About Financial Foothold
Dedicated to Helping You Grow
Financial Foothold is an end-to-end back-office solution. From bookkeeping to CFO-level advisory services to sales tax returns, we want to provide a complete picture of your business and transform your back office into a cohesive process that works for you! We are passionate about helping business owners succeed. We deliver insightful guidance and financial clarity all while you, the business owner, is doing what you do best, making money.
Meet The Team
About The Founder
He is now available on a fractional basis to help Financial Foothold's clients match their capital-raising goals to their spending goals, optimizing for cash management, equity returns and financial sustainability.
Kevin is a Chief Financial Officer with experience in both public and private equity companies in manufacturing, oilfield services, and engineering environments. Demonstrated expertise and accomplishments encompass all aspects of financial management, compliance, and reporting.
Valued for ability to partner with business leaders to set and exceed targeted operational and financial goals. Recognized for ability to develop and deliver finance related training programs to all levels. Kevin holds a BBA from Texas A&M University in Accounting, SLB Advanced Finance Program from Wharton Business School and is a licensed CPA in the state of Texas.
Dana joined our team in 2011. She has completed the Advanced Certification in QuickBooks Online. She graduated from Georgia State University with a Bachelors in Business Administration in Accounting.
After that, she spent four years working for Ernst & Young and then an additional 7 years working in private industry. She left the private industry to raise her two daughters. She and her family have lived in Austin for 24 years. In her free time, she enjoys working out, running and reading.
Pauline has over 5 years experience in bookkeeping and accounting. She graduated with a Bachelors of Science in Business Administration majoring in Financial Accounting and is currently working on getting her Juris Doctor degree.
Pauline is also a member of the Institute of Certified Bookkeepers, is well versed in QuickBooks and Xero and has earned her Xero Advisor Certification. She does outreach activities, leisure reading and a bit of travelling when time permits.
Patricia has over 25 years of corporate finance in the hi-tech and natural gas industries. In 2005, Patricia opened her own retail business in Georgetown, Texas, and still oversees daily operations, including all bookkeeping, payroll and tax responsibilities.
She graduated in 1991 from Texas A&M University with a BS in Accounting. Patricia can bring valuable knowledge of small business to the team and her clients. She has passed the Advanced Certification of QuickBooks Online. In her spare time, she enjoys spending time with family and friends, working out and watching college football.
Jillian, originally grew up in New York but moved to Richmond, Virginia for college. She received her BA in Arts Management and started her career working for a non-profit theatre and worked her way up to Accounting Manager.
She has also been a full charge bookkeeper and payroll support for a few companies in the Richmond Virginia area. She has passed her QuickBooks Online Certification. This year she got married and moved to Memphis, TN with her husband. In her spare time, she loves to cook, explore her new city and spend time with her husband and dog. She is very excited to be a part of the Financial Foothold team!
Katrina holds a Bachelor of Science in Accountancy degree and is a Certified Public Accountant. She is also a Certified QuickBooks Proadvisor, Xero Advisor and a Licensed Financial Consultant.
She has more than 5 years of competitive experience in different areas of accounting such as Auditing, Taxation, Financial Statement Preparation, Budgeting and Forecasting and Private Equity Fund Administration. In her free time, she loves exploring different cuisines, travelling, and spending time with her family especially with her two daughters. She is very honored to be part of the Financial Foothold team!
After spending 10.5 years with a major US automaker in Detroit, she shifted her numbers focus to accounting, and has years of experience providing accounting and bookkeeping services to small businesses. She is passionate about empowering entrepreneurs and small business owners to focus on what they do best - growing their businesses, while we handle the numbers. She is a QuickBooks Online Certified ProAdvisor. In her spare time, she loves movies, spending time with family and friends, and is an avid reader.
She worked as a Veterinary Technician for 9 years, but has decided to pursue her Bookkeeping Career. She is soon to be married to her fiancé Zach, a mother to her son Ryker and daughter Skylar. She has started a small children’s boutique, which she runs in her spare time, along with spending time with her family. She is very excited to be apart of the Financial Foothold team!
She is also currently enrolled in the College of Law in the hopes of fulfilling her dream of becoming a CPA Lawyer. For leisure, she finds the most comfort whenever she’s outdoors. She enjoys exploring different coffee shops and hanging out with friends and family over a few drinks. She also appreciates her alone time by running laps in local parks and driving around the city at night.
She spent almost 6 years in Ernst & Young. In doing so, she has competitive experience in Auditing. She also has a degree in Masters in Business Administration major in Finance. She works as a part-time professor in one of the universities in the Philippines as well. She continues to enjoy her life traveling with family & loved ones and giving all the needs of her family.
I have owned and operated a few small businesses and bring valuable knowledge to the team. I changed my focus for a short time to spend time with my family, my pride and joy, however I’m excited to be back doing what I love and was called to do. I am family oriented, and goal driven and enjoy navigating the balance between career and family. My husband is a Pastor and I enjoy serving in ministry with him. I spend a great deal of time outreaching within our community as well as tending to my large family. When time permits, you can find me reading and/or researching new things as I love to learn. I am honored and excited to be a part of the Financial Foothold team!
Michelle currently has a Bachelor’s Degree in Business Administration specializing in Accounting. Michelle has two Master’s Degrees, one Master’s Degree in Business Administration specializing in Management and Leadership from Liberty University, a second Master’s Degree in Human Service Counseling with a specialization in Business also from Liberty University. Michelle completed her Doctoral Degree in Business Administration specializing in Management at North Central University in April 2021. Michelle believes in the importance of positive thinking, employee collaboration, effective communication, and team unity in the workplace. Michelle is married to her husband David and they have seven children and currently five granddaughters. In Michelle’s spare time she loves spending time with her family and friends, going to Church, singing, reading, and working out. Michelle is excited about getting to work with each and every one at Financial Foothold and to help cohesively continue to build on the amazing legacy, heart, and compassion of Julianne’s mission and vision at Financial Foothold.