Your Accounting Leadership Team

Michelle Edwards, CPA

Michelle Edwards, CPA

CEO & Client Onboarding

I am passionate about helping small and mid-sized business owners understand the financial side of their business. I am told we are Boulder’s best secret when it comes to accounting & bookkeeping services because of our dedication to providing a personal touch and stellar support. Maybe you’ll even learn a little bit about your numbers along the way.

Michelle has a Master’s and Bachelor’s degree in Taxation and Accounting from the University of Colorado Boulder. To relax, you’ll find me hiking the beautiful Rocky Mountains, escaping for some remote camping, skiing on the chilly Colorado lakes, playing in my garden, and spending time with my family. I volunteer my time as Girl Scout leader, inspiring the next generation of business leaders!

Colorado Certified Public Accountant, License 24154

Jana Welsh

Outsourced Controller & Accountant Extraordinaire

Our clients absolutely adore Jana. Her warm personality, creative ideas, and wide range of knowledge is a huge asset. She has a strong and diverse accounting background as an auditor at PwC, controller, and financial analyst.

She grew up on the East Coast, moved to Canada, and now lives in Colorado. She is a graduate of the College of the Holy Cross in MA, with degrees in economics and accounting. She also holds an associate degree in computer programming and operations. When she’s not crunching numbers she enjoys skiing with her family, camping, and volunteering at her sons’ schools.

Jana Welsh Accountant at Trailhead Accounting Solutions

Scott Ptach

Accounting Specialist & Bookkeeper

The root of Scott’s character comes from his 15 year stint as a ski racer. He is disciplined, hard-working, self motivated, and fun to work with.

Scott holds a Masters & Bachelors degree in Accounting from the University of Colorado Boulder. Passionate about giving back to his community, he serves on the board of several nonprofits and started the Nederland Cleanup Day. He also works as a local Realtor. In his free time, he enjoys riding his horse, trail running, and backcountry skiing.

Trailhead Accounting Solutions CPA, LLC
Certified Public Accounting Firm License #13173
State of Colorado

Our Story

Michelle Edwards, CPA started Trailhead Accounting Solutions CPA in 2010 with a dream of helping business owners find clarity out of the complexity of running a small business. The first 11 years of Michelle’s career were spent as a controller & CFO at a local real estate company that is continually recognized on Inc.’s 5000 Growing Companies List. During this time I would get frustrated with out tax CPA’s inability to provide guidance and support regarding the day-to-day complexities of running a small business. They excelled with providing tax planning & tax saving strategies. However, they were at a loss when it came to helping us mange our cash flow, troubleshoot our QuickBooks questions, and leadership in creating forecasts and metrics to measure our growth goals. I remember thinking, I’m an accountant and am frustrated. I can’t imagine how business owners with little to no accounting experience feel! So, Trailhead Accounting Solutions CPA was created to help business owners manage and understand the day-to-day financial complexities of running their business.

We take great pride in our work and love working with a diverse mix of industries and clients. One of my favorite things is seeing all the incredible ideas entrepreneurs have and the visions that keep them moving forward. A majority of our clients are working on projects that will make our world a better place. I’m humbled to be part of their success!

Don’t take our word, here’s what our customers think…

I operate an interior design business and have been working with Michelle since 2016. To say she is detail oriented would be an understatement. In my business, I pay sales tax in several states cities, and counties, each with their own payment schedules and deadlines. She and her team have never made a mistake. They are amazingly organized, meticulous, and save me money by being so on top of it. Having Trailhead Accounting on my team gives me such peace of mind! 

~Emily Bernstein, Emily Tucker Design