Jackie brings nearly 15 years of Corporate America experience to the firm with her extensive background in the big business accounting world. Taking from her deep knowledge base in analytics and financial forecasting, planning, and implementation, Jackie provides invaluable real world experience at a personal level. Her unique perspective is backed by years in the trenches of large corporations where she has tackled everyday business pains at a large corporate scale. Now, she brings that experience and those toolsets to the small businesses and individuals that we serve. Jackie heads up the accounting side of the firm overseeing all bookkeeping, financial consulting, and offsite controller operations that we offer.
When not in the office, Jackie can be found spending her free time on the lake, the pickle ball courts, or relaxing with the kids at the pool in Rancho Mission Viejo, where she and her family reside.