What We Believe
Here at GreenOak Accounting, we strive to create an environment where our employees feel valued, appreciated, and free to be who they are at work. We believe that a diverse mix of minds, backgrounds, and experiences all blend to create efficient and innovative ideas to drive our company forward. Our commitment to an inclusive work environment begins by looking inward at our hiring practices, is built upon in our workplace policies, and comes full circle with our approach to a welcoming and warm company culture.
Meet Our Team
Jacquie
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!
Carolyn
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.
Emily
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.
Leadership
Erica
Accounting Manager
Erica has 9 years of accounting and finance experience and is currently enrolled at Mercer University for a dual Master's degree in Business and Accounting. Her goal is to become a CPA and move up further within GreenOak Accounting. When she is not crunching numbers, she enjoys spending time with her family, interior design, photography, and reading.
Sean
CPA, Accounting Manager
Sean is CPA from Maryland. He has over 17 years of experience performing audits, tax, bookkeeping and consulting. In his spare time Sean enjoys exercising, watching sports and spending time with his family.
Julia
EA, Assistant Manager
Julia lives in North Carolina with her husband, 4 teenagers 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.
Misstie
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.
James is dedicated to empowering his clients with a thorough understanding of their financial information. James lives in Florida with his best friend, Buddy, a beautiful German Shepherd.
Dave
Accounting Specialist
Dave has been working in accounting for over 14 years and enjoys baking and gaming in his spare time. He lives in Austin, Texas with his best buddy Jupiter, a lab-rottweiler-etc mix.
Ryan is passionate about helping clients understand the ins and outs of their finances because she strongly believes that knowledge is power! In her spare time, Ryan enjoys reading, running local races, and cooking with her husband.
Mickey
Accounting Specialist
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.
Accounting Team
Sonila
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.
Cassie
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 two boys.
Trish
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.
Katie
Accounting Specialist
Katie is dedicated to helping her clients navigate their accounting and financial health and is passionate about helping clients in the mental health industry. She received her Bachelors and Masters Degree in Accounting from Appalachian State University. In her spare time, Katie enjoys playing with her pup, Luna, wildlife photography, and exercising her green thumb in the garden.
Stephanie
Accounting Specialist
Stephanie has a degree in Finance and loves all things numbers. She is a wizard in Excel and works magic with messy Quickbooks Online files (messy files are her not so secretly love). When Stephanie isn’t whipping QBO files into shape, you’ll find her at the gym whipping herself into shape through Strongman programs or the baseball fields whipping her boys into strong athletes.
Hannah
Accounting Specialist
Hannah graduated from Louisiana State University of Shreveport with a degree in accounting. Currently, she is working towards an MBA in Finance and Accounting with the end goal of becoming a CPA. She enjoys painting, hiking, and pursuing fitness goals.
Yesenia
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.
Oge
Accounting Specialist
Bio Coming Soon!
Tammy
Accounting Specialist
Tammy is a “people person” and enjoys working with clients to help them reach their goals.. She holds multiple degrees and is on the path to become an Enrolled Agent. In her free time, Tammy enjoys spending time with her family, travel, and camping in her Shasta Compact vintage trailer. One of her goals is to visit all 58 National Parks.
Shawn
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.
Ami
Accounting Specialist
Ami brings over 20 years of accounting experience in both Private and Public Accounting industries. She thrives in efficiency and organization as her tools to produce results. She is passionate about helping clients become profitable and in her spare time enjoys music and painting.
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Meghann
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.
Melissa
Accounting Specialist
Melissa has over a decade of accounting experience across a variety of industries. She enjoys working with clients to help them meet their individual goals and provide them a better understanding of their business and financials. Outside of work, she loves cooking, traveling, and watching cartoons with her daughter.
Iza
Accounting Specialist
Based in upstate South Carolina, and with years of experience in bookkeeping, Iza loves helping small businesses stay organized and financially informed. Her approach is detail-oriented yet approachable, ensuring that every client feels supported and empowered in their financial journey. When she's not crunching numbers, Iza enjoys spending time with her husband and daughter, playing video games, and watching horror movies.
Morgan
EA, Tax Accountant
Morgan is passionate about completing tax returns and continually learning about tax laws and updates because it is rewarding to help clients understand what they might not know and deliver a finished product. In their spare time, Morgan enjoys spending time with her family and friends, and traveling with her husband.
Linda
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.
Tax Team
Carter
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.
Adam
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.
Sarah
Business Development Manager
Sarah believes in the power of connecting and is usually the first person you’ll meet at GreenOak Accounting. She is the biggest cheerleader of our team and is an awesome gift giver. Her biggest accomplishment to date has been being nominated for "Most Bubbly" Personality at the annual Greenie (GreenOak Accounting) Awards.
Tyler
IT
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.
Katie
Staffing & Administrative
Katie's mission is to catalyze success in others. She believes that the true measure of leadership lies in empowering those around you. In her free time, she enjoys reading books that help her grow as an individual and spending time with family and friends.
Angelica
Marketing
Angelica is passionate about the growth and expansion of GreenOak and Profit First for Therapists.
When she isn't working her magic behind the scenes with graphic design and on social media, Angelica
enjoys spending time with her young son and family. She also enjoys shooting portrait photography.
Operations Team
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Tessa
Executive Assistant
Tessa is an experienced executive assistant who loves keeping things organized. She lives in New York City with her cat Eloise.
Julie is the owner of GreenOak Accounting and an IRS Enrolled Agent. She enjoys helping clients improve their profitability and their businesses by harnessing their financial data. In her spare time, Julie enjoys playing board games with her husband and 3 kids.
Julie
EA, CEO
Julie is the founder & CEO of GreenOak Accounting - a.k.a. our Fearless Leader! Julie is the author of the book Profit First For Therapists and hosts the Therapy For Your Money Podcast, where she talks about all things money & finance in private practice. She has been featured on many podcasts for private practice owners, and is a frequent speaker at industry conferences. Julie lives in Virginia with her husband, three kiddos, and two beloved pups.
Heidi is an Accounting Manager and CPA who believes in the power of guiding her clients toward meeting their financial goals and becoming the best practices possible. When not working, Heidi spends time with her family, is an advisor for her college sorority, and enjoys the outdoors.
Kelly
EA, COO
Kelly is an Accounting Manager and IRS Enrolled Agent. She is passionate about helping her clients understand their finances because that is the key to profitable growth. In her spare time, Kelly enjoys spending time with family and going on adventures with her dogs.
Executive Team
Abby
Director of Operations
Abby loves seeing entrepreneurs realize their dreams through smart financial practices and enjoys working for an incredible company that does exactly that! Prior to GreenOak, Abby spent time as an IRS Auditor and Group Manager. She can be found gardening and spending time with her family in her free time.
Everything has been great! I love working with a team so knowledgeable about the clinical industry!