We’re a team of friendly accountants and bookkeepers who turn complicated numbers into everyday language. From startups to growing enterprises, we help you see where your money’s going and how to make the next smart move.
Because we work side by side with you, every report, forecast, and tax return feels less like paperwork and more like a roadmap. Our goal is simple: give you the clarity and confidence to focus on what you care about. We’ll take care of the numbers.
Smart Numbers, Clear Insights
Jenna Palumbo, CPA
Founder & Senior Accountant
What I actually do: I take the headache out of finances. Whether you are a small business owner trying to scale or an individual looking to maximize your personal tax return, I provide strategic, judgment-free guidance to help you save money and stay compliant.
The Background: I’m a proud Double Domer with an undergraduate degree and an MBA from the University of Notre Dame, as well as a Master’s degree from Harvard. I’ve spent years studying the ins and outs of finance so that you don't have to.
Why I do it: Because no one starts a business—or goes through tax season—hoping to spend their weekends stressed over tax codes (and I love a job that leaves me free for football Saturdays in the Fall). My passion is helping you focus on yours; being the trusted partner who handles the complex financial heavy lifting so you can focus on what matters most to you.
Outside the office: When I’m not analyzing spreadsheets, I am likely screaming at the TV during a Notre Dame football game, finishing half of a crossword puzzle, or playing zone defense against my two young sons (ages 5 and 7).
Diane Newcomb
Lead Bookkeeper and Real Estate Expert
What I actually do: I tame the chaos. I handle the day-to-day financial heavy lifting—organizing your transactions, tracking expenses, and making sure your books are immaculate so tax season is a breeze.
The Secret Weapon: I have nearly 40 years of experience in this game. There is no messy ledger I haven't seen, and no financial knot I can't untangle. (Bonus: I’m also Jenna’s mom, which means I taught her everything she knows).
Why I do it: There is a unique, undeniable joy in a perfectly clean balance sheet that zeroes out on the first try.
Outside the office: If I’m not at my desk, you can find me soaking up the sun at the beach, or spoiling my favorite clients of all time: my grandchildren.
Ready for Peace of Mind?
Send us a quick note and let’s set up a free, no-pressure chat—together we’ll make the numbers easy.