Meet the Team
Meet Chase
President
CPA – Certified Public Accountant
CGMA – Chartered Global Management Accountant
I have always loved entrepreneurship and small business. That’s why Insogna CPA focuses on bringing affordable CFO-level expertise to help fellow small businesses grow, and use our tax expertise to save them as much money as possible.
Many small business owners work their entire lives growing and reinvesting their profits back into their business. But then, when they want to retire, they find themselves unable to enjoy life. Just like an investment advisor recommends, my goal is to help every business owners we work with to start saving money every year, so that in 20, 30, 50 years after pouring their life’s work into their business, they at least have some savings built up to look back on and enjoy in retirement – at which point selling the business is just a bonus. This is how I run my company too.
Doing fun activities you love, while running a business you love, is extremely important to maintaining a high quality of life—and let’s face it, we are small business owners because we love the “flexibility”…Ha! Most business owners, like myself, find out running your own company is a 24/7 job. But incorporating the right technologies to help manage your business can help you achieve your fun goals too.
We embrace technology here, not just for some sound-bite to make Insogna CPA look different, but to give myself, my employees, and all of our valued small business owners a more flexible work-life balance so everyone can work and still enjoy themselves travelling the world, raising a family, or doing hobbies that excite and keep them happy inside. Without the right technology to run your business from anywhere in the world, it’s tough to achieve such work-life balance.
A graduate of Texas State University with a BBA in Accounting and Management, I have a formal background in corporate financial accounting and budgeting, along wtih always helping prepare and maximize tax savings for individuals and small businesses my entire career. My goal has always been to bring affordable corporate-level financial and tax experience to help individuals and small businesses with their accounting/bookkeeping, budgeting, income tax and payroll services.
As well as being the President of Insogna CPA, as a unique vertical I am affiliated with Film Consultants Inc to provide CPA services to the movie industry. My tax preparation and accounting services extend to making the back-end of a film’s accounting, payroll and tax needs as efficient, secure and seamless as possible.
I am also a Dave Ramsey Endorsed-Local-Provider (ELP) for Tax, and an Intuit ProAdvisor for QuickBooks. Thumbtack.com also ranked me as the #1 Bookkeeper in Austin. A member of StartUp America, and I am accredited by the Better Business Bureau. The City of Austin has also recognized Insogna CPA as a Platinum Green Business Leader.
Meet Becke
Bookkeeping Specialist
Becke is a transplant from the great state of Wisconsin, therefore is a cheese lover and Green Bay Packers fan. Go Pack! Becke has two beautiful sons that keep her busy. When she’s not busy with work, she likes to ride her Harley, go wine tasting, cook and spend time with friends and family. Becke doesn’t have a set of hobbies since she enjoys just about anything. During the hot summers of Texas, you can usually find Becke on the lake or in the Greenbelt hiking.
Becke has been doing bookkeeping since 2005 and enjoys learning new technology to better serve clients. She’s been to many QuickBooks conferences to learn about new technology coming out, new tricks for quickly powering through new task and to keep up with trending updates. Becke loves working with small business so we can work intimately and on a first name basis, which helps with the growth of each business. It’s always a pleasure to bring on new clients and to be able to take tasks off their plates so they don’t have to worry so much about the accounting side and do what they are good at, growing their businesses.
Meet Abbie
Senior Tax Specialist
CPA – Certified Public Accountant
Abbie enjoys helping clients understand and navigate the complex world of Income Taxes with her extensive experience in tax law, dedication to customer service, and reliable and accurate tax advice.
Her passion for accounting started back in high school after taking an accounting course that her father suggested. Something just clicked and she knew immediately that this was the profession for her. She has always had a love for numbers and enjoyed the challenge of balancing credits and debits as she admits she is kind-of a nerd.
After graduating in 2009 with a BBA in Accounting from The University of Mary Hardin-Baylor, Abbie started working in public accounting specializing in individual and business taxes. She has been working as a tax accountant for over 8 years and became a CPA in early 2017. In addition to working with individual and business taxes, she also has experience in trust and estate taxes, financial reporting and planning, payroll reporting, and bookkeeping. Abbie started working at Insogna CPA in 2017 and is very passionate and dedicated to helping clients get the most out of filing their taxes. Let’s face it, not everyone has had the best experience when it comes to filing income taxes. She enjoys her job making this process easy and enjoyable. Abbie looks forward to working with you and helping you understand the tax laws while finding all the tax deductions and credits you qualify for to maximize your refund!
Meet Zach
Bookkeeping Specialist
Zachary Roecker has been living in the greater Austin area for ten years after moving away from his chilly home state of North Dakota. Zac has been working with accounting systems for the past decade, trying to improve and stay on top of the ever-changing industry. He says his favorite part is getting to discover discrepancies that end up benefiting the client financially. Getting appreciation from a client is the best!
When not at work, Zach enjoys spending time with his wife and two dogs. He also loves to travel, lounge and watch some movies, and play sports… Top Golf League anyone? Last but not least he’s always curious about technology and spends a lot of time researching!
Meet Ami
Tax Specialist
Ami’s goal is to help all clients have a worry free tax preparation experience. As a graduate of Manchester University with a BEng in Engineering, Ami has been preparing taxes for over 16 years and has experience in a wide range of areas including small businesses, rentals, retirement and investments.
. It gives Ami great satisfaction knowing that she can help our client maximize their tax savings and reach their financial goal. To make the experience less stressful for them is a wonderful benefit for me! Being part of the Insogna CPA team, Ami is committed to providing a smooth, seamless secure service to our valued clients; to ensure that we can help address any of their tax preparation, future tax planning and business setup needs and/or concerns. Ami is here to help you and looks forward to working with you in the future.
Meet Eliza
Executive Administrator
Eliza is committed to providing excellent support to the Insogna CPA team. She brings over 5 years’ experience of administrative expertise to the table. She enjoys problem-solving, executive scheduling, overseeing the overall management of an office along with arranging travel accommodation. Having held positions in the financial, hospitality, consulting and e-commerce fields, she is able to tailor her skills to accommodate all clientele. She’s passionate about customer service and is dedicated to providing the best customer service for everyone.
Originally from Boston, Massachusetts, Eliza enjoys traveling, cooking, spending time with friends and family and exploring the great city of Austin in search of great cuisine!
Meet Adam, Enrolled Agent
Senior Tax Specialist
After graduating from Texas State University in 2012 with a BBA in Accounting and Management, Adam started his work in the public accounting world focusing on individual and business taxes as well as small business bookkeeping and accounting services. Over the next 7 years, Adam found himself focusing more heavily on helping small business owners and high net worth individuals with business, individual, and trust tax preparation and planning. In 2013, Adam obtained his IRS Enrolled Agent licenses which allows him the ability to represent clients before the IRS. In addition to his Enrolled Agent license, Adam received his MBA from Texas A&M Commerce in 2015 given him some additional insight applicable to business owners. Outside of taxes, Adam is also a QuickBooks Certified ProAdvisor and is in the process of obtaining him CPA license. Adam looks forward to working with clients to demystify the tax process and find them additional ways to save money now and in the future!
Outside of work, you will find Adam traveling around the US knocking off one bucket list item after another. You can also find him at local political events as he has been active in numerous political organizations and campaigns over the years. If you ever get talking with Adam about sports, the Texans and the Rangers are the best, period.
Meet Briana
Tax Specialist
Meet John
Tax Strategist
All of us at Insogna CPA exist to help deliver ethical, transparent and industry-leading expertise to help you grow your business, maximize your tax savings and incorporate technologies that make your CPA experience a seemless experience.
