About Us
Alan Abadie Jr., CPA, MBA; Owner
Born and raised in New Orleans, I bring to businesses the spirit of resilience, community, and innovation that defines my hometown. With over 15 years of experience as a CPA and business leader, I specialize in creating clarity and opportunity for businesses of all sizes. My expertise spans financial system migrations, cash forecasting, internal controls, and tax compliance, including securing over $26 million in Employee Retention Tax Credits for clients.
Serving as [fractional] CFO for the Louisiana Bar Foundation, I successfully secured an additional $1.2 million in annual revenue by renegotiating bank interest rates and optimizing investment opportunities; developing a comprehensive forecasting model that guaranteed funding for grantees on a three-year cycle, providing long-term stability and financial planning for critical programs.
I work closely with organizations to design strategic financial systems that enable growth and long-term success. Beyond the numbers, I believe in fostering connections and trust with my clients, tailoring solutions that drive results while upholding the highest standards of integrity.
When I’m not advising businesses or traveling to meet clients, I find inspiration in exploring new places, journaling my adventures, and appreciating life’s simple joys—a well-prepared meal and time to reflect. Let’s build your path to success together.
Armin Bazik, CPA; Senior Accountant & Business Management Specialist
Born and raised in Glendale, California, Armin Bazik is a licensed CPA with a strong foundation in accounting and financial management. A graduate of the University of Southern California, Armin earned his Bachelor’s degree in Accounting in 2017.
Armin brings over two years of experience as an external auditor, having worked with public, private, and nonprofit organizations. During his time in auditing, he progressed quickly from an associate role to leading client engagements as an audit senior, demonstrating his leadership and expertise.
Beyond auditing, Armin’s skill set extends to reconciliations, bookkeeping, and business management, providing a comprehensive approach to meeting clients’ financial needs. His diverse experience and commitment to excellence make him an invaluable resource for businesses seeking reliable and insightful accounting solutions.
Kevin McKenna, MBA, PMP, LSSBB; Project Management Specialist
Kevin brings over 15 years of expertise as a Six Sigma-certified project manager, specializing in the implementation of complex, multi-integration enterprise financial systems. From major deployments of Infor Lawson and QuickBooks products to custom-built solutions, Kevin has a proven track record of delivering seamless financial system integrations. Most recently, leading the successful deployment of a new tax system for a major U.S. municipality, consolidating multiple payment portals and enhancing taxpayer services.
Kevin’s leadership extends beyond his technical expertise. As the VP of Administration for the Project Management Institute’s Greater New Orleans chapter, he plays a key role in advancing professional standards and fostering community engagement.
Outside of work, Kevin is dedicated to his family farm and orchards, where he finds balance and inspiration. He also volunteers with the Girl Scouts of Louisiana New Orleans, reflecting his commitment to service and mentorship.
With a passion for precision, innovation, and collaboration, Kevin is ready to help businesses thrive in today’s dynamic financial landscape.
Michael Berthold; Accounting and Research Associate | Client Success
Michael Berthold is far from your typical accountant. With over six years of experience in business and corporate tax at a national firm, he brings a wealth of expertise to the table, specializing in tax planning, compliance, and strategic financial analysis. His ability to guide clients through complex tax landscapes with clarity and confidence makes him an invaluable asset to the team.
Beyond his professional achievements, Michael is also a passionate musician with a signed record deal—a testament to his creativity and dedication. This rare combination of analytical precision and artistic ingenuity allows him to approach challenges with fresh perspectives, crafting solutions that are both innovative and unique his clients' needs.
Michael's commitment to excellence reflects the values of the firm. He knows that success isn’t just about numbers; it’s about building strong relationships, exceeding expectations, and leaving a meaningful impact. Whether he’s unraveling intricate tax matters or composing music, Michael’s drive to set and surpass goals is evident in everything he does.
