Meet The Faces Behind Your Numbers
about us
Our team of dedicated Client Success Managers and bookkeepers blends expertise with personal care. We keep your finances accurate, clear, and stress-free. so you can focus on growing your business.
About JEA
I believe financial clarity happens when strategy meets collaboration. Growing your business shouldn’t mean doing it all alone, especially when it comes to your numbers. I know this firsthand. Years ago, I built a multi-million-dollar creative brand, yet I was only paying myself $25K a year. As a former Dow Jones executive, that was both frustrating and unsustainable.
Then I discovered Profit First, and was blown away. I finally found a clear, practical system to make businesses truly profitable. I knew this was the answer I’d been looking for.
I created JEA Financial: to help entrepreneurs avoid the stress I went through and feel empowered by their numbers. Today, with my incredible team, I partner with eCommerce brands, agencies, and coaches to turn messy numbers into clarity, confidence, and growth—so you can lead your business with peace, purpose, and profit.
Client Success Team
Erica Day
With a Finance degree, 20+ years of entrepreneurial experience, and Profit First certification, I help eCommerce brands, coaches, and creative agencies achieve clarity, profitability, and growth. A proud numbers nerd, mom to three girls (and two dogs), I’m passionate about turning messy numbers into strategy.
CEO/FINANCIAL COACH
Shania Walker
Family time is everything to me, and my daughter’s sports keep me on my toes. I love kayaking, biking, and exploring the outdoors with her. I thrive on learning, details, and challenges, always eager to expand my knowledge and support the team wherever I’m needed.
Executive Assistant
Jackie Fry
With four years of experience supporting busy professionals, I manage both personal and business tasks, from scheduling and organizing to client follow-ups. I love helping clients feel cared for and supported. Outside of work, I enjoy coffee, yoga, nature, and time with my two boys.
Client Success ManageR
Brianna Dyer
My family and friends mean the world to me, and I spend as much time with them as possible. My daughter’s sports schedule keeps me sharp, and I enjoy kayaking, biking, and being outdoors. I love diving into details, learning new things, and taking on challenges with enthusiasm.
Client Success ManageR
Amy Lenart
A dedicated mom to four kids (and two pups), I’ve jumped into the world of accounting headfirst. With over two decades as an entrepreneur and service provider, I now use those skills to keep others organized and thriving—bringing both experience and heart to the JEA Bookkeeping team.
CSM Assistant
Kacie Dix
I’m a mom, wife, and former high school teacher turned virtual assistant. At JEA Bookkeeping, I keep things organized and running smoothly behind the scenes. Outside of work, I enjoy family time with our goldendoodle, a good coffee and pastry, and tackling DIY projects around the house.
Virtual AssistantBookkeeping Team
Kashif Aleem
Kashif is an experienced accountant with expertise in both the US and Ireland. He leads the bookkeeping team, ensuring accurate, timely, high-quality work. Under his guidance, the team takes pride in keeping client books precise, up to date, and aligned with the highest industry standards.
Bookkeeping Director
Rana Mashood
I keep accounts accurate, organized, and compliant. With broad bookkeeping experience, I ensure smooth daily financial management so clients can focus on growth. My goal is to deliver reliable numbers and processes that give business owners confidence in their decisions.
Bookkeeper
Ali Mehraiz
Ali Mehraiz is a Senior Accountant with 6 years’ experience in accounting, auditing, and advisory services. He excels in managing records, conducting audits, and providing insights, with expertise in bookkeeping and proficiency in accounting software to optimize processes and ensure accuracy.
Sr. Bookkeeper
Sherina Reyes
I bring a decade of bookkeeping experience from the manufacturing industry in the Philippines. At JEA Financials, I focus on accuracy and efficiency to keep businesses running smoothly. Outside of work, I love spending time with my daughter, watching movies, and playing games together.
SR. Bookkeeper
Mary Varner
I love making numbers make sense and helping businesses keep their finances clean and clear. I am always up for a challenge and eager to learn new things. When I am not working, I switch gears to full-time mom mode with my three kids. Our days are packed with sports, snacks, and nonstop fun. Life’s busy, but I wouldn’t trade it for anything.
BOOKKEEPER
Imaan Shurjeel
An accounting professional with experience in full-cycle accounting, reporting, payroll, tax, and ERP integrations. With a BS in Accounting & Finance and pursuing ACCA, she is skilled in QuickBooks, Odoo, and Xero—ensuring accuracy, IFRS/GAAP compliance, and clear financial reporting for clients.
Bookkeeper
Lory Cahiyang
Family is central to my life, with my mother as my greatest inspiration. Before bookkeeping, I ran a small business, gaining firsthand insight into entrepreneurship. Grounded by faith, I bring the same care and commitment to my work and personal life.
SR. Bookkeeper