Accounting Equation, Inc.

Your Bookkeeping and QuickBooks® Training Resource

About the Company
Brenna Rogers, CPA, MS (Tax), Certified QuickBooks® ProAdvisor
President
 


Experience:
  • 3 years' experience working for large privately held companies, working for both the corporations and their shareholders. Services including:
    • Bookkeeping
    • Reporting and tracking personal expenses in Quicken®
    • Bill payment
    • Corporate tax planning and preparation
    • Fixed asset tracking maintenance
  • 4 years' public accounting at a local highly-regarded accounting firm. Services including:
    • Tax preparation for businesses, individuals, trusts and estates
    • Tax planning
    • Fixed asset tracking and maintenance
    • Preparation of financial statements (Reviews and Compilations)
Professional Designations:
  • Certified Public Accountant (CPA)
  • Certified QuickBooks® ProAdvisor (2008) (2009) 

Memberships & Affiliations:

  • Washington Society of Certified Public Accountants (WSCPA)
  • Bellevue Business Professional Women (BPW)

Education:

  • Masters of Science in Taxation, Golden Gate University
  • Bachelor of Arts, Business Administration (concentration in Accounting), Seattle University, Albers School of Business and Economics

Clarissa Lee, Certified QuickBooks
®  User
Staff Bookkeeper / Office Manager

Experience:
  • 3 years' Accounting:
    • Accounts Receivables, posting, end of month reconciliation, collections
    • Accounts Payable, posting, research resolution
    • Consumer credit application processing
    • Daily cash reconciliations and bank deposits
  • 6 years' Office Administration:
    • Maintaining online and hardcopy file databases
    • Efficient with computer software and office equipment

Education:

  • Certified 2009, Certified QuickBooks® User
  • Associates in Applied Science, Bellevue Community College 

Mary Beth Villani

Staff Bookkeeper

Experience:
  • 3 years' Accounting:
    • Month reconciliations
    • Journal entries
    • Prepare A/R, payroll, payroll tax filings, excise tax filings
    • Record cash receipts

Memberships & Affiliations:

  • Student Member Washington Society of Certified Public Accountants (WSCPA)
  • American Society of Women Accountants, Bellevue Chapter (ASWA)
  • Bellevue Boys and Girls Club Volunteer

Education:

  • CPA Review Courses
  • Post Baccalaureate Accounting Program, University of Washington, Milgard School of Business 
  • Bachelor of Arts, Linguistics, New York University








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