Our Team
Our team brings deep bookkeeping and accounting experience, sharp attention to detail, and a personalized approach to help your business thrive. We simplify your financial process so you can focus on running your business with confidence.
Our team is comprised of Forensic Accountants, Controllers, Certified Public Accountants, Tech Gurus, Payroll Specialists, Quickbooks Advanced Pro Advisors, Attorneys, Nonprofit Advisors, Compliance Officers and Chartered Accountants.
We offer a boutique feel with a national reach, quick responsiveness, human connection, and tailored solutions—not one-size-fits-all. Every client has a different set of accounting needs. We specialize in creating a package that fits your company.
Real People. Real Expertise. Real Results.
Heather Engler, Esq. is the founder and principal of Capital Advisors, a boutique bookkeeping, tax filing, and financial advisory firm serving small and mid‑sized businesses with tailored financial services. She leads a multidisciplinary team of bookkeeping professionals, certified QuickBooks Advanced ProAdvisors, accountants, payroll specialists, compliance experts, and nonprofit advisors, bringing personalized, high‑touch financial support to business owners so they can focus on growth and operations with confidence.
Heather’s professional background blends legal training with deep expertise in bookkeeping and tax compliance, giving her a unique perspective on financial strategy, risk management, and business operations. Under her leadership, Capital Advisors has grown into a trusted partner for hundreds of clients, offering services that extend beyond routine bookkeeping to include tax filing support, interim outsourced CFO services, and financial guidance tailored to each client’s goals.
Heather built Capital Advisors to fill a gap she observed in accessible, high‑integrity financial support for small business owners. Her approach emphasizes clarity, responsiveness, and long‑term partnership, helping business leaders understand their financial picture and make informed decisions without being overwhelmed by numbers or compliance complexities.
In addition to her bookkeeping and accounting expertise, Heather is a QuickBooks Certified Advanced ProAdvisor, combining technical proficiency with a client‑first mindset. She is regularly sought out by entrepreneurs and nonprofit leaders looking for financial organization, tax readiness, and reliable financial insights.
Knowledgeable Partners. Honest Support. Proven Success.
Scott Engler is a seasoned corporate advisor, strategist, and executive leader with extensive experience in helping organizations grow, strengthen leadership, and enhance performance. He has spent over two decades advising senior executives — including CEOs, CFOs, and CHROs — on strategic planning, talent management, financial and organizational performance, and board-level governance.
He has held senior leadership roles at major advisory and research organizations, including serving as a senior member of the Advisory Leadership Group at CEB (the Corporate Executive Board) where he worked across strategy, finance, and human resources practices. In that capacity, he led research and advisory services for hundreds of executives, co-authored industry reports, and facilitated leadership development programs for senior leaders.
Scott also hosted The Talent Angle, a podcast focused on contemporary talent and leadership issues, and regularly spoke at industry events. His work spans strategic consulting, product development for advisory services, and executive training.
He works in executive advisory and leadership development roles focused on C-suite and board advisory work, helping companies scale and navigate complex growth and governance challenges.
Mission Statement
Our mission is to empower business owners and entrepreneurs with accurate, responsive, and tailored financial services that give them clarity, confidence, and peace of mind.
We are committed to delivering real results by combining our deep bookkeeping and accounting expertise with personalized attention and a boutique experience — all while maintaining the reach and scale to support clients nationally. Through integrity, professionalism, and a human-first approach, we simplify financial processes, enabling our clients to focus on what they do best: growing their businesses.