Team

Anjelica R.

Anjelica has been a bookkeeper since 2019 and specializes in real estate. She began her finance career working primarily with real estate investors and is familiar with the complex needs for owner-finance, realtors and other financing and real estate branches.
She has since expanded to many other finance and management roles including restaurants, landscaping, trucking, and nonprofits. Anjelica is working on finishing her Bachelor’s Degree in Accounting to increase her knowledge and ability to help financial clients. She is excellent at management and company setup and understands how to advise on proper internal controls for employees and vendors to minimize theft and
reduce expenses.
Anjelica is a resident of Portland, TX and in her free time, Anjelica enjoys traveling, fishing, hiking and generally spending time outdoors with her husband and two dogs.

Lori B.

Lori was born and raised in South Texas and started working for her family’s construction company in 1991. She learned every part of the business and worked in each department including manufacturing, procurement and general contracting. She went on to work for other construction firms and has extensive knowledge of construction accounting. This includes subcontractor prequalification forms, job costing and processing payroll for over 100 employees. She has also worked in commercial and multi-family property management and with multiple kinds of accounting and payroll software.

Lori loves animals and teams up with a non-profit organization to rescue and foster dogs who need a helping hand to find their perfect furever home. When she’s not spending time with her animals or family, she is crafting and occasionally participates in local craft shows and community fairs.