Meet our Team

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.

Carolyn became the Accounting Director at SFR in 2012. She has 20+ years of experience in accounting, a B.A. in Accounting, and she is a QuickBooks Online certified Advanced ProAdvisor.

As the Accounting Director for SFR, Carolyn specializes in working with multi-state clients, manufacturing clients, inventory management, and strategic problem-solving for procedures and processes. Working on projects like these lets her do what she loves - maintain details, solve problems, and a whole lotta math.

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Carolyn

Accounting Director

Charity A. Agar founded SFR in 2010 to teach and create paperless, virtual, 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 CRTP, certified in QuickBooks Online, Point of Sale, Enterprise ProAdvisor, and a Bill.com Guru.

 

Here at SFR, Charity loves being able to provide financial clarity in such a way that business owners can make powerful 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.

Charity A. Agar

CEO and Tax Strategist

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Erica joined us at SFR as a bookkeeper and accountant in January 2020. She has 4 years of experience in accounting and another year of experience in bookkeeping on top of that. She also obtained a B.A. in accounting from Murray State University.

Since joining us, Erica has become an immensely important part of the team. She does most of her work in project and class reporting and is highly detail-oriented and organized. She loves applying accounting to achieve strategic business objectives that can help our clients go further and save money along the way.

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Erica

Accounting Specialist

 
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Farra

Tax Associate

Farra joined SFR as a bookkeeper in 2020 with a prior two years of accounting experience under her belt. She acquired her B.A. in Accounting from Arizona State University and has been working hard ever since.

Since joining us, Farra has become a QuickBooks Online ProAdvisor and is already an integral part of the team. She specializes in data entry, and QuickBooks conversions, but her true aspiration is to become a certified tax professional. It's the perfect role for someone like Farra who loves to organize information, solve problems, and create financial abundance for others. 

Jana joined us at SFR as a bookkeeper in 2017, she now has 17+ years of experience in accounting. She also gained her B.A. in Accounting while in college. 

Since joining us, Jana has become a fundamental piece of the team. She specializes in cleaning up messy books, working with larger clients, finding new systems of integration for restaurant and bar clients, and streamlining complicated procedures. All of these things help her create what she loves most - organization for all of our clients.

Jana

Bookkeeper

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Mike

Senior Analyst/Accountant

Mike has been working as a Senior Analyst and Accountant with SFR since 2014 and has over 14 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.

Regina

Bookkeeper

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Regina is a highly motivated accounting professional with an extensive background and experience in bookkeeping services and office management. She is well organized and prides herself on her accuracy, integrity, as well as serving her clients to the best of her ability through clear communication, patience, and a positive attitude.

 

Here at SFR, Regina has proven herself an invaluable member of our team; her insight, warm and bubbly nature, as well as her knowledge and experience, have bolstered the SFR team as a whole. 

Sara is the Communications Director here at SFR and she has been with us since 2016. She has 25 years in customer service, 3 years in QuickBooks Bookkeeping services, 14 years in administrative work, an associate's degree, and she is a certified Notary.

On the team, Sara acts like a Jack of all Trades - she spearheads client communication, team communication, and customer relations all while assisting with administrative actions, processes, and assignments, She loves being able to support and serve both team members and clients alike by learning new technologies and techniques to improve and maintain quality every day.

Sara

Communications Director

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Shannon

Bookkeeper

Shannon has over 21 years of experience as a bookkeeper/accountant, and five years as a controller. Her experience offers a wide range, from retail, manufacturing, banking, and services in various industries. In addition to her QuickBooks Certifications, Shannon has an Associates in Accounting from the University of Arkansas.

Shannon's specialties and talents, in addition to her vast knowledge and experience with accounting, are communication, empathy, patient, and positive which makes her an excellent member of the SFR Team.

Summer joined SFR in 2020 as the Admin Support Engineer. She obtained her B.S. in Mechanical Engineering from Cal State Fullerton earlier the same year, and she has 3 years of experience in processes and planning under her belt. 

Since joining SFR, she has been working to improve technological growth, learning, and organization. She even designed and built this very website! She specializes in technological support and implementation of streamlined processes for employees and clients alike. The thing she loves most about this work is being able to provide clarity for everyone involved.

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Summer

Administration Support Engineer