As our Onboarding Specialist, Klara is the warm welcome you get from day one when you partner with us. She sets our team, and yours, up for success, organizing everything needed to begin our partnership. Coordinating everything behind the scenes, Klara ensures the onboarding process is smooth & easy from start to finish.

In addition to onboarding, Klara is the mastermind behind our CFO scheduling system. Balancing multiple calendars and optimizing schedules, she ensures that our CFO client meetings run like clockwork. Her organizational skills and thorough approach help to maximize productivity and keep everyone on track.

Klara and her husband have 2 children that she also homeschools & spends her weekends coaching her son's ice hockey team!