Meredith Smith, CPA
Meredith started her professional life in the non-profit world as a program manager. She quickly realized that her calling was in the numbers and took on the responsibilities of bookkeeper, accounting manager, then finance director at the many organizations she worked for, volunteered with and then supported as clients in her first bookkeeping practice.
To pursue her passion for accounting, Meredith returned to school and received her an accounting degree from Bentley University, joined the High-Tech Practice at Arthur Andersen LLP, then moved on to a controller-level position at Nauticus Networks, a local technology start-up.
Having worked in the field since before digitized accounting and bookkeeping were commonplace, Meredith is acutely aware of the value cloud-based accounting practices can provide to small businesses and nonprofits. She is excited to bring the technological advances in her field to individuals and organizations that haven’t had access to powerful accounting tools in the past. Meredith enjoys finding creative solutions to her clients’ accounting woes so they can work more efficiently and stay focused on the core of their work and calling.
In addition to being a licensed CPA, Meredith is a QuickBooks ProAdvisor and holds the Advanced QuickBooks Online and QuickBooks Desktop Certifications.
Bookkeeper & Social Media Manager
Jodi Mozeika is the current bookkeeper and Business Team Leader at Black Star Co-op, the world’s first community owned and worker self-managed brewpub. She manages a small team, focused on forecasting, budgeting, preparing financial statements, contract negotiations, and restaurant specific tasks. With a strong attention to communication between her workers, members, and patrons, Jodi has become actively involved in the Austin, Texas community; representing Black Star through legislative action focused on workers’ rights and social justice.
In 2019, a group of like-minded, high road businesses established a nonprofit organization called Good Work Austin. As part of the founding leadership team, Jodi has had the privilege of helping to organize a socially responsible community of local businesses in Austin, Texas invested in creating good jobs for all workers, ensuring a quality workplace, and supporting and amplifying the voices of like-minded businesses.
After joining the Streamlined Accounting team as their social media manager in 2018, Jodi approached Meredith about expanding her bookkeeping skills through training and development. Since early 2019, Jodi has acquired 5 new clients, and has enjoyed building close professional relationships with organizations and people who share her values and determination to make the world a better place.
Nancy Nichols managed a small, worker-owned business for nearly twenty years, developing budgets, creating financial statements, and supplying financial analysis for its Board of Directors. Her experience includes bookkeeping and accounting, systems development, Human Resources, negotiation of contracts, compliance with state regulations, and reporting.
Nancy helps nonprofits and small businesses gather the information they need, before it’s needed. She expertly reconciles your bank statements and makes sure your bills are paid.
Nancy discovered her artistic talent in her 50’s. She loves to paint, draw, and create collages and art books. For her, art and accounting go together like your organization’s mission and its financial management. Both, together, make your life go smoothly. She is proud to be part of the Streamlined Accounting team.
Business Operations Specialist
Lauren began her career at a small country club in the mountains of North Carolina after graduating from Ohio University with a BS in Hospitality and minor in Business. This really guided her on a path to provide the best customer service possible to her clients. From the club, she carried her skills back to Maryland to assist customers in the auto insurance field, and then to the construction industry. In construction, she discovered her knack for payroll and bookkeeping, aside from her previous marketing, leadership and customer service abilities. She truly likes learning new tasks and helping people.
Lauren enjoys helping both businesses and nonprofits with their day to day needs. Each client is different, and therefore she enjoys giving each client the attention they deserve so they can focus on their organization’s tasks without worry.
In her free time, Lauren loves to ride her two horses, Duke and Opal. She enjoys being outside in nature and occasionally gets to go out fishing. She also adores spending time with her fiancé and dog, Willow.