Bookkeeping Services In Orlando

Introducing Johanna, a compassionate and experienced professional with over 25 years in the financial industry. Her journey began in her hometown of Boston, where she embarked on a successful career with Fidelity Investments after graduating from Colgate University. Johanna’s dedication and expertise led her to Wall Street, where she thrived in a prominent role at BNY Mellon.

While living in the vibrant city of New York, Johanna built a beautiful life, finding love, getting married, and becoming a proud mother to her daughter, Jovanna. However, life has a way of guiding us, and in 2010, Johanna felt the pull to make a change. She followed her intuition and embarked on a new chapter, relocating to sunny Orlando, Florida, while still working with BNY Mellon.

During this transformative period, Johanna’s path led her to the exciting world of Self-Directed IRAs. Embracing this opportunity, she found her true calling and became the Director of the Accounting Department at a local firm, specializing in helping individuals take control of their financial future through Self-Direction.

Beyond her professional achievements, Johanna’s heart beats strongly for her community. She is actively involved in philanthropic endeavors, dedicating her time to feeding the homeless. As a valued member of the Angel Blessings Homeless Ministry, Johanna serves on the Board of Directors, where she holds the esteemed position of Treasurer. 

Johanna is not only a valued member of the East Orlando Chamber, but she also plays a vital role in creating memorable experiences for the community. As a key member of the chamber’s team, she spearheads the coordination of the renowned coffee club events. These gatherings serve as a platform for individuals to come together, fostering connections and nurturing meaningful relationships. Johanna’s dedication and expertise ensure that each coffee club event is a resounding success, leaving attendees inspired and empowered. With her warm and welcoming spirit, she brings people together and creates an environment where collaboration and growth thrive.

Johanna’s passion for empowering small business owners extends beyond her role as a financial expert. She actively contributes to the Prospera Organization as a QBO instructor, where she dedicates her time and expertise to help entrepreneurs gain a deeper understanding of their finances. Through educational sessions, she guides them in navigating accounting systems, equipping them with the knowledge and tools they need to take charge of their financial affairs. Johanna’s commitment to empowering others enables small business owners to make informed and profitable decisions, unlocking their potential for success. Her dedication to supporting the growth and prosperity of entrepreneurs is a testament to her unwavering commitment to their success.

When she’s not making a positive impact in the financial and community spheres, Johanna enjoys collaborating with her husband on home improvement projects, discovering new destinations through travel, and cherishing precious moments with her daughter.

Johanna’s unique blend of financial expertise, heartfelt compassion, and community involvement make her the perfect partner to guide you on your financial journey. Reach out to Johanna today and experience the difference a dedicated and caring professional can make in achieving your financial goals.