel Echols

Chief of Operations

Daniel keeps the firm running, and he’s the second set of eyes on your numbers. With CFO training behind him, he digs into a set of books and works out what they’re actually telling you — then looks ahead at what your cash is going to do three, six, twelve months from now. If you’ve ever wanted someone to tell you what’s coming instead of just what already happened, that’s the work he does.

Daniel Echols, Chief of Operations at Line & Ledger

The bookkeeping team

Maura Shockey

Sr. Bookkeeper

Muskan Dhaksiya

Sr. Bookkeeper

Preeti Pawar

Bookkeeper

Not sure where you land?

A 15-minute quick call is the fastest way to find out. No pressure, no jargon, no shame about the messy middle.

Book a quick call

15 minutes. No prep needed.