Samantha Simmons is a devoted wife, proud mom to two energetic young boys, and a firm believer in the power of faith, family, and teamwork. With a natural knack for leadership and a heart for service, she has made her mark as an accomplished manager in the corporate world. Samantha’s superpower? Turning chaos into clarity, as she expertly streamlines operations and keeps her team motivated, all while bringing a spark of energy and a dash of fun to every project.

Known for her genuine care and commitment, Samantha doesn’t just lead—she inspires. She’s passionate about building strong, positive relationships with her team and clients, creating an environment where everyone feels supported and valued. Whether she’s rolling up her sleeves to tackle a challenge or delivering exceptional results for clients, Samantha pours her heart into everything she does. With her unwavering dedication to excellence and her love for connecting with people, Samantha is the kind of leader who turns work into something meaningful—not just for her, but for everyone lucky enough to work alongside her. Beyond her professional acumen, Samantha is passionate about fostering positive relationships and creating a supportive environment for her team and clients. She invests maximum effort into each venture, ensuring she delivers her very best with every client interaction. Her commitment to excellence is matched only by her genuine care for the people she works with, making her a cherished figure in the workplace and a trusted partner in any project she undertakes.

Jasmin is the ultimate team player, bringing dedication and versatility to every aspect of her work. As our team lead, she takes on the critical role of overseeing team members and conducting internal account reviews to ensure accuracy and consistency each month for every client her team supports. Her attention to detail and passion for excellence make her uniquely suited to this leadership position.

As a wife and boy mom, Jasmin brings a unique perspective to her role, balancing the demands of leadership with empathy, patience, and the ability to problem-solve under pressure. With her natural ability to tackle challenges head-on and her commitment to helping others succeed, Jasmin is excited to guide her team in providing exceptional service. Whether she’s mentoring team members, reviewing accounts, or ensuring clients receive top-notch support, Jasmin is driven to make a meaningful impact and elevate the experience for everyone she works with.

Heather Petrie possesses over 17 years of extensive experience in accounting for non-profit organizations. She is deeply passionate about delivering top-notch customer service and is committed to ensuring that her clients maximize the use of their resources effectively.

Heather expertly applies her vast expertise to assist her clients in various aspects of financial management. Whether it's creating the most efficient payroll system or meticulously managing financial records, Heather is dedicated to optimizing her clients' operations. Her keen attention to detail ensures that every aspect of financial administration is handled with precision and care.

In addition to her technical skills, Heather is enthusiastic about investing time in learning about new technologies and processes. She believes that staying updated with the latest advancements can significantly benefit non-profits, allowing them to achieve more with their available resources. No detail is too small for Heather's attention, as she is always focused on enhancing the efficiency and effectiveness of her clients' operations.

Sharee brings over 17 years of extensive customer service experience, having honed her skills across diverse industries such as retail, hospitality, and insurance. Throughout her career, she has developed a deep understanding of the nuances and demands of each sector, allowing her to deliver personalized and effective solutions. Her passion lies in providing exceptional service while truly understanding her clients' needs and exceeding their expectations. To her, clients are not just numbers but individuals with unique expectations and aspirations, and she strives to build meaningful relationships with each one. Beyond her professional life, Sharee is a dedicated mother and wife, finding balance and joy in both her family and career endeavors.

Details matter, and Sharee excels in paying attention to them, ensuring that every aspect of her service is tailored to meet her clients' needs. She believes in Dr. Seuss's wise words: "Sometimes you will never know the value of a moment, until it becomes a memory." This philosophy not only guides her approach to work but also shapes her outlook on life, ensuring she values every interaction and seizes every opportunity to help and support her clients. Her dedication and commitment to service make her a valuable asset to anyone seeking exceptional customer care.

Shanell is a dedicated mother and passionate animal lover with over 15 years of experience in administrative and customer service roles. Her career has taken her through various industries, including healthcare, non-profit organizations, and corporate settings. She has spent a significant amount of time working in the organ, tissue, and eye donation sector, where she played a crucial role in facilitating life-saving donations. This unique background has equipped Shanell with a deep sense of empathy and a commitment to making a difference in people's lives, as she understands the profound impact that her work can have on families and individuals. Known for being detail-oriented, Shanell consistently ensures that every task is completed with precision and care. Her customer-focused approach allows her to build strong relationships and provide exceptional service. Additionally, her excellent communication skills enable her to effectively collaborate with team members and clients, ensuring that everyone is aligned toward common goals.

Kathleen brings a wealth of experience to our team, with a background that spans farming, corporate management, team leadership, and community service. Guided by her strong values of faith and family, Kathleen combines a sharp problem-solving mindset with exceptional relationship-building skills. We’re thrilled to have her on board to help our clients navigate their financial goals with expertise and a touch of finesse.

TJ is a dedicated and creative professional, specializing in bridging the gap between the Chinese community and quality accounting services. With years of experience in administrative and customer service roles, she brings a unique and approachable perspective to supporting clients and ensuring their needs are met. Her passion for excellence, combined with her commitment to faith, family, and music, adds a fresh and dynamic outlook to every project she undertakes. TJ is an invaluable member of our team, committed to delivering exceptional service and building strong client relationships.

Lisa graduated from Longwood University with a Bachelor’s in Business Administration, concentrating in Accounting. Over the past two decades, her career has spanned corporate accounting, banking, tax preparation, and IT. Alongside her professional roles, Lisa has successfully run her own small business as a custom seamstress and costumer.

Known for her analytical mindset and dedication to understanding processes, Lisa excels at delivering accurate, efficient solutions tailored to client needs. Her diverse experience and commitment to excellence provide clients with confidence and peace of mind. Outside of work, Lisa is a devoted wife and homeschooling mother, bringing exceptional organizational and problem-solving skills to everything she does.

Jill is an experienced and dedicated professional with a strong background in accounting and client support across global markets. With years of expertise, she specializes in developing tailored processes to meet the unique needs of her diverse clientele. Beyond her professional achievements, Jill is deeply committed to her faith, family, and community, and she actively seeks opportunities to make a positive impact through compassionate service.