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key figures: radically remote since 2017
Our Story
Key Figures was formed when five bookkeepers, each with their own personal history in the world of cooperatives, found themselves working together in a growing local bookkeeping practice in Austin Texas. Our backgrounds range from worker co-ops to housing and consumer co-ops, as well as nearly all areas of financial management, small business management, and non-profit social justice work. In the spring of 2014, Andi Shively, co-founder of Cooperation Texas, a nonprofit worker cooperative incubator, started her own freelance bookkeeping practice, and began hiring other skilled people she met through her work at Cooperation Texas. By the summer of 2015, conversations began around the idea of converting the practice into Texas' first financial services worker cooperative, leading to the first steps being taken in early 2016. Key Figures officially formed as a worker-owned entity in the summer of 2017, with the cooperative officially taking ownership of Andi's bookkeeping practice on September 1st. Together, we strive to provide the most high quality service possible for our clients, and an exciting opportunity for other bookkeepers to make a fulfilling career move by joining our growing, inclusive team of financial service professionals.
Our Team
director of Operations
Andi Shively
Andi Shively has been building administrative and financial systems for businesses and non-profits for nearly 20 years. She specializes in budgeting and business planning, excels at translating accounting-ese into understandable language, and gets a thrill out of a smoothly running system. Andi holds an MS in Community Economic Development, specializing in cooperative and small business development, and has previously served on the boards of Wheatsville Food Co-op and the Austin Cooperative Business Association. Originally from Columbus, OH, Andi moved to Austin, TX in 2002, following her true loves: sunshine, swimming holes, and live music. She is excited to leverage her experience in cooperative development, small business planning, and non-profit management as part of the Key Figures team.
director of bookkeeping
Dana Curtis
Dana Curtis is a native Texan and attended the University of Texas at Dallas before attending graduate school at Texas Woman’s University. She left academia to join the labor movement as an organizer before getting involved in cooperatives. As one of the founding members of the Workers’ Assembly at Black Star Co-op Pub and Brewery, she oversaw the membership and investment campaign which brought the Co-op from a dream to reality. She currently serves as the Treasurer of Shared Capital Cooperative. She has two cats, one dog, and a teenager.
Tax Professional
Cathy Ruiz
With nearly ten years of bookkeeping experience, Cathy became an Enrolled Agent (a federally-licensed tax practitioner) and moved into tax preparation and consulting with Key Figures in 2019. Cathy is also a volunteer tax preparer at Foundation Communities. As one of the founding owners of Red Rabbit Cooperative Bakery, a worker-owned bakery, and with over five years’ experience as a paralegal (and paralegal certification from the University of Texas at Austin), Cathy is used to making sense of rules and regulations. Cathy also understands what it means be a small business owner, and now enjoys helping other small business owners with the stuff they don’t enjoy doing. Cathy grew up in the UK and obtained a BA (Honors) from the University of Essex. She has lived in Austin for over 20 years, is an avid animal lover and enjoys being out in nature.
Senior Account ManageR
Eldon Katz
A bookkeeper and business manager since 2004, Eldon led the conversion of Shot In The Dark Cafe in Tucson, AZ, into a worker cooperative in 2007, where he designed, implemented, and facilitated democratic decision-making and equitable compensation processes for a ~20-member team. After moving to Austin in 2013, he started Eldon's Helpful Bookkeeping, a freelance practice serving small businesses in a variety of industries in the Austin area. In 2016 he co-founded a local grassroots civic engagement non-profit, Left Up To US, and he's committed to a more democratic and equitable world, viewing worker cooperatives like Key Figures as integral to this. He has been with Key Figures since early 2017 and specializes in non-profits. He's a Certified Quickbooks Online ProAdvisor, and he loves Austin's warm weather, hiking, bicycling, and swimming.
Bookkeeping supervisor
Amber Carter
Amber has over twenty years of experience in bookkeeping. After working as a controller and small business owner, she joined Key Figures in 2017. As a Senior Account Manager, she enjoys onboarding new clients and helping get their books on the right path to succeed. She has a AA Degree in English from Austin Community College and a Bookkeeper Certification from the National Association of Certified Public Bookkeepers. She enjoys spending her free time with her family and usually can be found cheering on her kids at a volleyball or football game.
Account Manager
Dani Cone
Dani Cone is a born and raised Texan. She attended Texas A&M University and graduated with a degree in Accounting. Since then she has worked in multiple accounting settings before deciding on her love of bookkeeping. Dani loves working with numbers and helping her clients fully understand their finances. In February of 2020, she married her Junior High sweetheart. Together, they have three fur babies - two cats and a dog. In Dani's free time, she loves to create DIY projects and furniture around the house.
Account Manager
Laurel Hance
Laurel Hance obtained her BA in Social Work from Baylor University before discovering a talent for numbers. She directed her passion to help people by studying bookkeeping and then accounting at Austin Community College. She obtained her Professional Accountant Advanced Certificate and is a QuickBooks ProAdvisor. Laurel enjoys her free time taking hours-long walks, even through the middle of the summer. She also enjoys baking and spending time with her family.
Account Manager
Stacey Santibanez
Stacey’s background is in Construction and Manufacturing, with over 25 years of bookkeeping, management, and controller experience. She received her Associates Degree from Weatherford College and Project Management certification from Purdue University. When Stacey isn’t at home raising cattle and working in her garden in the Comanche, Texas area, she can be found spoiling her five small grandchildren.
Senior Account Manager
Stacy Harbert
Stacy Harbert has over 10 years of bookkeeping experience. While working for various small businesses over the last 12 years, she’s done a little bit of everything from inventory management to HR to marketing, but bookkeeping has always been her favorite part of the job. She enjoys working with numbers and helping businesses have a clear picture of their finances. Stacy received her bachelor’s degree in Mass Communication from Black Hills State University. She lives in South Dakota with her husband and two children. In her free time, she enjoys baking, reading, and playing outside with her family.
Administration Manager
Beth Beutel
Beth has over ten years of experience as an administrator and four years of experience in Human Resources. Beth spent thirteen years working for a cooperatively owned retailer, and has served on the Board of Black Star Coop. She has a Bachelor’s in English from University of Southern California, and is an HRCI certified Professional of Human Resources. In her free time you can find her checking out an unreadable number of books from the public library, exploring the towns of central Texas, in the kitchen cooking or baking, or frolicking through her neighborhood park with her husband and dog.
Account manager
Morgan Hoile
Falling in love with Bookkeeping right out of college, Morgan has 4+ years of experience under her belt. She loves building relationships with clients, and diving into the figures that make up financial statements. She was born and raised in Wisconsin, having a particular love for its beautiful winters. Morgan married her highschool sweetheart in June of 2019, and together they have adopted three cats and two dogs. In her free time, she enjoys soaking up the sun, whether that is running with her dogs or biking with her husband.
Account Manager
Rozina Doss
Rozina Doss has over 20 years of experience in bookkeeping, consulting, and teaching financial systems for worker cooperatives. She has an AAS degree in Accounting and is a QuickBooks ProAdvisor, with a passion for making accounting accessible and relatable. Rozina believes that a transparent and deeper understanding of bookkeeping and finance is a positive way to help businesses promote a more equitable distribution of wealth. Originally from Minneapolis, she now lives in the Upper Peninsula of Michigan, where she enjoys winter activities like snowshoeing, drinking cocoa, quilting, and puzzles of all kinds.
Account Manager
Dailene Fry-Malacina
With over 18 years experience in bookkeeping, payroll and small business management, Dailene’s focus over the last 8 years, has been in Public Accounting, assisting clients in a variety of industries. She enjoys analyzing and organizing the data behind the scenes, and recognizes the importance of good accounting, and how it can drive business success. Dailene joins us from Wisconsin where, in her free time, she enjoys travelling, hiking and kayaking with her husband, and gardening during the beautiful Wisconsin summers.
Get In Touch
Key Figures provides reliable, professional bookkeeping and financial services to a wide variety of small businesses, non-profits, and cooperatives in central Texas and nationwide.