MB&T, the business
Founded in January 2017, My Books and Taxes was created with the purpose to work only for Small Businesses as ourselves, to help them understand the importance of keeping good records, not only for tax purposes but also to make informed financial decisions.
We are there for our clients in every step, whether that's figuring out when they can afford to hire a new employee, buy a new piece of equipment, estimate taxes, and implement strategies to save or defer taxes to the future.
As Certified Advance Pro Advisor we know QuickBooks inside and out. We know bookkeeping can become a time consuming task and can be difficult to deal with.
We are committed to educate small business owners on how to manage their business finances in order to build a sustainable business. We provide our clients the ability to align functions and priorities to improve cash flows, increase efficiency, and reduce stress.
Originally from Venezuela, I am an Enroll Agent, admitted to practice before the IRS, B.S in Accounting, Advanced QBO Pro Advisor, and with more than 18 years of experience as an internal accountant for small and medium size businesses.
I am extremely detail oriented and organized. I create workflows and introduce technology for automation of processes, with the intention to minimize errors and increase profits.
I love spending time with my family and dogs, rock climbing, and running (if I have the energy).
My goal with this firm is to grow to a size where we can continue offering great services and provide great value, while loving our jobs, our clients, and the relationships created along the way. For us? We just want to have a good living, vacations, and save for retirement at an age when we can still dance and enjoy life! (we are ok flying economy).
ANA, books specialist
My name is Ana Gabriela Montero. I am proficient in Accounting with a Master degree in Finance. Numbers and customer service are my passion.
I have several years of experience in leading corporate roles that include: travel and expenses processes, financial analysis, finance for partnerships in both Private and Public sectors in several countries around America.
I share the passion and discipline I put in my career alongside my favorite sports: running and swimming!
I also founded a non-profit organization for the rescue of street dogs back in my home town, Venezuela.
I share the vision of My Books and Taxes of helping our customers to achieve their biggest potential throughout a healthy and good accounting management.
ANDREA, books specialist
Venezuelan girl with studies in Accounting and Customs Administration and over 12 year of experience in customer services, sales and accounting systems.
Highly detail-oriented, organized , and integrity are my strengths to help your business growth from a financial point of view.
I'm in a constant learning process, growing professionally to provide the best service to minimize accounting errors. Clean-up projects are my specialty, it provides customers with a fresh-clean start to take control over their businesses.
I’m currently living in Colorado where I enjoy outdoors activities with my family, my passion is cooking!