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.
Charity A. Agar
CEO and Tax Strategist
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.
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.
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.
Kim joined our team in 2021. Since joining SFR, Kim has proven herself to be highly organized: she has an eye for detail, and a real love for numbers. She always goes the extra mile for our clients and truly enjoys watching their companies thrive as a result.
Kim loves to support businesses in reaching their goals by helping them understand their numbers and keeping them well-informed so that they are free to run their business and do what they love.
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.
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.
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.
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.
Summer joined SFR in 2020 as the Operations Analyst. 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 the 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.