helping you move from overwhelmed + overworked to peaceful + profitable
meet your new
favorite accountant
hi, i'm jackie!
I’m a CPA, which essentially means I help stressed out, overwhelmed business owners get control of their finances, organize their books, and file their taxes without tears or frustration.
My mission is to make small business accounting simple, approachable, easy, and yes – even fun!
I’ve been helping small business owners manage their books and file their taxes for over a decade. I spent a few years in public accounting after earning a bachelor’s degree in Finance from the University of Texas and my master’s degree in Accounting from Indiana University.
Once I had my boys, I realized I wanted more flexibility and time to spend with my family, so I started my own small business in 2016!
Since then, I’ve mostly worked with online service providers. My clients appreciate my unique mix of experience, knowledge, and laid back approach. You can feel comfortable asking me anything. I don’t believe in dumb questions, but I do believe in empowering small business owners with the knowledge, confidence, and numbers you need to make the best decisions as you grow and scale.
jackie was so kind, patient and willing to explain everything to me!
Dolly delong education
“I don’t know why it took me so long to invest in working with Jackie! I think I was terrified of having someone look at the numbers behind my business and afraid I would be judged and spoken down to. Jackie goes above and beyond in serving her clients – working with her is a no-brainer.”
clients say
ONLINE BUSINESS MANAGERS
MARKETING AGENCIES
BARTENDERS
PHOTOGRAPHERS
CONSTRUCTION COMPANIES
ETSY SHOPS
COPYWRITERS
BRANDING & DESIGN AGENCIES
LAW FIRMS
DJ'S
SHOPIFY STORES
HAIR STYLISTS
CLEANING SERVICE PROVIDERS
BUSINESS COACHES
PODCAST MANAGERS
LASH & MAKEUP ARTISTS
VIRTUAL ASSISTANTS
YOUR INDUSTRY!
(over 12 months)
client retention
92%
helping biz owners
one state at a time
take control of their finances
(32 states and counting!)
sipping on a marg on a patio
hanging out with my family
spending time on the water
MAKING YET ANOTHER CUP OF COFFEE
CONCERT HOPPING WITH MY HUSBAND
SITTING ON THE SIDELINES AT KIDS SPORTING EVENTS
a piece of advice from your friendly cpa
It’s never too early to get your finances in order. Even if you’re just getting started, the best thing you can do for your online business is to set up solid foundations now. As your business grows, you’ll have the systems in place to scale more quickly… and with a lot less stress!
