About Our Company
Our foundation stems from years of diverse experience across the financial services industry.
Changing the Way You See Finance
Pocket Watchers Group is to redefine what it means to have someone "watch your pockets." The term "pocket watcher" once carried a negative meaning - someone too focused on another person's money. We're changing that. To us, being a "pocket watcher" means being proactive, protective, and purposeful about your financial life. By entrusting a professional to "watch your pockets," you gain a partner in accountability and success.
Core Values That Guide Us
Financial Awareness
We believe financial awareness is the first step toward empowerment. Understanding where your money goes allows you to make informed decisions and build lasting confidence in your financial future.
Accountability
We believe accountability is the foundation of long-term success. By helping you stay organized and on track, we ensure your goals turn into measurable results.
Professional Guidance
We believe professional guidance should build confidence, not confusion. Our team provides clear, practical advice so you always understand your options and the path forward.
Jack of Trades Financial
Bookkeeping and tax preparation began as skilled trades - the backbone of business, long before they became modern professions. A DBA of pocket watchers group, Jack of Trades Financial, we honor that legacy. We combine hands-on skill with deep financial knowledge to offer practical, people-centered solutions.
As the saying goes, "Jack of all trades, master of none, but oftentimes better than one."
In our world, that means understanding tax, bookkeeping, business management, and personal finance - and being able to connect them all for your success.
What We Bring
A well-rounded understanding of individual and business finance
Experience across multiple industries and tax environments
A human approach to conversations about money
The Goal That Keeps Us Focused
Our goal is to help clients build strong financial foundations that lead to lasting wealth and true financial freedom. We believe knowledge and planning are the tools that empower growth, and we're here to help you use both effectively.
A Visionary Leader
Our founder is an Enrolled Agent (EA), founded Pocket Watchers Group and Jack of Trades Financial with a vision to make expert tax and bookkeeping services more personal, transparent, and empowering. With experience spanning TurboTax, H&R Block, a regional tax firm, and PwC (PricewaterhouseCoopers), one of the Big Four accounting firms, our founder brings extensive expertise in both individual and complex business taxation.
Professional Background
Admitted to practice before the IRS
Expertise in individual and business taxation
Experience with startups, small businesses, and corporate clients
Deep understanding of tax strategy, planning, and compliance
Transform Your Financial Future
Partner with experienced professionals who understand that effective financial management requires expertise, dedication, and genuine care for your success. Reach out today.