Hi, I am Erica Day
Founder of JEA BOOKKEEPING & FINANCIAL SERVICES
Putting the human touch into your business' financial goals.
At JEA, we prioritize exceptional customer support by fostering mutual respect and collaboration to achieve measurable success.
I’m a middle child, problem solver, and
self-proclaimed numbers nerd. You’ll find
me enjoying the small-town feel of my
little neck of the woods in New Jersey. As
a former professional photographer and
long time business owner, I’ll likely have a
camera on hand
Also a mom to three girls and two sweet,
but high maintenance, pups.
With a degree in Finance and almost two
decades of entrepreneur expertise, I’ve
found my calling providing advisory
services to CEOs looking to scale and
increase profits.
THE TEAM
“If you take out the team in teamwork, it’s just work. Now who wants that?”
– Matthew Woodring Stover
Jennifer Apploff
Executive Assistant
Jenn is the glue that keeps the business together. With a knack for bringing different pieces of the puzzle together, she's always there to provide innovative ideas and ensure things get done. But that's not all. Her infectious enthusiasm, kindness, and exceptional organizational skills make her an invaluable asset to the team.
Marlena Becker
Accounting Assistant
Marlena combines her expertise as a business owner
and background in the creative industry to provide top-notch support for our clients and the team
internally. While much of her work is internal to the organization, you may hear from Marlena on
occasion as she supports many client accounts behind the scenes
Jackie Fry
Accounting Assistant
Meet Jackie, our expert Accounting Assistant with years of fractional CFO experience. She is dedicated to providing weekly updates, managing client A/R and A/P services, and helping our CFO-level clients achieve their profit plan goals. Our valued CFO clients can always
count on seeing Jackie in their Slack at least once a
week!
Kashif Aleem
Director of Bookkeeping
Kashif is a highly experienced accountant with expertise in both the US and Ireland.
His attention to detail and tireless efforts ensure that the team's five senior and junior bookkeepers receive excellent support and
produce high-quality work.
Merrill Taylor & Eric Carrillo
CPAs
Meet Merrill and Eric - the dynamic duo behind Taylor
Tax Team, our top-choice CPA firm. Though not
"officially" part of our company, they are the beating
heart that keeps our business in tip-top tax shape. We consider them family and can't recommend them
enough to our clients. With their unrivaled tax strategy abilities and our strong working relationship, Taylor Tax
is the go-to tax firm for our clients.
OUR VALUES
Honesty
We are honored to have your trust in managing your company's financial future. Our team is committed to providing open and honest solutions, always striving to meet the high standards we've set for ourselves.
We lead by example, talking openly and often about ways to operate our business with integrity.
Collaboration
In business, collaboration is key. Our team operates like a basketball team, collaborating back and forth as we approach the goal, not in a linear fashion or silo. We understand the important role we each play in achieving success for our clients and how this approach extends to our client relationships.
Creativity
We believe in the power of fresh ideas.
We embrace the challenge of finding unique approaches to every situation - internally and within our client work. We understand that one solution does not fit all, and welcome diverse perspectives.
We encourage open-mindedness
and constructive feedback to drive
our vision and yours forward
Community
At the core of everything we do lies our belief in the power of humanity. We strive to provide exceptional services to our clients, knowing that it not only supports them and their families but also strengthens our own community and ability to provide for our families. While we have a special connection with Jordan's Relay as our chosen non-profit organization, we are dedicated to giving back through both our time and financial contributions to causes that have
