EA, Accounting Manager

Carolyn loves educating and empowering her clients to understand their finances. She came to finance by way of a career in education, and has the superpower to translate "accountant-speak" into terms a normal human can understand. In her spare time, Carolyn can be found running after her 3 kids, hiking, or reading.

CPA, Tax Manager

Emily enjoys problem-solving and is passionate about helping others because she loves to see clients succeed.  In her spare time, Emily enjoys spending time with her kids and helping her husband on the family farm. 

EA, Accounting Manager

Jacquie brings over 10 years of accounting experience to GreenOak Accounting, and thrives on supporting her team and clients! She holds an A.S in Accounting, a B.S.B.A in Marketing from the University of Colorado, and an M.S. in Accounting from Regis University. Originally from Colorado, she now calls Florida home, spending most of her free time adventuring with her husband and five dogs!

EA, Accounting Manager

Julia lives in North Carolina with her husband, 4 children and beloved golden retriever. She loves helping clients straighten out their accounts so that they can gain meaningful information from them. In her spare time, she loves watching her kids play sports and traveling.

CPA, Accounting Manager

Lauren has over 24 years of experience in accounting, bookkeeping, payroll, and tax.  She has worked with various industries, has always loved numbers and accounting just made sense.  Lauren loves helping people understand the “why” behind the numbers so they can make better decisions.  She is a 5th generation Floridian who grew up on a large cattle ranch in Central Florida, but now calls North Florida her home.  She enjoys spending time with her family, singing at church, and watching or reading a great mystery.

CPA, Onboarding Manager

Cassie is a licensed CPA and has over 15 years of accounting and tax experience. She LOVES accounting and is very passionate about mental health. Since she's located in the frozen tundra, Northern Minnesota, she enjoys traveling to the warmth (Florida & the Caribbean). She also enjoys reading and spending time with her husband and three boys.

Accounting Team Lead

Mickey brings over 25 years of accounting and bookkeeping experience to GreenOak Accounting and is Gusto Payroll Certified. She is committed to keeping her clients’ books organized and believes that great communication is key to a successful client relationship. When not on client duty, Mickey loves spending time with her family and traveling

EA, Accounting Specialist

Misstie is a Senior Accounting Specialist who loves being organized. Misstie believes that her work requires a high level of planning. Outside of work hours, Misstie likes to watch basketball, repurpose furniture, and plan events with family & friends.

EA, Accounting Specialist

Tammy is an Accounting Specialist and Enrolled Agent (EA) with degrees in Accounting and Business Administration. She enjoys helping practice owners make sense of their numbers, stay organized, and make confident, informed decisions. Tammy brings over 20 years of small business ownership experience to GreenOak. Outside of work, she loves spending time with her family, traveling, and camping.

Accounting Specialist

Sonila is passionate about accounting and dedicated to helping clients succeed. With a keen eye for detail, she ensures that every financial aspect is handled with precision and care. In her free time, she enjoys reading, cooking, and walking in nature. Sonila also has a love for travel and exploring new places.

Accounting Specialist

Trish is an Accounting Specialist located in Kansas and comes to us with 40 years of bookkeeping and accounting experience. She loves working with numbers and enjoys getting to know each client and their individual accounting needs. In her off-time Trish likes crafting, video chatting with her grandchildren and loving on her three dogs.

Accounting Specialist

Hannah graduated from Louisiana State University of Shreveport with a degree in Accounting. Currently, she is working towards her EA. She enjoys painting, hiking, and pursuing fitness goals.

Accounting Specialist

Katie is committed to helping clients confidently navigate their accounting needs and overall financial health, with a special passion for supporting professionals in the mental health industry. She holds both a Bachelor’s and Master’s degree in Accounting from Appalachian State University. Outside of work, Katie enjoys traveling, spending time with her pup, Luna, wildlife photography, and nurturing her green thumb in the garden.

Accounting Team Lead

Oge holds a Bachelor’s Degree in both Finance and Accounting, as well as a Masters in Business Administration. Her favorite part of accounting is getting the numbers to come together, allowing clients to see the lifecycle of their business and understand how well they're doing. Given all the time in the world, Oge would travel and read as much as possible.

Accounting Specialist

With over 10 years of accounting experience, Shawn excels at helping clients navigate their financial needs. Beyond the world of accounting, Shawn enjoys quality time with his family camping, backpacking, snowboarding, playing tennis, or relaxing at the beach.

Accounting Specialist

Yesenia is an accounting specialist located in Texas. She enjoys getting to know clients and understanding the unique vision each client has. She enjoys making sense of the aftermath of a a clean-up project. In her free time, she enjoys reading a good book and spending time with family.

Accounting Specialist

Rebecca earned both her Bachelor’s and Master’s degrees in Accountancy from the University of Mississippi. She is passionate about supporting clients and ensuring their financial needs are met with care and attention to detail. Rebecca enjoys building strong relationships and takes pride in helping businesses thrive. Outside of work, she enjoys playing tennis, spending time with family, and reading.

Accounting Specialist

Brazilian-born and based in upstate South Carolina, Iza brings years of bookkeeping and accounting experience to GreenOak Accounting. She loves helping small businesses stay organized and financially informed with an approach that’s detail-oriented, yet approachable — so every client feels supported and empowered in their financial journey. When Iza's not supporting clients, she enjoys spending time with her husband and daughter, and nurturing her love for the arts and creative expression.

EA, Accounting Specialist

Meghann was once an English major that found her love of accounting later in life. She has 10 years of experience in bookkeeping, accounting, and tax preparation. She is an Enrolled Agent who gained her MBA in 2009. In addition to enjoying spreadsheets and financial documents sheprioritizes gaming with her kids and advocating for children with special health needs.

Accounting Specialist

Brandon is an accountant with over 14 years of experience in accounting and bookkeeping. He is passionate about helping business owners reach their goals. Outside of work he enjoys spending time with his family as a proud dad and husband.

Accounting Specialist

Amanda has 10 years of accounting experience, a B.B.A. in Accounting, and is currently in the process of achieving her M.B.A. in Accounting as well. She is passionate about using her skills to help business owners succeed and thrive. In her free time, she loves trying new crafts and spending time with her family.

EA, Accounting Specialist

Ryan holds a Master of Accounting degree from UNC Chapel Hill (Go Heels!). She began her professional career as a teacher, which cultivated her passion for educating others. Now, she enjoys helping people understand their finances so they feel empowered to make more informed decisions. In her spare time, Ryan enjoys reading, gardening, and playing the cello.

Accounting Specialist

Erica brings over 13 years of experience to the firm working with a variety of clientele nation wide. Previously a resident of California she was controller/administrator for various local & global brands. In her free time she enjoys photography, art, & traveling.

CPA, Tax Accountant

Linda is passionate about working with clients to get the most from their taxes and reach their tax-related financial goals. She enjoys hiking and taking walks with her husband and their dog. When not working with clients, she also enjoys traveling, swimming and reading. She is very proud of her two grown children, Kelli and Michael.

EA, Tax Accountant

Morgan is passionate about completing tax returns and delivering a completed product that is in compliance with IRS standards to her clients. Helping people feel like the burden can be taken off their shoulders during tax prep is what Morgan strives for. In her spare time, Morgan enjoys spending time with her family and friends, and focusing on quality time with her husband and son.

CPA, Tax Accountant

Carter enjoys helping clients understand their finances and problem solving as well as saving clients money on taxes. In his spare time Carter enjoys travelling, listening to music/podcasts, reading, photography, and collecting vinyl records.

EA, Tax Accountant

Adam enjoys building relationships with clients so he can provide the most relevant advice for them to not only save money on taxes but to be in compliance so business owners can have peace of mind. When he is not working he enjoys spending time with his wife and four kids and reading.

Business Development Manager

As Business Development Manager, Sarah brings over 15 years of experience building meaningful client relationships and supporting growing businesses. She has the privilege of meeting with prospective clients during complimentary consultations, where she focuses on understanding their goals and helping determine the best path forward.

IT Specialist

Tyler is a recent graduate from Virginia Tech and studied economics and computer science. He is passionate about using technology to help people build better tools and make work easier. In his free time, Tyler likes to watch sports and spend time with friends and family.

Marketing Specialist

Angelica is a Liberty University graduate with a passion for supporting the growth and expansion of GreenOak and Profit First for Therapists through thoughtful, strategic marketing. Behind the scenes, she helps bring the brand to life while balancing life as a mom to her young son. In her free time, Angelica enjoys spending time with family and capturing portrait photography.

AI Developer

Juliano is a Western Governors University alumni with a background in Computer Science and applied AI. He combines technical expertise with real-world marketing experience, specializing in analytics, automation, and AI-driven systems. On his free time, he enjoys going to the gym and playing guitar.

Director of AI & Technology

EA, CEO

Julie is the Founder & CEO of GreenOak Accounting. She’s the author of Profit First for Therapists and hosts the Therapy For Your Money podcast, where she talks all things money and finance in private practice. Julie is a frequent conference speaker and has been featured on many podcasts for private practice owners. She lives in Virginia with her husband, three kiddos, and three dogs.

EA, COO

Kelly is the COO of GreenOak Accounting and an IRS Enrolled Agent. She works behind the scenes to strengthen operations, streamline workflows, and support the team in delivering high-quality financial guidance. In her spare time, Kelly enjoys spending time with family and going on adventures with her dogs.

Director of Operations

Abby brings a deep love of processes, planning, and thoughtful systems that help both clients and team members thrive. Prior to joining GreenOak, Abby spent time at the IRS, giving her a unique perspective on compliance, efficiency, and organizational systems. Outside of work, Abby values time with her family and the simple pleasure of flower gardening.