Just like everyone’s got Joanna-Gaines-style goals for their home, we all know it can get a little messy and “lived-in” at times. The same goes for your business finances: when they’re a hot-mess and need some TLC, our team is ready to roll up our sleeves and get in there with you.

But we’re here to put your minds at ease. 

handing over “The Books” to someone new
can be a bit nerve wracking …

                    handing over “The Books” to someone new
can be a bit nerve wracking…

WE KNOW

Bio Coming Soon

 CEO

Andrea Macdonald

I don't drink coffee but I love the smell of it. I go to coffee shops to enjoy the smell and the vibe but it's a chai latte for me all day!

Elli joined the Steadfast team in 2022. She lives in Louisville Kentucky with her husband and two young sons. She has earned her Associate's degree in Business with a focus on Accounting while gaining 8 years of experience in both physical and remote offices. Elli loves to clean up the books for clients and help them get an accurate picture of the financial wellness of their business. She and her family love to be outdoors, stay at Airbnb cabins, and pet farm animals. They currently have a 1-year-old Golden Doodle named Daisy Rey. In her free time, you will find her playing with her sons or on "an adventure" with her family. 

Tax Associate

Elli Brown

Lana has practiced public accounting since 2013. She provides tax advisory and compliance services for closely held businesses and their owners, specializing in partnership and LLC taxation, in the real estate, service, technology and retail industries. Lana is also experienced with multistate partnership reporting for businesses and its partners. Her passion is to help alleviate stress for small business owners around the complexity of tax rules.
Lana lives in Orange County, California. In her free time, she enjoys going to the beach, camping, spending quality time with family and friends, and playing on her co-ed slow pitch softball team.

Aaron is a seasoned tax professional with six years of experience in the field. With a deep understanding of tax laws, regulations and procedures. Aaron has established himself as a trusted professional to individuals and businesses seeking expert tax guidance. Aaron specializes with small to medium sized businesses providing bookkeeping and tax services to his clientele. Aaron lives with his Wife Courtney in Southern California. In his free time he enjoys surfing, pickleball, watching his favorite sport, and spending time with family and friends. Aaron also serves at his church on the financial oversight team. 

Sr. Tax Manager

Tax Manager

lana Haines, CPA

Aaron Castillo 

I am a sucker for Hallmark movies and watch every one of them from Jan-Dec!

Abigail joined the Steadfast team in 2019. She lives in South Florida and has a Bachelor's in Accounting from University of Miami where she met her husband of 13 years. She has worked in Corporate Accounting  for over 10 years, both in a professional office setting and remotely from home. She has a knack for helping companies solve problems and finding ways to make things more efficient and productive in regards to their accounting. In her free time you may find her  playing a game of kickball, going bike riding, playing board games, or going on a road trip with her family. 

BOokkeeper

Amber Hertwig

Amber joined the Steadfast team in 2021. She earned her Bachelor's Degree in Elementary Education. Living in Middle Tennessee., she loves to spend time with her family. If fact, she married her high school sweetheart. With their 3 kids in tow they coach both soccer and T-ball. together We love her community involvement and drive to help others. That's why she is the perfect fit to help our valuable clients. In her free time her family enjoys movie nights and getting outdoors on their bikes.  

Bookkeeper & CLIENT CARE 

ABIGAIL JOHNSON

Abigail joined the Steadfast team in 2019. She lives in South Florida and has a Bachelor's in Accounting from University of Miami where she met her husband of 13 years. She has worked in Corporate Accounting  for over 10 years, both in a professional office setting and remotely from home. She has a knack for helping companies solve problems and finding ways to make things more efficient and productive in regards to their accounting. In her free time you may find her  playing a game of kickball, going bike riding, playing board games, or going on a road trip with her family. 

BOokkeeper

ABIGAIL JOHNSON

I'M a serious Star Wars “nerd” and haVE loved the movies since MY dad showed ME the originals when I was 10. I watched The Force Awakens in theaters 3 times!

Kaylee joined the Steadfast team in March 2018. She took her first accounting class in her senior year of high school and immediately knew it was a perfect fit for her. She holds a BS and MS in accounting, with more than 5 years of experience in a variety of accounting fields. Kaylee gets excited about the opportunity to provide her clients with an accurate financial picture, so they can make the best decisions possible to help their businesses grow and succeed. When she isn’t working, Kaylee loves cooking and baking for her husband and daughter, listening to podcasts, and finding a good deal at the grocery store. In her free time, you can also find her sitting outside in the sun with a good book.

Bookkeeper

Kaylee Hutchinson

 I have over 100 first cousins and love spending time with family! 

Jessica joined the Steadfast team in 2016 as the very first employee other than Stephanie and in 2019 she was promoted to Lead Bookkeeper. She knew early on she wanted to pursue a career in accounting so her accounting education started all the way back in high school when she took technical courses.  After earning her Accounting diploma she held various accounting positions that expanded her knowledge even more. She has been married for 8 years, has a son and lives in SW Florida. They enjoy the outdoors together, love to camp together and spending quality time with their church family. 

Sharon has been on the team since 2013, and was Andrea's very first employee. She specializes in individual tax returns, and absolutely loves working with clients. She and her husband, Al, just celebrated their 50th wedding anniversary. When she is not working, she loves spending time with her kids and grandkids, working in the yard, and enjoying the outdoors in general.

Whitney is a proud graduate of The College of William and Mary for both undergraduate and graduate studies, receiving her MBA in 2016. Whitney has over 5 years experience working in tax and accounting management. Her passion is helping business owners understand their finances and use this knowledge to guide their business decisions. During her free time she enjoys spending time outdoors and at sporting events with her three children.

Carri joined the team in September 2022. Mother of two amazing boys and a military spouse who has moved countless times. She loves meeting new people and providing excellent customer service. 

Eric has been a part of the bookkeeping team since 2020, where he first started by manning the phones and working on personal tax returns. He is pursuing a degree in Business Analytics at Old Dominion University. Eric loves working with clients to find the pain points in their businesses and developing solutions for long-term growth. In his free time, you can find him going for a run or coaching swimmers of all ages.

Bookkeeping Manager

Bookkeeping Manager

Tax Associate

Bookkeeper & Client Care

Director of Operations

JESSICA CEO

Eric Zank

Sharon Ference

Carrie Wolle

Whitney Schubert