Our Team

I’m a Number Geek! I play with budgets for fun. I love working with numbers and spreadsheets. I think of myself as a business therapist who knows how to listen and help you make your business the best it can be!

Penny loves figuring out tricky little details. Got a finicky account with loads of expenses? Can't make heads or tails of sales from the report from your POS payment servicer? She thinks this stuff is fun and likes to get it right...down to the penny (LOL).

Julie is focused on helping our customers stay on top of the day-to-day bookkeeping and bank reconciliations. Need help sorting out the transactions in your bank feed? Just ask. She’s got your back.

Hannah is our Marketing Assistant, but she also has the “bookkeeping bug” and will be training to become QBO Certified while helping to boost our social media presence.

With over 20 years of IT and Information Security experience in the financial sector, Jordan is our one-man IT department. He is a Microsoft Certified Professional and is also available for hire if you need help sorting out your business’s IT needs.