About ProServe

Built to protect
businesses like
yours.

In Practice Since

2008

18 years of small business advisory

ProServe started as a two-person firm with a single belief: small businesses deserve the same quality of legal, financial, and strategic counsel that Fortune 500 companies receive — without the Fortune 500 invoices.

Today, we serve over 640 businesses across the Pacific Northwest. Our team of 14 advisors spans three disciplines — law, accounting, and management consulting — working as one integrated unit on every engagement.

Business professionals in bright meeting room, airy office, large windows with natural daylight, open collaborative space
Team reviewing documents on bright white table, well-lit modern workspace, clean minimal decor, soft natural light

14

Advisors

3

Disciplines

#1

Rated Firm

Our Principles

What we stand for.

01

Radical Transparency

Flat fees quoted upfront. No billing surprises. We tell you exactly what we will do, when we will do it, and what it will cost — before we start.

Core Principle
02

Proactive, Not Reactive

We don't wait for problems to arrive at your door. Our advisors monitor your regulatory environment, flag risk early, and act before issues become crises.

03

Deep Specialization

Every client is served by advisors who specialize in their industry. A restaurant group gets a different team than a tech startup — because cookie-cutter advice fails.

04

Long-Term Partnership

We grow as your business grows. Clients stay with ProServe for an average of 7.4 years because we're invested in the outcome — not the billable hour.

7.4 yr avg. engagement
The Team

The advisors behind
your results.

Three principals. One integrated approach. Every client works directly with a named partner — not a junior associate.

Professional man in dark navy suit, bright clean office background, confident direct expression, natural light from window

Jonathan Reyes

Managing Partner, Legal

Partner

J.D., University of Washington · 22 years

Jonathan has represented over 300 small businesses in contract disputes, M&A transactions, and employment matters. Before founding ProServe, he was a senior partner at Morrison & Foerster.

Business Law & Contracts
Professional woman in light blazer at clean modern desk, bright airy office, warm natural light, focused professional expression

Sandra Okafor

Partner, Tax & Accounting

Partner

CPA, M.S. Taxation · 16 years

Sandra specializes in tax strategy for service businesses and S-corps. Her clients have collectively saved over $31M in tax liability through proactive planning — not just compliance.

Tax Planning & CFO Advisory
Professional man in smart casual attire, modern open office with bright windows, relaxed confident posture, warm natural light

Marcus Lindqvist

Partner, Business Strategy

Partner

MBA, Wharton · 14 years

Marcus has built and sold two businesses before transitioning to advisory. He brings operational experience — not just frameworks — to every growth engagement.

Growth Strategy & Operations

Ready to meet your advisor?

Schedule a free 30-minute consultation with the right partner for your business. No gatekeeping, no junior staff — you get a principal from day one.