About Us
A family business that wants to be an integral part of your success!
Our Mission and Values
Our Mission
Provide exceptional professional bookkeeping services that meet the current and future needs of our clients and help them cultivate long-term success.
Our Values
Our services are based on building strong relationships with our clients built on trust, honesty and collaboration to assist in fulfilling their business vision and growth.
Meet Your Team
Wendy
Graduated from Husson University with a Bachelor of Science in Accounting and has 25+ years professional experience that includes five working in a CPA firm performing audit and review services for small-medium sized businesses, non-profits and governmental agencies as well as several years managing full cycle bookkeeping that includes account reconciliations, fixed asset management, month-end close, grant reporting, budgeting and forecasting. Lifetime member of the Digital Bookkeepers Association. Enjoys the outdoors, music, football and loves animals.
David
Graduated from California State University, East Bay with a Bachelor of Science in Business Administration, Finance and has 10+ years of professional experience that includes corporate staff accounting, fund accounting and quality assurance analyst. Completed the Bookkeeper Business Launch program, certified in Quickbooks Online and Xero software. Enjoys listening to music, playing guitar and sports.
Rex
Team captain who likes to keep the mood low key. Good listener and allows Aspen to take the lead during team meetings. He is in charge of the mail room and alerts the team when UPS or FedEx has arrived. He checks on the humans sharing cuteness throughout the day requesting head pats and belly rubs.
Aspen
Full of energy and dominates all team meetings. She alerts the team when it is time to get up and go outside and time for lunch, She loves being rewarded with her favorite treats throughout the day for all her hard work throughout the day.
Kashmir
Early riser of the team who lets everyone know it is time for breakfast to start the day. Works seamlessly with Rex in her office assistant duties, as once alerted, she will inspect all packages that have arrived (inside and out). She loves face time and afternoon siestas.
