
Founder & Bookkeeping Specialist
Kristen is a University of Houston graduate with a degree in Business Administration and has years of hands-on experience in bookkeeping and financial services. She’s worked with businesses of all sizes from small local operations to large companies across many industries including churches and non-profits.
Specializing in QuickBooks Online, transaction categorization, reconciliations, and financial reporting, Kristen helps business owners gain clarity and peace of mind knowing their books are accurate and up to date.
Outside of work, she’s a singer, choir and baseball mom, and loves spending time with family. She’s also passionate about serving in her church and giving back to her community.
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Growth & Leadership Advisor
Welby has over 20 years of leadership experience, including six years as a senior pastor and executive church leader. With his business degree, passion for numbers, and gift for connecting with people, he helps our clients see the bigger picture, build strategies for growth, and feel supported beyond the books. In his free time, you'll find Welby coaching baseball or fine-tuning his fantasy football team (which he’s convinced is always championship-bound).
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