About Us

Who We Are

We know handing over the books to someone new can be a bit nerve wracking. We’re here to put your minds at ease. We do things a little bit differently at Steadfast Accounting. We harness technology where it makes sense, so we can spend 1:1 time with you where it makes sense. The biggest reward for us is seeing you succeed beyond your biggest dreams when you’re freed up from the burdensome tasks that weigh you down and keep you from the activities that drive your business. 

We’re a fully virtual accounting firm serving businesses across the United States. Our remote team provides proactive accounting, tax, and advisory services through secure, cloud-based technology, making it easy for clients to work with us no matter where they’re located.

What We Believe

These principles guide our work and relationships with every client.



Proud

We take pride in our work.


Authentic

We genuinely care about our clients and their businesses.


Relatable

We talk like regular people.


Our Mission

To collaborate with entrepreneurs, allowing them to spend their time on what matters.


Our Vision

To be the go-to accounting firm for growing businesses.

Our Journey

2011
Setting Sail (2011)

Steadfast Bookkeeping was founded by Stephanie Thacker with a vision to provide personalized accounting services to small businesses.

2013
From Distant Shores (2013)

Andrea MacDonald, current CEO, founded Pro Tax & Accounting, an independent but similar firm with similar goals and values. This firm would allow her to pursue her passion of client-centered service, focusing on personalized approaches to each unique situation.

2018
More Beginnings (2018)

Headquartered in the same state as Steadfast, Jeremy Wells launched JWellsCFO. Charting a different course in life, Jeremy created the business to excel at delivering accurate and dependable services to clients scattered across the country.

2023
A New Voyage (2023)

To better meet the needs of both firms, Pro Tax & Accounting and Steadfast Bookkeeping joined forces to operate under the Steadfast name, uniting their strengths to serve small business clients with expanded capabilities and resources.

2024
Expanding Our Crew (2024)

Seeking more expertise to improve the client experience, Steadfast merged with JWellsCFO to bring Jeremy on the crew. He brings an analytical thought process that complements the client-first approach embodied by the staff.

Meet Our Crew

Our experienced professionals are dedicated to your financial success.

Andrea MacDonald

CEO & Founder

Andrea MacDonald

CEO & Founder

Andrea founded Pro Tax & Accounting in 2013. In May 2023, she acquired Steadfast Bookkeeping Company and merged the two together to operate as Steadfast Accounting. Andrea is a CPA, licensed in Virginia, and has been in the accounting industry for over 20 years. She earned an MBA and holds a Master’s Degree in Accountancy from Old Dominion University. Andrea is mom to two amazing (adult) children, Eric and Andrew, and wife to Blaise. When she’s not working, Andrea enjoys relaxing on the beach, running (even though she is not very fast!), and spending time with her family and friends.

Jeremy Wells

COO & Head of Tax

Jeremy Wells

COO & Head of Tax
Jeremy joined Steadfast in early 2024, after running a successful solo tax and accounting practice for over six years. As COO, he oversees the firm’s client success teams and daily operations. As Head of Tax, he guides clients on tax matters and leads the firm’s tax staff. Jeremy is an active member of the American Institute of Certified Public Accountants (AICPA), the National Association of Tax Professionals (NATP), the National Association of Enrolled Agents (NAEA) and several state associations and chapters.

Jessica Ceo

Accounting Manager

Jessica Ceo

Accounting Manager
Jessica joined the Steadfast team in 2016 as the very first employee other than Stephanie and in 2019 she was promoted to Lead Bookkeeper. She knew early on she wanted to pursue a career in accounting so her accounting education started all the way back in high school when she took technical courses. After earning her Accounting diploma she held various accounting positions that expanded her knowledge even more. She is married with a son and lives in SW Florida. They enjoy the outdoors together, love to camp together and spending quality time with their church family.

Eric Zank

Senior Accountant

Eric Zank

Senior Accountant
Eric has been part of the team since 2020, where he first started by manning the phones and working on personal tax returns. He is pursuing a degree in Accounting at Western Governors University. Eric loves working with clients to find the pain points in their businesses and developing solutions for long-term growth. In his free time, you can find him going for a run or coaching swimmers of all ages.

Amber Hertwig

Client Success Manager

Amber Hertwig

Client Success Manager
Amber joined the Steadfast team in 2021. She earned her Bachelor’s Degree in Elementary Education. Living in Middle Tennessee, she loves to spend time with her family. In fact, she married her high school sweetheart. With their 3 kids in tow they coach both soccer and T-ball together. We love her community involvement and drive to help others. That’s why she is the perfect fit to help our valuable clients. In her free time her family enjoys movie nights and getting outdoors on their bikes.

Carri Wolle

Client Success Manager

Carri Wolle

Client Success Manager
Carri joined the team in September 2022. She graduated from the University of Florida and worked for Southwest Airlines, where she gained valuable insight into providing excellent customer service. Mother of two amazing boys and a military spouse who has moved countless times, she loves meeting new people. Her favorite vacation is anywhere she hasn’t been, and you will always find her with a camera in tow.

Kristiana Duenas

Client Success Manager

Kristiana Duenas

Client Success Manager
Kristiana joined the Steadfast team in early 2024. She double majored in Business Administration and Early Childhood Education, and has been in the tax world for 3 years. She grew up in California and now lives in upstate New York with her fiance and cat. In her free time, Kristiana enjoys outdoor adventures, country music concerts, and snuggling up with a good book.

Kaylee Hutchinson

Senior Accountant

Kaylee Hutchinson

Senior Accountant
Kaylee joined the Steadfast team in March 2018. She holds a BS and MS in accounting with experience in a variety of accounting fields. When she isn’t working, Kaylee loves cooking and baking for her husband and daughter, listening to podcasts, and finding a good deal at the grocery store. In her free time, you can also find her sitting outside in the sun with a good book.

Let Us Help:

Dear Friend,

It’s one thing to manage a business; it’s quite another to grow it. If you’re reading this, you know what I’m talking about. (You’re probably looking for business advising insights and an accounting partner to help you do it.)

It seems like the books are being handled properly. It seems like payroll is (mostly?) under control. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.

We’re flush 
 most of the time. But we’re certainly not growing. We’re not prospering. What are we missing?

This is a common story that we hear when we first start talking to business owners. The boxes are checked; the people are in place 
 but the fact is, they’re not quite sure how to optimize the financials for performance and growth.

Our specialty is in reading between the lines of the systems, the softwares, and the financial statements. By managing your continuous bookkeeping and accounting, we uncover the true financial story being told… even when the reports all “seem” okay (for now).

The fact is that the Federal Government would love to have more of your business’s hard-earned money in their accounts. But you don’t have to hand more dollars over to the government than they require just because you’re only looking at tax strategy once a year. When proactive tax planning is integrated with your monthly accounting, you can stop living in a constant state of anxiety over your business.

The future of your business doesn’t have to be a question mark.

Let’s get a real-time reading on your business’s financial health and see how an ongoing accounting and business advising partnership can unlock your growth. Answer a few questions below to get started.

CLAIM YOUR FREE STRATEGY SESSION

Click the button above to take your first step and discover why over 100 business owners call us their trusted CPA.

Talk again soon,

Andrea MacDonald, CPA

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard tax and business advising tips.