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. 3)
Sarah 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. In 2019, she assumed ownership of The Business Guides from the firm’s retiring founder. 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. 9)
Kristin joined us in January 2019 after working as a tax preparer at H&R Block branches on the Olympic Peninsula. For five years prior, she was the office manager at Carlson Chiropractic in Port Townsend, managing payments and billing, acting as a liaison to attorneys and insurance companies, and keeping IT running smoothly. Now she is a QuickBooks Online ProAdvisor. Read more
Shannon is providing part-time administrative support for The Business Guides during the Spring 2020 tax season. She brings 15 years of experience in bookkeeping and office management to our tax team. You might recognize Shannon from the waterfront, as she is currently the part-time office manager at Brion Toss Yacht Riggers at Point Hudson. 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
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