meet the Busy Bee team

We are Busy Bee Advisors, a premier team of Bookkeepers, Accountants and QuickBooks Guru’s with a passion for helping small business owners have financial clarity in their business.

We sincerely appreciate the opportunity to be of service. With close to a combined 20 years of bookkeeping, tax and payroll experience we promise we’ve seen it before. Whether you are looking to take some basic monthly reconciliations off of your TO-DO list or you need to replace a Staff Accountant or Full Charge Bookkeeper, we can help.

We invite you to call our office at 916.400.3500 to schedule a consultation with one of our team members.

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Meet Our Team

Tax Reduction Sacramento

Melissa Broughton

Co-Owner, Bookkeeping Department Lead, Accountant

As founder of Busy Bee Advisors, Melissa brings a smile to every part of her work. Never one to miss the chance to laugh, she knows that a little humor can go a long way in educating and encouraging clients through complex, even frustrating, bookkeeping situations.

Her background in corporate accounting and auditing complements her desire to serve as a financial translator, of sorts, to sole proprietors and small business owners so that they feel confident in their financial decisions.

Melissa is a member of Business Network International, Rotary, FU Nights, Women in Consulting, and previously served as finance chair on the Sacramento Children’s Receiving Home Board of Directors.

She and her husband Eric enjoy working together and live in Sacramento with their youngest son and dog. She is also a proud mom of a US Marine.

Tax Reduction Sacramento

Eric Broughton

Co-Owner, Tax Department Lead, Tax Advisor

Eric is anything BUT your typical tax professional.

A true extrovert, Eric enjoys connecting with his clients to genuinely understand them and their unique tax and financial situation. His goal for his clients is to pay their fair share in taxes and nothing more.

He uses this insight to find ways to best apply the tax code and design a customized tax strategy to save as much as is legally allowable under the current tax code.

Born in Northern California, Eric is an avid gamer at heart and a natural problem solver. He enjoys spending time with his family and working alongside his wife and business partner, Melissa. He is also a proud papa of their oldest son, a US Marine.

Tax Reduction Sacramento

Joanne Jenkins

Office Manager

Her title really should be calmer of clients and commander of chaos, but this cheer coach prefers to keeps things on more of a positive note.

Joanne has been with us since the beginning. In its early days, Busy Bee experienced exponential growth – thanks to client referrals! – and required an office manager who could keep spirits up and happy vibes flowing.

After getting the job offer of her dreams teaching disadvantaged high school students, we almost lost her. But after clients begged for Joanne’s return, we got her back (part-time during the school year and full-time over the summer).

Born in Heidelberg, Germany, Joanne makes it a priority to enjoy her work. And although her work is serious, she goes out of her way to not take herself too seriously. She brings a sense of humor and a ton of energy (maybe that’s why she’s a great teacher and coach?) to her position and keeps the whole operation running smoothly.

She has a big heart, especially for disadvantaged kids and all dogs.

Tax Reduction Sacramento

Abigail Juarez Robles

Tax Administrator

A California native, Aby is a certified tax preparer registered with CTEC. She is “grateful and blessed” to have the opportunity to work with Melissa and Eric and feels like she works with family, where she can grow in her profession.

When asked about the best part of her job, she cites the gratification from helping people save money.

The ultimate optimist, Aby is outgoing, a quick learner, and thinks outside the box to help clients apply tax strategies to benefit their businesses.

She enjoys spending time with her husband, two children, and three dogs. When not at work, you’ll find Abigail volunteering in her community or relaxing around a beach bonfire.

Tax Reduction Sacramento

Barrie Curl

Bookkeeper

Born and raised in the Sacramento Valley, Barrie is a self-starter who loves working with numbers.

Armed with an Associate of Science in Accounting and 20 years of public service with Yolo County finance department, there’s nothing she can’t and won’t figure out for her clients.

When she is away from her calculator and keyboard you’ll most likely find Barrie in her garden or with her three pets.

Tax Reduction Sacramento

Shelly Whelchel

Bookkeeper

Born in Florida, raised in West Virginia, with stints in California, Montana, and Arizona, and now living in Fairbanks, Alaska, Shelly and her husband enjoy an adventurous lifestyle – hunting, fishing, even touring the lower 48 states by motorcycle.

Shelly understands the inner workings of private business as a bookkeeper and a business owner herself. At 23, she started her own plastic fabrication business while working part-time for a CPA who taught her how to manually keep accurate records, manage payroll, and implement QuickBooks.

She used those skills to bolster the success of the national solar business she and her husband owned for several years. Now, as a member of the Busy Bee team, she enjoys sharing her knowledge and experience with other business owners.

Tax Reduction Sacramento

Peggy Gilmore

Bookkeeper

Simply put, Peggy loves numbers and bookkeeping.

Her 30 years of experience have taught her that attention to the details, organization, and detective skills are critical to success, getting books in order, and balancing everything out at the end of the day.

Peggy brings a sense of calm to even the most chaotic bookkeeping projects.

In her spare time, Peggy enjoys reading mysteries – by the ocean when possible – and spending time with her two adorable Shih Tzus.

Tax Reduction Sacramento

Jia Chew

Bookkeeper, Tax Associate

Don’t let Jia’s quiet voice and soft laughter fool you; she is a finance powerhouse. Licensed as a CPA in the state of Texas, Jia is enjoying semi-retirement and travel in between accounting projects with Busy Bee Advisors.

Even with the most aggressive and creative tax strategies in place, Jia believes that without the proper understanding of debt management, financial success will never be possible. That’s when Jia thrives, by teaching financial responsibility and literacy to clients to help them better understand their situation.

Whether through year-round statement reconciliation in her bookkeeping work or more seasonal tasks in tax preparation, Jia uses her excellent organization skills to build on her genuine concern for her clients’ business success to help them achieve financial clarity.

Born in Singapore, Jia is a self-described foodie.

Tax Reduction Sacramento

Karina Juarez

Bookkeeper

Aside from overseeing financial data and ensuring compliance, Karina’s favorite part of her job with Busy Bee Advisors is learning about new industries and finding ways to best track and manage her clients’expenses. Using technical and problem-solving skills, she serves her clients by helping them maintain accurate books to best serve their financial situation.

Karina is fluent in Spanish and an excellent manager of her time, which means her clients can depend on her for efficiency and flexibility.

When not at work, you’ll find Karina on a long drive, trying a new hairstyle, or enjoying a self-improvement book.

Tax Reduction Sacramento

Greice Lane

Bookkeeper

Born in Brazil, Greice (pronounced ‘Gracie’) is proud of the relationships she has built over the years with clients and vendors.

As a licensed California real estate agent and notary. Greice is a trusted resource for her associates and bookkeeping clients. With organization, attention to detail, and a spirit for helping business owners grow, she finds satisfaction working with numbers and joy in helping others succeed.

Greice is passionate about uplifting and helping those around her. As such, she views her work as part of that mission. After hours, she enjoys yoga and long walks at the beach with her “super fun” Golden Retriever and 5-year-old son.

Tax Reduction Sacramento

Chaz Foster

Bookkeeper

Originally from Jamaica, Chaz earned her Bachelor of Science in Business Studies. She also has a Certificate in Government Accounting and is a certified QuickBooks Online ProAdvisor.

Chaz’s work ethic and dedication landed her an enviable accounting position with the Ministry of Health Jamaica.

Chaz’s team appreciates her positive attitude, persistence, flexibility and how she motivates those around her. Never one to shy away from a challenge, she welcomes a bank reconciliation for a problematic account and finding a solution that gets the balance to zero.

Chaz is passionate about sharing her knowledge with people living in poverty so they can become self sufficient. She volunteers with several local outreach organizations, teaching skills such as resume writing and office etiquette to help those who have lost their way return to the workforce.

Melissa Broughton

Working With Us

When a prospective client is interested in working with us we take the time to meet with the client either in person or over the phone to learn about the scope of services needed. A proposal is then put together detailing EXACT pricing of the project. Once pricing and terms are agreed upon we get to work.

It’s that simple. NO hassle and NO surprises.

Busy Bee Advisors proudly serves solopreneurs, entrepreneurs and small business owners with their outsourced bookkeeping needs by providing bookkeeping and financial coaching services to our clients.

Proficiency & Expertise

Services Offered

  • Full-Service Accounting
  • Quickbooks Setup
  • Quickbooks Training
  • Monthly QuickBooks Online Hosting
  • Monthly Reconciliations
  • Troubleshooting Quickbooks
  • Accounts Payable
  • Accounts Receivable
  • Payroll Budget Creation
  • Tracking & Coaching
  • Cash Flow Projections
Busy Bee Advisors Services

Bookkeeping

Full Service bookkeeping from small business to big business. Remote options available.

Taxes

Income tax prep, advising and filing for individuals, sole props, corporations and more.

Business Incorporation

Establish your new LLC or corporation. We’ll handle the process for you so you can get to work right away.

Outsourced Accounting

Outsource your accounting department to Busy Bee Advisors. Save time and money.

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