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

  • Patricia Beatty, owner of Beatty Financial Services, licensed CPA, financial expert and advisor in the greater New Orleans, LA area.

    Patricia “Trish” Beatty

    owner, cpa, financial advisor

  • Carlos Montessoro

    tax accountant