The Values
I didn’t come to this work from the corner office…
I got here by watching my mother, a healthcare worker who went from GED to RN while raising two kids and working 60-hour weeks, just barely holding it all together.
The hours were long. The effort was undeniable. And somehow, there was still so much of the month left after the end of the money.
That gap between how hard people work and how little support they get is what brought me here.
What I do…
I bring tax preparation, bookkeeping, business structure, systems design, and financial strategy together so you don’t have to explain your situation to five different specialists who each only see their piece.
I handle things like setting up your bookkeeping from scratch, managing quarterly tax estimates, walking you through business entity choices, organizing your financial reports, and troubleshooting the everyday details that can trip you up. If you need help with year-end filings, streamlining your invoicing, or understanding where your money is going, I can cover all of that too.
The siloed model we see most often creates gaps, duplication of effort, and a view of your finances that nobody sees in its entirety. When the people in your corner share knowledge and coordinate rather than work in isolation, the whole picture becomes clearer.
You stop making the same avoidable mistakes. You stop paying for a system that doesn’t talk to itself.
I’m not interested in keeping you dependent on me to decode your business. The goal for our partnership is contagious confidence: you leave every conversation knowing more than when you came in, and what you learn, you share with others.
Here’s what you can expect if we work together: After our intro call, we’ll set up a kickoff meeting to learn more about your situation and goals. I’ll review your current setup, help you prioritize next steps, and we’ll create a clear action plan together.
From there, we’ll have regular check-ins based on what you need, whether that’s hands-on support with bookkeeping, tackling taxes, or updating your business systems.
Throughout, I’ll answer your questions and make sure you always know what’s coming next. This way, you always feel informed, supported, and prepared to take the next step.
What I’ve learned…
There’s a lie we’ve all heard at least once: “People just need to learn financial literacy!” It assumes the problem is that folks don’t understand money.
I’ve been the person who had to make $50 stretch across a week of living, eating, and paying bills. And that person knows exactly how to balance a budget. They have to. There’s no slack in the system that lets them get away with not paying attention.
What those folks don’t have access to is transparency. For example, opening a business bank account is often as simple as walking into your bank with your ID and business formation papers. The teller can help you set it up in fifteen minutes.
Starting an LLC isn’t complicated, the IRS isn’t looking to ruin you, and you don’t need an overpriced subscription to keep your books clean.
Much of what feels overwhelming is just unfamiliarity, which disappears quickly once someone walks you through it without talking down to you.
As an elder millennial, I can tell you that most mainstream “financial advice” is some flavor of: “…pay off your credit cards, make your coffee at home, and skip the avocado toast.” That’s not advice. That’s a distraction from real, honest conversation.
Who I am…
My name is Emily. I'm the accountant, bookkeeper, and tax preparer behind Shared Values Accounting. I got my bachelor's degree from Fordham University's Gabelli School of Business — and Sallie Mae.
I do this work because I love helping people, and I really like spreadsheets. When I'm not pushing buttons or balancing debits and credits, I'm knitting mini berets for my cat Winston, watching my daughters, Penelope and Paloma, develop their musical talents, or binge-watching pastoral British murder mysteries with my husband, Noel.
I'm the daughter of Magda and Lance, two Caribbean immigrants who met at a roller skating rink in Brooklyn, NY. They taught me why balancing hard work and good living is important to the people around you.
Thank you for making it this far. I hope we can work together soon.
What began as a search for a “why” has evolved into something much bigger. I’m proud of where I’ve been and even more excited for what’s possible.
This isn’t just about process and numbers—it’s about building community knowledge. The goal is to take time to share, explore, and build with purpose at every turn.
