ABOUT US
Moss & Co. wasn’t born
in a business school.
MEET THE FOUNDER
Kellie Moss
Before Moss & Co., she was a founding team member early in her career, she helped grow a company from a single sponsorship into a multimillion-dollar business, building the systems, processes and financial foundation that supported its growth.
Her core belief is simple: most business chaos is not a problem of effort. It's a problem of structure, and structure can be fixed.
For over a decade, she was the back-office. That experience taught her something important. The difference between businesses that scale and businesses that stall almost always comes down to strong financials, clean operations and proactive compliance. Systems that don't depend on any one person to hold them together.
She founded Moss & Co. to give other founders what she wishes someone had given her along the way: a trusted partner who understands both the numbers and the operations, and can actually execute on both.
“VISIONARIES SHOULD BE ABLE TO FOCUS ON THE VISION. EVERYTHING ELSE IS OUR JOB.”
The Team Behind The Work.
The Team Behind The Work.
Moss & Co. was built to give growing businesses the kind of financial and operational support that usually takes years to build internally. What began as founder-led advisory has grown into an embedded team model. Today, our work is carried by a team with clear lanes, complementary strengths and shared accountability for helping clients protect what they have built and grow what comes next.
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Kellie Moss
CEO & FOUNDER
The Visionary Integrator: Kellie sets the direction for Moss & Co., connects the bigger picture and helps turn possibility into meaningful business strategy. She brings order to complexity, raises the standard for what is possible and keeps the work tied to purpose, people and long-term value. -
Vanessa Nichols
DIRECTOR OF CLIENT SUCCESS & FINANCIAL OPERATIONS
The Operational Anchor: Vanessa brings structure, accountability and operational excellence to the work clients depend on every day. She aligns people, priorities and processes so ideas turn into sustainable results, not just another beautifully doomed plan. -
Cate Leopard
CLIENT RELATIONSHIP LEAD
The Client Confidence Lead: Cate builds trust, strengthens relationships and helps clients feel supported, informed and valued. She brings warmth, follow-through and steady communication to the client experience, making sure people never feel like they are floating around in business purgatory. -
Riz Villegas
SENIOR BOOKKEEPER & FINANCIAL OPERATIONS
The Growth-Minded Operator: Riz supports the systems, details and day-to-day financial operations that keep client work moving. She brings curiosity, adaptability and accountability to the work behind the numbers, helping strengthen the foundation clients build from.
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Alreah Namoco
BOOKKEEPER
The Detail-Driven Fixer: Alreah keeps the books accurate, current and refreshingly free of mystery. Taking real ownership of every transaction and reconciliation she touches, catching what's off before it turns into a bigger problem down the road. She brings order to deadlines and moving financial pieces so nothing important gets lost. Her curiosity means always digging into the "why" behind the numbers.
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Kim Cunningham
ADVISOR
The Strategic Steward: Kim protects the financial health and stability of the business. She brings wisdom, perspective and strategic support that help clients make thoughtful decisions, understand the numbers and see what needs attention before it becomes expensive theater. -
Sara Moss
CPA | ADVISOR
Our strength is not just what we do. It’s how we work together. We balance vision with execution, relationships with accountability, innovation with discipline and strategy with practical action. That balance is what allows us to build long-term partnerships and create lasting value for the businesses we serve.
NOW THAT WE’RE INTRODUCED,
READY TO TALK?
What partnership actually means here.
We use the word "partnership" intentionally. It means we're invested in your outcomes, not just your deliverables. It means you have our numbers. It means when something unexpected comes up, a surprise audit, a payroll issue, a contract question at 6pm, you don't have to figure it out alone.
It also means we're honest. If something in your business needs to change, we'll tell you. If a financial decision you're considering carries real risk, you'll hear it from us before you hear it from your accountant in March.