Meet The Team
Samantha is an experienced accountant and bookkeeper. She started SMA as a small side business to supplement her household’s income while her baby slept – but she quickly discovered an underserved niche in helping service-based small business owners. Her work has included stints at a regional tax firm, a regional real estate brokerage, and as a bookkeeper or accountant for several small businesses throughout the state of Utah. Her current clientele includes companies throughout the western United States in various industries. She has real-world expertise in bookkeeping, tax accounting, payroll preparation, leadership, and financial analysis. Her passion for her work and her attention to detail are unmatched in the profession. She enjoys learning about nutrition, cooking tasty vegan meals, and spending time with her family.
Trevor is SMA’s Project Manager, which is a nicer way of saying he is our “Jack of All Trades.” He has a Master’s in Business Administration from WGU, with coursework completed in leadership and management, human resources, marketing, accounting, finance, and others. He also has his Quickbooks Online ProAdvisor Certification.
A structural engineer by trade, he has his MS and BS degrees in Civil Engineering from BYU, and is a licensed Professional Engineer (PE) in five states. When he is not working, Trevor enjoys taking walks with the family, advocating for renewable energy, playing board games, reading, and being an Excel ninja.
Nancy graduated from Brigham Young University – Hawaii with a bachelor’s degree, double-majoring in Business and Hospitality Management. She has worked a variety of roles but loves any job where she is part of a dynamic team and can help things run smoothly. She enjoys puzzles and constantly learning new things. In her free time, Nancy loves being outdoors or spending time with her family
Beth is an experienced accountant and has an accounting degree from WGU and her MBA from Kent State University. She has 29 years of higher education experience, including as an accounting instructor, as well as student services, data analysis, and assessment planning. She has her Quickbooks Online certification. Camping, hiking, birding and spending time outdoors are her favorite ways to spend her spare time. Her family consists of two boys, Robert and David, and her canine companion Chester.
Charlotte began her career as an office manager using Quickbooks Desktop and other industry-specific softwares. Realizing the importance of accounting, at age 40, she decided to go back to school and get her Bachelor’s Degree in Accounting, which she received from the University of Phonix in 2011. Later, at age 46, she went back and got her Master’s in Accounting from West Texas A&M University! She is currently studying for the CPA exam. In addition to her work with Sage Mountain, Charlotte works as a controller for a trucking company in Amarillo, TX. She also has extensive experience in the feedlot and farming industries. Together with her husband, she has 5 kids, 8 grandkids, and 2 dogs.
Kaycee has an accounting degree from WGU. She loves accounting and all things analytical but also has a creative and crafty side. She runs a small business making handmade baby moccasins and clothing. She enjoys camping and spending time outdoors. Her family includes her husband, their two children and an aussie dog, Cowboy.
Scott has been working in accounting and auditing for the last 10 years, with experience across several different industries – including automotive, retail, manufacturing, real estate and construction. He started his career with KPMG and has spent the last several years as an Internal Audit Manager for a large non-profit entity. He has a Bachelor’s and a Master of Accounting degree from the University of Utah. In addition, he is a Certified Public Accountant, Certified Internal Auditor, and Certified Fraud Examiner. He is fluent in both Spanish and English.
Lead Staff Accountant
Jenna graduated from Brigham Young University – Idaho with a bachelors in Business Management. She has since worked in healthcare billing and helped her husband run a holiday lighting business. In her spare time she enjoys spending time with her husband and her two little kids. Something fun she enjoys doing with her husband is creating new excel sheets and finding new fun formulas to use.
Marina is an experienced bookkeeper with over 10 years of accounting experience, including extensive experience working with a diverse range of small businesses over the past 6 years. She is a native of Ukraine. She graduated from Prydniprovs’ka State Academy with a Master’s degree in Finance and Accounting. Marina is fluent in English, Russian, and Ukrainian.
Through her work experience and education, she has gained a sound understanding of accounting standards/practices. She has worked with many accounting software programs, including QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, and Wave Accounting.
When not working, Marina loves to spend time with her family, traveling, and reading for self-care. She enjoys being part of a successful and productive team, and thrives in challenging working environments.