Cody Conner

Cody Conner

Associate

Areas of Expertise

  • Accounting & Financial Reporting
  • QuickBooks Online (Certified)
  • NetSuite Implementation & Data Migration
  • Investment & Valuation Analysis
  • Business Analytics & Financial Modeling
  • Tax Preparation (IRS VITA)

Biography

Cody Conner brings a combination of financial analysis, systems thinking, and hands-on operational experience to Everest Advisors. He recently graduated from Western Colorado University, where he majored in accounting and minored in business analytics.

As an Everest Associate, Cody supports client engagements involving accounting, financial reporting, and analysis. He brings experience with QuickBooks Online, NetSuite, financial modeling, and business process improvement, with a focus on building reliable systems and turning financial data into useful insights for business owners.

During college, Cody co-founded Western Capital Group, a student investment organization where he led company valuation and financial analysis across a range of asset classes. He also interned with SaaS Consulting Group, helping configure business processes, support revenue recognition, and migrate data for a B2B cybersecurity client. He further developed his accounting experience by volunteering as an IRS VITA income tax preparer while in college.

Cody’s entrepreneurial experience began with owning and operating landscaping and bicycle repair businesses, giving him firsthand experience with the financial and operational demands of running a small business. Since graduating, he has continued working alongside business owners, helping manage their finances, improve operations, and identify opportunities for growth. He is an Eagle Scout and served as captain of the Western Colorado University cycling team, where he competed at the national level.