Samantha Reed

About Samantha Reed

Samantha Reed is the firm’s Bookkeeping Manager, known for her precision, reliability, and proactive approach to financial organization. Since joining the team in 2018, she has been instrumental in managing the firm’s day-to-day bookkeeping operations and maintaining financial accuracy across all client accounts.

With a strong background in small business finance, Samantha works closely with clients to handle transaction categorization, monthly reconciliations, payroll processing, and ongoing ledger maintenance. Her sharp eye for detail and commitment to consistency ensure that every report is clean, timely, and audit-ready. Clients rely on Samantha for her calm under pressure, quick response times, and dedication to getting the numbers right.

Education & Credentials

• Associate Degree in Accounting, Santa Monica College, 2016

• Advanced coursework in QuickBooks Online, Payroll Systems, and Financial Operations

• Certified QuickBooks ProAdvisor

Career Highlights & Client Impact

• Led Monthly Close for 40+ Clients – Oversees recurring reconciliations and financial closes, ensuring zero discrepancies and timely reporting across industries.

• Payroll & Benefits Integration – Implemented streamlined payroll workflows for multiple clients, reducing time spent on processing and improving compliance accuracy.

• Clean-Up & Catch-Up Projects – Frequently leads backlogged bookkeeping cleanups, turning disorganized books into clear, audit-proof records in just weeks.

Tools & Platforms

• QuickBooks Online & Desktop

• Gusto Payroll

• Bill.com, Xero, and various POS integrations

Professional Focus

Samantha believes that great bookkeeping is the foundation of financial clarity. Her mission is to take the burden of the books off clients’ shoulders so they can focus on growth and strategic decisions. With a commitment to accuracy, transparency, and partnership, she ensures every client feels supported and in control of their finances.