Ianne Santos

Ianne Santos

Accountant
Orlando Santos

Orlando Santos

Bookkeeper
Marcos Ovejero

Marcos Ovejero

Paralegal
Allysa Lumbayon

Allysa Lumbayon

Bookkeeper

Our team

Ianne Santos

Ianne Santos

Accountant

I am an accountant based in the Philippines with 15 years of experience in financial reporting, bookkeeping, reconciliations, and tax support. I help businesses stay compliant, efficient, and financially sound. My mission is simple: to provide reliable accounting services that allows business owners to focus on growth—while I take care of the books behind the scenes. Whether I'm preparing financial reports or managing monthly close, I work with both mind and heart, always aiming to add real value. Beyond the numbers, I am a dedicated wife and proud mother of four. Balancing family and career have shaped me into a highly disciplined, detail-oriented, and dependable professional. I bring not only technical expertise, but also integrity, empathy, and a deep commitment to excellence in every client relationship.

Orlando Santos

Orlando Santos

Bookkeeper

I'm a bookkeeper based in the Philippines with 12+ years of experience supporting clients across a range of industries. I specialize in cloud-based accounting, with advanced expertise in QuickBooks and Xero, and a strong working knowledge of international accounting standards and tax regulations. Known for being reliable, detail-oriented, and highly adaptable, I focus on truly understanding each client's business so I can deliver financial insights that are not only accurate, but also strategic and timely. When I'm not deep in numbers, you'll find me cooking up something in the kitchen or working on DIY furniture and home projects—creative outlets that mirror my hands-on, solutions-driven approach to work.

Marcos Ovejero

Marcos Ovejero

Paralegal

I am an attorney based in Argentina. My formal education includes a Bachelor's degree in Marketing and a Law degree. I have a background in Criminal Law Specialist and I am a former Clerk at the Federal Court of Appeals of Salta, Argentina. I work with Steven Palmieri to support the funding and credit repair clients as well as providing general client support.

Allysa Lumbayon

Allysa Lumbayon

Bookkeeper

I am an accountant based in the Philippines with experience in financial reporting, reconciliation, and day-to-day accounting operations. With a strong grasp of accounting principles and a commitment to accuracy and integrity, I take pride in delivering work that supports organizational goals and reflects professional excellence. I thrive in environments that allow focus, flexibility, and a healthy balance between professional growth and personal purpose. I honor God through my work by striving for excellence, honesty, and stewardship in every task I handle. Outside of work, I find joy in traveling and exploring new places—discovering cultures, stories, and sights that enrich my perspective. When I'm not crunching numbers, you'll find me serving in our church and various ministries, or simply enjoying a good book.

Steven Palmieri's team collaborating on client financial strategy

One team. Shared context. You are not the project manager between vendors.

How we show up for owners

Standards behind every engagement—not marketing wallpaper.

Clarity first

Plain language. Honest timelines. No jargon without a translation into what you should do next.

Real coordination

Specialists share your file so you are not re-explaining cash, tax, credit, and capital three times.

Guardianship over gimmicks

Recommendations that protect the business and the vision—not a one-file handoff and a hope emoji.

Nationwide, Texas-rooted

Dallas for face-to-face when it helps; video + secure document exchange everywhere else.

Meet the team on a free strategy session

30–45 minutes. Clear next steps. No hard sell. No surprise fees.

Book Your Free Strategy Session