BUSY BEE ADVISORS - Key Persons
Originally from Jamaica, Chaz earned her Bachelor of Science in Business Studies. She also has a Certificate in Government Accounting and is a certified QuickBooks Online ProAdvisor.
A Chicago native, Deborah and her family moved to California in the early 90's .The Busy Bee team has had the pleasure of working with Deborah on a part time basis since 2017.
Deborah brings decades of high level accounting experience to the Busy Bee team.
Deborah's early career was spent in the banking industry working alongside several boards as a lobbyist with a Midwestern bankers association. After her move to California Deborah worked with several local companies as a Full Charge Bookkeeper and Staff Accountant. She eventually transitioned into the non profit sector and has spent the last decade as the Fiscal Director of a local not for profit, overseeing the day to day financial activities along with extensive experience in grant submission, compliance and review.
Job Titles:
- Co - Owner, Tax Department Lead, Tax Advisor
Eric is anything BUT your typical tax professional.
A true extrovert, Eric enjoys connecting with his clients to genuinely understand them and their unique tax and financial situation. His goal for his clients is to pay their fair share in taxes and nothing more.
He uses this insight to find ways to best apply the tax code and design a customized tax strategy to save as much as is legally allowable under the current tax code.
Born in Northern California, Eric is an avid gamer at heart and a natural problem solver. He enjoys spending time with his family and working alongside his wife and business partner, Melissa. He is also a proud papa of their oldest son, a US Marine.
Job Titles:
- Office Manager ( Seasonal )
Her title really should be calmer of clients and commander of chaos, but this cheer coach prefers to keeps things on more of a positive note.
Joanne has been with us since the beginning. In its early days, Busy Bee experienced exponential growth - thanks to client referrals! - and required an office manager who could keep spirits up and happy vibes flowing.
After getting the job offer of her dreams teaching disadvantaged high school students, we almost lost her. But after clients begged for Joanne's return, we got her back (part-time during the school year and full-time over the summer).
Born in Heidelberg, Germany, Joanne makes it a priority to enjoy her work. And although her work is serious, she goes out of her way to not take herself too seriously. She brings a sense of humor and a ton of energy (maybe that's why she's a great teacher and coach?) to her position and keeps the whole operation running smoothly.
She has a big heart, especially for disadvantaged kids and all dogs.
With an impressive eye for detail and more than a decade of customer service experience Jules is the perfect front office fit for our firm.
Job Titles:
- Founder
- Co - Owner, Bookkeeping Department Lead, Accountant
- Member of Business Network International
As founder of Busy Bee Advisors, Melissa brings a smile to every part of her work. Never one to miss the chance to laugh, she knows that a little humor can go a long way in educating and encouraging clients through complex, even frustrating, bookkeeping situations.
Her background in corporate accounting and auditing complements her desire to serve as a financial translator, of sorts, to sole proprietors and small business owners so that they feel confident in their financial decisions.
Melissa is a member of Business Network International, Rotary, FU Nights, Women in Consulting, and previously served as finance chair on the Sacramento Children's Receiving Home Board of Directors.
She and her husband Eric enjoy working together and live in Sacramento with their youngest son and dog. She is also a proud mom of a US Marine.
Shelly understands the inner workings of private business as a bookkeeper and a business owner herself. At 23, she started her own plastic fabrication business while working part-time for a CPA who taught her how to manually keep accurate records, manage payroll, and implement QuickBooks.
She used those skills to bolster the success of the national solar business she and her husband owned for several years. Now, as a member of the Busy Bee team, she enjoys sharing her knowledge and experience with other business owners.