Modern Secretary
Professional Bookkeeping Services
About Us
We are a dedicated team of Intuit Certified ProAdvisors and bookkeeping professionals bringing the best resources and solutions to our clients.
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We have spent years honing our talents in QuickBooks suite of products, Xero, CitrusLime POS and LightSpeed. We offer full service accounting set-up, one-time clean up projects, quarterly check-ups and affordable monthly bookkeeping solutions that will have your CPA singing your praises.
We work with many small and medium sized businesses nationwide and specialize in the retail space.
Meet the Team
Christiné Marcin, MA
Retail Solutions
QuickBooks Certified ProAdvisor and Point of Sale Specialist
With over 20 years of experience in small business and retail start-ups, Christiné specializes in business management with a strong focus on Point of Sale solutions. She works closely with clients and bookkeepers to set up POS software and can connect you with alternative Merchant Service solutions. Christiné is a trusted resource for QuickBooks ProAdvisors, bookkeepers, and store owners nationwide.
Kristi Robertson
Bookkeeping Manager
QuickBooks Certified ProAdvisor
Kristi has over 15 years of accounting experience in a large nation-wide corporation. She has 7 years of experience as an entrepreneur. Kristi asks the right questions ahead of time in order to ensure tasks are completed correctly the first time. Her eye for detail, empathy for others, and warm personality make her one of the best bookkeepers you can work with.
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Lisa Thayn
Onboarding and Integrations
QuickBooks Certified ProAdvisor
Lisa is a multi-talented onboarding manager. She typically sets up new customer accounts, develops an implementation plan and supports the client through the onboarding process. Her work ensures client software and banking tools are integrated and functioning properly, so you and your bookkeeping team have the necessary tools for communication and success.
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Terese Thomas
Full Charge Bookkeeper
QuickBooks Certified ProAdvisor
Terese is a full charge bookkeeper and QuickBooks Certified ProAdvisor. With over 30 years of experience working with Certified Public Accountants and managing teams of bookkeepers, she is our "resident guru". Terese works closely with our team to provide a second set of eyes when needed. Terese loves numbers, so in her spare time she likes to play Keno!
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Who's next?
Looking for new team members!
We are looking for dedicated remote bookkeepers or semi-retired accountants with mad skills in bookkeeping. Do you want to join a fun team, work closely with clients and manage your own schedule? Email your resume to bookkeeper@modernsecretary.com. We offer flexible hours, a rapidly growing client list and lots of fun projects to sink your teeth into.