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Meet Our Team

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The People Behind the Work

The financial world grows more complex and specialized each day. Changes to tax laws, software, compliance, and employment laws can have dramatic implications on your business. Our team approach means we’re more on top of and responsive to the issues that affect your business. Because of this, we collaborate with smart professionals to give you the best results.

  • Renee Daggett

    Renee Daggett
    CEO
  • Jasneet Govan

    Jasneet Govan
    Operations Manager & Account Manager
  • Sabrina Wilcox

    Sabrina Wilcox
    Certified Public Accountant
  • Erika Polley

    Erika Polley
    Bookkeeping Manager
  • Misty Wolsfield

    Misty Wolsfeld
    Tax Preparer
  • Katie Dangel

    Katey Dangel
    Tax Admin
  • Jennifer Daggett

    Jennifer Daggett
    Sales & Marketing Coordinator
  • Rhonda Fee

    Rhonda Fee
    Payroll Specialist &
    Client Care Admin
  • Amanda Francis

    Amanda Francis
    Tax Admin
  • Savannah Cabiles

    Savannah Cabiles
    Account Manager & 
    Billing Admin

Recent Blog Articles

  • A festive illustration with a Santa hat, champagne glass, food, candle, clock, and holiday icons surrounding a sign that reads “Business Owner’s Holiday Survival Guide,” featuring small business accounting tips on a green and tan background.

    Business Owner’s Holiday Survival Guide

    Because your to-do list shouldn’t look like Santa’s. Ah, the holidays. That magical time when your inbox doubles, your staff…

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  • A bright red lighthouse stands on a rocky pier by the blue water, steady as small business profit—visible through clear bookkeeping, even amid clouds and distant shoreline in the background.

    IRS Safe Harbor Rule: The Smart Way To Handle Quarterly Taxes

    Ever feel like dealing with the IRS is a game of “guess the number”? It usually plays out like this:…

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  • A puzzle with a missing piece—just like when bookkeeping mistakes make small business profit hard to picture clearly.

    The Hidden Costs Of Having One Person Do Your Bookkeeping And Taxes

    Many small business owners try to save money by having one person handle both their bookkeeping and taxes. On the…

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  • A person is counting U.S. dollar bills at a desk with a notebook, pen, and scattered cash—reminding small business owners to stay alert for QuickBooks Online scams while managing their finances. A phone and computer mouse are also visible in the background.

    Do You Really Know What Your Profit Is?

    Many small business owners proudly look at their revenue numbers and think, “I’m doing great!” But here’s the truth: revenue…

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