Olivia Benfatti
Office Manager, Bookkeeper, Quickbooks Specialist
With her attention to detail and knack for staying organized, Olivia brings a hands-on, always-on-top-of-it approach to any task she takes on. Born and raised right here in Metairie (fun fact: she was actually born at the same hospital as her own daughter, years apart, of course!), Olivia landed in the accounting world unexpectedly, but quickly learned the ropes. She is a Quickbooks Specialist and responsible for keeping our clients’ books clean and up-to-date. She’s always excited to run those P&L’s at the end of the month, scratch things off her to-do list, and be able to show our clients a clear picture of their books and business finances in live time.
When she’s not working, Olivia loves spending time with her family–a close-knit bunch who are content to do just about anything (or nothing), as long as they’re together.
Meet the Team
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Patricia “Trish” Beatty
owner, cpa, financial advisor
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Carlos Montessoro
tax accountant