Colleen White
About
My career in finance began at sixteen, when I worked as a junior bookkeeper while still in high school. I was fortunate to learn under a mentor who understood—both professionally and personally—how critical a tax refund can be for individuals and families. From her, I learned lessons that still guide my work today: attention to detail matters, every client’s situation is unique, and taking the extra time can make a meaningful financial difference.
With decades of hands-on experience in bookkeeping and tax preparation, I am meticulous in my approach. I take the time to truly understand each client’s circumstances, researching every applicable credit and deduction to ensure nothing is overlooked. My goal is always the same: to legally and ethically maximize every dollar my clients are entitled to.
I am deeply passionate about relieving the stress and uncertainty that finances—especially taxes—can create. I don’t just prepare returns; I educate my clients so they understand how taxes work and how to benefit from them throughout the year. What I enjoy most is turning what is often a stressful obligation into a positive, empowering experience—one that supports my clients’ goals not just at tax time, but year-round.
Highlights
Reviews
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Frequently asked questions
What is your typical process for working with a new customer?
I do my best to ensure flexibility, good communication, and convenience are a fundamental part of the process getting to know a new client. Getting to know each individual unique situation is key to understanding how I can assist you. I believe it is crucial to have a good fit. I strongly believe the best interest of every individual person or business is what matters most. If I am not a fit for a potential client, I will gladly refer them to someone within my network that would better fit the needs of the client.
What education and/or training do you have that relates to your work?
Do you have a standard pricing system for your services? If so, please share the details here.
Every client is unique in their personal and/or business needs; therefore, pricing is tailored to fit them. I will provide the client with options after consulting and assessing their individual situation.
How did you get started in this business?
One of my very first jobs, a Jr. Bookkeeper in a small tax office is how I started. I was a sixteen-year-old in highschool with the ideology that I could fake it til I made it
What types of customers have you worked with?
I have worked with Carpet Cleaning Companies, Development Companies, Upholstery Shops, Third Party Motor Vehicle, B2B Technology Lead Generation, Staffing Agencies, Bars and a plethora of individual people.
What advice would you give a customer looking to hire a pro in your area of expertise?
For anyone looking to hire a professional for any reason, I would suggest taking the time to speak with them. It is important not only that a hired professional is qualified in their trade, but also that their philosophies align with the person hiring them. Make sure to hire a person who is capable of fulfilling the need as well as exceeding your expectations.