Staff · Our bookkeeping team
No revolving call-centre queue and no anonymous ticket bot. Every Clearcurrent client works with a dedicated lead bookkeeper backed by an internal reviewer.
Marisol Vance
Marisol worked inside both a regional CPA firm and an eight-figure service business, and saw how stressful tax season became for owners without clean monthly books. She leads diagnostic reviews, quality-checks every monthly close and turns accounting jargon into practical cash-flow clarity.
Credentials: Certified Public Bookkeeper (CPB, NACPB) · QuickBooks Online Advanced Certified ProAdvisor · 13+ years in small-business accounting.
Monthly bookkeeping
Trent Okafor
Trent configures Dext receipt capture and Bill.com approval queues, then organises weekly payable and receivable schedules so owners spend less than fifteen minutes a week approving bills.
Credentials: Certified Bookkeeper (CB, AIPB) · Dext and Bill.com Certified Workflow Specialist · B.S. in Business Administration.
Payables and invoicing
Dana Whitfield
Dana makes sure employee and S-Corp officer payroll ties accurately to your general ledger every pay period. She tracks benefits, PTO accruals, workers’ comp pay-as-you-go deductions and contractor W-9s year-round.
Credentials: Fundamental Payroll Certification (FPC, PayrollOrg) · Gusto Gold Partner Certified · 8 years in small-business payroll.
Payroll and 1099s
Priya Raman
Priya is the go-to problem solver for multi-year cleanups and payment integrations. She has rescued QuickBooks and Xero files plagued by broken app syncs, negative clearing balances and duplicated bank feeds, and guides new clients through read-only bank access in their first two weeks.
Credentials: Xero Advisor Certified · QuickBooks Desktop and Online Certified · Stripe, Shopify and POS clearing specialist · 9 years’ experience.
Contact PriyaMeet your back-office team
Clearcurrent notes