Meet The Team

Kathleen Olsen, EA and her team will write up your books, organize your documents, provide you with financial reports and professionally prepare your tax returns.  We will help you budget and plan and even send out past due notices to delinquent customers if you wish.   Our experienced team is a terrific value. They know what they are doing and do it very well.

Jessica – Prepares tax returns and manages payroll services.  Jessica is studying for her MBA and Enrolled Agent’s certification.  She has more than two years with Achieve It Business Solutions, Inc. and four years working for a certified public accountant.  Jessica completed her bachelor’s degree at Montclair State University.

Krista – Manages bookkeeper services and is a “wiz” with financial software.  She earned her bachelor’s degree at Rutgers University and is currently pursuing an Enrolled Agent certification.  Krista has extensive bookkeeping experience both in public accounting and medical practices.

Eleanor –Provides administrative support to clients and manages communications and scheduling.  Eleanor is a seasoned client relations executive with more than ten years of experience in insurance and finance.  Eleanor joined Achieve It Business Solutions, Inc. in 2015.

Alex – Manages our computer systems and is a really good IT guy.