Tell me where you want to go and I’ll show you how to get there
I’m Jamie and I’m a birth doula turned CPA/Certified Tax Coach and podcast host living in beautiful Centennial, CO with my husband, two human cubs, and one fur baby.
But here’s what you really need to know about me…
I’m 100% obsessed with tax planning and strategy.
Which is why I surrounded myself with a team of fellow tax nerds who can help you feel confident that your tax strategy is working for you, not against you.
Our Proactive Approach
Proactive tax strategy is a lot more than bean counting (though I am one heck of a bean counter!).
When we work with clients at Abundant Beans Tax & Accounting, we take on an advisory role in their business. That’s what allows us to dig in deep and come up with a customized strategy that works.
Unlike tax returns, tax planning requires a whole lot more than quickly reviewing last year’s profit & loss statements. We take the time to understand your business and personal finances so that we can make sure you’re on the right track.
We ask LOTS of questions. But we never judge.
(Seriously. If you reveal that you spend $1,200/month on organic, grain-free cat food, that’s all good with me. You do you.)
And we understand that in life and in business, things can change quickly. The last thing we want is for you to be panicked that explosive growth is a bad thing due to the tax liability!
So if you’re willing to share all the details of your business and personal hopes and dreams, we’d love to develop a tax strategy that can make it happen.
Meet the team:
Having spent most of her life in the Denver suburbs Pat got her start in small business by selling tickets at the infamous The Family Dog in her late teens.
From there, her career history moved to corporate, medical and restoration. Some of the highlights of her journey include the first female manager at Coors, practice manager for doctors and surgeons and building a medical billing company for an Emergency Physician practice from the ground up.
Today she works with our clients in the capacity of providing bookkeeping support that helps them quantify, define, and reach their goals. Outside of work, she loves a good book, playing with her grandkids, and taking long walks with her family.
Emily Marshall Frey
Virtual Assistant & Podcast Manager
Emily's roots are in rural central Illinois, where she grew up on a farm. She has a BA in Psychology from Southern Illinois University Carbondale and a master’s in Human Resource Management from Colorado State University.
Her expertise is human resources, but her true love is problem-solving and helping others.
A lifelong learner and perpetual thinker, Emily loves a good challenge. In her free time, she loves to garden, knit, crochet, swim, fish, read, drink good beer, and take long hikes with her husband, two kids, and beloved Whipador (that’s a Whippet/Labrador mix).
Lindsey is from the Upstate area of South Carolina. She has a BA in Early Childhood Education from the University of South Carolina and an MBA from North Greenville University.
Her background is 20 years of financial and business management in the veterinary industry. She loves applying her skills and knowledge to helping small businesses flourish.
When Lindsey is not deciphering P&Ls and inventory messes for veterinary hospitals, she enjoys spending time with her husband, daughter, 2 cats, and 1 dog. They enjoy taking family trips, especially to Hilton Head, SC, and doing anything to support her daughter's love for basketball.
Jamie E. O'Kane CPA, CTC
Abundant Beanmaker & Owner
Jamie is a Colorado native who doesn't ski and prefers beaches over the mountains. She received her Bachelor of Science Degree in Accounting from Colorado State University in 2003 and from there practiced in a couple of small and medium firms before starting her own firm.
Jamie loves problem-solving, goal-based tax planning, and being an advisor that focuses on moving clients towards their dreams.
When she is not whipping up customized tax strategies Jamie likes lifting, reading, knitting, sleeping, and enjoying Stranahan’s whiskey. She has two school-aged kiddos, one engineer husband, and a beautiful stealth expert cat.
About the Abundant Beans Podcast
I created the Abundant Beans podcast so that I could do one of my favorite things; talk to business owners. I love hearing about the obstacles and successes of business ownership. I look for inspiration, community and tidbits to apply to my business in the experiences of others and I wanted to share those conversations.
Our guests are from all stages of business ownership and I think each one has the ability to give us all something to aspire and inspire to in pushing ourselves and our businesses forward! I will also be providing insight, expertise and answering questions on taxes & accounting to keep things fresh and exciting.
Yes, I think taxes and accounting are exciting, don’t judge me.
P.S. Yes I podcast barefoot. Shoes are the worst.