Smart + Soul
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.
Lisa loves accounting so you don’t have to. An Elite-level Certified QuickBooks ProAdvisor and a former Ernst & Young CPA, Lisa spent 12 years as a public accounting auditor 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 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 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.
A bookkeeper 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.
Melody likes to roll up her sleeves and get an accounting job done. A 10-year veteran of small CPA firms with small staffs and a large volume and variety of clients, Melody discovered the joy of numbers and her strong drive to take initiative on financial projects. She’s a natural problem solver who supports New Insight Accounting with bookkeeping, payroll and sales tax. When she’s not hitting the books, Melody enjoys traveling. She has a special love for the food, history and fashion sense of Japan. Melody lives in South City with her family. She holds a BA in Accounting from San Francisco State University.