Our Extended Team

Sometimes our clients need more help than just their bookkeeping so we have teamed up with additional resources that may be helpful.

Our Combined Vision

Small to mid-sized businesses face several resource disadvantages when competing with larger companies and are not able to hire subject matter experts for each aspect of operations. Our work starts with the big picture and then utilizes a team of business partners for more specialized needs and implementation. Together we form a team that serves to support each of our individual businesses and in turn provides a stronger resource to business owners.

Kate Bishop, Qwner/Professional BookkeeperKate Bishop
Hawkeye Bookkeeping, LLC

Bookkeeping

Kate is an experienced bookkeeper specializing in clean-up projects. She provides accurate books for a clear picture of your finances – not just ready for your annual tax preparation but also for you to make informed decisions about your business in real time all year long. She has extensive experience with a wide variety of industries and entity types.

Kate holds QuickBooks Online Advanced Certification and is a business owner Hawkeye Bookkeeping, LLC.

 

Rachel Marie, MBA

Rachel Marie, MBA
The Optimized Office

Organizational Development

Rachel is an organizational development consultant with a passion for creating shared value in the workplace.  Her non-linear career path has resulted in a diverse set of skills and breadth of experience in finance, marketing, HR recruiting/ onboarding / training, and operations.
Rachel founded The Optimized Office in 2019 to help small to mid sized business owners maximize existing resources and forge mutually beneficial employer-employee partnerships.

 

Daniel Conner, CPC

Daniel Conner, CPC
Conners’ Coaching, LLC

Leadership & Engagement

Daniel is a certified professional coach  specializing in leadership development and workplace engagement. He offers workshops, coaching, mentorship and assessments that boost emotional intelligence, conscious leadership, and increase productivity and retention.

Daniel also accepts coaching clients with a focus on transitional coaching which is a good fit for anyone looking to purposefully adapt to major changes in themselves and in the world around them.