Meet Our Expert Bookkeeping Team
Chris - Owner
Chris has a bachelors in Accounting from Johnson and Wales University. His 15+ years of bookkeeping and accounting experience stems from time spent as an IRS Agent as well as working in public accounting. He is well versed in the accounting process, an Advanced Certified Quickbooks ProAdvisor and a heavy knowledge in tax. Although he does not practice tax, Chris is able to provide clients with insight on how transactions are tracked for tax purposes by educating his clients.
Megan - Bookkeeper
Megan has been in the bookkeeping profession for over 10 years. Not only have she owned her own bookkeeping service supporting different types of companies, but she also has extensive experience in working under a CPA. Megan has supported various companies with their bookkeeping, payroll and tax preparation. Megan has the ability to assist your company with not just its daily input and budgeting needs, but also reporting requirements, correct tax charting and balance sheet monitoring. Bookkeeping is crucial to any business, to have up to date financials ready at a moment’s notice for lines of credit, bank requests, etc.
Terry - Bookkeeper
Terry has been in the bookkeeping profession for over 20 years. During that time, she has been supporting small business owners in the convenience/gas store industry, electrical contractors, chiropractors, graphic designers and much more. Terry enjoys assisting business owners with their bookkeeping which allows them to have true and accurate financials to base their business decisions on. Because she takes the stress of the bookkeeping away from the owner, it frees him/her up to focus more on growing the business.