jamie Bray

CEO

Jamie Bray is an accomplished bookkeeper and tax professional with extensive experience in financial management and taxation. With a strong background in accounting principles and a keen eye for detail, Jamie excels at providing comprehensive financial services to individuals and businesses. Throughout her career, Jamie has worked with a diverse clientele, including small businesses, freelancers, and individuals, providing them with accurate and reliable bookkeeping services. Adept at maintaining financial records, reconciling accounts, and generating insightful financial reports to help clients make informed decisions. When it comes to tax planning and preparation, Jamie is known for her meticulous approach and commitment to maximizing deductions and credits while ensuring full compliance with applicable tax codes. She will stay updated with the latest changes in tax laws and regulations to provide clients with optimal tax strategies that minimize liabilities and maximize savings. In addition to her technical expertise, Jamie possesses excellent communication and interpersonal skills. She is committed to building long-term relationships with clients and providing personalized attention to their financial needs. She take’s the time to understand each client's unique situation and offer tailored solutions to meet their specific goals. With her exceptional attention to detail, strong analytical abilities, and dedication to client satisfaction, Jamie is an invaluable asset for anyone seeking professional bookkeeping and tax services. Whether you are a small business owner looking to streamline your financial processes or an individual in need of expert tax guidance, Jamie is here to provide comprehensive and reliable support. Contact Jamie today to discuss your financial needs and discover how her expertise can benefit you.

Jessica Dominici

COO

Jessica is a skilled and dedicated Junior Bookkeeper with a passion for numbers and financial management. She brings a strong educational background and a detail-oriented approach to her work, ensuring accuracy and efficiency in financial record-keeping. With her strong educational background, attention to detail, and dedication to accuracy, Jessica is eager to contribute her skills and knowledge as a valuable member of a finance team, supporting the financial health and success of businesses.

Jessica has a solid understanding of bookkeeping principles and practices. She is skilled in recording financial transactions, maintaining general ledgers, reconciling accounts, and generating financial reports. She is proficient in using popular accounting software, such as QuickBooks and Excel, to streamline and automate bookkeeping processes.

Jessica has a meticulous approach to her work, ensuring the accuracy and integrity of financial records. She pays close attention to detail when reviewing financial documents, double-checking entries, and promptly identifying any discrepancies. I understand the importance of maintaining error-free records for reliable financial reporting. She is highly organized and possess great time management.

Jessica is a huge asset, and anybody would be lucky to have her in their financial corner.

Organization and Time Management: I am highly organized and possess excellent time management skills. I can effectively prioritize tasks, meet deadlines, and maintain an efficient filing system. I understand the significance of timely and accurate financial reporting for decision-making purposes. Communication and Collaboration: I have strong communication skills, which enable me to collaborate effectively with team members and stakeholders. I can communicate complex financial concepts in a clear and concise manner, fostering positive working relationships with colleagues and clients.

Jeremy Floam, CPA

“The best compliment I ever received was being told by clients that I treat my job as if I was the owner of their company. That approach has allowed me to help ownership and executive teams plan for success and most importantly act on those plans.” -JF

Jeremy is a highly accomplished Certified Public Accountant (CPA) with extensive experience in providing exceptional financial expertise and strategic guidance for small to mid-size business owners. With a deep understanding of accounting principles and financial analysis, Jeremy has consistently delivered outstanding results and built a reputation for professionalism and commitment to excellence.

Jeremy holds a Bachelor's degree in Accounting from University of Maryland at College Park and is a licensed CPA in the state of Maryland. He completed the rigorous requirements, including passing the Uniform CPA Exam, to obtain his CPA certification. His educational background equipped him with a strong foundation in accounting principles, auditing, financial reporting, and taxation.

Jeremy has accumulated decades of experience working with small to mid-size companies as both an Advisor and Controller. His invaluable cross training in operations allows Jeremy to focus on how operations directly impact the numbers which is critical for small business owners. His strong technical skills and commitment to delivering exceptional client service have earned him the trust and respect of clients.

With his expertise, integrity, and commitment to excellence, Jeremy is a trusted financial professional who brings immense value to clients seeking accurate financial reporting, strategic guidance, and a partner in achieving their financial goals.