OUR TEAM


John is an Enrolled Agent, federally licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS in audits, collections, and appeals, as well as prepare and file tax returns, provide tax planning advice, and negotiate resolutions. With over ten years of experience in bookkeeping, accounting, and tax, John brings deep expertise to his work.

John’s military background, including time as a Military Police officer with a deployment to Iraq, instilled in him the discipline and resilience he brings to his professional endeavors. As an entrepreneur himself, John has built multiple successful companies, giving him a unique perspective on the challenges business owners face.

A long-time member of the Entrepreneurs’ Organization (EO), John has served on the board, chaired the EO Accelerator program, and volunteers as a coach for EO Accelerators. He’s also active in F3, a fitness and leadership group. Outside of his professional commitments, John enjoys spending time with his four children and caring for over 15 animals on his hobby farm.

Founder & CEO

Greta has a truly international financial background. Born in Hungary, she has lived in England and Germany and now calls St. Louis, Missouri, her home. She holds a Master’s Degree in Economics from Budapest and worked as a financial analyst in Hungary and Germany for several years. After moving to the United States, she earned an MBA from Washington University in St. Louis and worked in the corporate finance department of a Fortune 500 company. Greta has also managed finances for several churches and has passed the Level II exams in her journey to becoming a CFA.

 

She and her husband are raising five precious children. In her free time, she enjoys swimming, biking, and playing the piano.

Account Manager

Bette has over 30 years of public accounting experience delivering accounting and tax services to individuals, entrepreneurial businesses, and nonprofit organizations. She specializes in cash flow management, profit improvement, and maximizing tax savings. 

In addition, Bette volunteers her time as the accounting and tax mentor to high school students in the Thrive entrepreneurial business program at Webster Groves High School.

Bette is also a musician, graduating college with a Music Education degree. When not being involved with client work or volunteering, you can find Bette rehearsing and performing with community concert bands as a percussionist.

Principal Senior Accountant

Shayne brings nearly a decade of experience in bookkeeping, auditing, and tax preparation, working with diverse clients. As a business owner herself, she understands firsthand the importance of clear and accurate financial reports for achieving success.

When she’s not deep into the details of accounting, Shayne enjoys sharpening her strategic skills with a game of chess, tackling challenging board games, solving Sudoku puzzles, or simply relaxing with family and friends. She loves and heavily involved with works that would improve the community.

Director Of Operations

Sheila’s love for numbers started in childhood when she eagerly imagined herself as a cashier, delighting in the simple joy of ringing up totals. Although she explored various art classes, she couldn’t resist the thrill of balancing figures and solving numerical puzzles. This deep-seated passion now fuels her dedication as a meticulous and dedicated accountant.

Outside of work, Sheila likes to spend time alone at cafes or the cinema and cherishes quality time with her family and friends.

Lead Senior Accountant /
QBO Specialist

Chellie’s journey to Simple Financials was shaped by her deep-rooted love for numbers and her diverse experience. Over the course of seven years in the Business Process Outsourcing sector, she honed her skills in various areas, with a focus on managing financial accounts. This expertise enables her to offer clients a clear and efficient approach.

Beyond her corporate work, Chellie is a versatile entrepreneur with a knack for freelancing. From web development and digital marketing to providing virtual assistance, she’s built a diverse skill set in the e-commerce world.

When she’s not helping businesses grow, Chellie is exploring new places, seeking adventures, and brewing up the perfect cup of coffee. Her love for coffee led her to become a passive business owner of a mobile coffee bar and a skilled barista. She also enjoys the art of candle-making, proving she truly is a jack of all trades.

Executive Administrator – Tax Team

I’m a Certified Public Accountant with seven years of experience across various industries and I bring a fresh perspective to every challenge.

When I’m not crunching numbers, you’ll find me cooking delicious meals for my wife or having fun with my nieces and nephew, blending my passion for family with a love for precision and creativity.

Senior Accountant /
Financial Advisory Services

Rain has over five years of experience as an accountant, handling a variety of sectors. She loves cleaning up messy books for the clients.

When Rain is not at work, she is the furmom of Oatmeal and Sausage, two Shihtzu dogs. She likes to travel with friends and go for walks and playtimes with her dogs. She likes to read fiction, particularly thrillers and romance. She intends to read 30 books by the end of the year.

Senior Accountant / QBO Specialist

Andrea is a Certified Public Accountant who loves dealing with numbers. Her passion for accounting drives her to excel in her profession and motivates her to deliver her best every day.

With years of experience as an Auditor, Accountant, and Bookkeeper, she is dedicated to providing the best service to clients. Outside of work, she enjoys reading, creating art, and traveling, which bring joy and balance to her life.

Senior Accountant / QBO Specialist

Meet Ivy, an accountant whose passion for numbers is only rivaled by her love for cats and books. She balances spreadsheets with the same precision she uses to unravel the mysteries of her favorite true crime books.

When not solving financial puzzles or diving into the latest page-turner, you’ll find her snuggled up with her cats, who are probably plotting their next snack heist. Ivy is always on the lookout for the next great mystery—whether it’s on paper or purring at their feet!

Senior Accountant / QBO Specialist

Abegail has a sharp eye for detail and years of experience in financial reporting and reconciliation, spanning industries like manufacturing, aviation, and retail. Her time in the United Arab Emirates sharpened her global perspective and love for financial clarity.

When she’s not balancing books, she’s likely surrounded by her furbabies—Ysla, Alas, and Luna—who fill her days with joy. Her creative spark comes alive through Canva designs and DIY projects, proving that her artistry extends well beyond the spreadsheets.

Senior Accountant

Originally from Ghana, Unique Ekua Mensah now calls Ontario, Canada, home. With a bachelor’s degree in commerce, Accounting from the University of Cape Coast, Ghana, she anticipates advancing her expertise through a master’s in Financial Innovation & Technology.

Fascinated by numbers, Unique jokes that she’d rather be stuck with numbers for hours than with words for minutes.

As a Senior Accountant, she brings a blend of precision, passion, and a relentless commitment to client success.

Outside of work, Unique loves to spend time with loved ones and spread love through community service.

Associate Accountant

With seven years of experience in the accounting industry, Aly brings a deep passion for reconciling accounts and mastering the art of balancing spreadsheets. Her expertise in payroll and her analytical mindset ensure accuracy and efficiency in every project.

Outside of work, Aly enjoys channeling her creativity through baking homemade bread and pastries, and she loves exploring new cultures and destinations whenever she can. Whether she’s crafting financial reports or crafting in the kitchen, Aly’s dedication to detail shines through.

Staff Accountant

Majo kicked off his accounting and finance career in 2018, steadily gaining a wide range of experience, from detailed bookkeeping to insightful financial statement analysis. As a Staff Accountant, he’s now diving deep into QuickBooks Online (QBO), passionate about mastering its full capabilities to boost efficiency. Majo is especially skilled at improving processes and automating tasks, often using Excel VBA macros to streamline workflows and make operations smoother. Outside of work, his dedication to an active lifestyle—including his daily 10,000 steps—instills the discipline, focus, and adaptability he brings to every professional challenge, alongside other interests like freediving and badminton.

Staff Accountant

A results-driven Staff Accountant with experience across multiple industries, bringing a versatile perspective to financial operations and reporting. Alenita is adept at identifying issues, streamlining processes, and solving complex accounting challenges while maintaining accuracy and compliance. Known for valuing collaboration and continuous learning, she is committed to delivering dependable financial insights that support sound decision-making.Outside of her professional work, she places a high value on family time, appreciating the balance it brings and the perspective it adds to both her personal and professional life.

Staff Accountant

Bringing fresh energy and a growing foundation in financial accounting, Dawn draws on her background supporting accounting operations for mid-size and major restaurant groups, gaining hands-on experience in a fast-paced environment.

Outside of work, she enjoys activities that help her recharge, like brain-sharpening games, a bit of crocheting, and appreciating the outdoors in quiet, simple ways. Steady, detail-oriented, and continually refining her craft, she’s focused on building a career defined by clarity, organization, and smarter systems.

Staff Accountant

As a Client Account Administrator, Carin brings experience in client support, accounts payable, and payroll, focused on building strong relationships and keeping clients organized and supported. She enjoys being the go-to person who helps things stay clear, simple, and on track.

Outside of work, Carin is a busy mom of two who enjoys spending time with her family and supporting her son’s hockey journey. She values balance, connection, and making life run a little smoother—both at home and for the clients she serves.

Client Account Administrator

Jyla is an accounting professional who collaborates closely with teams to ensure accurate and reliable financial records. She is detail-oriented and driven by both precision and purpose in her work. With a background as a Technical Engineer, she developed strong problem-solving skills and attention to detail, which she continues to apply in her accounting role. Her career has been shaped by continuous learning and a natural sense of curiosity.

Beyond work, Jyla values growth, integrity, and balance. She believes success is not only measured by achievements, but also by staying grounded, building meaningful relationships, and staying true to one’s core values. She enjoys learning and collaborating with others, striving to create impact through her work and by supporting and growing with those around her.

NetSuite Accountant

OUR TEAM


John is an Enrolled Agent, federally licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS in audits, collections, and appeals, as well as prepare and file tax returns, provide tax planning advice, and negotiate resolutions. With over ten years of experience in bookkeeping, accounting, and tax, John brings deep expertise to his work.

John’s military background, including time as a Military Police officer with a deployment to Iraq, instilled in him the discipline and resilience he brings to his professional endeavors. As an entrepreneur himself, John has built multiple successful companies, giving him a unique perspective on the challenges business owners face.

A long-time member of the Entrepreneurs’ Organization (EO), John has served on the board, chaired the EO Accelerator program, and volunteers as a coach for EO Accelerators. He’s also active in F3, a fitness and leadership group. Outside of his professional commitments, John enjoys spending time with his four children and caring for over 15 animals on his hobby farm.

Founder & CEO

Greta has a truly international financial background. Born in Hungary, she has lived in England and Germany and now calls St. Louis, Missouri, her home. She holds a Master’s Degree in Economics from Budapest and worked as a financial analyst in Hungary and Germany for several years. After moving to the United States, she earned an MBA from Washington University in St. Louis and worked in the corporate finance department of a Fortune 500 company. Greta has also managed finances for several churches and has passed the Level II exams in her journey to becoming a CFA.

 

She and her husband are raising five precious children. In her free time, she enjoys swimming, biking, and playing the piano.

Account Manager

Bette has over 30 years of public accounting experience delivering accounting and tax services to individuals, entrepreneurial businesses, and nonprofit organizations. She specializes in cash flow management, profit improvement, and maximizing tax savings. 

In addition, Bette volunteers her time as the accounting and tax mentor to high school students in the Thrive entrepreneurial business program at Webster Groves High School.

Bette is also a musician, graduating college with a Music Education degree. When not being involved with client work or volunteering, you can find Bette rehearsing and performing with community concert bands as a percussionist.

Principal Senior Accountant

Shayne brings nearly a decade of experience in bookkeeping, auditing, and tax preparation, working with diverse clients. As a business owner herself, she understands firsthand the importance of clear and accurate financial reports for achieving success.

When she’s not deep into the details of accounting, Shayne enjoys sharpening her strategic skills with a game of chess, tackling challenging board games, solving Sudoku puzzles, or simply relaxing with family and friends. She loves and heavily involved with works that would improve the community.

Director Of Operations

Sheila’s love for numbers started in childhood when she eagerly imagined herself as a cashier, delighting in the simple joy of ringing up totals. Although she explored various art classes, she couldn’t resist the thrill of balancing figures and solving numerical puzzles. This deep-seated passion now fuels her dedication as a meticulous and dedicated accountant.

Outside of work, Sheila likes to spend time alone at cafes or the cinema and cherishes quality time with her family and friends.

Lead Senior Accountant /
QBO Specialist

Chellie’s journey to Simple Financials was shaped by her deep-rooted love for numbers and her diverse experience. Over the course of seven years in the Business Process Outsourcing sector, she honed her skills in various areas, with a focus on managing financial accounts. This expertise enables her to offer clients a clear and efficient approach.

Beyond her corporate work, Chellie is a versatile entrepreneur with a knack for freelancing. From web development and digital marketing to providing virtual assistance, she’s built a diverse skill set in the e-commerce world.

When she’s not helping businesses grow, Chellie is exploring new places, seeking adventures, and brewing up the perfect cup of coffee. Her love for coffee led her to become a passive business owner of a mobile coffee bar and a skilled barista. She also enjoys the art of candle-making, proving she truly is a jack of all trades.

Executive Administrator – Tax Team

I’m a Certified Public Accountant with seven years of experience across various industries and I bring a fresh perspective to every challenge.

When I’m not crunching numbers, you’ll find me cooking delicious meals for my wife or having fun with my nieces and nephew, blending my passion for family with a love for precision and creativity.

Senior Accountant /
Financial Advisory Services

Rain has over five years of experience as an accountant, handling a variety of sectors. She loves cleaning up messy books for the clients.

When Rain is not at work, she is the furmom of Oatmeal and Sausage, two Shihtzu dogs. She likes to travel with friends and go for walks and playtimes with her dogs. She likes to read fiction, particularly thrillers and romance. She intends to read 30 books by the end of the year.

Senior Accountant / QBO Specialist

Andrea is a Certified Public Accountant who loves dealing with numbers. Her passion for accounting drives her to excel in her profession and motivates her to deliver her best every day.

With years of experience as an Auditor, Accountant, and Bookkeeper, she is dedicated to providing the best service to clients. Outside of work, she enjoys reading, creating art, and traveling, which bring joy and balance to her life.

Senior Accountant / QBO Specialist

Meet Ivy, an accountant whose passion for numbers is only rivaled by her love for cats and books. She balances spreadsheets with the same precision she uses to unravel the mysteries of her favorite true crime books.

When not solving financial puzzles or diving into the latest page-turner, you’ll find her snuggled up with her cats, who are probably plotting their next snack heist. Ivy is always on the lookout for the next great mystery—whether it’s on paper or purring at their feet!

Senior Accountant / QBO Specialist

Abegail has a sharp eye for detail and years of experience in financial reporting and reconciliation, spanning industries like manufacturing, aviation, and retail. Her time in the United Arab Emirates sharpened her global perspective and love for financial clarity.

When she’s not balancing books, she’s likely surrounded by her furbabies—Ysla, Alas, and Luna—who fill her days with joy. Her creative spark comes alive through Canva designs and DIY projects, proving that her artistry extends well beyond the spreadsheets.

Senior Accountant

Originally from Ghana, Unique Ekua Mensah now calls Ontario, Canada, home. With a bachelor’s degree in commerce, Accounting from the University of Cape Coast, Ghana, she anticipates advancing her expertise through a master’s in Financial Innovation & Technology.

Fascinated by numbers, Unique jokes that she’d rather be stuck with numbers for hours than with words for minutes.

As a Senior Accountant, she brings a blend of precision, passion, and a relentless commitment to client success.

Outside of work, Unique loves to spend time with loved ones and spread love through community service.

Associate Accountant

With seven years of experience in the accounting industry, Aly brings a deep passion for reconciling accounts and mastering the art of balancing spreadsheets. Her expertise in payroll and her analytical mindset ensure accuracy and efficiency in every project.

Outside of work, Aly enjoys channeling her creativity through baking homemade bread and pastries, and she loves exploring new cultures and destinations whenever she can. Whether she’s crafting financial reports or crafting in the kitchen, Aly’s dedication to detail shines through.

Staff Accountant

Majo kicked off his accounting and finance career in 2018, steadily gaining a wide range of experience, from detailed bookkeeping to insightful financial statement analysis. As a Staff Accountant, he’s now diving deep into QuickBooks Online (QBO), passionate about mastering its full capabilities to boost efficiency. Majo is especially skilled at improving processes and automating tasks, often using Excel VBA macros to streamline workflows and make operations smoother. Outside of work, his dedication to an active lifestyle—including his daily 10,000 steps—instills the discipline, focus, and adaptability he brings to every professional challenge, alongside other interests like freediving and badminton.

Staff Accountant

A results-driven Staff Accountant with experience across multiple industries, bringing a versatile perspective to financial operations and reporting. Alenita is adept at identifying issues, streamlining processes, and solving complex accounting challenges while maintaining accuracy and compliance. Known for valuing collaboration and continuous learning, she is committed to delivering dependable financial insights that support sound decision-making.Outside of her professional work, she places a high value on family time, appreciating the balance it brings and the perspective it adds to both her personal and professional life.

Staff Accountant

Bringing fresh energy and a growing foundation in financial accounting, Dawn draws on her background supporting accounting operations for mid-size and major restaurant groups, gaining hands-on experience in a fast-paced environment.

Outside of work, she enjoys activities that help her recharge, like brain-sharpening games, a bit of crocheting, and appreciating the outdoors in quiet, simple ways. Steady, detail-oriented, and continually refining her craft, she’s focused on building a career defined by clarity, organization, and smarter systems.

Staff Accountant

As a Client Account Administrator, Carin brings experience in client support, accounts payable, and payroll, focused on building strong relationships and keeping clients organized and supported. She enjoys being the go-to person who helps things stay clear, simple, and on track.

Outside of work, Carin is a busy mom of two who enjoys spending time with her family and supporting her son’s hockey journey. She values balance, connection, and making life run a little smoother—both at home and for the clients she serves.

Client Account Administrator

Jyla is an accounting professional who collaborates closely with teams to ensure accurate and reliable financial records. She is detail-oriented and driven by both precision and purpose in her work. With a background as a Technical Engineer, she developed strong problem-solving skills and attention to detail, which she continues to apply in her accounting role. Her career has been shaped by continuous learning and a natural sense of curiosity.

Beyond work, Jyla values growth, integrity, and balance. She believes success is not only measured by achievements, but also by staying grounded, building meaningful relationships, and staying true to one’s core values. She enjoys learning and collaborating with others, striving to create impact through her work and by supporting and growing with those around her.

NetSuite Accountant

THE SIMPLE FINANCIALS STORY


I grew up in a very poor and chaotic family where the electricity or gas was often turned off because my parents couldn’t pay the utility bills. Determined to make something more of myself, I worked minimum-wage jobs doing everything from washing dishes and mowing lawns to being a busboy at IHOP. Almost dropping out of high school, I sought stability and structure by joining the Army at 17. After serving just over three years on active duty as a Military Police officer, including a year and a half in Iraq, I decided to pursue a college degree. Starting at STLCC, I earned a full-tuition scholarship to Washington University in St. Louis, where I studied Environmental Studies and Biology before completing a Master’s Degree in Engineering.

After a few years in the corporate world, I discovered my true passion was entrepreneurship. Over the past decade and a half, I’ve launched several companies while building a loving family with my wife and four kids. Though all but three of my companies failed, the successes now generate over $3 million in annual revenue. I’ve acquired four companies and am currently working on my fifth. I’ve also helped buyers and sellers navigate 28 business acquisitions, primarily assisting owners in selling their companies but also working on the buy side.

A pivotal lesson I learned as a business owner was the frustration of finding quality and affordable financial advice. I went through nearly a dozen bookkeepers, accountants, and CPA firms before realizing my books were still a mess, and I lacked the financial clarity to make strategic decisions. That’s when I took matters into my own hands, diving deep into bookkeeping, accounting, and financial strategy. I became a QuickBooks Online Certified ProAdvisor and, more recently, an Enrolled Agent, federally licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS in audits, collections, and appeals. This credential also allows me to prepare and file tax returns, provide tax planning advice, and negotiate resolutions with the IRS.

At Simple Financials, we are a CFO-focused bookkeeping, accounting, and tax firm. Our mission is to optimize and streamline our clients’ bookkeeping systems to deliver precise, real-time financial insights. By automating and perfecting financial processes, we empower small business owners with the clarity and tools needed to make informed decisions and grow their businesses confidently.

We understand at a deeper level the pressures, fears, and triumphs of being a small business owner. We exist to eradicate the uncertainty and stress that many small business owners feel about their company’s accounting and finances.