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Team Members

Penny

Penny has worked in small businesses for over 30 years, including being a business owner for 20 of those years….

Caitlin

Caitlin graduated from University of Colorado at Boulder with a double major in Accounting and Finance. After college she worked…

Jenny

Jenny is from CA and graduated with a B.S. Degree in Business Administration from Pepperdine University. She then continued her…

Katie

Katie is a dynamic and versatile entrepreneur who has cultivated a diverse professional background. Originally from Denver, Colorado, she embarked…

Tressia

Tressia has been in the financial and accounting profession for more than 25 years, bringing a wide variety of experience…

Brandy

Brandy was born and raised in Williamson County, TN and is proud to be called a local. She has over…

Jenelle

Jenelle is originally from the Caribbean islands of Trinidad & Tobago, and has lived in Venezuela, NY and FL, but…

Ana

Ana brings 10 years of banking experience along with 6 years running Investor Relations and Bookkeeping at a real estate…

Lola

It was 1998 in the Arts Mission District of San Francisco where Lola felt the heart of what a bookkeeper…