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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 we 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.

Our Team
Professional Young Woman
Charity A. Agar
CEO and Tax Strategist

Charity A. Agar founded SFR in 2010 to create paperless, online accounting with internal control systems. She has 30 years of experience in government accounting, non-profit, and taxation; holds a B.A. in Business Administration and a B.A. in Accounting, and is a California Registered Tax Preparer (CRTP). Charity is a certified ProAdvisor for QuickBooks Online, Point of Sale, Enterprise ProAdvisor, and is a Bill.com guru.

 

Here at SFR, Charity loves being able to provide teaching and financial clarity in such a way that business owners can make effective decisions. Her favorite part of the job is helping entrepreneurs, leaders, and business owners create abundance for themselves, their families, and their teams with strategic bookkeeping processes that yield tax savings.

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Confident Businesswoman
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Jana T.
Bookkeeping Manager

Jana joined the SFR team as a bookkeeper in 2017, and has since stepped into a Management position. She has her 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 of our bookkeepers and is always ready to support them and ensure that 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.

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Farra H.
Tax Associate

Farra joined SFR in 2020, and she now has 4+ years of experience with accounting and tax preparation under her belt. 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 new entity creation. She also supports all of our clients with required compliances and filings at the federal, state, and local levels.

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Carolyn V.
Accounting Specialist

Carolyn became a member of the SFR team in 2012, and she currently has 22+ years of experience in accounting and bookkeeping. She has her B.A. in Accounting and is a certified QuickBooks Online Advanced ProAdvisor. 

As an Accounting Specialist with SFR, Carolyn excels in working with multi-state businesses and manufacturing businesses, inventory management, and strategic problem solving for internal controls. She is able to support her clients best through maintaining details, solving problems, and her favorite - a whole lotta math.

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Erica G.
Accounting Specialist

Erica SFR as a bookkeeper and accountant in January of 2020, and currently has 6+ years of experience in accounting and another year of experience 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 part of our team. She specializes in project and class reporting, working with nonprofit organizations, and she is highly detail-oriented. Working with our clients allows her to help them achieve strategic business objectives through accounting support.

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Michelle S.
Bookkeeper

Michelle joined SFR's team in August of 2022 and currently has 24+ years of experience in bookkeeping and accounting support. She has a Bachelor of Arts in English and Psychology from Hope College in Holland MI and a Master of Science in Communication Sciences & Disorders from the University of Wisconsin-Milwaukee.

 

Since joining the SFR team, Michelle’s keen eye for detail and well-rounded communication skills make her a key factor for the team. She specializes in supporting clients behind the scenes with clear precise information. She is a Master of Communications and prides herself on having a great support system for her clients and co-workers. 

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Mike R.
Senior Analyst/Accountant

Mike has been working as a Senior Analyst and Accountant with SFR since 2014 and has 16+ years of experience in financial analysis and accounting. He has an MBA from the University of Texas and a B.A. in Finance from Eastern Washington University.

Mike specializes in Financial Planning and Analysis, Budgeting and Forecasting (including Cash Flow), GL Accounting (GAAP), Financial Presentations, and C-Level Advisement. He enjoys the finance and accounting world because it allows him to help businesses make sense of their numbers, provide actionable financial analysis, and partner in the success of everyone he services.

Seth S.
Bookkeeper
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Seth became a member of the SFR team in November 2022 and has been working as an accountant for 5+ years. He has a Bachelor's in Accounting, and a Master's in Public Administration from Murray State University, and is a certified QuickBooks Online ProAdvisor.

Seth is a highly organized and detailed member of the SFR team. He specializes in the day-to-day bookkeeping and making sure the financials of small businesses are nice and tidy for them to be able to make good business decisions. Seth is a well-qualified bookkeeper that is knowledgeable in everyday bookkeeping practices. 

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Summer K.
Operations Analyst

Summer joined SFR in September of 2020, and she has 4+ years of experience in procedural engineering. She obtained her B.S. in Mechanical Engineering from Cal State University Fullerton. 

Summer specializes in implementing new technologies to support growth and refine processes. She also supports our team with security maintenance and technical support. Working for SFR allows her to create clarity and bring about improvements within the company and for our clients. If you have ever thought "there has to be a better way" then Summer can find it!

Nicole K.
Bookkeeper

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 thing about working at SFR is that she gets to work with clients in a variety of 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 is from helping business owners free up time in order to focus on growing their businesses. Her specialties include excellent attention to detail, problem-solving, and finding ways to help companies save resources.  

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Tonika W.
Tax Associate

Tonika joined SFR in December 2022, and she now has 10+ years of tax experience with individual returns, and 2+ years of bookkeeping in her repertoire. She graduated from Clark State University with an Associate Degree in Accounting, is a certified QuickBooks Online ProAdvisor, and is a California Registered Tax Preparer (CRTP).

Tonika specializes in data entry, attention to detail, and individual tax returns. Her favorite thing about accounting is it's like a puzzle...small pieces that come together to get the bigger financial picture. Tonika Loves being challenged and collaborating on various tasks and projects. 

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Office Coordinator

Justin has been a member of the SFR team since January 2023 and is pursuing a career in Accounting. He is currently attending school in Southern New Hampshire to get a degree in Business Accounting. For the time being, he is getting his foot in the door as an office coordinator.

 

Since joining the SFR team Justin's hard work ethic and attention to detail have made him a great addition to the team. His favorite part of working with SFR is the family-friendly vibe and its supportive coworkers.  He specializes in support services for accurately detailed data entry and helping others see what is outside the box. His favorite part about accounting is helping others become their best self.

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Bookkeeper & HR Advisor

Tricia has been a member of the SFR team since April 2023 and has experience in both bookkeeping services and in the human resource department. Since joining the SFR team, Tricia has helped the team members achieve a safer workplace, development, and security.  She has a Master's in Human Resources and Industrial Relations from the University of Illinois.

Tricia loves working at SFR because it offers freedom and clarity to focus on her work. She specializes in human resources, but her favorite thing about bookkeeping is seeing how all the different financial aspects of the company work together and reconcile in the end. “It is like a fun puzzle.”

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Updated 08.30.2023
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