TEAM

 

Lisa Najdek

Lisa founded Evergreen Bookkeeping in January of 2017. After spending nearly a decade in CPA firms, she’s developed a love for both accounting and building efficient workflows and systems in her business. Unfortunately, she realized her love didn’t extend to the intense demand of tax season and missing out on so much time with her children January through April. Instead, she’s embraced the entrepreneur lifestyle and has built a firm where she can flex between life and work. Best of all, she gets to serve other small to mid-sized business owners on their journey, to create their passion projects! She is in constant awe of the brave business owners who made the same leap into entrepreneurship. The numbers we provide can help us understand this journey and see vital trends, challenges and opportunities along the way.

Outside Evergreen, Lisa loves spending time with her husband, Max and her two daughters, June and Diana. She loves cooking, planning the next travel adventure and recently learned how to solve a rubik’s cube in less than two minutes

Audrey Boyle

Audrey joined the Evergreen Bookkeeping team in 2021 as a bookkeeper. She loves helping people make sense of their finances and empowering them with this information. Detailed oriented, with a knack for organization, she was naturally drawn to this work. Past experience working with tax firms gives her an understanding of the big picture and significance of accurate financial records. Outside of work Audrey loves planning her family’s next travel adventure or whipping up an enviable chocolate chip cookie.

 
 

Morgan Jensen

Morgan is a bookkeeper at Evergreen Bookkeeping. After having worked in accounts receivable and payable, she discovered a fondness for bookkeeping. Morgan enjoys the orderliness and problem-solving that is involved with keeping clients’ books. She also finds it rewarding to contribute to the success of small and medium-sized businesses.

When she’s not balancing transactions in QuickBooks, Morgan enjoys going on road trips, calling out answers at trivia night, and cuddling with her cat, Sugar.

 

Kel Gilmore

Kel is an administrative assistant at Evergreen. She loves helping with behind the scenes work and keeping the team productive by tackling support tasks. The thrill of writing a list and then crossing items off is the best form of motivation.

You may see Kel hunting in architectural salvage yards on the weekends looking for that perfect piece. Growing up in New England, she loves that Victorian aesthetic for both her home and her wardrobe.