Built to be 100% client focused

Our experienced team is here to help you with all your tax, accounting, and finance needs. Taxes can be scary. Let us take that off your plate.

Industry experts

We only work with content creators and influencers, so we know this industry inside out. This expertise allows us to find every deductions possible and avoid costly (and common) financial pitfalls.

Happy to Help

We want to be a partner and resource to help you succeed. We strive to answer you as soon as possible and provide solid solutions and advice.

Personalized service

We spend significant time getting to know our clients, organizing their financials, and creating tailor-made solutions for their unique situation. Nothing we do is cookie-cutter.

Our leadership team

VP of Marketing & Sales

Dave Alder, CPA

VP of Accounting Services

Ann Parker Cassada

Client Success Manager

WE’RE HIRING! CLICK HERE TO SEE OUR LATEST JOB POSTINGS.

Our Story

“I love working with creators”

The idea behind Cookie Finance came after seeing the terrible service and advice my two content creator family members were receiving from their local mom-and-pop accountants. These accountants had no idea how to handle them! I knew there was a better way, and from that, Cookie Finance was born 🙂

I love working with creators. It’s so inspiring to see them build brands that resonate with hundreds of thousands or millions of people.

Before starting Cookie Finance, my wife and I started a subscription-based MS Excel training business (exciting, right?). We had thousands of people take our courses and ultimately sold the business in 2021. Before that, I started my career working for one of the largest accounting firms in the world and later was the head of finance for several large investment firms.

When I’m not hanging out with numbers and spreadsheets, you can find me with my wife + 4 kids or running a marathon (to escape my 4 kids).