Our Team
Meet the experienced professionals behind booksytax's success
Meet Our Experts
Our team of certified professionals is dedicated to providing exceptional financial services
At booksytax, our greatest asset is our team of dedicated professionals. We've assembled a diverse group of experts with extensive experience across accounting, bookkeeping, tax preparation, and financial management. Each team member brings specialized knowledge and a commitment to excellence that enables us to deliver outstanding service to our clients.
Our professionals hold certifications from leading accounting bodies and have backgrounds working with businesses of all sizes across various industries. This breadth of experience allows us to understand the unique challenges facing your business and provide tailored solutions to help you succeed.
Leadership Team
The visionaries guiding our company's direction and growth
Sarah Johnson
Chief Executive Officer
With over 20 years of experience in financial services, Sarah leads booksytax with a vision for innovation and excellence. Her background includes leadership roles at major accounting firms and an MBA from Harvard Business School.
Michael Chen
Chief Financial Officer
Michael brings 15 years of financial leadership experience to booksytax. As a CPA with expertise in strategic financial planning, he ensures our company maintains the highest standards of financial management.
Jessica Martinez
Chief Operations Officer
Jessica oversees booksytax's day-to-day operations, ensuring efficient service delivery and client satisfaction. Her background in process optimization and team management has been instrumental in our company's growth.
Accounting Team
Our certified accountants provide expert financial guidance and solutions
David Wilson
Director of Accounting
David leads our accounting team with over 12 years of experience in corporate accounting and financial reporting. His expertise in GAAP and IFRS ensures our clients receive accurate and compliant financial statements.
Emily Patel
Senior Accountant
Emily specializes in financial analysis and reporting, helping clients understand their financial position and make informed business decisions. She holds a CPA and has 8 years of accounting experience.
Robert Kim
Accountant
Robert focuses on providing accurate financial reporting and analysis for our clients. His attention to detail and analytical skills make him a valuable asset to our accounting team.
Bookkeeping Team
Our detail-oriented bookkeepers ensure accurate financial record-keeping
Lisa Thompson
Bookkeeping Manager
Lisa leads our bookkeeping team with 10 years of experience in financial record-keeping. Her expertise in various accounting software platforms ensures efficient and accurate bookkeeping services for our clients.
James Rodriguez
Senior Bookkeeper
James specializes in managing complex bookkeeping systems for medium to large businesses. His attention to detail and organizational skills ensure accurate financial records for our clients.
Sophia Lee
Bookkeeper
Sophia handles day-to-day bookkeeping tasks with precision and efficiency. Her knowledge of various accounting software platforms makes her an adaptable and valuable team member.
Tax Team
Our tax specialists help clients navigate complex tax regulations and optimize tax positions
Thomas Brown
Tax Director
Thomas leads our tax team with 15 years of experience in tax planning and compliance. His deep knowledge of tax laws helps our clients minimize liabilities while maintaining full compliance.
Amanda Garcia
Tax Specialist
Amanda specializes in business tax preparation and planning. Her expertise in identifying tax-saving opportunities has helped numerous clients optimize their tax positions.
Daniel Smith
International Tax Specialist
Daniel focuses on international tax matters, helping clients navigate the complexities of cross-border taxation. His knowledge of international tax treaties is invaluable for our global clients.
Join Our Team
We're always looking for talented professionals to join our growing team. If you're passionate about accounting, bookkeeping, or tax services and want to work in a collaborative and supportive environment, we'd love to hear from you.
View Open Positions