We can’t all be artists, healers and do-gooders. Fortunately, some of us get to be nerds.

We’re accounting nerds with heart and soul. We understand that your relationship with money is intimate. While it’s true that we’re intelligent and adaptive, we think you’ll value us most as people you can trust. People say we’re pretty easy to talk to. That warms our nerdy hearts.

Our Team

Lisa Thorne - New Insight Accounting

Lisa Thorne

Principal

Lisa loves accounting so you don’t have to. An Elite-level Certified QuickBooks ProAdvisor and a former CPA, Lisa spent 23 years as a public accounting auditor with Ernst & Young and accounting manager for large corporations, including The Gap, Inc., VISA USA and CNET. Her background as an auditor means that Lisa knows what auditors are looking for: immaculate documentation and audit-proof books. As the principal and owner at New Insight Accounting since 2008, she helps smaller Bay Area businesses thrive. Lisa holds a BA in Business Economics from UC Santa Barbara, with a minor in beachgoing. She lives in Oakland with her family.

Stephanie Katz

Staff Bookkeeper

Stephanie is a QuickBooks Online wiz with 16 years as a staff accountant for Bay Area small businesses in the fields of tech, advertising and real estate. When it comes to small business accounting, Stephanie is an industry agnostic: She just loves clean books. A native of Texas, Stephanie lives in Concord with her family.

Jyothi Lokesh - New Insight Accounting

Jyothi Lokesh

Staff Bookkeeper

A certified Quickbooks ProAdvisor with 17 years’ experience working for financial clients including Accenture and Tesco, Jyothi takes the drudgery of monthly accounting off your plate. For Jyothi, it’s not even drudgery. When she’s not taking care of your numbers, Jyothi enjoys traveling, reading fiction and spending time with her husband and son. Jyothi holds a Bachelors of Commerce from Karnataka Open State University. She lives in Mountainhouse, CA.

Meghan Diggins

Senior Bookkeeper

Meg believes that clear and accurate financial documentation gives business owners the freedom to plan smarter and dream bigger. She works directly with clients to set up their books, conduct monthly reconciliations and QuickBooks cleanup, manage accounts payable and create financial reports that give business owners the confidence to grow. Meg lives with her family in Gualala, where she enjoys living in the woods, heading to the beach and hanging out with organic farmer friends. She is a Certified ProAdvisor in QuickBooks Online and holds a BS in Computer Information Systems.

Marketa Martin

Marketa Martin

Senior Accountant

Marketa is an accountant, a certified bookkeeper and a Certified QuickBooks Advanced ProAdvisor. She works directly with a small number of New Insight Accounting clients, and reviews all accounts to make sure that the financial information we provide to our clients is reliable, accurate and timely. Previously, Marketa worked in-house at two large firms, and then in cloud-based accounting. She notes: “You can understand the health of a company by looking at their financials. What I like particularly about working for small business owners is being able to make such a big impact on their lives.” Marketa loves traveling with her family, cooking healthy meals, dance, kickboxing —and, at the end of a long day, yoga. She holds a BA, summa cum laude, in Accounting from University of Central Florida.

Leondra Dimery-Love

Administrative Assistant

Leondra is New Insight Accounting’s efficiency czar and all-around right-hand person. A former operations manager with 20 years of experience as an administrative assistant, she is very good at making systems and organizations run smoothly. Clients may hear from Leondra when she needs to schedule an appointment or request a 1099, but most of her work is internal. At work and at home, Leondra is a disciplined person who appreciates timeliness — an asset whose value her children discovered when they went off to college without their lifelong, personal Administrative Assistant! Leondra loves to cook and she’s a weight lifter. Her most impressive feat? “Showing up to do it every day.”

Lisa came to me when I was going through a personal transition in my life and my books were a mess. She was patient and diligent and got me back on track. I really depend on Lisa to keep the numbers in order.
Anastasia Faiella, owner of AF Interiors, Interior Design
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