A Few Words
Practical Financial Advice You Can Count on
Focus Your Time and Efforts on Running Your Business and Leave the Bookkeeping to Us
Accurate record keeping is a key component to the success of your business. Our passion is helping business owners, like you, become organized and efficient so you can succeed!
Meet our Founder and CEO
Kelly is from central California. She loves spending time with her family and taking trips to the ocean!
From a young age, Kelly always had a passion for helping others. When she wasn’t in school, you would often find her going to work with her mother to help teachers organize their classrooms and help with various projects.
She graduated from college with an Associate of Arts in Administrative Office Management. For ten years, she worked in a school district, working her way up from being a computer lab aid, office clerk, office secretary, and finally an accounting assistant.
Being an accounting assistant helped her to grown even more in her knowledge of and love for accounting. This is what let her to open her own virtual bookkeeping business in 2020. After launching her business, she decided to also pursue becoming a tax preparer.
Her inspiration comes from her grandpa who prepared tax returns for many years as an Enrolled Agent. She has always enjoyed finding ways to help others. She looks forward to helping more businesses succeed as she follows in her grandpa’s footsteps, continuing his legacy.