Meet Our Team
Certified professionals ready to help your business grow.
Our team of certified accounting and bookkeeping professionals works diligently and collaboratively to bring you individualized attention and effective, timely financial management solutions. At Strategic Financial Reporting, we love what we do and can't wait to help you! Hover over a team member's description to see all of their certifications or to book an appointment with them.
Meetings and appointments with the team are billable, if you are interested in finding out more information and would like a free meeting, you can schedule your free 1-hour consultation with Charity to learn how you can benefit from working with us.
Charity A. Agar
CEO and Tax Strategist
Charity A. Agar is the Founder and CEO of Strategic Financial Reporting (SFR) and a tax strategist with over 30 years of experience in government accounting, nonprofit organizations, and taxation. She holds Bachelor’s degrees in Business Administration and Accounting and is a California Registered Tax Preparer (CTEC) and a New York Registered Tax Return Preparer (NYRTP), a Registered Hawaii Verified Practitioner (VPID), as well as an IRS tax preparer.
Charity is a certified QuickBooks ProAdvisor and a Bill.com and Ramp specialist, with extensive experience implementing cloud-based financial systems that improve efficiency and visibility. She specializes in helping business owners implement financial systems and tax strategies that drive clarity, improve profitability, and support long-term growth. She is known for her practical, results-driven approach, helping clients simplify complex financial matters and make confident, informed decisions. Through Strategic Financial Reporting, Charity leads a team focused on delivering accurate reporting, proactive guidance, and a high standard of client service.
Jana T.
Chief of Accounting and Operations
Jana joined the SFR team as a bookkeeper in 2017 and has since stepped into a Management position. She has a B.A. in accounting and 20+ years of experience in accounting and bookkeeping.
Since joining us, Jana has shown how invaluable her skills are. She now oversees all our bookkeepers and is always ready to support them and ensure each client is matched with a bookkeeper that best meets their needs. She specializes in creating clarity in financial reporting, working with larger clients, finding new systems of integration for restaurant and bar clients, and streamlining complex procedures.
Farra H.
Tax Associate
Farra joined SFR in 2020 and has 4+ years of experience in accounting and tax preparation. She received her B.A. in Accounting from Arizona State University, is a certified QuickBooks Online ProAdvisor, and is a California Registered Tax Preparer (CRTP).
Since joining us, Farra has become an integral part of our tax preparation and administrative teams. She specializes in data entry, QuickBooks Desktop to Online conversions, preparing Corporate tax returns, and creating new entities. She also supports all of our clients with required compliances and filings at the federal, state, and local levels.
Nicole K.
Staff Accountant
Nicole has been a member of the SFR team since September 2022 and has 21+ years of experience in financial analysis and bookkeeping. She obtained her B.S. in both Accounting and Computer Science from Providence College.
Nicole’s favorite part of working at SFR is working with clients in various industries. With her amazing teamwork and ability to shine behind the scenes, Nicole has become a valuable member of the SFR team. In general, her love for being a bookkeeper comes from helping business owners free up time to focus on growing their businesses. Her specialties include excellent attention to detail, problem-solving, and finding ways to help companies save resources.
Erica G.
Accounting Specialist
Erica joined SFR as a bookkeeper and accountant in January 2020 and currently has 6+ years of accounting experience and another year in accounting and bookkeeping. She obtained her B.A. in Accounting from Murray State University and is a certified QuickBooks Online ProAdvisor.
Erica is a highly productive and reliable member of our team. She specializes in project and class reporting and working with nonprofit organizations. She is highly detail-oriented. Working with our clients allows her to help them achieve strategic business objectives through accounting support.
Macy D.
Junior Tax Associate
Macy joined the SFR Team in January of 2026 and has over 4 years of experience in accounting and bookkeeping. She obtained her BBA in accounting from Southern Arkansas University in Magnolia, Arkansas.
Her favorite thing about accounting is getting to see small businesses as they grow and flourish. She believes that knowing the numbers is knowing the heart and soul of any enterprise. She looks forward to a long and prosperous career with SFR. She is committed to providing accurate, reliable support to help clients make informed financial decisions. Outside of work, she enjoys continuing her professional development and staying up to date on industry best practices.
Accounts Receivable Clerk
Justin has been a member of the SFR team for three years and is building his career in accounting. He has completed his Associate degree in Business Accounting and continues to grow his experience within the field. His strong work ethic and attention to detail have made him a valuable part of the team.
Justin specializes in support services, including detailed data entry, billing support, and process coordination. He is known for his ability to think outside the box and support team members across departments. His favorite part of working at SFR is the family-oriented environment and supportive team culture. He enjoys accounting because it allows him to help others improve and operate at their best.
Justin M.
Accounts Receivable Clerk
Lauren is a Junior Tax Associate at Strategic Financial Reporting, where she supports and advises clients through the tax preparation process, helping them navigate complex tax matters with clarity and confidence. She earned her degree in Accounting from Brigham Young University and began her career in wealth management, where she spent two years working closely with clients on financial and tax strategies. That experience sparked her passion for tax, leading her to pursue it full time.
Lauren is a QuickBooks ProAdvisor and is currently working toward additional tax certifications to further enhance her expertise. She values clear communication and a detail-oriented approach when working with clients and looks forward to continuing to grow in her role at SFR.
Lauren P.
Michelle S.
Bookkeeper
Michelle joined SFR in August 2022 and brings over 25 years of experience in bookkeeping and accounting support. She holds a Bachelor of Arts in English and Psychology from Hope College in Holland, Michigan, and a Master of Science in Communication Sciences and Disorders from the University of Wisconsin–Milwaukee. She has also completed accounting coursework at McGill University in Montreal, further strengthening her technical expertise.
Michelle is known for her keen eye for detail and well-rounded communication skills. She is dedicated to helping clients strive for success and takes pride in providing reliable, behind-the-scenes support that keeps operations running smoothly. In addition to serving clients, she is a valued team member who enjoys supporting her coworkers and contributing to a collaborative work environment.