Ian Marshall is a CPA with extensive experience providing professional accounting and advisory services to entrepreneurs, owner-managed businesses, and high-net-worth individuals.

Throughout his career, Ian has worked closely with clients to help them navigate the financial complexities of running and growing a business, offering practical guidance grounded in strong financial management and sound decision-making.

His approach is relationship-focused and collaborative, helping clients better understand their financial position, identify opportunities, manage risk, and make informed decisions that support both their business and personal financial goals.

With a strong understanding of the unique challenges facing entrepreneurs and privately held businesses, Ian brings both technical expertise and a practical perspective to every client relationship.