Founder & Owner
Enrolled Agent & Licensed Tax Consultant (OR)
(E.A. #: 140274, L.T.C. #: C-1922318 & B-1922319)
Andrew graduated from Southern Oregon University with a Bachelors of Science in Business Administration: Public Accounting. Andrew has experience working with all sizes of businesses. Starting at the young age of 5, Andrew worked in his family’s businesses, a multi-generation family nursery and a water garden store. Through those prominent years Andrew learned what it took for a business to be successful, especially with the ups and downs of a family business.
After graduating from SOU, Andrew worked as a Cost Accountant for Harry & David (a subsidiary of 1-800 Flowers Inc), where he handled the day to day Standard Costing of all their products. Being that Harry & David owns over 2,000 acres of orchards, a manufacturing facility, distribution center, and sales thousands of high-end gifts, the time there showed Andrew what it took to work with a big corporation.
Andrew began his roots in tax preparation in 2015 interning for a local tax firm in Ashland, OR. After his internship, he then was hired on as a Staff Accountant for a local tax firm in Medford, OR. These two experiences were immensely influential and sparked Andrew’s interest to help individuals and businesses succeed with their bookkeeping, accounting, tax advising, and tax preparation needs.
When Andrew isn’t working he loves spending time with his wife, catching up on his list of books to read, tinkering with new tech, and his favorite, having board game nights with his friends & family!
An Enrolled Agent is admitted to practice and represent tax payers before the IRS on any matter including tax issues such as tax audits, collections, and appeals. Only Enrolled Agents, Certified Public Accountants, and Attorneys have unlimited practice rights with the IRS. This means Andrew is unrestricted as to which taxpayers he can represent, what types of tax matters he can handle, and which IRS offices he can represent clients before.
Nancy has over 30 years of experience in auditing and analysis. She became a Certified Public Accountant in California in November of 1989 and started out in public accounting at Ernst & Young, spent the majority of her career at Southern California Edison as an Auditor and Financial Analyst, and most recently worked as a Financial Analyst at Pacific Retirement Services in Medford, Oregon. Nancy is a former CPA, previously licensed in California. With this experience she now performs bookkeeping functions and provide management-consulting services. Nancy has a Bachelor’s degree and MBA from California State University Dominguez Hills (Business/Accounting).
Nancy is responsible for overseeing the reconciliation process, creating financial reports, and providing financial analysis for our clients.
When Nancy isn’t working, she enjoys jigsaw puzzles, reading, and spending time with family.
With years of experience in the accounting field under his belt, Raf is a great asset to us as our bookkeeping specialist and staff accountant. He specializes in the preparation of financial statements for small to medium size businesses. Whether the business is a sole proprietor, partnership, or corporation, he has the skills to provide relevant and reliable financial information and financial reports for our clients.
When Raf is not working, he enjoys playing basketball, darts, and a good game of chess. He is currently preparing to sit for the CPA board exam, so he spends a lot of his time reviewing and studying for that.
Raf is also a QuickBooks ProAdvisor. A ProAdvisor is a QuickBooks-certified accounting pro who can provide strategic insights to drive small business success. As a ProAdvisor he can provide expert advice and guidance that’s tailor-made for your business.
As a ProAdvisor, this means Raf stays up-to-date on the latest accounting and bookkeeping rules so you don’t have to. Having Raf and the Plentybooks’ Team in your corner, you can spend less time on your books and more time pursuing your passion.
Kori has significant experience in handling client services and back-end office duties. Making sure every one of our clients has a great experience with our company is what she is all about. She is an energetic professional who doesn’t mind wearing multiple hats and handling a wide range of administrative duties and support to our clients and team!
Kori organizes and coordinates office administration in order to ensure organizational effectiveness, efficiency, and safety.
When she isn’t working she loves photography and spending time with her friends and family.
Grace was an Accountant for 8 years working with small business clients in various industries. She turned her passion of graphic design and marketing to now help other professionals in the accounting industry build a strong social media presence and be confident with networking online. Her expertise is in the creation, development, and enhancement of digital marketing content across multiple channels: web, email and social media. Her mission is to show that many aspects of accounting and business finance can be creative and exciting through engaging, motivational and modern content.
When Grace isn’t working, she enjoys spending time outdoors with her husband and their two boys. She loves to travel, meet new people and try new and different cuisines.
Taxes are never a fun thing for me. Working with Plentybooks, they made it quick, easy, & manageable! Definitely going to be using them again next tax season. Communication was quick & clear on what I needed to upload to them. It is reassuring that I can have someone so knowledgeable on this foreign language to me! I highly recommend using them for all your tax & financial needs!
Awesome help navigating the financial aspect up of my business!
Andrew and the team at Plentybooks really helped me get my bookkeeping and taxes in order. Since I own and run an Adult Foster Home I'm constantly busy 24/7. Andrew got right to work and I could tell that he went the extra mile to make sure I got all the deductions I could get.
The team at Plentybooks helped me significantly by getting my books and taxes caught up! Being a real estate professional and owner of a business, The Game Bag, I always have a lot on my shoulders. They do an excellent job keeping me updated on my books and other accounting needs. When the pandemic first hit, Andrew and his team helped me navigate all the SBA stuff. You won't be disappointed having Andrew and the team at Plentybooks on your side.