Who We Are
Founded by Ellen Choi, an accounting tech entrepreneur with deep expertise in Silicon Valley technology and the needs of the CPA profession, Edgefield Group helps accountants drive operational excellence and strategic growth.
The name Edgefield comes from the street that Ellen grew up on. It is a homage to her family who gave her a strong foundation of stability while encouraging her to explore and innovate, much like accountants that form the pillar of our communities as the "trusted advisors" and enable our clients to thrive and grow.
The name is also an embodiment of our dedication in helping you succeed as you venture beyond the "edge" of the "field" with business innovation and transformation.
The name Edgefield comes from the street that Ellen grew up on. It is a homage to her family who gave her a strong foundation of stability while encouraging her to explore and innovate, much like accountants that form the pillar of our communities as the "trusted advisors" and enable our clients to thrive and grow.
The name is also an embodiment of our dedication in helping you succeed as you venture beyond the "edge" of the "field" with business innovation and transformation.
Our Philosophy
We believe that the accounting profession has been ignored too long when it comes to technology modernization and that accountants deserve better.
In Ellen's experience as the Co-Founder of Aiwyn, a fast-growing company serving the accounting profession with practice automation technology, she observed that accountants have traditionally had limited, antiquated options when it came to technology that enabled them to thrive.
We are now in an exciting era of...
- technology providers proliferation against the macro-trends of our profession including the talent shortage
- private equity consolidation
- professionalization of business functions (i.e. business development, marketing)
- rise of advisory services, and
- generative AI technology development.
Against this backdrop, our philosophy is that the accounting profession deserves the best and when done right, there is a world where accountants thrive by taking advantage of the latest technology, digital transformation, and business innovation.
Whether guiding the integration of new technology, shaping go-to-market strategies, or aligning growth objectives, we approach every project with high integrity with unwavering dedication and a client-first approach to help our profession confidently navigate these dynamics to create a thriving place for accountants.
In Ellen's experience as the Co-Founder of Aiwyn, a fast-growing company serving the accounting profession with practice automation technology, she observed that accountants have traditionally had limited, antiquated options when it came to technology that enabled them to thrive.
We are now in an exciting era of...
- technology providers proliferation against the macro-trends of our profession including the talent shortage
- private equity consolidation
- professionalization of business functions (i.e. business development, marketing)
- rise of advisory services, and
- generative AI technology development.
Against this backdrop, our philosophy is that the accounting profession deserves the best and when done right, there is a world where accountants thrive by taking advantage of the latest technology, digital transformation, and business innovation.
Whether guiding the integration of new technology, shaping go-to-market strategies, or aligning growth objectives, we approach every project with high integrity with unwavering dedication and a client-first approach to help our profession confidently navigate these dynamics to create a thriving place for accountants.
Meet Our Team
Ellen Choi | Founder, CEO
Ellen Choi is a serial entrepreneur with a passion for driving innovation in the accounting profession.
A Stanford Engineering alumna, she began her career at Google, where she automated finance processes and optimized business performance. Her experience with outdated software in the back office ignited her passion for creating delightful, frictionless, high-powered, fully secure, cutting-edge technology solutions that empowers the back-office staff.
After earning her Harvard MBA, product leadership roles in Silicon Valley, and selling her b2b SaaS HR tech startup LarkApps, she co-founded Aiwyn, a technology company helping accounting firms streamline their practice management. Aiwyn has been recognized with Forbes 100 Rising Stars, Boomer Visionary Award, and AccountingToday's Award.
Today, she is excited to lead Edgefield Group to further serve the accounting profession in all things technology, innovation, and business transformation.
Maggie Roberts | Principal
Maggie is a Big 4 accountant turned product leader, dedicated to building innovative fintech and SaaS technology solutions that empower accountants to thrive.
With a background in accounting, business, and product management, she consistently advocates for solutions that enhance efficiency and support long-term success in the profession.
With a background in accounting, business, and product management, she consistently advocates for solutions that enhance efficiency and support long-term success in the profession.
Bruce Ditman | Consulting Partner
Bruce is a visionary growth strategist and Chief Growth Officer who has dedicated his career to advancing success at Public Accounting & Advisory firms.
A former CGO & CMO in the accounting space (Marcum LLP, UHY Advisors, Trigger), Bruce brings expertise in industry specialization programs, cultivating a growth-oriented culture, and leading impactful business development training.
A former CGO & CMO in the accounting space (Marcum LLP, UHY Advisors, Trigger), Bruce brings expertise in industry specialization programs, cultivating a growth-oriented culture, and leading impactful business development training.
Sean McLean | Consulting Partner
Sean brings deep expertise in IT leadership and operational transformation, previously serving as Director of Technology at PP&Co. (Top 300 and now an Ascend portfolio firm).
His background spans IT infrastructure optimization to applying generative AI for CPA firms.
His background spans IT infrastructure optimization to applying generative AI for CPA firms.
Steve Perkins | Consulting Partner
Steve built his distinguished career as CIO at HoganTaylor (Top 100), where he led transformative IT initiatives.
His specialty lies in helping CPA firms scale and embrace innovation on top of a robust IT foundation that prioritizes world-class security, compliance, and scalability.
His specialty lies in helping CPA firms scale and embrace innovation on top of a robust IT foundation that prioritizes world-class security, compliance, and scalability.
Timothee Cour | Advisor, Generative AI
Timothee is a generative AI expert with a Ph.D. in machine learning from the University of Pennsylvania.
Throughout his career, he has applied his expertise in computer vision, large language models, and robotics at top technology companies, including Amazon, Character.ai, and Google DeepMind.
Throughout his career, he has applied his expertise in computer vision, large language models, and robotics at top technology companies, including Amazon, Character.ai, and Google DeepMind.
Claire Zhang | Advisor, Private Equity
Claire is an accomplished private equity investor with extensive experience in deal structuring, value creation, and strategic growth.
Her areas of specialty includes fintech and enterprise SaaS technology.
Her areas of specialty includes fintech and enterprise SaaS technology.
