Kendra — Founder
About the founder
Hi, I’m Kendra.
With over 10 years of experience in accounting and financial management, I bring a strong foundation in financial reporting, analysis, and business operations to help small businesses achieve financial clarity and confidence.
My professional background spans healthcare, private equity, energy, and corporate accounting, giving me a broad understanding of the financial challenges businesses face across different industries.
My expertise includes bookkeeping, account reconciliations, financial statement preparation, and month-end reporting. Having served as both a CFO and a senior financial analyst, I’ve worked at every level of the finance function — from the daily ledger to the strategy behind it.
Background
Why I started this firm.
I founded my bookkeeping business with a simple mission: to provide business owners with accurate, reliable, and personalized financial support so they can spend less time managing their books and more time growing their businesses.
- Experience
- 10+ years in accounting and financial management
- Roles held
- Previous CFO and senior financial analyst
- Education
- Bachelor's in International Business, concentration in Finance and Accounting
- Industries
- Healthcare, private equity, energy, corporate accounting
- Focus
- Bookkeeping, reconciliations, financial statements, month-end reporting