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
Before joining the Accumulus team in 2018, Lea worked as a staff accountant at a private local jewelry store. Lea was born and raised on the island of 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.
Ellie joined joined Accumulus in 2018 and responsible for all aspects of the accounting function leading up to the timely and accurate closing of client’s books and records. She holds a Bachelor of Business Administration degree in Accounting & Human Resources Management from the University of Hawaii at Manoa and has over 5 years of experience in corporate and outsourced accounting.
Ellie was born in China and moved to Hawaii at a young age. She travels to China often to visit family and for short vacations. In her free time, Ellie enjoys watching movies, shopping, finding fun activities for her daughter, and spending time with her husband and family.
With a broad range of managerial and accounting experience, Ricky joined the Accumulus team as the Accounting Manager in May 2019. Ricky 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. Born and raised in Chicago, he also brings a wealth of leadership experience from serving on the executive team of several community organizations including his time as VP of External Affairs with the International Society of Filipinos in Finance and Accounting (ISFFA Chicago Chapter).
Dayna joined Accumulus in September of 2017 and is responsible for new technology recommendations, implementation & oversight, service platforms and overall the client, employee and best practices of the firm.
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. For 14 years prior to that, Dayna worked as a key member of executive team to lead operations and training for the area developers that built the Starbucks and Jamba Juice brands here in Hawaii
In the past, Dayna has supported, such causes as the Muscular Dystrophy Association, Juvenile Diabetes and the Hawaii 5210 program.In her free time, Dayna enjoys spending time her son, lifting weights, paddleboarding and trying new recipes.
She holds a Bachelor’s Degree in Business Management.
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 Past Chair of the Hawaii Home Ownership Center’s Board of Directors. She has also volunteered on numerous political campaigns and was named one of Pacific Business News’ Forty Under 40. Stacey is a member of the American Institute of Certified Public Accountants and the Hawaii Society of CPA’s.
In her free time, Stacey enjoys spending time with her pug, Bogey, hiking, yoga, pilates, traveling & drinking fine wine.
Marissa joined Accumulus in 2019. Prior to joining Accumulus, she was a consultant at a construction accounting company, where she managed a portfolio of 6-7 clients, which consisted of her assisting companies with their AP/AR billings, running weekly payroll, and producing financials and WIPs. Marissa also worked at a local bank and participated in their management trainee program. She graduated from Seattle University with a degree in Finance.
In her free time Marissa is usually on the hunt for new happy hour places and cute coffee shops.
Jamey joined Accumulus in 2019.Prior to joining, Jamey spent two years the audit department of a local public accounting firm, with a focus in Hawaii’s main industries: insurance, NFPs and government agencies.
Jamey holds a bachelor of business administration degree in accounting from the School of Management at the University of San Francisco, and is currently pursuing a CPA license. Born and raised on Oahu, Jamey enjoys shopping, traveling, photography, hiking, going to the beach, or any outdoor activity.
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.
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.
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.