team

 
Justine has the patience of a saint when compiling balance sheets and when bribed with candy can turn around pro formas in record time. Liz lured her from a local bank years ago, where she worked as a commercial teller. She is Liz’s “right hand lady”. She relocated back to her homeland in Idaho. Luckily we didn’t even need to bribe her to work remotely!

Justine has the patience of a saint when compiling balance sheets and when bribed with candy can turn around pro formas in record time. Liz lured her from a local bank years ago, where she worked as a commercial teller. She is Liz’s “right hand lady”. She relocated back to her homeland in Idaho. Luckily we didn’t even need to bribe her to work remotely!

We try to keep it a secret that Ashley is emailing clients from Hawaii, but her cheery disposition makes it clear that her life is just THAT awesome. Originally hailing from England, after only 3 years in San Francisco she now spends her time hiking & swimming at Kailua beach – that is, when she’s not busy keeping up with her clients here on the mainland.

We try to keep it a secret that Ashley is emailing clients from Hawaii, but her cheery disposition makes it clear that her life is just THAT awesome. Originally hailing from England, after only 3 years in San Francisco she now spends her time hiking & swimming at Kailua beach – that is, when she’s not busy keeping up with her clients here on the mainland.

Beyond her accomplishments pursuing a degree in Accounting, who could we love more than a woman who has opened two small businesses in the US since moving here from Brazil? She brings a true understanding of what’s important to our clients, having been there herself. Eveliz seeps confidence in the office, in the kitchen where she loves to explore new cuisines, and hiking the East Bay with her dog and her 11 year old daughter.

Beyond her accomplishments pursuing a degree in Accounting, who could we love more than a woman who has opened two small businesses in the US since moving here from Brazil? She brings a true understanding of what’s important to our clients, having been there herself. Eveliz seeps confidence in the office, in the kitchen where she loves to explore new cuisines, and hiking the East Bay with her dog and her 11 year old daughter.

Keila started as our first intern. She quickly became our resident AP expert. She dreams owning a house full of dogs someday. She brightens the office with her smile – and lots and lots of coffee.

Keila started as our first intern. She quickly became our resident AP expert. She dreams owning a house full of dogs someday. She brightens the office with her smile – and lots and lots of coffee.

 
 
Lakshmi hails from Mumbai, India – which is famous for street food – and women with a dry sense humor and a penchant for bookkeeping. If Lakshmi ever leaves the East Bay it will be to live in Hawaii on the beach with her husband. Incidentally, she holds advanced degrees in accounting from San Diego State University and was a volunteer for the IRS’s VITA program.

Lakshmi hails from Mumbai, India – which is famous for street food – and women with a dry sense humor and a penchant for bookkeeping. If Lakshmi ever leaves the East Bay it will be to live in Hawaii on the beach with her husband. Incidentally, she holds advanced degrees in accounting from San Diego State University and was a volunteer for the IRS’s VITA program.

Ligia comes to us from the non-profit and early childhood education field. When she isn't busy running all the administrative and billing at the office, she's intensely researching her next meal or planning her next trip abroad.

Ligia comes to us from the non-profit and early childhood education field. When she isn't busy running all the administrative and billing at the office, she's intensely researching her next meal or planning her next trip abroad.

Ashley could possibly be the coolest person you’ve ever met. Ask her about her professional wrestling career, her event promotion company, her comic book collection, or her beautiful family. Ashley is sharp, passionate and really funny. We couldn’t be happier to have her on the team.

Ashley could possibly be the coolest person you’ve ever met. Ask her about her professional wrestling career, her event promotion company, her comic book collection, or her beautiful family. Ashley is sharp, passionate and really funny. We couldn’t be happier to have her on the team.

Kadeem recently moved back to his home town of New York City to continue his career of warming audiences' hearts on stage and screen. He recently graduated from the American Conservatory Theater with a Master's Degree in Acting. In-between acting gigs, Kadeem enjoys writing, directing, and getting lost in the wonders of the City.

Kadeem recently moved back to his home town of New York City to continue his career of warming audiences' hearts on stage and screen. He recently graduated from the American Conservatory Theater with a Master's Degree in Acting. In-between acting gigs, Kadeem enjoys writing, directing, and getting lost in the wonders of the City.

 
 
When’s she not behind the glow of a computer screen, this talented local actress can be found beneath the stage lights. While following her own artistic dreams, Monica seeks to help creatives become more financially literate.

When’s she not behind the glow of a computer screen, this talented local actress can be found beneath the stage lights. While following her own artistic dreams, Monica seeks to help creatives become more financially literate.

Christina tried to leave the accounting field some years back to focus on her twin boys who are now 8 years old – but year after year couldn’t tear herself away from her deep love of tax prep. A jill-of-all trades, Christina has studied horticulture, floral design, ballet, and recently penned a short story that was published.

Christina tried to leave the accounting field some years back to focus on her twin boys who are now 8 years old – but year after year couldn’t tear herself away from her deep love of tax prep. A jill-of-all trades, Christina has studied horticulture, floral design, ballet, and recently penned a short story that was published.

Logan started doing her grandparents’ and parents’ books and inventories in the pre-computer accounting world and in the decades since has lived many different lives – as a photography small business owner, a manager for real estate development, a nightclub / hospitality industry bookkeeper and as a mom. For a good time, ask Logan about drone piloting.

Logan started doing her grandparents’ and parents’ books and inventories in the pre-computer accounting world and in the decades since has lived many different lives – as a photography small business owner, a manager for real estate development, a nightclub / hospitality industry bookkeeper and as a mom. For a good time, ask Logan about drone piloting.

Born and raised in San Francisco, Jenny spends most of her days at Immaculate Conception Academy leading the school’s Gay Straight Alliance as a co-president whilst juggling AP/Honor classes.

Born and raised in San Francisco, Jenny spends most of her days at Immaculate Conception Academy leading the school’s Gay Straight Alliance as a co-president whilst juggling AP/Honor classes.

 
 
Diane is a proud mother of three handsome sons (including Kadeem who also works with us!) and grandmother of three handsome grandsons. From Bronx, NY, now she resides in Raleigh, NC for the past 25 years. She loves numbers and has been doing bookkeeping for over 30 years. She’s also Certified Life Coach and Motivational Speaker, because she's an overachiever.

Diane is a proud mother of three handsome sons (including Kadeem who also works with us!) and grandmother of three handsome grandsons. From Bronx, NY, now she resides in Raleigh, NC for the past 25 years. She loves numbers and has been doing bookkeeping for over 30 years. She’s also Certified Life Coach and Motivational Speaker, because she's an overachiever.