contact us
Address
Davies Pacific Center
841 Bishop Street, Suite 1618
Honolulu, HI 96813
Contact Us
(808) 369-3121
info@accumulus.co
Hours of operation
M-F: 8am – 5pm
Sat-Sun: Closed
Davies Pacific Center
841 Bishop Street, Suite 1618
Honolulu, HI 96813
(808) 369-3121
info@accumulus.co
M-F: 8am – 5pm
Sat-Sun: Closed
As typical with any start-up environment, Bogey wears many hats. When he’s not busy advising his clients on building the best furnancial portfolio to fit their needs, he serves as our office manager by cheerfully greeting everyone who enters the office with his wagging tail and smiling face, and ensuring that no food is left behind.
Bogey graduated with honors from the Canine State University with his Bachelors Degree in treat eating. In his spare time, you can find Bogey volunteering with the Hawaii Puglife Foundation where he helps other pugs learn how to keep their wrinkles clean and teaches them the art of begging for treats. He most especially enjoys dressing up as Santa Paws each year at the Pupcakes annual gala.
With a broad range of managerial and accounting experience, Ricky joined the Accumulus team as the Accounting Manager in May 2019. In direct collaboration with the Assistant Controller, Ricky leads the client on-boarding process and supervises the accounting team’s efforts in building and maintaining positive client relationships while also progressing the team in its own development and growth.
Ricky holds a bachelor’s degree in Business Administration, with over 8 years of corporate accounting and management experience in the Healthcare, Banking, and Finance industries.
He also brings a wealth of leadership experience from serving on the executive team of several community organizations in Chicago, including his time as VP of External Affairs with the International Society of Filipinos in Finance and Accounting (ISFFA Chicago Chapter).
Song joined Accumulus Advisors as an assistant controller with over seven years experience in the public and banking industry. She holds a bachelor of business administration degree in accounting from the Shidler College of Business at the University of Hawaii at Manoa.
Song partners with small- to medium-size businesses in Hawaii to provide resources to strengthen their accounting functions and allow them to focus on building their operations. Her diverse consulting and in-house experience drives her excellence in providing tailored services in all aspects of accounting and financial planning.
As President and Founder of Accumulus, Stacey Katakura brings an unmatched level of accounting and financial advisory experience—having previously served for three years as President of HiAccounting, a division of The Hawaii Group, and for ten years prior to that as Vice President and Chief Financial Officer of Forest City Hawaii, a real-estate development and property management company responsible for over $2 billion in Hawaii real-estate and renewable energy projects.
Stacey is a licensed CPA in Hawaii and California, is a graduate Kaiser High School, and holds a Bachelor of Science degree from the University of Southern California’s Kenneth Leventhal School of Accounting. Stacey began her career in the Orange County, California offices of Ernst & Young, in the firm’s Real Estate, Hospitality & Construction group.
Stacey is also very involved in supporting local community organizations and has served as Co-Chair of American Heart Association’s annual Black Tie & Blue Jeans fundraiser gala, Vice Chair for the Child and Family Services annual fundraiser gala, is the current Chair of the Hawaii HomeOwnership Center’s Board of Directors. She has also volunteered on numerous political campaigns and was named one of Pacific Business News’ Forty Under 40 during 2010. Stacey is a member of the American Institute of Certified Public Accountants and the Hawaii Society of CPA’s.
Kelly joined Accumulus in April 2017 and is the director of operations. She is responsible for the day-to-day activities and assists in developing strategies to improve and standardize all aspects of the company.
She was previously an executive assistant with HiAccounting, supporting its president and other senior executives.
Born and raised in Honolulu, Kelly spends her free time with her children, and enjoys hiking, cooking and practicing yoga.
Ellie is responsible for all aspects of the accounting function leading up to the timely and accurate closing of clients’ books and records. She holds a bachelor of business administration degree in accounting and human resources management from the University of Hawaii at Manoa and has over five years of experience in corporate and outsourced accounting.
Ellie was born in China and moved to Hawaii 14 years ago. She visits China every year or so to see family and for short vacations. She currently lives with her husband, in-law parents, and her 2-year-old daughter. In her free time, Ellie enjoys watching movies, shopping, finding fun activities for her daughter and spending time with her family.
Before joining the Accumulus team, Lea worked as a staff accountant at a private, local jewelry store.
She was born and raised on Oahu and is a graduate of the Shidler College of Business at
the University of Hawaii at Manoa.
In her free time, Lea enjoys gymnastics, karaoke, stand-up comedy, spending time with friends and family, and dog watching outside coffee shops.
Dayna joined the company in September 2017 and is responsible for new technology recommendations, implementation and oversight, service platforms, and client and employee best practices.
Dayna was previously the vice president of client services for Hawaii Human Resources, a PEO organization, where she led the implementation, client service and branch services teams for a portfolio of over 700 clients.
Dayna was also the operations and training manager on the franchise team that built the Starbucks and Jamba Juice brands in Hawaii. She has supported muscular dystrophy and juvenile diabetes causes and the Hawaii 5210 Program.
She holds a bachelor’s degree in business management.
Dayna was born and raised in Kailua, where she currently resides with her son Chevalier and two doggies, Daisy & Pua. She is currently a member of Aloha United Way’s Hawaii Cares Affinity Group and has served as a member of Aloha United Way’s Society of Young Leaders.
Dayna’s current dreams include sitting in the front row on the 50-yard line at Mile High Stadium to watch her Broncos play and an overnight stay in Cinderella’s Castle in Disneyland.