Advice and guides to help improve your finances!

About Us

BJ

Barbara has been supporting business growth for 30 years. She has worked with many diverse entities in every stage of business life, setting up new accounting and reporting systems as well as cleaning up existing accounts.

Working with businesses to streamline their information systems and produce helpful reports to increase the worth of each client is Barbara’s passion. She is great at explaining accounting principles and information in understandable English. She continues to learn and pass on her knowledge to others.

Barbara has been a Certified QuickBooks ProAdvisor for 20+ years and became a Certified Xero Partner when they stared operations in the US in 2015. She has also worked with several other accounting packages during the years.

Jeanine

Was raised in San Martin CA. After attending college, she worked as a legal secretary until her focus changed to raising a family. After raising her son and three daughters, in an effort to increase her effectiveness for her own business, she re-enrolled in college and earned an Associates degree in Accounting.

For the last 13 years, Jeanine has been the chief financial officer in a successful Architectural Millwork Cabinet shop she runs with her husband in the Bay Area. Jeanine understands first-hand the challenges new and small businesses face and the hard work and dedication it takes to start and grow a business.