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Accounting Services
& Tax Planning

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5/5 Stars on

Let us handle your books so you can focus on what really matters, building your legacy.

Say hello to clarity, peace of mind and more time

You don't have to be an accounting or tax expert
That's our job

QuickBooks ProAdvisor

10+ Years in business

125+ Clients served

Female & minority owned & operated

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Best Decision Ever!!!

Sweet Mercies Rescue Ranch, July 28, 2023

"I cannot say enough good about Jamie and her team. Jamie goes above and beyond to help with anything and everything. I felt a huge weight lifted off my shoulders when we hired her. She’s incredible, you will not regret it."

Uses

QuickBooks Online

Services Received
Accounting, Bookkeeping, Consulting, Financial planning, QuickBooks consulting, QuickBooks setup, QuickBooks training, Sustainability audit

We managed over

$27 MM

of our clients' revenue in 2023

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93,000

We documented over

transactions in 2023

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On average, our clients increased
their revenue by

31%

in 2023

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We live by our values

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Accounting is the Heart of every Business.
That's where we come in!

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Meet your new Accounting Partner

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My name is Jamie Peña...

About

I am an accounting professional with a deep passion for helping organizations thrive financially.

 

My journey in accounting began when I earned my Bachelor's degree in 2009. Through a few connections, I landed my first job as a bookkeeper at a startup corporation. The team there was incredibly patient and supportive, allowing me to learn and grow on the job. As time went on, I wanted to help more people. Fortunately, I was approached by a local business that needed Quickbooks assistance, and he turned into my first client. It was immediately apparent that there was a need for bookkeeping and Quickbooks support, so I pitched becoming an outsourced bookkeeper to my current boss, and he said yes. My boss turned into my second client and also referred me to my first nonprofit organization. With my process and system mindset, my journey into client advisory and accounting services began, and the rest is history.

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Today, our focus is on serving both nonprofits and corporations with a forward-thinking approach to accounting that we call "legacy accounting." This methodology is all about planning ahead and ensuring long-term financial health and sustainability for our clients.

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Thank you for taking the time to get to know a bit about me and my professional journey. I look forward to the opportunity to assist more organizations in achieving their financial goals and leaving a lasting legacy.

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Bachelor's Degree in 
Accounting

QuickBooks ProAdvisor

10+ Years in
business

Top 50 Women In Accounting Nominee

Let us deal with the pain points of bookkeeping so you can go back to doing what you love.

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