Leadership
Josh Mauer, CPA
Founder & Managing Partner
Josh Mauer is a CPA with over 28 years of experience working within the areas of Tax, Accounting, Financial Planning & Analysis, Payroll, Leadership, and Executive Level Advising.
His career has ranged from small business ownership and operations to working for Fortune 500 companies including Sprint and H&R Block Financial Advisors. He is also a real estate investor and believes it is the average person's best pathway to financial success.
Josh brings a unique skill set to his clients — he designs and implements AI-powered workflow automations that transform how accounting work actually gets done, from client onboarding through tax filing. He believes in solving issues as directly as possible, taking the simple approach, and helping business owners set up achievable plans.
Outside the office, Josh considers himself a Star Wars junkie and enjoys challenging himself physically by participating in triathlons and biking events. He is a father of two, a Life to Eagle mentor for Boy Scouts, and deeply enjoys being involved in his kids' various pursuits.
Specialties
- Tax Preparation & Planning
- AI Business Implementation & Workflow Automation
- Financial Planning & Analysis
- Business Process Optimization
- Real Estate Investment Strategy
- Business Formation & Advisory
- Executive-Level Financial Strategy
Education & Credentials
- Bachelor of Science, Accounting — Missouri State University
- Master of Accounting, Taxation — University of Missouri–Kansas City (UMKC)
- Certified Public Accountant — Kansas Board of Accountancy (License #4992)