“We provide our clients with the freedom to focus on doing the work they love, by doing the work we love.”
The Richtr Financial Studio team is a passionate group of individuals from various backgrounds in finance and management, who all share the common goal of bringing a better quality of life to our clients. A foundational element that makes Richtr distinct is our collective commitment to immersing ourselves in the technology, creative, and service-based industries of the select clients we focus on.
Our client focused team members are certified QuickBooks ProAdvisors, several are Xero Partner certified, and all are well versed in various SaaS based systems. Collectively, our team has decades of business, technology, and entrepreneurial experience.
Richtr serves clients throughout the U.S. (& internationally), with presence in Colorado (Boulder/Denver) & California (San Diego & San Francisco). We have the experience, training, and CX personal touch that allows us to collaborate with our clients to help unleash their potential. We are a team of financial artists, creatively changing the way businesses view finances.
Driven by a passion for leading transformational change with his clients and team, James Graham founded Richtr Financial Studio.
After growing up and working in the Chicago area, James earned a degree in Accounting from Northern Illinois University. Later, he rounded his experience with research and a degree in Psychology (Summa Cum Laude) from the University of Colorado. He is a CPA (CO & CA) and Chartered Global Management Accountant (CGMA).
James has very extensive business experience through his work in a wide variety of professional contexts. He began his career in public accounting in Chicago (Laventhol & Horwath) and Denver (Deloitte), which included leading audit fieldwork on Fortune 500 engagements. He managed a 10 person CPA firm in Denver that specialized in small businesses, where the inspirational seeds that eventually led to the formation of Richtr Financial Studio were planted.
James has worked in a variety of CFO and Finance capacities, and has also led operations for two public accounting firms. In conjunction with this, he has gained wide-ranging experience working with creative-, technology-, SaaS-, and professional service-based companies.
James is a co-founder of CodeCraft School of Technology, a coding bootcamp that empowers students with new careers in technology by offering cutting edge training in coding and design. James supports the community as a board member and advisor of Pledge 1% Colorado, a network of entrepreneurs sharing a common commitment to giving back to their communities. He also serves on the executive committee as treasurer and board member of The Community Foundation.
In San Diego, James served as an advisory board member of Cloud9 Real Time, which is an award-winning cloud computing solution provider. He served as treasurer on the board of the Boulder Buff Club, and is also involved with a variety of other community and trade organizations such the American Marketing Association and AICPA.
In beautiful San Diego, California, Richtr operations are led by Maileen Flores. As a native of San Diego, Maileen began her university education as an engineer. During her early undergrad years, Maileen worked as a bookkeeper, and enjoyed helping businesses understand their finances. Through this work, she realized her passion for business finances, which led her to pivot to a degree in Business Administration (Accounting) from San Diego State University.
As a CPA (CA & CO) and Sr. Business Strategist, Maileen brings her enthusiasm and experience to a growing mecca for creative and tech businesses in San Diego and beyond. Maileen’s background in business finances comes from her work in several different industries, including logistics, engineering, and restaurants; along with Richtr’s specialization in technology, creative, and service-based businesses.
Maileen regularly supports the tech, life science, and creative communities in the region. She has served the community in various roles including current & prior Treasurer/Board Member of SDX, Design Forward Alliance, AMA San Diego, and AIGA San Diego. She was also a recent speaker at San Diego Start Up Week, helping start ups learn practical ways for successful growth and is currently an active member of Biocom.