At Roots & Reckoning LLC, we do more than manage numbers—we bring clarity, trust, and peace of mind to your finances. As a family-driven bookkeeping and tax preparation team, we help individuals and small businesses build financial confidence with accuracy and personal connection.
Our story began with a passionate mother-daughter trio, each bringing unique expertise in bookkeeping, financial management, and tax preparation to build something truly special. Despite being separated by 1,000 miles, our shared commitment to precision, client success, and excellence keeps us closely connected—allowing us to work seamlessly as one team, no matter the distance.
We understand that trust and financial clarity are essential when it comes to managing your business books and tax filings. That’s why we are committed to building long-term relationships with our clients, treating your financial well-being with the same care and attention as we do our own.
📌 From keeping your books in order to ensuring stress-free tax filing, our mission is simple: to give you financial confidence so you can focus on growing your business and securing your future.
To give you a deeper insight into who we are, here are three personal messages from each of us.
With a passion for bookkeeping and financial organization, I help individuals and small businesses keep their books accurate and stress-free. Nestled in Mauston, WI, I enjoy the quiet charm of small-town life, surrounded by nature’s beauty. While I prefer the slower pace, I appreciate having Madison’s opportunities within reach—offering the perfect balance of tranquility and accessibility.
Beyond bookkeeping, I’m always seeking new ways to learn and grow. Whether it’s attending webinars, taking an online course, or diving into a new interest, I love expanding my knowledge. In my free time, you’ll often find me curled up with a good book, exploring Devil’s Lake State Park, or spending time with my family. No matter where I am—balancing the books, learning something new, or enjoying Wisconsin’s natural beauty—I bring the same dedication and curiosity to everything I do.
With a background in business operations and financial management, I bring a detail-oriented, investigative approach to bookkeeping. My journey started in Kenosha, Wisconsin, and after working in multiple departments—including inventory management and engineering inspections—I developed a strong eye for accuracy and efficiency in financial records.
I love problem-solving, which makes bookkeeping a natural fit for me. When I’m not balancing the books, I’m immersing myself in video games, documentaries, and DIY learning videos—always on a mission to master something new!
With years of experience in organization and business operations, I love helping clients make sense of their finances. There’s nothing more rewarding than bringing order to financial chaos and seeing the relief on a client’s face when everything falls into place. Whether it’s assisting with bookkeeping, tax prep, or helping clients stay financially organized, I take pride in making financial management feel effortless and stress-free.
Living in Lake Shore, MD, by the beautiful Chesapeake Bay, I enjoy the simple pleasures of life—camping, boating, and taking long walks with my husband and our dog, Bailey. I have a deep passion for history and genealogy, uncovering my family’s roots while exploring the rich culture of Annapolis and Baltimore. There’s something special about connecting with the past while embracing the vibrant present.
We hope these personal messages have given you a glimpse into the heart and soul of Roots & Reckoning LLC. Our commitment goes beyond numbers and spreadsheets—it’s about building a lasting partnership based on trust, accuracy, and financial empowerment.
At Roots & Reckoning, we’re here to support you every step of the way, ensuring your books stay organized, your taxes are filed correctly, and your business stays financially healthy.
📌 Thank you for considering us as your trusted bookkeeping & tax partner. We look forward to helping your business stay compliant, grow with confidence, and achieve long-term success.
Your success starts with strong finances. Let’s work together!
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