About Team One Accounting

We Crunch the Numbers, You Do What You Love!

MEET TEAM ONE, YOUR EXPERT ACCOUNTING TEAM

Team One Accounting is an established, full-charge bookkeeping and business support services company based in Costa Mesa, CA. We have over 25 years of experience helping our clients succeed. At Team One, we take care of time-consuming bookkeeping and resource-draining accounting responsibilities for you so you can focus on what you do best – growing your business! Our Team One team members can customize & optimize your QuickBooks® accounting software as needed to meet your unique requirements. We have a passion for helping businesses succeed and would love to become an integral part of YOUR team. Don’t delay, give us a call today to hear about all that we can do for you and your business. (949) 355-4521

 

OUR MISSION STATEMENT

My mission is to enable business leaders to make better business decisions about their company’s future. At Team One Accounting, we know that every business leader we work with is faced with critical choices that impact their company’s future, and they need good visibility to make the right decisions.

We are focused on delivering accurate, relevant, and timely financial information each month. We are experts in QuickBooks® and want the modern entrepreneur to never have to worry again about their back office or accounting duties.

We deliver ethically connected accounting solutions. We enable small to medium-sized businesses (1 to 100 employees) to pursue their passion, make a difference, and provide peace of mind and success.

We want you to do what you LOVE, and we will crunch your numbers! We understand your numbers and will explain what they mean to you and how they can help you make solid business and management decisions.

Patty Hansen

Company founder, President, Expert in all things QuickBooks®, Advanced Certified ProAdvsior in QuickBooks®

Patty has a passion for seeing businesses succeed and being part of their team. She loves to teach you what your numbers mean and how they can help you make the best businesses decisions. She is very adept at analyzing your business and financial numbers to educate you. She loves to train others on QuickBooks® and solve your problems using time saving apps and technology. QuickBooks® Online has been a game changer for businesses to be more efficient and profitable, she shows them how. Patty is a motivator and speaks frequently at various local network groups. She has a wonderful husband who is a fabulous cook. You can find her being a weekend warrior and loves to hike or swim on the weekends.

Team Member Kristen O'Connell

Kristen Lipsey

Chief Operating Officer, QuickBooks® Certified ProAdvisor®

Kristen prides herself on her knack for attention to detail, which motivates her to break down clients’ books and help streamline their transactions into a comprehensive picture of their business. She loves a good clean-up project. Kristen is a team player and enjoys helping her team problem solve potential issues.

Kristen graduated from California State University Fullerton with a degree in Criminal Justice in 2013. Kristen is an active reader who revels in the next crime podcast.

Kristen lives for her family. She is the proud mother of two girls named Whitney and McKinley.

Jael Burge

Bookkeeper, QuickBooks® Certified ProAdvisor®

Jael was born and raised in Southern California. She studied at Santa Ana College. Jael loves numbers, Excel and problem solving. She prides herself on learning why and how things work. She has a great deal of experience working with many different District Attorney’s offices and Merchants around the country.

She’s lived in both New Mexico and Texas but returned home to beloved California. She lives for her son and family and enjoys spending time with them. In her spare time you can find her bike riding, playing with her animals or gardening.

Team Member Sue Graham

Sue Graham

Bookkeeper, QuickBooks® Certified ProAdvisor®

Sue Graham enjoys working with numbers and solving the puzzles that occur when accounting transactions don’t match up or balance. She’s always been ‘that person’ who balances her checkbook to the penny numerous times each month. Her favorite subjects in school were statistics and math although her major at UCLA was in history.

Sue has bookkeeping experience in various industries: construction, restaurant (casual and fine dining), pet sitting, law firms, grocery store and is an active member or on the board of directors for multiple non-profit dog clubs. Her involvement in these industries isn’t limited to bookkeeping, but also customer service.

Sue’s weekends are filled with training, trialing, showing her own dogs or judging dog trials.

Kelley Wright

Bookkeeper, QuickBooks® Certified ProAdvisor®

Kelley grew up in the suburban Chicagoland area of Illinois. Kelley has a military background. She served in the United States Navy and that is where she met her husband Brian, a United States Navy Chief. Kelley and Brian are the proud parents of two daughters, Isabelle, 14, and Bonnie, 8. Before working for Team One Accounting, Kelley worked as a civilian for the United States Navy, processing all administrative paperwork for newly commissioned United States Naval Officers. Kelley has strong organizational skills and has a strength in attention to detail. Kelley takes pride in a completed task well done and derives satisfaction from being moral and ethical in all that she does.

You can find Kelley in the kitchen where she loves to cook and bake in her spare time. Her family and friends all consider her a fabulous cook!

Olivia Maldonado

Bookkeeper, QuickBooks® Certified ProAdvisor®

Olivia graduated from Cal Poly Humboldt with a Bachelor’s degree in Psychology in 2021. Her passion for business and accounting came from her experience in banking. She focused on helping business owners understand and use products that would increase their work efficiency (i.e. payroll and bill payment).

In her free time, Olivia loves spending time with her family. She is a proud mother to her baby boy born in 2021. She also loves to garden.

Hailey Herbertz

Bookkeeper, QuickBooks® Certified ProAdvisor® & Administrative Assistant

Associates Degree and specialization certificates in Management, Sales, Marketing, and Entrepreneurship from Orange Coast College. Bachelor’s Degree estimated completion date 2023 from Southern New Hampshire University. Born and raised in Orange County, CA, Married, and Mother of two. Areas of excellence include customer relations, training, and project coordination.

Team Member Hailey

Edith Rodriguez

Bookkeeper, QuickBooks® Certified ProAdvisor®

Edith was born in Jalisco Mexico. She started her accounting career there while working in a restaurant and hotel where she gained experienced. She has bookkeeping experience in various industries; Law offices, auto dealerships, retail stores, construction, plumbing, e-commerce, engineering, and restaurants.

She loves clean-up projects and spending time with clients reviewing financial reports and training when needed. She enjoys learning new programs and staying up to date with technology.

In her free time, she enjoys yoga, spending quality time with her son, and visiting family and friends.

Brian Kleinsasser

Bookkeeper, QuickBooks® Certified ProAdvisor®

Brian has his B.A. in Accounting and has worked in Bookkeeping and Accounting in a variety of industries with most of his experience in the non-profit sector. Born and raised in Southern California he has lived and worked in 4 other countries over 14 years. Brian has used Quickbooks for over 20 years as well as Microsoft Office especially Excel. He really enjoys helping people in simplify their bookkeeping and accounting so that it they can efficiently fulfil their goals for their business. Brian loves walking and biking with his wife and playing Pickleball. He has 4 children and 2 grandchildren.

Lisa Eklund

Bookkeeper, QuickBooks® Certified ProAdvisor®

Lisa has had a variety of experiences in different industries. Cost accounting with multiple restaurants under one franchisee. In banking, working with accounts payable and financial analysis. The communications industry afforded the opportunity to clean up books that had not had the skilled attention it needed in several months. Lisa has also sat on some boards, as a treasurer, which adds to her knowledge of nonprofits. A vast spectrum of experience in accounts payable, accounts receivable, payroll, and reporting analysis has been a part of her journey in the bookkeeping industry as a whole.

Lisa has a Master’s degree in Counseling. Not only does she work with numbers she understands the importance of personal interaction from a professional and personal standpoint. Now that her daughter is older, she has more time to focus on her husband and herself. Her daily walks with her dog, Ginger, is the part of her day that she cherishes the most.

THE RIGHT SOLUTION REQUIRES THE RIGHT TOOLS

Team ONE is an accredited QuickBooks® Certified ProAdvisor

Experience the TEAM ONE DIFFERENCE in your Company (949) 355-4521

COMPANY BRIEF

Team One takes the hassle out of accounting so that you can focus on what you do best in your business and reach your dreams.

CONTACT INFO

2973 Harbor Blvd # 127, Costa Mesa, CA

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