About Us

Jeri Ann Cook – Founder, Director of Marketing and Strategic Direction

Jeri Ann completed her MBA at Tulane University in 1996.  She has held leadership roles in charitable community-service organizations including International Women’s Club chapter of Sofia, Bulgaria and Woodcraft Folk in London, England, where she came to appreciate the need for well-kept books to enable smooth operations of an organization.

Jeri Ann is a member of the American Institute of Certified Bookkeepers, the Institute of Certified Bookkeepers USA, and the American Pet Professionals.

 

Jason L Cook, EA, CFA & FRM – Founder, Director of Operations

Jason completed his MBA in Finance and MA in Latin American Studies in 1996 at Tulane University before embarking on his 20+ year career in emerging markets investing. He holds the Enrolled Agent, Chartered Financial Analyst and Financial Risk Manager professional credentials.

Jason manages operational support to the primary task of the business: keeping your financial records in order. Additionally, Jason lends his expertise to any analytical assignments the firm undertakes for its clients.