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Staff Members

Penny

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

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…

Liz

Liz graduated from The University of Rhode Island with a Bachelor of Science degree in Finance. She began her career…

Jody

Jody started her career working in human resources and payroll at a private hospital in Newport Beach, California. After a…