A powerful team backing your business
Meet T&O
Sarah Tatum
With over 10 years of accounting experience under her belt, Sarah is an Enrolled Agent with the IRS and holds a bachelor’s degree in accounting from Florida Atlantic University. Prior to co-founding T&O Strategic Advisory, Sarah was the owner of Tatum Accounting, where she focused on providing tailored, efficient and comprehensive accounting and tax services to clients, allowing her to advise on the critical decisions affecting client growth and success. Sarah previously hosted the Cocktails and Capital Podcast.
Anna Ortiz
Anna graduated Northeastern University in 2001 with a degree in Finance and has worked as an accountant ever since, becoming a CPA in 2018. Before co-founding T&O Strategic Advisory, Anna was the owner of North Shore Accounting Services, where she focused on helping service-based businesses make sense of their numbers, set and achieve their business goals by providing quality accounting, tax and advisory services. Anna previously hosted the Growth Advisory Podcast.
Our Team
Jordyn LaPlante
Small Business Specialist
Jordyn is a small business specialist with six years of experience, providing monthly bookkeeping services for clients across various industries. Known for her attention to detail, she enhances the client experience by ensuring comprehensive financial organization and clarity.
Nicole Hardison
Bookkeeper
Kenzie Wolfford
Kenzie has been working as a tax accountant since 2018. She graduated from the University of St. Thomas in Houston, TX in 2019 with a Master's degree in accounting. Kenzie is passionate about helping business owners and individuals navigate through complex tax situations and grow themselves financially.
Tax Specialist
Nicole Forry
Nicole is a bookkeeper with 25 plus years experience in bookkeeping and accounting. She has worked in CPA firms doing bookkeeping and taxes. She is Quickbooks online certified.
Bookkeeper
Nicole Hardison is an experienced Bookkeeper and Tax Preparer with many years of experience managing accounts and preparing business and personal tax returns. Proficient in QuickBooks Online and Desktop, she ensures timely processing of transactions and reconciles accounts. With expertise in Drake Tax software, she can prepare accurate tax returns for clients.
Samantha Day
Client Success Manager
Samantha has over 16 years of experience in accounting and finance. She specializes in optimizing accounting systems, streamlining financial processes which allows for a better understanding of where a business can be more profitable and efficient.
Amanda Breteinbach
Correction & Restoration Specialist
After completing her Career Diploma through Ashworth College, Amanda went on to earn the Bookkeeping Certification with the National Association of Certified Public Bookkeepers. She also holds the QuickBooks Online Advanced Certification, as well as an Intuit Academy Tax Level I certification. With extensive experience in bookkeeping cleanups, Amanda specializes in organizing and rectifying financial records for businesses, ensuring accurate, compliant, and streamlined processes.
