Good bookkeeping rarely happens in isolation. Over the years I’ve built relationships with a handful of professionals I trust enough to refer my own clients to, people who do solid work and treat clients the way I’d want them treated. Here are a few of them.
Mick Collins
Merchant Services (Payment Processing)
Mick helps businesses save money on payment processing while giving back to charity in the process. If you’re curious whether your current setup could be doing more for you, he’s worth a conversation.
Katie Hanna, CB
Accounting, Tax Preparation & Advisory / CPA
Katie leads Details Matter Accounting, “Not Your Typical Bookkeepers,” a firm built for established creative agencies and skilled trades doing at least $500k with active teams. She handles the accounting, tax, and payroll complexity that comes with scaling and staffing up, so business owners can stay focused on their actual work.
Steve H. Suissa
Payroll
Steve is the President & Founder of asap Payroll DMV. He started the company in 2002 with a simple goal: give payroll clients real, personal attention instead of the reduced access most processors push toward. When you call asap, a person picks up the phone.
Rachelle Rohner
Business Consulting
Rachelle is the founder of Rohner Consulting, a strategic growth practice helping founders build operations and systems that fit their real capacity so they can grow with intention. She’s also the founder of Discover Design Connect™ (DDC™), a national networking community for women entrepreneurs.
Jared Bailey
Wealth Management
Jared leads a wealth management practice helping successful professionals, entrepreneurs, and affluent families preserve, grow, and transfer wealth with intention. His team coordinates tax strategy, liquidity, and long-term planning so financial decisions actually support the lives clients want to live.
Philippa Channer
Business Development & Marketing
Philippa is an author, speaker, and marketing strategist who helps women entrepreneurs move from scattered marketing to clear, CEO-level strategy. She’s the author of When Clarity Leads and teaches business owners how to simplify their marketing and lead with greater clarity and intention.
Jessica Washington
Back Office Support / Virtual Assistant
Jessica is the founder of Perfectly pInked, a boutique operations firm for small business owners. She takes over the back office — inbox and calendar, client coordination, document prep, CRM upkeep — so the owner stops being the bottleneck and gets back to growing the business.
Know someone who should be on this list, or want to connect with me about a referral partnership? I’d love to hear from you.