Our Team

Costa Rica
Costa Rica

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Just cruising!
Just cruising!

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Beachcombing at Port Isaac
Beachcombing at Port Isaac

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Costa Rica
Costa Rica

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Wendy Kelley
FOUNDER
  • Over 25 years of experience

  • Advanced Certified QuickBooks ProAdvisor

  • Member of Intuit's Accountant Council

My experience with QuickBooks began many years ago with the implementation of the very first version for my own family business. It was a nightmare, but I fumbled my way through it and didn't give up.

As I continued using QuickBooks, I gained valuable experience and first-hand knowledge of the changes and improvements that were constantly being made. I soon began to love QuickBooks. 

​Now I have a passion for helping business owners who are experiencing the same struggles. I really do understand how they feel. ​By leveraging the latest technology, I am able to automate and simplify their processes. I love seeing the smiles that come with the realization that bookkeeping and payroll don't have to be complicated and overwhelming. 

When I'm not busy working, I am either painting or spending time with my family and, as often as possible, I am traveling somewhere fantastic. I love to travel!

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Jeannie Harper
PROJECT MANAGER

Over the last 20 years I have been an Executive Assistant, a Staff Accountant and an HR Coordinator. I have worked with a variety of industries, mostly nonprofit but some construction, oil and gas, and professional services.

I love meeting new people and learning about their passions and goals. I want to make their day-to-day easier so they can focus on reaching those goals. I have such a desire to help others that I have been told, "Everyone needs a Jeannie."

When I'm not working, I enjoy being outdoors, spending time with my husband, and doing all the grandma things with the two best grandchildren in the world.

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Many find the bookkeeping side of business to be a burden. I love being able to use my skills to lift the burden and provide business leaders with timely information to make good decisions for their businesses.

 

When I’m not working, I’m doing all of the nerdy things: reading, running, cooking, spending time with my family, and spoiling our cats.

 

Now, I am a QuickBooks Online ProAdvisor working with a variety of small businesses to support them with their bookkeeping and payroll.

I have spent the past 20 years doing bookkeeping and payroll in various industries, from publishing to manufacturing to nonprofits. 

Angie Coats
BOOKKEEPING MANAGER

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Bethany Kelley
BOOKKEEPER

Clients tell me I have a calm and reassuring demeanor with a "can do" attitude. I am always ready and willing to help, especially with the tedious tasks that make others cringe. If you need expense reports prepared, bookkeeping caught up, payroll processed ... I'm the one you want!

I have been helping businesses with their bookkeeping and payroll needs for over five years. I have experience with QuickBooks Enterprise, QuickBooks Online, QuickBooks Enhanced Payroll for Desktop, QuickBooks Online Payroll, and Intuit Online Payroll.

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I love learning and am continually increasing my knowledge and understanding of QuickBooks through webinars, conferences and training.

When not working, I enjoy gardening, traveling and spending time with my friends.

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"Wow! Wendy Kelley is amazing! Best customer service I have ever received. I had been getting the run around from no less than 5 other "experts" who did not know what they were doing. Wendy took my call, I give her access into my desktop, she asked me a few questions, within 15 minutes she had all the bank feeds linked into Quickbooks and double checked them. She loves her job. I know nothing about Quickbooks, I was just helping out my husband who is a doctor. She explained things in easy terms and handled setting up 3 accounts with bank feeds now complete. Wendy is so easy to talk to, I recommend her to everyone."