A powerful team backing your business
Meet T&O
Sarah Tatum
With over 10 years of accounting experience under her belt, Sarah is an Enrolled Agent with the IRS and holds a bachelor’s degree in accounting from Florida Atlantic University. Prior to co-founding T&O Strategic Advisory, Sarah was the owner of Tatum Accounting, where she focused on providing tailored, efficient and comprehensive accounting and tax services to clients, allowing her to advise on the critical decisions affecting client growth and success. Sarah previously hosted the Cocktails and Capital Podcast.
Anna Ortiz
Anna graduated Northeastern University in 2001 with a degree in Finance and has worked as an accountant ever since, becoming a CPA in 2018. Before co-founding T&O Strategic Advisory, Anna was the owner of North Shore Accounting Services, where she focused on helping service-based businesses make sense of their numbers, set and achieve their business goals by providing quality accounting, tax and advisory services. Anna previously hosted the Growth Advisory Podcast.
Our Team
Samantha Day
Samantha has over 16 years of experience in accounting and finance. She specializes in optimizing accounting systems, streamlining financial processes which allows for a better understanding of where a business can be more profitable and efficient.
Client Success Manager
Rob is a dedicated Navy veteran with 24 years of distinguished service and a proud graduate who earned his Bachelor of Science from the Dhaliwal-Reidy School of Accountancy at the University of Arizona in Tucson. His extensive military background honed his expertise in attention to detail, teamwork, and strategic planning—skills he now leverages to assist large business clients to achieve their full potential.
Large Business Specialist
Robert Gaona
Jordyn LaPlante
Jordyn is a small business specialist with six years of experience, providing monthly bookkeeping services for clients across various industries. Known for her attention to detail, she enhances the client experience by ensuring comprehensive financial organization and clarity.
Small Business Specialist
After completing her Career Diploma through Ashworth College, Amanda went on to earn the Bookkeeping Certification with the National Association of Certified Public Bookkeepers. She also holds the QuickBooks Online Advanced Certification, as well as an Intuit Academy Tax Level I certification. With extensive experience in bookkeeping cleanups, Amanda specializes in organizing and rectifying financial records for businesses, ensuring accurate, compliant, and streamlined processes.
Correction & Restoration Specialist
Amanda Breteinbach
Tax Specialist
Kenzie Wolfford
Kayla brings more than 12 years of experience in financial reporting, tax preparation, and budget analysis. Her background in compliance and financial management—and her talent for streamlining processes—makes her an invaluable member of our team. Kayla is currently completing her Bachelor’s in Business Administration at WGU and brings expertise in accounts receivable, accounts payable, and staff accounting. What sets her apart is her commitment to efficiency, her strong attention to detail, and the calm adaptability she brings to every challenge.
Lead Bookkeeper
