Who we are
Richard Diaz
Richard focuses on client onboarding, communication, and ongoing support. He works directly with business owners to help them stay organized, understand their numbers, and make informed decisions. Richard also assists with higher-level financial tasks as needed, helping ensure each client gets the attention and clarity they need.
Adrianna Munoz
Adrianna handles the day-to-day bookkeeping and monthly reporting process. She makes sure financial records are accurate, up to date, and easy to understand. With a focus on organization and consistency, Adrianna helps keep everything running smoothly behind the scenes so clients can stay focused on their business.