Stacie has worked in the field of accounting for over 23 years with over 8 years as head of bookkeeping for a local financial institution. She spent several years working directly for a local CPA firm and over 15 years providing independently contracted bookkeeping and payroll services to small businesses. She is currently providing services to a vast array of clients ranging from Vancouver to Wilsonville and everywhere in between. Because of the relationships she has forged over the years, the majority of her clientele come in by referral, but she is always open to taking on new clients.
Sarah has worked in the accounting field for over 20 years and has been a licensed tax practitioner in Oregon since 1998. She has experience in payroll and bookkeeping. Her clients value the fact that she is able to simplify their accounting practices. She loves learning about small business owners and admires the dedication it takes to make a business successful.
Kathy brings over a decade in bookkeeping and tax experience to every client relationship. She focuses on ways she can help her clients with their financial matters and likes to think it helps lighten their load. Over the course of her career, she has cultivated experience in several industry niches providing services in the mortgage industry. Helping her clients achieve their financial goals provides deep satisfaction for her. She views her clients as friends and enjoys getting to know them better as the years pass.
Chris has been in the customer care field for over 15 years. People are not just his work, it's what he loves doing. He enjoys working with clients to help them resolve any challenges they might be having and making sure they are given the very best service. Because of his enthusiasm for helping people he also spends much of his free time in the community doing volunteer work.
Zach is currently working toward becoming a CPA at Portland State University. He finds joy in helping others in any way he can. For this reason, he strives to go above and beyond for clients through great customer service and bookkeeping. When he’s not at the office or in school, he can be found volunteering in the local community.
Natona has over 15 years of small business ownership experience. Operating her own company has given her a strong understanding of the value of detail-oriented accounting. She enjoys the practice of organizing and balancing finances and helping businesses thrive in the process. Natona is excited to be on a team of like-minded individuals and thrilled at the opportunity to help with the success of local businesses.
Trevor is our resident payroll specialist, and as of 2018 he has also joined our tax department as a licensed tax preparer. A numbers guy, he enjoys crunching numbers for clients and helping them with the ins and outs of accounting. Outside of the office he loves playing a good tennis or volleyball match when he’s not volunteering his time.
Julia has been involved in the customer service industry her entire career. Getting to know different clients and creating a relationship with them is a priority to her. Assisting them in every way possible is of the utmost importance. She loves getting to know people from all walks of life, which is why she enjoys volunteering her time within the community.
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