Who we are

Our Expert Advisors


Our History

Jennifer Marcus fell in love with finance at a young age. Jennifer was an office manager and her boss felt that his CPA was doing something wrong with his payroll and sales tax and asked her to evaluate them. Jennifer was only 16 at the time and after completing the task she realized her passion for numbers and helping people understand their business needs and prevention of others taking advantage of them.

Since then Jennifer has devoted her time to helping the small business industry in bookkeeping, tax preparation, IRS evaluations, payroll, tax planning, QuickBooks, QuickBooks training & setup, advising as a CFO, and Controller-level needs.


CEO & Owner


Jennifer Marcus

With over 20 years’ experience in the field of financial consulting and income tax preparation, Jennifer brings her own knowledge of being self-employed along with understanding the needs of business. Through her experience and knowledge, she has been able to setup, grow and successfully maintain companies. Jennifer graduated from DeVry University, cum laude, in Business Administration with an emphasis in Accounting. She also graduated from Keller Graduate School of Management where she completed her Masters in Accounting & Financial Management with an emphasis on the CPA Exam Preparation at Becker Professional of Education. Along with her Masters, Jennifer continues to maintain her California Tax Education License and attends seminars, workshops, and continuing education courses each year. She is also a QuickBooks Pro Advisor.