email: Todd@Team3B.com
:www.linkedin.com/in/toddlindbergh
Todd is dedicated to helping clients make knowledgeable fiscal decisions through strong customer service and commitment to their mission. His fortitude and perseverance ensure that every client, regardless of size, is treated with the highest regard and respect.
Todd graduated college with a Bachelor of Science degree in Business Administration with emphasis in Accounting from the University of California, Riverside in 2001. He volunteered for 2 seasons preparing taxes for individuals in his community in the IRS’s VITA program and has since accumulated over 10 year’s industry accounting experience. His knowledge in auditing, accounting and fiscal analysis is extensive and varied. He worked as an auditor for a small regional accounting firm in southern California before he started working for a large private U.S. telecommunications subsidiary company in San Diego where he oversaw a profit and loss and scrutinized financials with sound recommendations for improvement. His initiative proved solid as he moved up within the company to supervise Accounts Receivable, Accounts Payable and the Collections Division. Later he headed a team that designed and implemented a new centralized accounting standard from all US markets. Most recently, he managed a diverse accounting group for a large public San Diego company where he strengthened his project management expertise. Now he looks forward to taking all of his experiences he received from Corporate America and apply them to the businesses and clients throughout San Diego as a partner in 3B.
What People are Saying:
“My experience of working with Todd – whether we were working on a P&L, towards a deadline or I was benefiting from his outstanding organizational skills and training abilities – has always been positive. He is always professional and able to bring out the best in the people he works with. I have always been impressed with his abilities, his inclusiveness and his willingness to collaborate and work with diverse groups effectively.” V.M
Seriously, he is a keeper. Good people are hard to find and he is one. T.M.
… took the initiative to find a resolution and wouldn’t back down! You’re such a go-getter and I see great things in your future, Mr. Lindbergh. P.H.
….has a keen eye and been one of the most attentive, critical reviewers of everything we produce – and we appreciate that so much about you. K.P.
email: Kat@Team3B.com
Certified Ajera Professional
For Kat Pephens, the American Dream is alive and well! In 2012, she founded the company she had been “dreaming” about for years. Now Kat and her business partner, Todd Lindbergh, are providing the help and analysis of solving critical business issues so owners can get a 30,000 foot view of what is really happening with their business. “People always ask me if I miss the corporate world,” she says, “while I always loved my jobs, today I feel like I can really make a contribution, affect change, and I have never felt so appreciated.”
Kat has more than twenty years experience in leadership roles, providing strategic direction and tactical execution covering most areas of business including Finance, Accounting, Operations, HR and even IT.
Most recently, she spent ten years as the California statewide Business Manager for the ad sales division of Cox Communications and the Channel 4 Padres, while simultaneously overseeing the technical operations of both organizations. She says that she “is most proud of the team she developed in those years and the national leadership awards that she and her team earned along the way.” Prior to that, she served as the Controller of a trio of TV stations, overseeing all Finance, IT and HR needs.
Besides leadership, she considers her greatest strength to be the ability to take historical data and define the future. She says she “really enjoys digging into the numbers and figuring out what it really says about the business.”
Kat received her M.B.A. from the University of Redlands and her B.S. in Finance from San Diego State University.
She is a proud Veteran of the US Navy and often reminds people how “Freedom is Never Free!” She spends her spare time as an aspiring Chef and traveling to wine regions all over the world.
Allie Luna
email: Allie@Team3B.com
Allie is excited to work alongside clients to help run their business more smoothly. She has worked extensively with Quickbooks Desktop and QuickBooks Online (QBO) and Netsuite, and is well-versed with day to day accounting tasks of deposits, bank reconciliations, accounts payable and accounts receivable. She can also handle payroll through any platform and any human resource issues that could arise. She also is a wiz at Sales Tax filings.
Allie has worked in the accounting field for 13 years starting at a property management company and moved on to a manufacturing company, working alongside the Office Managers, Presidents, Owners, and CFOs.
Allie spends her spare time having adventures with her daughter with their motto always being “Where will our feet take us today?”. And usually it is always somewhere fun and exciting!
Gaye Lynn Bodeen
email: GayeLynn@Team3B.com
Gaye Lynn is thrilled to be joining Team 3B in the Santa Barbara office. She is eager to work with various clients, from managing all their financial reporting needs to assisting owners and/or their team members as needed. She wants to see that business owners are armed with the appropriate and accurate information about their companies to make viable decisions to ensure their success.
Gaye Lynn has more than 30 years of experience in finance, accounting, and supervisory roles. She spent 14 years with Cox Communications, Inc. as an accounting supervisor, and a senior financial analyst. Here, she was responsible for budgeting, forecasting, leadership, accounting, sales commission compensation, and daily reporting. In addition, she received local leadership awards, and serviced on the Cox Charities Board. Gaye Lynn worked for a local Fox affiliate as a Business Manager, and as a Controller for an Univision affiliate. In these positions, she was responsible for all finance and HR duties.
Gaye Lynn graduated, with honors, from Ashworth College with an Associate of Science degree in Accounting. She also attended the Finance Program at Walden University, and Accounting at Santa Barbara City College.
Gaye Lynn lives in Santa Barbara with her husband, their dog and cat. They love spending their spare time at the beach, and cooking and entertaining friends.
Erica Hobbsemail: Erica@Team3B.com
Erica has over 20 years of experience working in the construction industry. This insight of the industry proves beneficial when providing project accountant support for design firms. She has worked extensively in both Ajera, and QuickBooks managing all aspects of accounting. Erica recently worked as an Executive Office Administrator for a MEP Design Firm overseeing the Human Resource Department, Marketing, Accounting, and daily operations. She is excited to share her knowledge with Team3B clients.
Erica enjoys “feeding her soul” in her spare time with such activities as painting, deep sea fishing, hiking and traveling.
Shayne Swannemail: Shayne@Team3B.com
Shayne has spent the past four years working in a successful accounting office. She prides herself in her ability to connect with her clients to build a trusting relationships. Shayne has used her knowledge in QuickBooks to analyze financial transactions, reconciling accounts, generate profit & loss, balance and financial Statements. Shayne also works directly with clients managing accounts receivable, accounts payable, payroll and sales tax needs.
Shayne spends her free time enjoying the San Diego lifestyle with her two children, her extended family and friends.