Our Team
Kaolee Yang is an accomplished CFO with extensive experience in nonprofit financial management, financial statement audits, Single Audits, and strategic financial leadership. With a deep understanding of both the technical and mission-driven aspects of nonprofit finance, Kaolee partners closely with clients to provide strategic insights that drive growth and scalability. She takes pride in helping organizations navigate complex financial landscapes, empowering them to achieve their missions with sound financial foundations and clear, actionable data. Passionate about client success, Kaolee is committed to being a trusted advisor, guiding her clients toward sustainable and impactful growth.
Yer Wrate is the Administrative Assistant at SmartGrowth CFO, where she plays a vital role in ensuring the smooth and efficient operation of our team and services. With a keen eye for detail and a dedication to organizational excellence, Yer helps streamline processes to enhance the client experience. She holds a degree in Education from Arizona State University, bringing strong communication and problem-solving skills to her role. Yer is committed to supporting our team’s efforts to provide top-tier financial services.
With over seven years of experience in accounting and financial management, Cindy is a dedicated and skilled Bookkeeper committed to helping businesses thrive. A graduate of Saint Mary’s University with a Bachelor’s Degree in Accounting, Cindy has a strong foundation in financial principles and a passion for supporting business growth.
Throughout Cindy’s career, they have worked closely with business owners to provide valuable insights into cash flow management and simplify complex financial challenges. By delivering actionable, tailored solutions, she empowers clients to make informed decisions and achieve sustainable success.
Outside of work, Cindy enjoys spending time with their family, often camping and fishing with their kids. These moments of connection fuel her commitment to fostering growth and building strong, trusting relationships with clients.
With over two decades of experience in financial leadership, Jeremy is a strategic and growth-focused finance professional committed to aligning fiscal health with mission and purpose. He holds an MBA from the University of Minnesota’s Carlson School of Management and a Bachelor’s degree in Finance from Miami University, grounding his work in strong business fundamentals and a forward-thinking approach.
Throughout Jeremy’s career, he has led organizations through transformative growth, helping scale businesses from $10M to $50M and supporting operational integration for enterprises as large as $220B. His experience spans startups, private companies, and public corporations—giving him a unique perspective into the evolving challenges businesses face at every stage. Jeremy is known for his balance of analytical rigor and strategic vision, empowering teams and leadership through sound financial planning, operational insight, and clear communication.
Outside of work, Jeremy enjoys spending time in Minnesota with his family and is passionate about mentorship, often guiding team members toward their next career milestone. His dedication to both the numbers and the people behind them continues to make him a trusted advisor to clients and colleagues alike.



