Danielle came to our team in January of 2022 in a bookkeeping and client services role. She loves being able to take the burden of bookkeeping off clients’ shoulders so they can relax and focus on why they went into business in the first place!

With a Master’s Degree in Education from UCLA, she has been an educator her entire career, switching professions to join our team. She is passionate about educating and advising clients – a perfect transition from the classroom and a huge asset to our clients.

A mom to two teenagers, Danielle is a homebody with wanderlust. She loves exploring new places in her travels. She also loves organizing absolutely anything and says she finds that relaxing. No wonder she is such a great bookkeeper and advisor!