At Roots & Reckoning, LLC, we see ourselves as more than just a bookkeeping service; we are a family committed to transforming your financial journey. Our story began with a passionate mother-daughter trio, each bringing their unique skills and experiences to create something truly special. Even though we are separated by 1,000 miles, our strong bond and dedication to excellence keep us closely connected, allowing us to work seamlessly as a team. We deeply understand the value of trust and personal connection when it comes to managing your finances. That’s why we are devoted to building lasting relationships with our clients, treating your financial well-being with the same care and attention we would our own family.
To give you a deeper insight into who we are, here are three personal messages from each of us.
I live in Mauston, WI with my family, and we often explore the nearby Wisconsin Dells and visit the beautiful Devil’s Lake State Park, enjoying its stunning scenery and outdoor activities. Living just an hour from Madison, WI, we enjoy the best of both worlds—vibrant city life and the tranquility of nature. I am passionate about books and can usually be found curled up with a good read. Whether it’s a classic novel or the latest bestseller, reading is my favorite way to unwind and immerse myself in different worlds. I am always looking for ways to learn and grow, constantly seeking new knowledge and experiences. From attending webinars and online courses to discovering new interests, I believe in lifelong learning and personal development.
Growing up in the bustling city of Kenosha, Wisconsin, and now residing just minutes away from the beautiful Wisconsin River in the quaint town of Lyndon Station, I have cultivated a deep appreciation for the unique characteristics of both small and large businesses. My professional journey across multiple departments has equipped me with a diverse skill set and a comprehensive understanding of business operations. As an Inventory Specialist in the Engineering department, I managed inventory, tracked budgets, and assisted in room renovation inspections. This hands-on experience has honed my meticulous approach to bookkeeping, seamlessly integrating my investigative skills into my work. In my spare time, I love immersing myself in video games, binge-watching documentaries, and getting lost in how-to videos, all fueled by a passion for learning about a multitude of fascinating subjects.
Living with my family in Lake Shore, MD, off the beautiful Chesapeake Bay, I find joy in the simple pleasures of life. I love camping and taking long walks in Downs Park with my husband and our dog, Bailey, soaking in the beautiful views of the bay and the natural beauty around us. Whether it’s sitting around a fire with friends and family or spending time boating, I cherish these moments. Helping others is a passion of mine, whether it’s assisting with their dream projects or tidying up and organizing their spaces. There’s nothing quite like the satisfaction of seeing someone smile because of a little help and kindness.
Our local area is rich in charm and history, which I love delving into, especially when it involves uncovering my family’s deep roots and ancestry. Additionally, just a short drive away, Baltimore offers a vibrant mix of culture and attractions. Meanwhile, Annapolis, known as the “Sailing Capital of the United States,” provides a rich historical backdrop and stunning waterfront views.
We hope these personal messages have given you a glimpse into the heart and soul of Roots & Reckoning, LLC. Our commitment to you goes beyond numbers and spreadsheets; it’s about building a relationship based on trust, understanding, and mutual respect. We are here to support you every step of the way, ensuring your financial health and success. Thank you for considering us as your bookkeeping partner. We look forward to the opportunity to work with you and help your business thrive.
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