Our Story

“It can’t be this difficult!” When Stephanie was handed the Office Management of her husband’s business, she did not know she was going to need an accounting degree. Very quickly, she realized she did not have accurate financials & their rapidly growing business needed better reporting. She elicited the help of a QB ProAdvisor & soon began to see the results of good data reporting through QBDesktop. She was able to take a 10 hour per day job down to 3-4 hours per day through QBD & QBOnline automation. With the extra time available, she was able to take on other clients’ bookkeeping jobs, became certified in all QB products & went back to school for accounting.

In 2015, her husband decided to sell his business, & Stephanie decided to turn her hobby helping small business owners get their books correct into a full time endeavor. She wanted to make sure other small business owners were not struggling as she had & wanted them to know they could be set up for success from the start.

Now with 5 employees & a rapidly growing business, she has taught her staff to train the business owners so their clients’ data, from the first point of entry, is correct all the way through their books. More recently, she has grown the business by reaching out to mid-market clients & helping with conversions from QB Enterprise to QBOAdvanced with integrated apps and with Google Based to Microsoft based platforms. They are excited to see where the next few years will take them!

Vision: 

Empowering small and mid-sized business owners to achieve financial clarity and success from day one, ensuring they never feel overwhelmed by the complexities of accounting again.

Mission:

At our core, we are dedicated to providing comprehensive accounting solutions that simplify the lives of business owners. Through our expertise and personalized approach, we aim to transform businesses by streamlining financial processes, optimizing reporting, and fostering growth opportunities.

Purpose: 

We exist to alleviate the burden of financial management for entrepreneurs, just as we once did for our founder, Stephanie. Our journey began with a realization: “It can’t be this difficult!” From this moment of clarity, we’ve committed ourselves to guiding business owners through the maze of accounting challenges, ensuring accurate financials, and empowering them to focus on what truly matters – building their dreams. With every client, every conversion, and every training session, we reaffirm our dedication to making financial success accessible to all. As we continue to expand our reach and capabilities, we look forward to being the trusted partner that small and mid-market businesses rely on to navigate the complexities of accounting with confidence and ease.

Stephanie Mack
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Stephanie Mack

Consultant & Strategic Business Advisor

I love what I do! From the time I was a kid, I played banking for hours. I used to love the systems & processes of my banking setup. I would approve certain bills, stamp others & made sure everything in my kiddie bank setup was systematized & flawless. Much to the chagrin of my playmates, I loved my banking days. Now I have taken that love of process & systems to an adult level, helping clients with their accounting processes. And I still love it! Luckily I have found my calling & hope to ease the pain my clients are experiencing, so they too can enjoy their business.

Stephanie went back to school in 2014 to get her accounting degree from CCV. She is certified in every QB product & maintains an advanced certification in QBO. She is actively participating in the Woodard Institute’s Certified Transformative Advisor (CTA) program & was recently nominated one of Insightful Accountants’ Top 100. Her educational pursuit will never end as she prepares her firm for the future.

Client Hub Advisory Council

Stephanie was asked to be on the Client Hub Advisory Council for the 2021-2022 year. The Client Hub Advisory Council is a forum where Client Hub and electected advisory members can share and explore strategies that help to drive product growth and thought leadership. Together we can shape the future of a great product.

Anne Sarsfield

Accounting services support

Anne is our Accounting Services Support person. She has two decades of QuickBooks experience in a variety of industries from deli to private school to construction to jewelry maker and to local distillery. Anne is a QuickBooks Online Certified ProAdvisor and brings many years of experience to Account Mobility in both bookkeeping and office management.

Anne aids and assists in the daily functioning of the firm which includes a multitude of tasks. A few of these tasks include Accounts Payable/Receivable, client payroll conversion/setup, customer support and all the in-between things that need attention in running an accounting business. Anne’s experience in office management and doing bookkeeping for multiple businesses simultaneously equips her well for this varied role, moving from one task to another with ease and grace.

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QuickBooks Certified ProAdvisor Online Certification

Anna M

Cloud Bookkeeping Team Member

Anna is a Cloud Bookkeeper. She has a Bachelors in Accounting and a Masters in Forensic Accounting. She joined Account Mobility in 2020, having worked in the field of accounting for almost 15 years: nearly 10 in the private sector and 5 as a civil servant. Anna has worked on a variety of tasks ranging from data entry to major clean-up projects, serving organizations with differing sizes and complexity. She is a Quickbooks Online Certified Proadvisor.

Anna’s goal at Account Mobility is to provide efficient service and accurate financial data, to enable clients to make timely decisions with confidence. She strives to achieve balance between attending to the little details and understanding the bigger picture. Anna works to add value to business processes and always aims to leave things better than she found them.

Anna Brindowski
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Claud Cornetti

Tax preparation & advisory Team Member

Claud is an experienced professional with proven success in tax compliance and advisory. With an extensive background in personal and business tax returns, he helps clients by partnering with them as their trusted tax advisor.

Claud has been married for eight years and has two dogs. He enjoys playing tennis and running. Travel is very important to him & his wife, and he enjoys learning something new and connecting with people everywhere he visits.

Claud Cornetti
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Michelle Belcher

Part-time Bookkeeper

Michelle’s passion for the banking and accounting industry has been the driving force behind her successful career. With an Associate of Arts degree in Business Administration and Bachelor of Arts in Accounting, she has built a strong foundation of knowledge and expertise in the field. She joined Account Mobility in 2023, bringing with her nearly 20 years of experience in accounting. Her career spans 18 years in government accounting and 2 years as an IT Auditor for one of the prestigious Big 4 Firms.

At Account Mobility, Michelle is dedicated to delivering exceptional service and ensuring that clients’ financial data is not only accurate but also actionable, empowering them to make confident decisions in their businesses. Her genuine passion for her work is evident in her commitment to building lasting relationships and trust with every client. She loves spending time with her family, reading and line dancing.

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Ed Colomb

Part-time Bookkeeper

Ed Colomb has been working in the Quickbooks field for the past thirty years. He has experience in the setup and running of many companies of all sizes and industries. Ed enjoys teaching the owners/office help to run as many of the books as they would like with him in the background doing whatever is needed to best support the company.

As a part-time bookkeeper for Account Mobility, Ed works out of his home in South Carolina. He is available to work with clients during M-F, 9-5 workday & upon request for non-standard times to accommodate clients’ schedules.

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Analytix Solutions

Analytix Finance & Accounting Services

Analytix Finance & Accounting is a single source solution provider delivering high-quality and reliable services for CPA practices and their customized accounting and bookkeeping needs. Analytix’s strong commitment to data accuracy and deep domain expertise creates an unparalleled synergy of support for Account Mobility’s clients.

The partnership between Analytix and Account Mobility has provided full back office support to ensure accurate and timely accounting and bookkeeping processes. Analytix provides a full suite of services to ensure our needs are met, including: transaction and data entry, invoice processing, daily banking activities management, reconciliation reporting, accounts payable and receivables. They offer expedient services that can be scaled to ensure our CPA partners are able to successfully meet their client needs.

 

Anna Brindowski
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Associations & Memberships 

Partners

divvy
melio
katana
veem
finale inventory
transaction pro
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Alicia Dragon

Giving Back

Fostering the Gap

We enjoy giving back to the community. Stephanie is the director of Fostering The Gap, a non-profit organization started in June of 2019 to help low-income families get kiddos into camps & programs they would otherwise not be able to afford.

If you would like to support these kiddos too, please consider donating at FosteringtheGap.org

 

ewomanfoundation

eWomenNetwork Foundation

AccountMobility, contributed USD $1000.00 to the eWomenNetwork Foundation. Each time you give, your generosity helps our North Dallas/Plano Chapter support our local community through a Grant that focuses on women and/or children or a young Emerging Leader. Ask your Managing Director to share more about the eWomenNetwork Foundation and how you can support it and get more involved. Thank you for “lifting as you climb!”

If you would like to support eWomen Foundation, please consider donating at ewomennetworkfoundation.org

 

Archived Newsletter

Moving your business toward success

Named a 2020 Top 100 ProAdvisor by Insightful Accountant, an independent news and information source written specifically for the small business advisor to keep up with current technology, trends in the industry and continuing their education.

At the annual Scaling New Heights® conference, Woodard™ revealed the winners of its esteemed 2023 Top 50 Accounting Services Practice Awards. Designed to honor and celebrate exceptional accounting services practices throughout the United States, the awards spotlight those practices that best embody the characteristics of top-tier performance—intentionality, specialization, efficiency, effectiveness, profitability, and scalability.

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