History

Our firm started in 2015 shortly after CEO & Co-Founder Michael Levy had been laid off from a corporate accounting position with a technology company in San Diego, CA. At that time Michael and his wife Mindy began contemplating the idea of a home-based business. The long work days, commuting, and lack of work-life balance was not working out anymore. This sparked the creation of Bean Counter 4 Hire, LLC. As a completely virtual and cloud-based firm Bean Counter 4 Hire can provide support to our clients right from our teams home offices. Thanks to the accounting system Xero and several other app partners working remotely and in real-time with our clients has given us the opportunity solve a huge problem that most small business owner's face... Having more time to grow their business and not get stuck in the books. 

Our primary mission is to provide our small business and self-employed clients the first class accounting support necessary to give them peace-of-mind they have a partner they can count on. With a vast variety of backgrounds and experience on our team we are able to share strategy and tactics with our clients to help them run their operation more efficiently to increase growth and reduce costs. 

 

Our Team

 
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Chief Executive Officer & Co-Founder

Michael Levy, CB

We are fortunate to have Michael at the helm of Bean Counter 4 Hire, LLC. He acts as a guide, navigating through the precarious terrain entrepreneurs and small business owners often face by contributing his experience, focus, and unique insight. Michael worked for several start-ups and small businesses before launching his 10-year career in Corporate Accounting. As a Staff Accountant, Michael experienced firsthand how basic data entry could be translated into sophisticated financial information. This knowledge allowed management to ultimately make wiser choices leading the companies to be more successful. It was through this experience that Michael felt compelled to share his knowledge and help entrepreneurs achieve the same level of success. Michael was able to bridge this gap through leveraging cutting-edge cloud technologies. Cloud business systems and solutions allow small business owners to operate and manage their business without the expensive overhead of an extensive staff to do so. Michael is a problem-solver and has a talent for coaching entrepreneurs with his innate fiscal sense, ethical drive, and raw technological acumen. He seeks to empower his clients with the knowledge, tools, and resources they need to conquer the challenges, both expected and unexpected, that they inevitably face. Michael is ready to assist you in achieving your goals so you can focus on reaching your earned success.

Education

California State University San Marcos
Certified Bookkeeper, 2015

 

Activities & Affiliations

• American Institute of Professional Bookkeepers, Member
• American Institute of Professional Bookkeepers, Certified Bookkeeper
• Xero, Advisor Certification
• Xero, Payroll Certification
• Xero, Migration Certification


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Chief Operations Officer & Co-founder

Mindy Levy

Mindy has been a key element in managing our internal processes and workflows to allow us to better support our clients. Mindy is originally from Los Angeles, CA where she started out in Entertainment Accounting. As her career developed she found herself working with entrepreneurs and small business owners in multiple industries, including Health and Wellness. This experience cultivated an enthusiasm in workflow efficiencies and for organizational motivation. With her degree in Human Development she was able to get inside the mind of an entrepreneur to carefully identify the challenges that limited their potential.  Through her personal journey, Mindy discovered the benefits of cloud accounting and business systems. She realized these would allow her to provide streamlined workflow strategies to increase productivity while keeping costs low. As an App Marketplace specialist and a key partner in our application integration research, Mindy has a wealth of essential knowledge and enjoys helping clients find the right App for the job. In addition to operations, Mindy heads up marketing and our social media team, encouraging our firm to expand so we can continue to support entrepreneurs and small business owners. If you’re having a bad day, give her a call; her pep talks are the best!

Education

Mirimar College
Human Development, 2015

Activities & Affiliations

• Xero, Advisor Certification
• Certified Digital Marketer


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Accounting Controller

Michael Tea, CPA

Michael's background is in public accounting and audit then he later transitioned into a revenue manager role with a health services company. Michael joined the Bean Counter 4 Hire team as he was excited to see how we are supporting small businesses remotely. 

 

Activities & Affiliations

• Certified Public Accountant
• Xero Certified Advisor

Education

Middle Tennessee State University
B.A. Accounting, 2005


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Accounting Controller

Zachery Gentry, CPA

Zachery has a background in public accounting and audit which helps him as he reviews each client's books before we send out any financial reporting.

Education

Western Kentucky University
B.S. Accounting, 2007

Activities & Affiliations

• Certified Public Accountant
• Xero Certified Advisor


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Accounting Technologist

Catherine McConnell

After a 12-year career working in the insurance industry, Catherine was ready to switch gears and follow her passion which is supporting entrepreneurs and small business owners. Catherine’s role of Accounting Technologist with Bean Counter 4 Hire, LLC will allow her to dedicate her training and natural skills to help our clients achieve success. In the time Catherine has been with us she has developed real talent in working with our cloud accounting and business systems. She has also become a Xero Certified Advisor and Xero Certified Payroll Advisor. Catherine is an excellent addition to the Bean Counter 4 Hire, LLC family.

Education

Middle Tennessee State University
B.S. Accounting, 2018

Activities & Affiliations

•Xero, Advisor Certification
•Xero, Payroll Certification


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ACCOUNTING TECHNOLOGIST

Cassie Shaw

Cassie has worked for over 15 years in Retail Corporate Accounting prior to start with Bean Counter 4 Hire. She joined our team looking for something different that gave her the opportunity to work remotely and support small businesses. She is a fantastic accountant and skilled in higher level budgeting and forecasting. 

Education

Western Governor's University
B.S. Accounting, TBD

Activities & Affiliations

•Xero, Advisor Certification
•Xero, Payroll Certification
•Xero, Migration Certification


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Accounting Technologist

Katelyn Prichard

Katelyn recently graduated from her Bachelor's in Accounting at Western Michigan University and is continuing on into her Master's program in Accounting. Katelyn is an excellent multi-tasker and always has a great attitude making it fun to work with her. 

Education

Western Michigan University
B.S. Accounting, 2018

Activities & Affiliations

•Xero, Advisor Certification
•Xero, Payroll Certification
•Xero, Migration Certification


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