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About Us
At Upstream, we’re all about…
Life’s like a river. Most people are content to let the current push them gently and boringly downstream. But all the best, most interesting bits in life lie the other way.
It takes a lot of hard rowing and determination to move upstream. But the businesses and individuals that push through do extraordinary things. Our calling is to remove all the debris we can from their path.
When you focus on your financial superpower and leave the books, the taxes, and the planning to us, you paddle upstream with ease.
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Aaron Hofrichter, CPA® – Managing Director
Dentists, lawyers, and accountants are all used to people dreading their next meeting with them. We don’t know what Aaron’s secret is, but his clients always leave their meetings with a little glow about them. We’re pretty sure numbers alone don’t do that.
When he’s not solving problems and saving clients from future headaches, Aaron likes to hit the Niagara Gorge for some hiking with the fam. He’s always suspected he has the reflexes and steady hands to handle a high speed car chase, but is waiting for the right time to test that theory.
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Brittany Allen – Accounting Associate
Those folks who say “you can’t be good at everything” never met our Accounting Associate, Brittany. She is known for cowing financial spreadsheets into submission and being really fun at parties. Everybody’s got a “numbers guy”, but nobody else calls theirs fun-loving. And if disaster strikes while the party is hopping, no worries–Brittany’s unsurprisingly got a medical background too. We’re actually halfway convinced she’s a secret agent just moonlighting as an extremely detail-oriented accountant.
On weekends you might find her hitting the trails with her dogs and her family. She’s got her eye on some underwater adventure in the future too: she’s always wanted to swim with the dolphins.
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Lea Munn, EA – Tax & Accounting Manager
Lea has surmounted many challenges as our Tax and Accounting Manager: “cut my tax burden in half.” “Explain it to me like I’m five.” “Bake me a soufflé.” It doesn’t surprise anyone who knows her that she met each one. And her soufflé is delicious. Our clients love her pastries and her persistent ability to explain even the most complicated tax jargon in a simple way. We do too.
And Lea loves her four-year-old, Rome, and farmer’s markets. If there came a day when she could bring all three of those loves together, she’d be thrilled. Maybe she could even sell some of her own pastries there…
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Vaniza Floyd – Firm Administrator
If you crash-land on a desert island, you want to be marooned with Vaniza. She’s got survival skills, sure (after all, she spent a number of years braving the Great White North of Alaska), but what you really want is her talent to help you thrive. All those other stranded folks are just trying to muck by, but Vaniza is over here maximizing efficiency and minimizing waste. That’s why she’s our firm administrator. She also has a special knack for whipping up delicious food from whatever ingredients happen to be around.
When she’s not helping her clients thrive, Vaniza is piling her husband, two daughters, and some kayaks in the family jeep, kicking off the doors, and enjoying some outdoors time with her favorite people. As soon as her kids are old enough, she’ll take them vacationing somewhere beautiful and very far away–she hasn’t decided where just yet.