Our Team


Nikole Mackenzie

Family Office CFO

Nikole Mackenzie

Biography

After working at a regional accounting firm for several years, Nikole become frustrated with the structure of traditional CPA firms. She felt there was so much more accountants could do to help people throughout the year, rather than just once per year at tax time. She also recognized that many of her clients’ family offices were run very inefficiently— using outdated technology, with people often performing the wrong tasks for their skill-set and clients wasting valuable time doing administrative tasks.

Nikole joined FFG with the goal of providing an alternative way for people to handle their bookkeeping, record keeping and financials.

Now Nikole focuses her time on serving as our clients' financial quarterback. Nikole and her team help clients with administrative tasks like paying bills, organizing tax documents, tracking income and expenses, coordinating with bankers, insurance agents and CPAs, and helping clients stay compliant in areas like employee household payroll.

Some of her clients have included professional athletes and celebrity fashion designers.

Nikole especially loves working with serial entrepreneurs - where she can use her knowledge of both personal and business finances to help clients achieve their goals.

Nikole uses a systematized approach, combining the right people, process and technology to build custom accounting systems for her clients. She loves helping people-- and in agreement with her competitive nature--she enjoys seeing her clients win, both professionally and personally.

Education

  • California Polytechnic State University, San Luis Obispo
  • BS Business Administration, Concentration in Accounting and Finance
  • Certified Public Accountant

Interests

  • Sports
  • Fitness
  • Music
  • People
  • Technology

Core Beliefs and in Serving Clients:

  • Always go above and beyond to "wow" clients.
  • Talent wins games, but teamwork and intelligence win championships.
  • Business is about people.
  • Positive energy is contagious.
  • Never stop learning.
  • What gets measured gets managed.

When Nikole is not helping clients, she enjoys playing Australian Rules Football, attending live music events, and doing anything outside.