Meet Our Founder
Leticia Alexander-Lutterodt, CPA
Leticia is a licensed CPA, experienced finance leader, and active real estate investor who brings a unique blend of professional expertise and hands-on investing knowledge to her work. She is passionate about helping fellow investors, entrepreneurs, and high-income professionals navigate complex tax and financial decisions with clarity and confidence.
Before starting her own firm, Leticia led finance and operations accounting teams at Amazon, where she developed a deep appreciation for data-driven decision-making, scalable systems, and strategic planning. But her real edge comes from walking the same path as her clients. As a real estate investor and short-term rental host herself, she understands the accounting hurdles that come with the territory—tracking multiple properties, reconciling varied income sources, managing renovation costs, classifying capital expenditures, and ensuring financial records are audit-ready. These complexities often trip up investors and lead to missed deductions, compliance issues, or poor financial insights.
That personal experience fuels her proactive, client-first approach. She doesn’t just know the accounting and tax code—she lives the real estate journey alongside you. Clients trust Lola for her industry insight, her meticulous attention to detail, and her commitment to delivering tailored strategies that unlock real results.
Our Mission
We help real estate investors, short-term rental hosts, small business owners and high income professionals make smarter financial decisions with expert tax, accounting, and advisory support. Our mission is to simplify complex financial landscapes, reduce tax burdens, and unlock new opportunities for wealth building—all while providing personalized, strategic guidance grounded in industry insight and integrity.
To be the go-to advisory firm for growth-driven real estate entrepreneurs and high income professionals—recognized for transforming complex financial challenges into strategic opportunities and helping our clients build generational wealth with confidence.
We deliver corporate-level insight with personalized service — so you can keep more of what you earn and focus on what matters most.
Our Vision
Our Values
Integrity
We lead with honesty, transparency, and accountability in everything we do — from financial reporting to tax planning.
Proactivity
We don’t just react at tax time. We anticipate your needs, provide strategic insights, and offer solutions before problems arise.
Client-Centered Service
We tailor every solution to your unique situation. No cookie-cutter advice—just thoughtful, personalized strategy.
Partnership
We believe in long-term relationships. Your goals become our goals, and your success is our priority.
Expertise
With deep experience across real estate industry and a foundation in GAAP, compliance, and tax law, we bring the technical know-how to support real-world decisions.
Empowerment
We equip clients with the tools and clarity to grow — whether you're a solopreneur, investor, or scaling team.