Say hello to clarity, peace of mind and more time
Accounting
Services
We provide tailored accounting solutions to help you stay organized, compliant, and financially strong. From day-to-day bookkeeping to strategic financial planning, we’ll give you the clarity and confidence to make smarter decisions. Don't wait—reach out today and let us help you streamline your processes and secure your financial future.
Advisory
Services
Our CFO and controller services go beyond just financial management. We provide strategic advisory sessions to help you navigate complex financial decisions, improve cash flow, and drive growth. Whether you need support with budgeting, forecasting, or long-term planning, we’re here to help you optimize your financial strategy. Connect with us today to start making data-driven decisions that fuel your success.
Tax Planning
Services
We offer comprehensive tax planning and compliance services to help you minimize liabilities and ensure you stay compliant with ever-changing regulations. Whether you need assistance with tax strategies, filing, or preparation for an audit, our team will guide you through the complexities so you can focus on growing your business. Contact us today to secure your financial future with smart, proactive tax solutions.
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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."
Services Received
Accounting, Bookkeeping, Consulting, Financial planning, QuickBooks consulting, QuickBooks setup, QuickBooks training, Sustainability audit
We live by our values
Integrity
Integrity and strong moral principles is at the heart of what we do.
Collaboration
Collaboration is the key to discovering new ideas.
Innovation
Innovation is how we stay ahead of the curve.
Continuous Improvement
We are constantly improving in everything we do.
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Meet your new Accounting Partner
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.
Bachelor's Degree in
Accounting
QuickBooks Certified
QuickBooks Payroll Certified
12+ Years In Business
Top 50 Women In Accounting Nominee
