Susan Watson
Founder & Owner | Tax & Business Advisory
Susan believes that a successful business should support the life you're working to build. With a passion for financial clarity, intentional planning, and meaningful relationships, she helps clients understand their numbers, navigate important decisions, and develop practical strategies for reaching their goals.
Her mission is simple: to empower others to live and work intentionally.
Leading With Purpose
Passionate about empowering people to make intentional decisions, build stronger businesses, and create lives they love.
Finding a Better Way
Turning complicated financial challenges into practical solutions, clearer direction, and opportunities for meaningful growth.
People Before Numbers
Building lasting relationships through honesty, genuine care, and a commitment to helping others succeed.
Jamie Jean
Senior Account Manager
Jamie works closely with business clients to help keep their financial records organized, reporting current, and day-to-day responsibilities on track.
Through ongoing communication and dependable support, she helps clients gain a clearer understanding of their business finances.
Her work reflects our commitment to consistency, meaningful relationships, and attention to detail.
Jackie Kennedy
Senior Tax Preparer & Compliance Officer
Jackie helps clients navigate tax preparation, planning, and compliance responsibilities with diligence and attention to detail. She is committed to helping clients understand their obligations, stay informed, and approach tax matters with greater confidence.
Her work reflects our shared values of integrity, accuracy, and dependable service.
Details Make the Difference
Approaching tax preparation and compliance with accuracy, diligence, and a commitment to doing things right.
Finding the Answers
Working through complicated tax situations with patience, determination, and a genuine desire to find solutions.
A Heart for Helping
Making tax matters less intimidating through dependable guidance, clear communication, and personal attention.
Jayson Watson
Payroll & HR Specialist
Jayson supports payroll processing, employee administration, and the technology systems that keep essential business operations running smoothly.
His work helps clients stay organized, meet important deadlines, and maintain dependable processes behind the scenes.
He brings a systems-focused approach to the team and supports our commitment to accuracy and operational consistency.
Teresa York
Business Services Manager
Teresa brings leadership, organization, and a collaborative approach to our team. She helps oversee client financial management services, supports our internal processes, and works to ensure clients receive consistent, thoughtful service.
She believes strong teamwork and clear communication are essential to creating a positive client experience.
Bringing Order to the Busy
Turning moving pieces, competing priorities, and complicated processes into organized, manageable solutions.
Better Together
Bringing people, processes, and ideas together through teamwork, communication, and a shared commitment to excellence.
Progress With Purpose
Finding opportunities to improve systems, strengthen business operations, and help clients and teammates move forward.
Reese Pate
Administrative Assistant
Reese helps create the welcoming, personal experience we want everyone to have when they visit or contact our office.
From coordinating appointments to supporting communication and daily administrative responsibilities, she helps ensure that both clients and teammates feel supported.
Her role reflects one of our most important values: treating people with kindness, respect, and genuine care.
