Patti Soares


Zach Carver

What are your superpowers?

Problem solving and grit!

What makes you unique?

I love solving puzzles and getting things just right. If something is messed up, I will figure out why in the beginning and fix it. (I am also a perfectionist.) Also, I’ve worked for a wide range of companies over my 40 year career, so my experience is a plus for our clients.

What are your beliefs about your profession?

A business must have good books. It is best to be honest and not cut corners.

What’s the most fun part of your job?

The variety and impact. Meeting people that have unique businesses is fun. It doesn’t matter what kind of business you have – you need a bookkeeper. I love helping people feel confident in their business.

What particular client personality or circumstance are you most drawn to?

I love helping clients that are just starting their business. Getting started with good bookkeeping will definitely give them a leg up on the competition.

Tell a personal story that has helped motivate you to improve the financial situation of yourself and your clients or community.

I have always believed that hard work pays off in the long run. I have taught my children to have a good work ethic, and to love what they chose as a profession. I lead by example.

Connect with me on LinkedIn


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