We are an accomplished group of professionals committed to meeting the tax planning and financial needs of small business owners. Many of us have experience as small business owners, and we understand the issues our clients face.
At The Business Guides, we help save our clients money, streamline their financial systems, build the value of their business, and then successfully retire or sell their business.
Telephone: 360-385-6961 (Ext. 2)
In 1991, Charley founded a CPA practice in Port Townsend focusing on small businesses and business owners. Today it has grown into The Business Guides. Assisting clients with business profitability, consulting, financial forecasting, budgeting and strategic planning, Charley works with businesses of all sizes, from startups to large companies. Read more
Telephone: 360-385-6961 (Ext. 3)
Sarah oversees both day-to-day operations and tax services, and is the senior accountant on staff. She is a CPA as well as a Certified Financial PlannerTM professional. She works with business owners to improve their current and future financial positions, is skilled in making financial situations clear, and is passionate about helping our clients create prosperous lives. Read more
Telephone: 360-385-6961 (Ext. 1)
Kim is the first person you will see and speak with when you call or walk into The Business Guides' office. Kim schedules meetings, fulfills data requests, and makes sure clients get connected to the person or resource they need. Business ownership runs in her family, and with experience in a wide variety of fields, Kim is well positioned to understand the diverse needs of our clients. Read more
Telephone: 360-385-6961 (Ext. 6)
Lucianne is our resident QuickBooks expert and can help you set up your bookkeeping platform or work with your bookkeeper to ensure accurate entries. She has an extensive background in retail grocery accounting and management as well as non-profit finance experience. At The Business Guides, she also prepares corporate and individual tax returns. Read more
Telephone: 360-385-6961 (Ext. 4)
Louise is a seasoned CPA with diverse technical and leadership experience and skills in a wide range of accounting systems. Her accounting career has spanned start-ups to liquidations, cooperatives to regulated banks, medical devices to concrete products. She prepares tax documents and other financial reports for clients, and coordinates accounting systems for the firm. Read more
Telephone: 360-385-6961 (Ext. 5)
Monica supports our team to refine and clarify systems to maximize efficiency and enhance the client experience. As one example, she has updated our client onboarding system utilizing LEAN Thinking process mapping techniques. A lifelong community organizer, Monica is currently pursuing a master's degree via the University of Washington School of Social Work’s Extended Degree Program. Read more
Telephone: 360-385-6961 (Ext. 7)
Shelly is the lead on strategic marketing for The Business Guides. It’s her job to implement our successful and cost effective marketing plan, and to coordinate education and outreach events for the firm. She invites you to attend our Small Business Seminar Series in the fall. Shelly ran her own communications consultancy before shifting to the financial services field. Read more