CPA & Business Advisors

Your strategic
partner.

Arrowroot Tax & Business Management was founded with the specific goal of providing more value than a typical CPA. Accountants serving smaller to mid-sized businesses have traditionally been focused on the timely filing of tax returns. However, business owners face countless different financial and operational challenges that fall outside the scope of their expertise.

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Palm tree

Our Approach

As business advisors, the Arrowroot team prides itself on understanding the “bigger picture” and how the different components, while acting as separate business functions, come together to comprise a business enterprise.

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Learn

We get to know our clients. We listen, we learn and we take the time to understand each client’s needs.

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Optimize

We find better ways to do things. We implement new technologies, streamline processes and create efficiencies.

Dock

Discover

We empower our clients. We provide them with the information and knowledge needed to unlock actionable insights.

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Grow

We take pride in growing with our clients. We deliver the resources and support they need to scale and grow their businesses.

Team

  • Ryan Herbert

    Ryan Herbert

    Co-founder & Managing Partner

    CPA, entrepreneur, & commercial real estate expert.

    Ryan is the firm’s co-founder and Managing Partner. He started Arrowroot Tax with the idea that CEOs and entrepreneurs could better utilize their time by outsourcing their accounting functions. Additionally, they could be better serviced by working with a strategic partner who can provide more value across the accounting, tax, and finance spectrum. Prior to Arrowroot, Ryan was the COO of Thorofare Capital, a firm he helped launch and is now a nationally recognized commercial real estate lending platform. In 2019, he was nominated by RSM for the Los Angeles Business Journal’s CFO of the year award. Ryan went to Loyola High School and graduated from USC with a BS in accounting. He lives in Pacific Palisades with his wife and their dog.

  • James Bohan

    James Bohan

    CPA

    Real estate entrepreneur.

    James Bohan provides accounting and tax solutions to primarily real estate clients and other small businesses. In addition, James serves as the CFO of Curate Capital: an emerging manager focused on providing quick, efficient, and creative real estate financing solutions to real estate entrepreneurs.

    Prior to Curate, James was the Chief Financial Officer of Mosaic Real Estate Investors where he was instrumental in establishing and building out the internal policies and operational procedures of the emerging investment manager. As Mosaic’s CFO, he managed internal finance professionals and a team of external administrators, auditors, servicers, custodians, and attorneys. James and his team executed operational matters including accounting, budget forecasting, cash management, compliance, audit review, distributions, and investor relations and reporting. James was also responsible for implementing strategic financial and tax planning initiatives, such as proactively restructuring the fund to benefit from provisions of the Tax Cuts and Jobs Act of 2017 which reduced the tax impact of an investor base comprised of over 1,400 high net worth individuals and institutions.

    James previously worked in the private equity real estate division of KPMG and its acquired firm Rothstein Kass, a market leader in the alternative investment space, where he advised clients with over $10 billion in combined assets under management (AUM) on commercial real estate transactions exceeding $2 billion.

  • Lisa Sergi

    Lisa Sergi

    Business Advisor

    Complex transactions & operations.

    Lisa Sergi provides tax and business advice relating to complex business transactions and business operations, including partnership formation and restructuring, mergers and acquisitions, real estate transactions, REIT formation, and the RTO and IPO process. She has more than 30 years of experience in business and tax consulting.

    In her most recent role, she served as General Counsel and acting CEO of PAX Labs, where she advised the company on a potential go public transaction and on general tax, business, and regulatory issues. Prior to PAX LD served as General Counsel and a Board Member of MedMen, where she led the legal team, helped take the company public on the Canadian Stock Exchange in 2018, and negotiated M&A agreements. Prior to MedMen, Ms. Trager was a partner at global consulting firms Deloitte and Rothstein Kass, and practiced law at O’Melveny & Myers, an international law firm. She is a legal expert in the investment management field and holds a Juris Doctorate from UCLA School of Law.

  • Davis Quan

    Davis Quan

    Senior Staff Accountant

    Problem solver & client relations.

    Davis creates value for clients by implementing efficient accounting solutions through various technology platforms. Davis also prepares individual and business entity returns for the firm’s clients. He started his career at Thorofare Capital, a commercial real estate finance firm, as part of a team that managed corporate and fund accounting and serviced a portfolio of loans. Davis is a Los Angeles native and attended Palos Verdes Peninsula High School. He graduated from the University of California, Santa Barbara with a BA in economics & accounting and is preparing to sit for the CPA exam. Davis is a rock climber, an online gamer, and passionate about traveling and spending time outdoors.

  • Kelly Lauer

    Kelly Lauer

    Bookkeeper

    Client relations & training.

    Kelly brings a passion for learning and working with others to the Arrowroot Tax team. She supports clients by providing accounting, bookkeeping, payroll and administrative services. Prior to Arrowroot, Kelly was a teacher for eight years. She left teaching to start a family and is now embracing her new role as a working mom. Kelly grew up in Glendale, CA and attended Flintridge Sacred Heart Academy. She graduated from the University of Colorado Boulder with a double major in Psychology and Education and also holds a Masters in Psychology from CU Denver.

    Kelly resides in Denver with her husband and two daughters. She loves running, reading, traveling and coming back to Southern California to see her friends and family and spend time at her favorite place, Catalina Island.

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What We Do

A strong partnership begins by developing a comprehensive understanding of your business and its unique challenges and needs.