Founder and CEO

Ansley Beutler, CPA

Ansley is the accounting friend who gets both your creativity and your business. She began her career in public accounting at EY in Atlanta after earning a bachelor’s degree in Accounting from the University of Florida and a master’s in Accounting from Wake Forest University. Ansley combines technical expertise with a creative spirit, caring deeply about her clients and their businesses. A mom to three girls in Northern Virginia, she brings both precision and heart to every client relationship—making finances approachable, stress-free, and (maybe)
even a little fun.

Accounting Controller

Kelly Graham, CPA

Kelly is the kind of detail-oriented accountant you’ll always be glad to have in your corner. After earning her Master’s in Accountancy from the University of Florida, she kicked off her career at EY in Atlanta, GA, before bringing her expertise to Delta’s accounting team. Kelly pairs her sharp technical background with a friendly, approachable style that makes working with her feel effortless. Outside of work, she’s also a proud mom, balancing precision with warmth in everything she does.

What's Included

  • Unlimited 1:1 access to your CPA
  • Quarterly bookkeeping audits
  • Estimated tax payment recommendations and instructions
  • Tax advice and personal/business tax preparation
  • Personalized retirement & healthcare recommendations
  • Payroll management for all S Corps
  • 1 hour tax strategy consult

go back

the best part:

Having never-ending access to your CPA all year long, without worrying about having to pay per question, censor your requests, or feel bad for reaching out. That's what we're here for—to help YOU, all the time. 

Accounting Controller

Callie Chakalis, CPA

Callie is a CPA with a Bachelor’s degree in Accounting from Baylor University and over 17 years of experience in the accounting profession! She enjoys working with creative entrepreneurs and staying current on evolving tax laws. Based in Houston, TX, Callie lives with her husband (a NASA engineer) and their three kids. Outside of work, she loves fitness, spending time with friends and family, and discovering new restaurants.

What's Included

  • Unlimited 1:1 access to your CPA
  • Quarterly bookkeeping audits
  • Estimated tax payment recommendations and instructions
  • Tax advice and personal/business tax preparation
  • Personalized retirement & healthcare recommendations
  • Payroll management for all S Corps
  • 1 hour tax strategy consult

go back

the best part:

Having never-ending access to your CPA all year long, without worrying about having to pay per question, censor your requests, or feel bad for reaching out. That's what we're here for—to help YOU, all the time. 

Bookkeeper

Nicole Sartain

Nicole is our resident bookkeeper and detail enthusiast, bringing a wealth of experience and knowledge to the firm. With a sharp eye for accuracy and a love of keeping things organized, she handles monthly bookkeeping with ease while making sure nothing slips through the cracks. Nicole provides thoughtful, personalized support tailored to your specific numbers needs. Outside of work, she’s a proud mom based in Houston, TX, with an in health and wellness — always finding ways to balance her passion for numbers with living well.

What's Included

  • Unlimited 1:1 access to your CPA
  • Quarterly bookkeeping audits
  • Estimated tax payment recommendations and instructions
  • Tax advice and personal/business tax preparation
  • Personalized retirement & healthcare recommendations
  • Payroll management for all S Corps
  • 1 hour tax strategy consult

go back

the best part:

Having never-ending access to your CPA all year long, without worrying about having to pay per question, censor your requests, or feel bad for reaching out. That's what we're here for—to help YOU, all the time. 

Operations Manager

Tricia Briggs

Tricia is our QuickBooks guru who can unravel even the most tangled bookkeeping web. With over 15 years of experience in QuickBooks Online and Gusto, she knows the ins and outs of getting systems running smoothly. She loves making bookkeeping feel less intimidating and more manageable for our clients. When she’s not working magic with numbers, Tricia is a proud mom of two who enjoys playing tennis and soaking up the sun at the beach.

What's Included

  • Unlimited 1:1 access to your CPA
  • Quarterly bookkeeping audits
  • Estimated tax payment recommendations and instructions
  • Tax advice and personal/business tax preparation
  • Personalized retirement & healthcare recommendations
  • Payroll management for all S Corps
  • 1 hour tax strategy consult

go back

the best part:

Having never-ending access to your CPA all year long, without worrying about having to pay per question, censor your requests, or feel bad for reaching out. That's what we're here for—to help YOU, all the time. 

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