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.
Sarah is a Certified Public Accountant and a Certified Exit Planning AdvisorTM as well as a Certified Financial PlannerTM professional. She works with business owners to improve their current and future financial positions, and is passionate about helping our clients create prosperous lives. In 2019, she assumed ownership of The Business Guides from the firm’s retiring founder. Read more
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
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
Megan joined our team at the end of January 2022, just in time for tax season. She recently earned her Accounting degree and is excited to be part of our tax team. Megan lives near Kala Point with her husband, three children, two cats and one dog.
Christine provides administrative support for The Business Guides and has been with us since the Spring 2020 tax season. Her unflagging performance and cheer during the crazy year of coronavirus earned her a permanent place on our team. Christine provides independent bookkeeping services in her spare time and loves to sew and craft. Working alongside her contractor dad, she recently built her own home!
Shelly is one of our knowledgeable business advisors. She enjoys having complimentary consultations with prospective clients, and coordinating education and outreach events for the firm. Shelly ran her own communications consultancy before shifting to the financial services field in 2014. Read more
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. For 28 years, he worked with businesses of all sizes, from startups to large companies--until he “took his own advice” and retired from accounting and business ownership in 2019. Read more